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Jinchuan Nickel and Cobalt: Exploring a New Path to Enhance International Competitiveness
Release time:
2024-09-24 13:57
In the first half of 2024, energy storage companies will continue to look for new opportunities under the competitive pattern of "ice and fire".
On June 25, at the summer Davos Forum, Zeng Yuqun, chairman and CEO of CATL, responded to the rumors that the company called on employees to "struggle for 100 days", saying, "Struggle for 100 days is to call on everyone to practice basic skills, and in the environment of new energy volume prices, value is the most important." ”
"According to the bidding situation of the battery cell framework in 2024, the price of energy storage cells has been as low as 0.409 yuan/Wh, which has decreased by more than 50% compared with the reserve price in January 2023." Chang Ke, an analyst at Shanghai Ganglian New Energy Division, told the Securities Daily that the energy storage industry should not only include price, but also technology, products, safety, after-sales, capital, channels and other dimensions. Enterprises need to gradually shift from "price war" to "value war" to promote the development of the entire energy storage industry.
According to InfoLink's global lithium battery supply chain data, the global energy storage cell shipment scale reached 38.82GWh in the first quarter of 2024, and the large storage market still maintained a growth trend, with a year-on-year increase of 10.3%. At the same time, the products circulating in the large storage market have also begun to change. In the first quarter of 2024, the penetration rate of 300Ah+ products in the global large storage market was 22%, and the penetration rate is expected to be close to 50% in the fourth quarter of this year.
Since the end of last year, judging from the latest energy storage technology released by leading manufacturers, the energy density of domestic energy storage lithium batteries has further broken through to 500Ah+.
On June 13, Sunwoda released the 625Ah large storage cell "Xinyue", which increased by 8.8% compared with the previous 314Ah cell; On April 9, CATL released the world's first 5-year zero-attenuation energy storage system that can be mass-produced, which achieves the ultra-high energy density of lithium iron phosphate energy storage batteries, which can reach 430Wh/L. Industry insiders predict that the capacity of a single cell of this product is at least 587Ah. In addition, including EVE Lithium Energy, Ruipu Lanjun, etc., have also poured into the 500Ah+ track.
He Zhuoxin, a researcher at the China Chemical and Physical Power Industry Association, told the Securities Daily: "In the initial investment in energy storage, the unit power cost is higher, and with the increase of battery capacity, the unit energy cost of the system will show higher economy, which means higher cost performance." ”
Taking CATL's 5-year zero-attenuation Tianheng energy storage system as an example, the energy storage system can achieve a high energy of 6.25MWh in a standard 20-foot container, increase the energy density per unit area by 30%, and reduce the floor area of the whole station by 20%.
However, some people in the industry have raised questions about the application scenarios of 500Ah+ batteries, whether such a high-end large battery is facing over-configuration? In this regard, a number of leading energy storage battery companies have directly locked the application scenarios of energy storage large batteries in the long-term energy storage market.
As early as the end of 2023, Xiamen Haichen Energy Storage launched the MIC1130Ah battery to increase the energy density of the battery cells to
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