Multiple synergies to boost, domestic energy storage industry will immediately invest in key points The global energy storage industry has a huge market potential With the global renewable energy market booming, the use of energy storage for renewable energy access, power transmission and distribution and ancillary services Speeding up. According to the forecast of NavigantResearch, the major markets for energy storage in the future will focus on the fields of wind and on-grid, distributed photovoltaics and microgrids, power transmission and distribution, and energy storage for new energy vehicles, which will show explosive growth in the next 10 years.
China's energy storage industry is about to usher in the outbreak of wind power plants, distributed generation and micro-grid, smart grid construction and vigorous development of electric vehicles all bring great opportunities for the development of energy storage industry. It is expected that the domestic energy storage industry will remain strong in the medium to long term. Market demand.
In the short to medium term, policy factors and industrial capital competition will accelerate the process of industrialization of domestic energy storage.
We estimate that by 2020, the market size of the domestic energy storage industry is expected to exceed 200 billion yuan, of which the two largest areas are wind and light power stations (more than 80 billion yuan) and distributed generation and micro-grid energy storage (conservative estimates). About 108.5 billion). Others include energy storage for new energy vehicles and energy storage for communication base stations.
The short-term optimistic about the lead-carbon, lithium battery storage, attention to the entire vanadium flow battery line Currently, chemical energy storage has become a key area of ​​research and development and innovation of energy storage industry in various countries.
With regard to factors such as comprehensive cost, commercialization, and safety, we believe that in the subdivided technical routes of chemical energy storage, lead-carbon batteries, lithium-ion batteries, and all-vanadium flow batteries are expected to become important for the commercialization of energy storage batteries in China. Breakthrough.
Investment strategy: Select the investment target combination technology route, cost and industrial chain from the three dimensions of cost, technology, and industrial chain. We mainly recommend Nandu Power (owning proprietary intellectual property rights for lead-carbon batteries) and Shengyang shares (Furukawa, Japan) Lead carbon battery technology, solar power (photovoltaic inverter leader, and Samsung SDI co-production of lithium batteries), Ke Lu Electronics (has a complete product system and a wealth of application areas); also recommended to pay attention to BYD (lithium battery leader), Shuangliang Energy (into the compressed air energy storage) and Xinlong Electric (joint venture research and development of zinc bromine flow battery).
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