Dynamic proportion of sustained decline back to capacity | Can lithium lithium lithium lithium?

Dynamic proportion of sustained decline back to capacity | Can lithium lithium lithium lithium?

Recently, Jiangsu Zhenjiang Electric Grid Reservoir Power Station Project is officially connected, the energy storage power station uses lithium iron phosphate ion batteries as energy storage units, with a total capacity of 202,000 kilowatts, total power is 101,000 kilowatts, is the largest battery reserve built in China. Energy station. The implementation of the project is significant for the lithium-ion battery industry.

If the exemplary effect can be formed, it can partially alleviate the current dilemma of the lithium-ion battery industry.. Since February 12 this year, the new energy car subsidy standard “break cliff” decline, the subsidy file has increased from 3 files to 5 files, and the subsidy threshold is also increased from 100 kilometers to 150 kilometers from the endurance mileage.

Basically follow the battery life. The higher the main land, the higher the subsidy standard. Since the subsidy standard is too fast, there are many companies producing low-energy density lithium-ion batteries that are not in the future, and at the same time, as the domestic lithium-ion battery industry has generally increased, the relevant materials of lithium-ion battery products have generally increased in recent years.

In double context of subsidiary landslides, materials price increases, this year, the performance of lithium-ion batteries has declined substantially.. In addition to making a powered lithium battery, lithium-ion battery products can also be made into energy storage batteries.

The power lithium battery is higher, and the power lithium battery is different. The energy storage battery is not high. However, the safety and life of the battery is extremely high, such as lithium iron ion battery, due to the low energy density, in the field of three yuan lithium-ion batteries, while the safety of lithium iron phosphate is very Ok, most energy storage power stations have chose lithium iron phosphate ion batteries as energy storage batteries.

. In fact, it is because of the safety of lithium iron phosphate ion batteries, BYD has long used it as the preferred battery for new energy vehicles, and this is the fact that today, today, BYD’s lithium-ion battery production is mainly High energy density lithium-ion battery CATL beyond. However, lithium-ion battery storage power stations are generally used in new energy power plants, and the application in traditional power plants is relatively small.

. Due to the unstable wind power and solar voltages, the power generation time is uncertain, using the energy storage power station as the power relay more conducive to the healthy operation of the grid, some solar cell companies also combine the solar power station and the energy storage power station into a product to sell, decreased Customer deployment difficulty. In recent years, with the rapid development of the lithium-ion battery industry, the construction of a lithium-ion battery storage energy station in conventional power plants has gradually become a boom.

Compared with the water storage power station, the battery storage energy station is more flexible and covers a smaller area. You can make layouts quickly on every place. Throughout the domestic lithium-ion battery industry, high-energy density battery technology is still weak, CATL as an example, the company’s three-dimensional lithium-ion battery energy density can be up to 240Wh / kg, but Panasonic supplied to TSLA power lithium battery The energy density can reach 300Wh / kg, while the amount of cobalt-containing cobalt-containing battery is lower, the smaller the environment.

. CATL basically can represent the highest level of domestic lithium-ion battery technology, other manufacturers’ lithium-ion battery products may not be as good as CATL, under the premise of low energy density batteries, to properly develop lithium-ion battery energy storage technology is expected to make lithium The ion battery industry is healthily develop healthily. Related reading grid reservoirs will explode to pull the lithium iron phosphate ion battery.

Today, the lithium-ion battery has become the mainstream of domestic storage, especially grid energy storage applications, and the most late 2020 will be in one or two market segments. Realize true large scale outbreak. It is estimated that by 2020, the total demand for lithium battery on the power generation side and the grid side is 8GWH.

. According to the regulation and development, cooperate with the national power reform and the power grid group to alleviate its own power supply, the demand for the power network storage project mainly by the transmission (with the transmission of the transformer), the user side energy storage project is new, according to this year Grid storage tendering and implementation of the project, the use of lithium-ion battery supporting energy storage systems has become the mainstream choice of power grid groups, operators. At present, the lithium-ion battery applied to the energy storage end is mainly based on lithium iron phosphate.

. This time, domestic grid storage demand broke out, which will directly pull the lithium iron ion battery demand. Important reason is: First, the outbreak of the power grid storage demand is to supply a lithium iron ion battery that does not meet the new energy car subsidies.

The second is that with the technology, cost, etc. in recent years. The development of the phosphate ion battery compared to lead acid, lead charcoal battery has a cost-effective advantage.


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