wholesale jewelry findings europe Forgotten energy storage giants, BYD returned from hundreds of battles

kissaka jewelry wholesale Text | Energy Storage 100 people Zheng Zongbin

This summer in 2020, BYD returned.

In international summits and exhibitions held at the end of August, Yin Shaowen, general manager of BYD energy storage business, gave a passionate speech. Participate in the development of domestic markets, and at the same time open and share energy storage business platforms with domestic and foreign partners.

In general manager of BYD energy storage business Yin Shaowen

This indicates that after the domestic energy storage business has been silent for several years, BYD will once again the domestic market Putting the same important position as the international market. The former energy storage industry pioneer is planning to appear in front of the public with a new look and attitude.

At the same time, within BYD, a reform around the system and mechanism is being carried out vigorously. BYD plans to split the battery business separately, and the energy storage business that is closely related to power batteries has also been integrated. The energy storage sector that originally belonged to the 14th business department was transferred to the battery business group. After integration, a stronger synergy effect is expected to have a strong synergy effect between the power battery and the energy storage sector.

The is well known that in the past twelve years, BYD, the main iron lithium battery, has not only successfully reached the power in the field of electric vehicles, but also first applied iron lithium to energy storage and conducted large -scale promotion overseas to promote large -scale promotion overseas. Enterprise. As of the end of 2019, BYD's global lithium power reserve capacity installed more than 750MWh. Such a scale has no right right in China.

but compared with brilliant foreign records, in recent years, BYD's domestic energy storage business has indeed no sense of presence, and many energy storage project bids are also common in BYD. The return of this time has once again triggered many speculations in the industry.

Today, China's energy storage industry is on the eve of the drama, and the energy storage of energy storage in the "Fourteenth Five -Year Plan" period is about to enter a new stage of large -scale applications. As the founder of the domestic energy storage industry, after the ice and fire in the domestic energy storage market, how can BYD re -position itself? In the subsequent commercialization of commercialization, can BYD make another growth pole after the energy storage sector is wished to make the energy storage sector after a non -power battery and new energy vehicle?

1

In the Shenzhen Pingshan plant area, there are two unspoken villas, which are called "future villages" by BYD. In 2009, BYD created an energy test field consisting of wind power, photovoltaic, and battery energy storage.

is called "Future Village" because of its advanced energy production and consumption concepts. The 24 -hour power consumption demand of these two villas is the energy storage power station for energy storage and conversion, all from green energy, thereby achieving zero carbon emissions.

"Future Village", the most noteworthy is the 1MW/4MWH energy storage power station. This is the first Muwa -grade lithium power storage power station in China. Large -scale application attempts.

The two zero -carbon villas in BYD's "Future Village"

iculous application to energy storage, BYD is the first domestic first in China People who eat crabs. From 2010 to 2013, BYD completed the development and accumulation of all energy storage core technologies, and verified the technical feasibility of lithium battery storage capacity through a series of demonstration projects.

It in the reckless era of domestic energy storage industries, BYD created many firsts in the country as a pioneer in the industry. In 2010, BYD participated in the South Net Baoqing Power Station is the first grid -side project in China. At the signing ceremony, the god god Buffett was invited to help out; in 2011, the State Grid Zhangbei Scenic Storage Battle of the State Grid started. Among them, BYD won 6mW/36MWH for the largest energy storage package.

This is also one of the few highlights of BYD in China. In the years, BYD has focused its main energy in overseas markets, and its domestic energy storage business has long been stagnant for a long time.

The analysis of people in the industry. This is actually a passive choice. Compared with the flowering overseas markets, domestic energy storage has no clear business model. Especially since the first energy storage industry guidance jointly released by the five ministries and commissions at the end of 2017, the energy storage track has become increasingly crowded. With the limitation of downstream application space, endless low -cost competition has made all companies tired.

At the Energy Storage Western Forum in August the next year, BYD simply released a news that shocked the energy storage circle: no longer participating in domestic bidding projects and focusing on energy storage equipment suppliers.

The person in charge of BYD's then energy storage Zhang Zifeng bluntly stated that in China to bid independently bidding projects in China, BYD needs to deal with government and provincial power grid companies. More energy.

Couver who fights with the country in China, it is better to concentrate resources to engage in higher profits international markets. As early as 2011, the US Chevron's 4MWH energy storage business was received, and the first container was exported overseas, which opened the door to the international market.

The energy storage and frequency market in the United States and the United Kingdom has broke out in recent years, and BYD has entered the harvest season in overseas markets. In 2015 alone, BYD exported a total of 100 containers to the US energy storage market, a total of 132MW energy storage battery products. The price is also very attractive. The price of lithium iron phosphate battery exported to the US market is equivalent to 4.7 yuan/WH (the average exchange rate of the US dollar in 2015 is 6.23). ).

In accumulated the global installation, BYD is a veritable giant. As of the end of 2019, BYD's global cumulative shipments have reached 750MWh, which is in the same camp as LG, Samsung, Tesla, and KOKAM. From small home energy storage systems to intermediate -level industrial and commercial energy storage products, to large public -level container systems, it covers the current market demand in all aspects.

2

The energy storage industry at this stage, like the photovoltaic industry a few years ago, the foreign market started first, and then gradually shifted to turn steering. domestic.

The years of inflection point by the industry by the industry. The Chinese energy storage industry, which has experienced several ups and downs and wind and rain, once again showed signs of recovery.

This is that the development of new energy and energy storage has become the world trend. The national level of energy storage policies has been released one after another. Especially recently The energy storage was mentioned a more significant position.

The people in the industry believe that under the current policy orientation, the trend of the integration of power storage on the side of the power supply side is becoming increasingly obvious. The next step may strengthen the power quality and new energy access assessment. The standard of becoming a new energy side.

On July 16 this year, Li Jiexiang, member of the Standing Committee of the Qinghai Provincial Party Committee and executive deputy governor, had a discussion with He Long, the vice president of BYD Group Corporation in Xining, to docking and exchanging the investment and development of energy storage and power generation projects. BYD expresses its willingness to invest in energy storage in Qinghai.

In half a month, a news of a strategic cooperation between BYD and wind power giant Golden Wind Technology has all over the circle of friends. The two parties will jointly build the power supply side, especially "renewable energy energy storage" Solution and product services.

"Sighting the whole picture", the final answer was revealed at the SNEC exhibition. BYD launched a global "partner plan" at the exhibition, throwing olive branches to domestic and foreign companies, and intended to cooperate with EMS, PCS, universities, design institutes, power grids and other upstream and downstream companies to jointly build an energy storage ecological platform.

In August this year BYD announced the future "partnership plan" at the SNEC exhibition

BYD, who does not participate in the domestic bidding to withdraw from the Chinese market, is actively returning to the domestic market.

has always shown people in the field of energy storage in the field of energy storage. From the core components such as the battery to PCS and BMS In addition to individual customers such as Power Grid, BYD does not sell its battles and modules to the outside world, and only provides integrated energy storage systems.

Is the launch of the "Partner Program" foreshadow the adjustment of BYD strategy? In this regard, BYD insiders said that BYD's energy storage strategies will have different arrangements. "The early market environment was immature, there was no industrial chain support, and there were no relevant standards. In order to ensure the timely delivery and safe operation of the product, the system integration of the entire industry chain was more responsible." N
Nowadays, BYD not only provides an energy storage integration system, but also brews a bigger game of chess to "share" and "open" energy storage technology and business accumulated for several years.

Since 2019, BYD has set up five new independent sub -brands named after "Fudi", marking its external sales of new energy vehicle core components. Energy storage is no exception. The energy storage sector, which belongs to BYD's 14th Institute of Division, was officially transferred to the Second Division of BYD Group, and was regarded as a signal for BYD to strengthen internal coordination.

In from vertical integration to opening to the public, which shows BYD's big turn. From the perspective of the industry, BYD's energy storage business will be re -sorted out at the group level. The "BYD" brand may focus on the integration of new energy vehicle manufacturing and energy storage systems in the future. Can battery.

3

With the increase in the threshold of the energy storage industry, product positioning and market analysis have become more important. Because the development process of the entire energy storage product is a very high investment, if the products made in the later period are not on market demand, the early investment is likely to face the situation of blood.

Is when the industry really changes, the leaders of the industry must be the integrator of technology. In the context of the increasing demand for the domestic energy storage market, BYD launched a new round of product offensive.

On August 8, 2020, BYD announced the first power storage product by BYD CUBE for the first time. Machine and important components were verified by 288 products. The product form changes the past container type, which is more modular and standardized; R n Many people in the industry call it a revolutionary product. It is believed that BYD has applied the innovation of power batteries to the energy storage system, and projected the energy storage product of the container volume on the spirit of the vehicle -level battery for space. Ideas will lead energy storage products in the direction of higher technical content.

Bydi energy storage new products byd Cube T28

In BYD insiders introduced that after the launch of Byd Cube products , The order volume of this product alone exceeds the sum of the installation capacity in the past 12 years.

This may be just a small test, BYD's killer is still behind. In addition to the use of blade batteries, it will be used for energy storage soon. In addition to unparalleled security, the data shows that the weight ratio of "blade batteries" can reach 180Wh/kg, and the energy density at the same volume is about 50% compared to the traditional iron battery, and the space utilization rate can reach more than 60%.

In according to the plan, in 2021, BYD will be equipped with a blade battery in the subsequent BYD CUBE series products, and the battery capacity of the 40 -foot container area can exceed 6MWh. This means that the area of ​​energy storage power stations is reduced to less than half of the existing. The land, construction, and cable costs of all projects will decrease significantly, thereby promoting the decline in the entire project cost.

The star product "blade battery" released by BYD in March this year

In addition to technical innovation, the scale is the most reliable cost reduction cost Way. BYD plans to build 8 blade battery production lines at the end of this year to achieve the annual capacity of more than 20GWH. In addition, the annual output of 10GWH automated energy storage and assembly production line in Luhe Industrial Park, Shanwei, Guangdong. , A set of products will be offline every hour.

The advent of the blade battery will undoubtedly make BYD's expansion more confident, and it will also bring a huge turn to BYD's energy storage business. According to the calculation of CITIC Securities, if the average cost of if the average cost of the battery pack is 0.85 yuan/WH, after replacing it with a blade battery, the cost is expected to further decrease to 0.6 yuan/WH.

4

BYD started from the battery and is famous for electric vehicles. In fact, BYD's ambition has never been there.

I. As the head of BYD, Wang Chuanfu talked about his three dreams on new energy on different occasions. What he wants to build is a new energy empire around solar, energy storage, and electric vehicles. For many years, BYD has been committed to integrating the three major sections.

The new energy vehicle is just a part of BYD's new energy strategy

This is a full industry chain that revolves, stored, and use it. BYD entered these three strange industries in a high-cost manner from 2003 to 2008, and desperately built a new energy closed loop. Looking at it, only Tesla is now in the same battlefield with BYD.

The reason why it entered the battery energy storage industry, Wang Chuanfu looked very transparent:

On the point, Wang Chuanfu's new energy industry dream is more like a utopian existence. At that time, the cost of optical and electricity exceeding 2 yuan and the energy storage of electrochemical storage exceeding 3 yuan, the cost of only one new energy and power equipment was equivalent to at least hundreds of years of electricity costs for ordinary Chinese families.

This in the desert for ten years, 10,000 miles out of Changping. No one expected that, with the sharp decline in the cost of photovoltaic and power batteries, the energy revolution and the traffic revolution towards deep integration, BYD's original expectations are gradually becoming a reality.

In Wang Chuanfu's idea, the three industries of "photovoltaic electric vehicle energy storage" will eventually form a game of chess. Although the energy storage business has contributed very little in the company's entire revenue, it has always been a key part of the BYD strategy. This is why BYD will be a few years ago. Essence

The great enterprise must be born for the society. Many things are not deliberately pursuing a commercial result, but when you look back many years later, the leaves are lush, and the trickle will eventually be remitted into a large river.

"The most competitive photovoltaic component companies in the world appear in China, and the most competitive inverter company will appear in China. We believe that the most competitive energy storage company in the future must also be in China . "Yin Shaowen vowed at the energy storage conference in early August. In the meaning, will the mainstream players of energy storage in the future be less than BYD?