Discussion on the new market of lithium iron phosphate battery

　　The growth of power grid energy storage demand will greatly benefit from lithium iron phosphate battery. The increase in power grid energy storage demand has driven the domestic demand for lithium iron phosphate batteries. At present, the domestic power grid energy storage is still at the leading stage of the power grid group. In the selection of lithium battery suppliers, the domestic leading lithium iron phosphate battery enterprises are the main stream of their selection.

　　The new breakthrough of lithium iron phosphate battery in the market -- the explosion of power grid energy storage

　　According to the survey, in coordination with the national power reform and the power grid group, in order to relieve its own power supply pressure, the demand for power grid energy storage projects focusing on the power transmission (distribution) side energy storage at the transformer end and the user side energy storage at the industrial and commercial end has increased. According to a number of power grid energy storage bidding and implementation projects this year, the energy storage system supporting the use of lithium iron phosphate battery has become the mainstream selection of power grid groups and operators.

　　At present, lithium iron phosphate lithium battery is mainly used in energy storage terminal in China. This time, the domestic grid energy storage demand burst, which will directly drive the demand for lithium iron phosphate batteries. The main reasons are as follows: First, the explosion of power grid energy storage demand provides a way to reduce the capacity of lithium iron phosphate batteries that are not satisfied with the new policy of subsidies for new energy cars; Second, with the development of power battery enterprises in technology, cost and other aspects in recent years, lithium iron phosphate batteries have cost-effective advantages over lead acid and lead carbon batteries.

　　Power grid energy storage is driving the demand for lithium iron phosphate batteries. Now, many lithium battery enterprises that have signed energy storage projects are "too busy" to start work together due to power and energy storage capacity, and small and medium-sized lithium battery enterprises in the industry are seeking for OEM cooperation. It can be predicted that domestic power grid energy storage will win a new market breakthrough for lithium iron phosphate battery.

　　In the past month, Ningde Times, Lishen, Zhongtian Energy Storage, Kelu and others have won orders in the power grid energy storage mall, which has opened a Xintiandi for lithium iron phosphate batteries. Now, lithium iron phosphate battery has become the mainstream of domestic energy storage, especially power grid energy storage. By 2020, energy storage will have a real large-scale explosion in one or two market segments. It is estimated that by 2020, the total demand of lithium battery energy storage at the power generation side and grid side will be 8GWh.

　　From the perspective of the overall energy storage application environment, lithium battery energy storage is mainly used for communication base stations, peak shaving and valley filling on the user side, off grid power stations, micro grids, rail transit, UPS, home energy storage, big data centers and other projects. However, in combination with the main domestic environment, the communication base station leaves little space for lithium battery enterprises; UPS backup power has been led by some lithium iron phosphate battery enterprises; Domestic household energy storage is subject to the electricity price mechanism, and the land intensity is still in the blank; The big data center mall is large in scale, but it is still in the reclamation stage.

　　On the one hand, the power grid energy storage market is warming up to find a way out for lithium iron phosphate batteries with overcapacity; On the other hand, the technology of lithium battery enterprises has been improved, and lithium iron phosphate battery can basically satisfy the auxiliary services of existing power grid energy storage; In recent years, the cost of lithium battery enterprises has decreased, and the unit price of lithium iron phosphate battery has decreased. From the perspective of long-term economy, it has comparative advantages.

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