Lithium iron phosphate battery new shopping mall breakthroughs -power grid energy storage burst

　　According to the survey, in order to alleviate the power supply pressure of the State Power Reform and Power Grid Group, the demand for grid energy storage projects with transformer -side energy storage and industrial and commercial side energy storage projects with transformers has increased. From the perspective of energy storage bidding and implementation projects, the energy storage system that uses lithium iron phosphate batteries has become the dry flow of power grid groups and operators.

　　At present, the lithium battery used in the energy storage end in China is still mainly iron phosphate. This time, the demand for domestic power grid energy storage is burst, which will directly drive the demand for lithium iron phosphate batteries. The main reason is that the first is that the burst of power storage demand for power grid provides a way out of lithium iron phosphate batteries that cannot be satisfied with the new energy car subsidy for the new policy; second, in recent years, the development of power battery companies in terms of technology and costs in recent years Lithium iron phosphate batteries have cost -effective advantages compared to lead -acid and lead -carbon batteries.

　　Grid storage energy is driving the demand for lithium iron phosphate batteries. Now, many lithium battery companies that have signed energy storage projects are "busy" in power and energy storage capacity. Essence It is foreseeable that the domestic power grid energy storage will win a new breakthrough for lithium iron phosphate batteries.

　　In the past month, the Ningde Times, Li Shen, Zhongtian Energy Storage, and Kelu have won orders at the power grid energy storage shopping mall, which opened a new world for lithium iron phosphate batteries. Nowadays, lithium iron phosphate batteries have become dry flows used by domestic energy storage, especially power storage, and energy storage in 2020 will complete the real large -scale outbound in one or two segmented malls. It is estimated that by 2020, the total demand for lithium power storage on the power generation side and the power grid side will be 8GWH.

　　From the perspective of the entire environment of energy storage, lithium battery energy storage is mainly used for communication base stations, user -side peak -cutting valleys, network power stations, micro -power grids, rail transit, UPS, family energy storage, big data centers and other projects. However, combined with the main domestic environment, the shopping mall space left by the communication base station to lithium battery companies is small; the UPS backup power supply has already begun to lead; the family energy storage is being controlled by the electricity price mechanism and land intensive nature in the country. The size of the big data center shopping mall is large, but it is still in the reclamation stage.

　　On the one hand, the heating of the energy -capacity of the power grid storage shopping mall is found to find a way out; on the other hand, the technology improvement of lithium battery companies, lithium iron phosphate batteries can basically satisfy the existing power storage services of the existing power grid; Lithium battery companies have reduced costs, and the price of lithium iron phosphate battery units decreased. From the perspective of long -term economy, it has a comparative advantage.

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