Incoming energy storage opens up new space

In Hu Shunquan’s view, it is of great significance to carry out research on UHV transmission technology to promote and safeguard the sustainable development of China’s power industry and energy industry. “SVG equipment has evolved from large volume to small volume in structure, better working performance, and further improved operation safety; SVG large capacity from air cooling to water cooling, so that the power is more concentrated, further reduce the size of the machine, improve reliability. ”

IS220PDIOH1B From the dynamics of major manufacturers, new technologies are constantly emerging. For example, in July last year, the 220kW/380V variable frequency power supply developed by XinFengfeng was successfully applied to the Shanghai Dachen Island Jinfeng GW77-1.1 anti-platform low-frequency wind turbine project in the 35 kV flexible low-frequency transmission demonstration project of State Grid Taizhou, helping the 20Hz low-frequency fan to achieve grid-connection; In September of the same year, Siyuan Electric also made corresponding breakthroughs in the core technology of 800kV GIS.

It is understood that the company has as many as 22 independent research and development core technologies, covering SVG, high voltage frequency converter, rail transit energy feedback device, intelligent energy storage device and other four product categories, has been in a leading position in the industry. For example, in the field of SVG, the super-large scale power unit cascade H bridge technology independently developed by Xinfengsun has realized reliable control and voltage balance for more cascade H Bridges, greatly reducing the length of optical fiber, and has more cost advantages, greatly enhancing the market competitiveness of the company’s products.

IS220PDIOH1B

IS220PDIOH1B It is worth mentioning that while SVG and inverter related manufacturers adhere to the traditional main business, many companies are still actively opening up the second growth pole, and have aimed at the high-speed growth track of energy storage. For example, on January 9, 2024, the Siyuan Electric power energy storage device industrial base project with a total investment of 5 billion yuan officially started, mainly producing lithium-ion batteries, super car-level high-power energy storage devices and systems, and super capacitors.

In March 2023, Baili Electric disclosed that its holding subsidiary Suzhou Guanlong Electromagnetic Wire Co., Ltd. developed coils for energy storage motors; Chengdu Ruilian Electric Co., LTD., a holding subsidiary, has in-line terminals that can be applied to new energy storage battery products.

In addition, in June last year, Huichuan Technology said in a specific object of research that energy management, including energy storage, is the company’s strategic business. At present, the business is mainly focused on energy storage, and the products are mainly PCS and special power supplies. And the company is exploring ways to extend some products and business models based on energy storage. The energy management business will shift to the industrial and IS220PDIOH1B commercial side in the long term, and provide PCS, all-in-one machines and integrated energy management solutions in the application scenarios of the most familiar production lines in Huichuan.

“Who grasps 3S (PCS, BMS, EMS) in the future, who grasps the right to speak of energy storage.” “In Ren Qigang’s view, at present, the low-voltage energy storage system is still the mainstream of the industry, is the main force of the future energy storage market, the high-voltage fed energy system than the low-voltage energy storage system has a cell single cluster control, eliminate the circulation between clusters, improve the charging dissatisfaction discharge impurity, improve the energy storage system’s power throughput capacity (throughput depth and throughput efficiency), suitable for new energy power supply side and grid side large-scale energy storage scenarios. The future application IS220PDIOH1B space is broad. Industrial and commercial energy storage can be applied to a variety of scenarios such as platforms and office buildings in the future, bringing benefits to users through peak-valley arbitrage and other ways.

In the view of the industry, many domestic manufacturers can achieve import substitution through technology upgrading, and then new technologies lead the development of the industry, making their moat more broad. “The future new energy industry to maintain a high boom is a large probability event, and the competition is relatively small, high technical barriers SVG, inverter and other subsectors will be the first to benefit.” “