边锋游戏

谁在鏖战储能市场?
发布时间:2019-08-21 09:48:00
关键词:储能 锂电池

谁在鏖战储能市场?


要问储能市场玩家有多少,玩法有哪些,先要看看规模有多大。


ZHONGGUOHUAXUEYUWULIDIANYUANXINGYEXIEHUICHUNENGYINGYONGFENHUIZUIJINFABUDE《2019CHUNENGCHANYEYINGYONGYANJIUBAOGAO》XIANSHI,JIEZHI2018NIANDI,QUANQIUCHUNENGSHICHANGLEIJIZHUANGJIGUIMO179.6 JIWA,ERZHONGGUOYITOUYUNCHUNENGXIANGMULEIJIZHUANGJIGUIMODA31.2 JIWA。


GENJUNENGLIANGCUNCHUFANGSHIDEBUTONG,CHUNENGJISHUZHUYAOFENWEIJIXIECHUNENG(RUCHOUSHUIXUNENG、YASUOKONGQICHUNENG、FEILUNCHUNENGDENG)、DIANCICHUNENG(RUCHAODAOCHUNENG、CHAOJIDIANRONGDENG)、DIANHUAXUECHUNENG(RULILIZIDIANCHI、NALIUDIANCHI、QIANSUANDIANCHI、NIEGEDIANCHI、XINXIUDIANCHI、YELIUDIANCHI)DENGSANDALEI。MUQIAN,WOGUOZHUYAOYICHOUSHUIXUNENGWEIZHU(29.99 JIWA,ZHANBI96.0%),DIANHUAXUECHUNENG(1033.7ZHAOWA,ZHANBI3.3%)HERONGYANCHURE(211.7ZHAOWA)ZHENGZAIFEISUFAZHAN。


边锋游戏SUIZHENENGYUANZHUANXINGDEXUYAOHEFENBUSHINENGYUANDEFAZHAN,CHUNENGDESHICHANGGUIMOJIANGHUIJINYIBUKUODA。ZAIZHENGCEGULIHESHICHANGJIYUDEXIYINXIA,YOUCHUNENGXUQIUDEDIANCHANG、DIANWANGHEYONGDIANDAHUZHENGZAIJIJIXUNQIUCHUNENGDEDUOYUANHUAJIAZHI,ERZAIZHENGGECHUNENGDEJIAZHILIANSHANG,CHUDIANWANGQIYE,CONGFADIANQIYE、DIANCHISHENGCHANSHANGDAOSHEBEICHANGSHANG,ZAIDAOGUANLIHEYUNWEI、TOUZIJIGOUDENGZHUDUOHUANJIEZHONG,DOUYOUYIBOYOUYIBOJUEJINZHEYONGRU。


电源侧寻新路


边锋游戏CHUNENGDEYINGYONGCHANGJINGZHUYAOYOUSANGEFANGMIAN:DIANYUANCE(HANXINNENGYUAN)、DIANWANGCEHEYONGHUCE(GONGSHANGYEXUEFENGTIANGU+XUQIUCEXIANGYING)。


WEIBAOZHENGYONGDIANGONGJIHEDIANWANGYUNXINGANQUAN,HUODIANCHANGDIAOPINCHUNENGYIZHIDOUZUOWEIHUODIANCHANGDEYIBUFENCUNZAI,DINGJIAYIJUDESHI《FADIANCHANGBINGWANGYUNXINGGUANLIXIZE》HE《BINGWANGFADIANCHANGFUZHUFUWUGUANLIXIZE》。ZAIZHEILIANGGEXIZEXIA,GEFANGYUDIANCHANGDOUCAIYONGBUCHANGSHOUYIFENCHENGDEMOSHI,FENCHENGBILIBUDING,JIYOUZAIHETONGQIZHIXINGTONGYIFENCHENGBILI,YEYOUTOUZICHENGBENSHOUHUIHOUCAIYONGQIANHOULIANGGEJIEDUANFENCHENGDAOGUADEMOSHI。ZAITOUZIHUISHOUZHIQIAN,XIANGMUDADUOCAIYONGTOUZIZHE70%~80%、DIANCHANG20%~30%DESHOUYIJIZHI。


边锋游戏YOUYUBUCHANGJIAGEXIADIAO,HUODIANCHUNENGLIANHEDIAOPINSHICHANGYIJIESHUBAOLIQI,YOUZHIXIANGMUZHENGZAIJIANSHAO。


ZAISHICHANGFENEFANGMIAN,BEIJINGRUINENGSHIJIHESHENZHENKELUDIANZISUANSHITOUHAOWANJIA。RUINENGJUYOUJISHUHEJINGYANDEXIANFAYOUSHI,CHIYOUXIANGMUYIDULITOUZIHUOLIANHETOUZIDEXINGSHIXINGJIANBINGCHENGDANYUNYINGRENWU;KELUDEFANGSHIJIAOWEIDUOYANG,CHUZHIJIETOUZIWAI,HAICAIYONGEPCHUOXITONGZHENGTIJIAOFUMOSHI。RUJIN,BEIKONG、ZHIZHONG、WANKE、WANLIYANGYUHUATAIHUINENGPINGJIEZHIQIANJILEIDEYOUSHI,KAISHIDAJUQIERUCHUNENGSHICHANG,JIDADITUOZHANLEZHEIGECHANYEDEBIANJIE。


边锋游戏YUCITONGSHI,SUIZHECHUNENGCHENGBENDECHIXUXIAJIANG,CHUNENGFUZHUXINNENGYUANBINGWANGDEJINGJIXINGYOUWANGTIGAO,WEILAIDICHENGBENGAOXIAOLVDECHUNENGXITONGJIANGCHENGWEIXINNENGYUANDIANZHANJIANSHAOQIFENGQIGUANGDEZHONGYAOJISHUXUANZE。


大用户算细账


边锋游戏GONGSHANGYEFENGGUTAOLI、XULIANGDIANFEIGUANLI、XUQIUCEXIANGYINGDENGSHIYONGHUCECHUNENGZHUYAODEYINGLIQUDAO。GAIMOSHIZHUYAOJIZHONGYUFUHEFENGGUCHALV、DIANJIAFENGGUCHAJIAODADEZHONGDONGBUDIQU。


YONGHUCECHUNENGDEYINGLIMOSHITONGCHANGCAIYONGCHUNENGTOUZISHANGTOUZI,YUYEZHUFENXIANGJIEDIANSHOUYI,ZENGZHIFUWUGENJUJUTIGONGNENGJINXINGFEIYONGJIESUAN。ZHEIZHONGYINGLIMOSHIZHENGZAOYULIANGFANGMIANTIAOZHAN:YISHIHUIBAOZHOUQIZHANG,ZHONGGUOKEXUEYUANDIANGONGYANJIUSUOCHUNENGJISHUYANJIUZUZUZHANGCHENYONGCHONGZUOGUOCESUAN,MUQIANDIANHUAXUECHUNENGDEDUDIANCHENGBENWEI0.6~0.8YUAN,ZAICICHENGBENXIA,RUGUOJINKAOFENGGUDIANJIACHALAITAOLI,YONGHUCECHUNENGXITONGTOUZIHUISHOUZHOUQIZHISHAOYAO6NIANYISHANG。ERSHITAOLIKONGJIANSHOUZHAI,FENGGUDIANJIADIAOZHENGQIANHOUPINGJUNDIANJIASHUIPINGBUBIAN,2019NIAN《ZHENGFUGONGZUOBAOGAO》MINGQUEZHICHU,YIBANGONGSHANGYEDIANJIAZAIJIANG10%,ZAIZONGTIDIANJIAXIAJIANGDEQUSHIXIA,FENGGUDIANJIATAOLIMOSHIDEYINGLIKONGJIANJIANGHUIJINYIBUBEIYASUO。


ZAIYONGHUCECHUNENGZHONG,YEYOUYILEIQIYEPINGJIEZHEGUOWANGDEZIYUANXIWANGNENGJIEJIDAZAOZIJIDECHUNENGCHANYE,BIRUZHONGGUOTIETA。


ZAICHUNENGYINGYONGFANGMIAN,ZHONGGUOTIETAYONGYOUDETONGXINJIZHANPUBIANPEIZHICHUNENGDIANCHI,XINGCHENGLEPANGDADEFENBUSHICHUNENGXITONG,CHUNENGRONGLIANGCHAOGUO1710WANQIANWASHI,DIANWANGDIAOJIENENGLIBUSHAOYU570WANQIANWA,QIYUNWEIJIANKONGXITONGKEJIZHONGGUANKONGQUANBUJIZHANDECHUNENGXITONG。RIQIAN,ZHONGGUOTIETATOUZI50YIYUANCHENGLILEZHONGGUOTIETANENGYUANYOUXIANGONGSI,XINGONGSIDEZHUYAOYEWUJIZHONGZAICHUNENGYIJIDONGLIDIANCHIBANKUAI,YUJIJIANGCHENGWEICHUNENGLINGYUDEYIPIHEIMA。


电池企业是主角


边锋游戏《2019CHUNENGCHANYEYINGYONGYANJIUBAOGAO》XIANSHI,JIEZHI2018NIANDI,QUANQIUDIANHUAXUECHUNENGSHICHANGLEIJIZHUANGJIGUIMO6058.9 ZHAOWA,QIZHONGLILIZIDIANCHIZHANBI82.0%。


SUIZHEXINNENGYUANQICHEDEFAZHAN,LIDIANCHIJIAGEZOUDITUIDONGCHUNENGXITONGDECHENGBENYESUIZHIXIAJIANG,DONGLIDIANCHIJINRUCHUNENGSHICHANGDECHENGBENYOUSHIYUELAIYUEMINGXIAN。


YININGDESHIDAIWEILI,PINGJIEXINNENGYUANQICHECHENGWEIDONGLIDIANCHILONGTOUQIYE,ZI2018NIANSHANDIANSHANGSHIYILAIJIADABUJUCHUNENGXIANGMU,JINGUANQIHUIYING“CHUNENGXITONG”YIZHISHIQIYEDE“LINGYITIAOTUI”,QUEYEFANYINGCHUQIXIANGYAOKUODACHUNENGSHICHANGFENEDEYEXIN。


JUBUWANQUANTONGJI,JIHUSUOYOUDEDONGLIDIANCHIQIYEDOUZAICHUNENGLINGYUYOUDONGZUO。LGHUAXUE、SANXINGSDI、YIWEILINENG、GUOXUANGAOKEDENGQIYEHAICAIYONGHEZI、CANGUDEFANGSHI,YUHEZUOHUOBANGONGXIANGJISHUHEXIAOSHOUWANGLUODENGZIYUAN,YIKAITUOCHUNENGSHICHANG。NANDOUDIANYUANCAIYONG“TOUZI+YUNYING”DESHANGYONGMOSHIBUJUQUANQIUCHUNENGSHICHANG;XIONGTAOGUFENPEIYUQILEJIAOWEIFENGFUDELIDIANCHANPINLEIXING,BAOKUODIANCHI、BMSGUANLIXITONGDENGDENG;ZHENHUAXINNENGYUANZHUDASANYUAN18650LIDIANCHI,CHANPINZHUYAOJIZHONGYINGYONGYUQICHEDONGLI、GUANGFUCHUNENG、TEZHONGCHUNENG(JUNGONG)。


设备商是生力军


CHUNENGSHICHANGGUANZHUDEJIAODIANCHULEDIANCHIYIWAI,HAIYOUCHUNENGXITONG(ESS)DEZHONGYAOSHEBEI:CHUNENGBIANLIUQI(PCS)HECHUNENGPINGHENGXITONG(BOS)。


CHUNENGBIANLIUQI(PCS)SHICHANGZHUYAOJUJIAOSANGEFALIDIAN:ZHINENGGUDAOHEBEIYONGDIANYUAN、DIANWANGHEJIANGDICHENGBEN。SUIZHECHUNENGSHICHANGJINGZHENGDEJILIE,WEILAIDUICHUNENGBIANLIUQIYOUQISHIZHINENGNIBIANQIDEXUQIUHUIJINYIBUJIADA,DAIDAOSHEJIHECHANPINQUYUBIAOZHUNHUASHI,SHICHANGDECHUNENGBIANLIUQIJIAGEJIANGHUIYOUMINGXIANJIANGFU。


DUIYUCHUNENGBIANLIUQISHICHANG,YUANYOUDEJIJIALONGTOUQIYEZHUANZHUYUNIBIANQIHEDIANLIDIANZIQIJIAN,YIKESHIDAWEIDAIBIAO;LINGYIXIEGONGSIZELIYONGZHIQIANZAITAIYANGNENGGUANGFU、WEIDIANWANGHEYUANCHENGDIANLIXITONGYIJIQITAXIANGGUANLINGYUJINGYANYEZAIJIJIBUJU,YIYANGGUANGNENGYUANWEIDAIBIAO。


ZAIZHENGTIAOCHUNENGJIAZHILIANSHANG,FENBUZHEDUOGEHUANJIE,YICIWEI:DIANCHIZHIZAO、SHEBEIZHIZAO、XITONGJICHENG、NENGYUANGUANLIXITONG、JIANZHUANZHUANG、XIANGMUYUNWEIDENG。CONGGUOWAIDEFAZHANSHIJIANLAIKAN,JIANYUCHUNENGXINGYEDEDUOZHUANYEYAOQIU,JIDONGNENGYUANYOULEJIEDIANCHI,HAIYOUXINXIXITONGHEBENDIZIYUANDEDISANFANGXITONGJICHENGSHANGDEZHONGYAOXINGYUELAIYUETUXIAN。


边锋游戏KEYIKANDAO,ZAIZHEITIAOLIANTIAOSHANG,DIANCHIQIYEHECHUNENGBIANLIUQICHANGSHANGDUOSHAOYOUYIXIEYEWUSHANGDEZHONGHEDU,YOUXIANGXITONGJICHENGSHANGFANGXIANGFAZHANDEQUSHI,BIRUDIANCHIQIYENINGDESHIDAI、CHEQIBIYADIHEBIANLIUQICHANGSHANGYANGGUANGDIANYUANDENGDENG。ZHUANYEDEXITONGJICHENGSHANGZAIGUOWAIBIJIAOCHANGJIAN,BIRUMEIGUODEPowin Energy。


Navigant GONGSIGAOJIYANJIUFENXISHIAlex EllerBIAOSHI,ZHANGQILAIKAN,YONGYUDIANLIDIAOPINDECHUNENGCHANPINSHICHANGYIJINGBAOHE,CHUNENGXITONGBEIYUELAIYUEDUODIYONGYUBANGZHUTIGAOKEZAISHENGNENGYUANSHIYONGLV。YIXIEZHUYAODECHUNENGJICHENGSHANGSHENZHIYIJINGKAIFACHULIWANGDEWEIDIANWANG,BIRUDAOYUXIANGMUDENGDENG。


资本方保守介入


JINRONGJIGOUYESHICHUNENGSHICHANGZHONGBUKEQUESHAODEYIYUAN,ZHUYAOSHIWEICHUNENGXIANGMUHUOZHEQIYETIGONGZIJINHEBAOXIANCHANPINZHICHI。


边锋游戏CHUNENGXIANGMUMUQIANZHUYAOYOUSANZHONGRONGZIMOSHI:YISHIZHAIQUANRONGZI,BAOKUORONGZIZULIN、JINGYINGZULIN、YINXINGDAIKUAN、XIANGMUDAIKUAN、BINGGOUDAIKUAN、ZHONGZHANGQICHUKOUMAIFANGMAIFANGDEXINYONGDAIKUAN;ERSHIGUQUANRONGZI,BAOKUOCHANYEJIJIN、XINTUOJIHUA、PEZHITOUDENGDENG;SANSHISHOUYIQUANRONGZI,BAOKUOSHOUFEISHOUYIQUANDEABSCHANPINHUOZHEYINGSHOUZHANGKUANDEBAOLI。


边锋游戏ZHENGTILAIKAN,JINRONGJIGOUZHENGTIKANHAOGUONEICHUNENGXINGYE,DANYINWEICHUNENGCHANYEMUQIANQUEFASHANGCENGZHENGCEZHIDAO,TAMENDUIYUTUIDONGYIXIECHUNENGJINRONGCHANPINDELUODIHAICUNZAIYOUYI。ZAIXIANGMUXUANZESHANG,JIGOUGENGPIANXIANGYUZIJINSHUEJIAODADECHUNENGXIANGMU,“GUANGFUDIANZHAN+CHUNENGXIANGMU”DABAOSHIMUQIANZHENGZAITANSUODEMOSHIZHIYI。


ZAIYUCHUNENGXIANGGUANDEBAOXIANCHANPINSHANG,QUANQIUBAOXIANJIGOUYEZAIJIJITANSUOZHONG。MUNIHEIZAIBAOXIANYUJINNIANTUICHULEDIYIGEZHENDUIDIANCHIXINGNENGDEZHANGQIBAOXIANJIHUA。ERZAIDIANDONGQICHECHEXIANLINGYU,QIFADIANJI、DIANCHI,CHEXIANJICHENGJUNBUZAICHEXIANLIPEIFANWEINEI,MUQIANGEDABAOXIANGONGSIYEZAIDUICIJINXINGDIAOYAN,XIWANGNENGBUQIZHEIKUAICHANPINKONGQUEBINGZHAODAOYINGLIDIAN。


DUOWEIJIGOUYENEIRENSHIBIAOSHI,SUIRANCHUNENGXITONGCHENGBENDAFUXIAJIANG,DANCHUNENGXIANGMUSHANGYEMOSHIBUWENDING、YEZHUDUICHUNENGJIAZHIRENSHIBUQINGXIDENGDUOZHONGYINSU,ZAOCHENGCHUNENGXIANGMURONGZIQUDAOFEICHANGYOUXIAN,MEIYOUWEISHEHUIZIBENJINRUCHUNENGSHICHANGDAKAISHOUYIKONGJIAN。


XIANJIEDUAN,CHUNENGJIAZHIZHUYAOTIXIANZAIJIYUQITAXITONGDEFUWUSHANG,BIRUDIAOFENGDIAOPIN、JINJIDIANYUANDENG,CHUNENGJISHUCHANYEHUAXIANGGUANDEZHENGCETIXIHEJIAGEJIZHIYOUDAIJINYIBUWANSHAN。XINRUJUZHEHUOZHEXIEZHONGZICHANRUJU,YIJISHUYOUSHIJIANGDIDIANCHICHENGBEN;HUOZHEYIQINGZICHANRUJU,YIJISHUYOUSHIZHUDAXITONGYUNYINGGUANLI;HUOZHEYIYIZHONGCHUANGXINDEFANGSHIJIERU,FAHUICHUNENGXITONGDEDULIXINGYINGYONGJIAZHI。


作者: 张琴琴      稿件来源: 能源杂志
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