CHINATIMES.NET.CN reporter Liu Yuru Xu Yunqian Beijing report
Another Storage Energy Central Enterprise officiallyEstablished!On February 21, China Electric Equipment Group Energy Storage Technology Co., Ltd. (hereinafter referred to as "China Electric Equipment Energy Storage") was officially registered.Public information shows that the companys registered capital is 2 billion yuan.The business scope includes energy storage technology services, battery manufacturing, mechanical and electrical equipment manufacturing, and centralized fast charging stations.The companys legal representative is Ji Kan, who is also the deputy secretary, director, and general manager of the Party Committee of Shandong Electrician Electric Group.
Economist and new financial expert Yu Fenghui said in an interview with the China Times reporter that from the perspective, Five aspects of market excavation potential, technological innovation drive, response policy orientation, and economic benefits and social benefits.
"First is the optimization of the industrial chain layout. Energy storage is an important part of the new energy industry.Strengthen the technical strength and service capabilities of the stability and renewable energy consumption of the power system; followed by market potential excavation. With the advancement of the "double carbon" goal and the expansion of the scale of the power generation, the demand for energy storage markets is increasing.. Establishing a specialty company can better capture market opportunities and seize market share in advance. "Yu Fenghui said.
Establishment of energy storage subsidiaries
Shareholders information shows that the company is by China Electric Equipment Group Co., Ltd. (The following is called "China Electric Equipment"), Industrial Investment Co., Ltd., Pinggao Group Co., Ltd., Xu Ji Group Co., Ltd., Shandong Electrician Electric Group Co., Ltd. and other 8 companies.
According to the China Electric Equipment Officer, China Electric Equipment Energy Storage is based on the Electric Storage Energy Storage of Xuji Group, the Energy Storage Technology of Pinggao Group, and the Electrician era of Electricity of Shandong Electric.The establishment of basic reorganization to build the head enterprise of the central enterprise energy storage business as the development goal.
China Electric Equipment was established in 2021 and is 94th in the State -owned Assets Supervision and Administration Commission State -owned Assets Supervision and Administration Commission.The registered capital is 30 billion yuan, with 50%of the State -owned Assets Supervision and Administration Commission of the State Council, 25%of China National New Holding Co., Ltd., and 25%of China Chengtong Holding Group Co., Ltd.
The company is and the State Grid Corporation , Shandong Electrician Electricity Group Co., Ltd. and other reorganizations and integration are important backbone enterprises supervised by the State -owned Assets Supervisory Committee of the State Council.
It has China West Electric (601179.SH), Xu Ji Electric (000400.SZ), Pingzhong Electric (600312.SH), Baoguang (600379.SH),, 600379.SH),, 600379.SH), 600379.SH), 600379.SH),, 600379.SH),, 600379.SH), 600379.SH),, 600379.SH), 600379.SH),, 600379.SH), 600379.SH),, 600379.SH), 600379.SH),, 600379.SH), 600379.sh)Xigao Council (688334.SH), Hongsheng Huayuan (601096.SH) six listed companies.
China Electric Equipment Business Covering Power Generation (including new energy), transmission, power transformation, power distribution, power consumption and other power fields, as well as comprehensive energy services, energy storage, rail transit, industrial industryAutomation, energy Internet and other fields.
As of December 31, 2022, China ’s total assets of electrical equipment were 141.685 billion yuan, net assets were 64.963 billion yuan. In 2022, operating income was 80.175 billion yuan, and net profit was 2.627 billion yuan.
Yu Fenghui further stated that Chinese electrical equipment is also conducive to technological innovation drive through the establishment of energy storage subsidiaries.The Group can concentrate resources for the research and development and innovation of core technologies, promote the decline in energy storage costs, improve efficiency, and improve security; in response to policy orientation.The national policy has given strong support to the development of the energy storage industry. As a leader in the industrys leading policy, the central enterprise is conducive to driving the healthy development of the entire industry, and may obtain policy support and project cooperation opportunities; economic benefits and social benefits are available.The development of energy storage business can not only bring economic benefits, but also help improve the flexibility and reliability of the power system, help the energy structure transformation and green sustainable development.
The central state -owned enterprise frequently establishes energy storage companies
It is worth mentioning that as a national strategic emerging industryEnergy storage has become a key support technology for building a new type of power system and achieving carbon neutralization and carbon peak targets.Recently, many central state -owned enterprises have set up energy storage companies.
On December 15 last year, All-Assets Subsidiary-State Pipe Network Group Energy Storage Technology Co., Ltd., with a registered capital of 5 billionYuan, the place of registration is Shanghai.
In July of last year, Guangzhou Industry Investment Group and Guangzhou Development, Guangzhou Industrial Control, Guangzhou Metro Design Institute, Penghui Energy (300438.SZ), Zhiguang Electric (002169.SZ) and other industriesThe Group and listed companies have registered and established Guangzhou Energy Storage Group in Nansha District, Guangzhou, with a registered capital of 2 billion yuan. The group will coordinate the development of the Guangzhou energy storage industry investment and development.
A highlight is that as the potential is fully tapped, the follow -up of policies and related subsidies, more and more private enterprises also choose to cooperate with the government and central state -owned enterprises to take out their own groups to take out each other.The opponents advantage is to integrate resource integration to make the energy storage cake bigger.
In June last year, Guangzhou established the nations first energy storage group in mixed ownership of state -owned enterprises and private enterprises in the country.Guangzhou Development Group Co., Ltd. issued an announcement that a number of enterprises jointly invested in the establishment of Guangzhou Energy Storage Group.This municipal -owned enterprise with a background of the energy industry for more than 20 years will have the actual control of Guangzhou Energy Storage Group and is responsible for the overall operation and management of the group.
As a new trend of future national development, local governments+state -owned enterprises and central enterprises+private enterprises will cooperate with each other will be the general trend of the future energy storage industry.
According to the incomplete statistics of the reporter of the Huaxia Times, in 2023, there are more than 20 related news from energy storage private enterprises and state -owned enterprises and central enterprises. Among them, private enterprises have lithium battery enterprises.There are integrated enterprises in energy storage systems, as well as upstream materials companies, and central state -owned enterprises have electricity companies and automobile companies.
"Actively promote the adjustment of the energy structure at the national level, propose a clear clean energy development goal, encourage and support the development and application of energy storage technology to solve the volatility and interval of new energy power generationSexual issues. "In Yu Fenghuis view, with the large -scale access to the power grid of renewable energy such as wind power photovoltaic sources, the demand for peak adjustment and frequency adjustment of power grids has increased drastically, and energy storage has become a key part of ensuring the stable operation of the power grid.Traditional energy enterprises are facing the pressure of transformation and upgrading. The development of energy storage business will help enterprises occupy a more favorable position in the new energy industry chain and achieve diversified operations and sustainable development.
"Central state -owned enterprises have strong capital strength, rich industrial resources and policy coordination capabilities. Establishing energy storage companies can integrate upstream and downstream industrial chains to form synergistic effects, accelerate energy storage technology business businessProcess. The long -term development prospects of the energy storage industry are good, and the return on investment returns is more optimistic. At this time, the central state -owned enterprises layout aims to seize the opportunity of industrial development and create a new profit growth point. "Yu Fenghui further analyzed this reporter.
Promote the development of new energy storage technology
With the transformation of energy structure and the promotion of clean energy, new modelsEnergy storage technology has gradually become an important development direction in the energy field.
In January, the National Energy Administration issued AnnounceEnergy storage pilot demonstration items cover 10 technical routes including lithium -ion battery energy storage, compressed air storage, liquid flow battery energy storage, gravity energy storage, and flywheel energy storage.
According to incomplete statistics from reporters, the penetrating shareholders of 56 projects involved 27 listed companies.Among them, China Energy Construction, South Network Energy Storage, and Huadian International are mainly state -owned enterprises. At the same time, there are three private enterprises of China Tianyu, Yimei Lithium Energy and Special Transformer Electrician.
Hua Haochen, a professor at the School of Energy and Electrical Energy of Hohai University, told the reporter of Huaxia Times to promote the development of new energy storage technology. The basic principle is innovation leadership and scale drive.具体来讲，可以提升科技创新能力，开展前瞻性、系统性、战略性储能关键技术研发，调动企业、高校及科研院所等各方面力量，推动储能理论和关键材料、单元、模块、The shortcomings of shortcomings in the system, accelerate the realization of core technologies, and strengthen research on the research of electrochemical energy storage and safety technology.Adhere to the diversification of energy storage technology, promote the continuous decline in the cost of newly mature new energy storage technology such as lithium -ion batteries and the application of commercialization, and achieve long -term energy storage technology such as compressed air and liquid flow batteries to enter the initial stage of commercialization., Sodium ion batteries and other technologies carry out large -scale test demonstrations to explore research and demonstration applications of hydrogen storage, heat storage and other innovative energy storage technologies with demand -oriented.
Hua Haochen also suggested: "It is necessary to strengthen the integration of industry, university, research, improve the construction of energy storage technology disciplines, deepen cross -cultivation of multidisciplinary talents, and build a number of energy storage technology production and education integration integrationInnovation platform. Support the construction of national energy storage key laboratories, engineering research and development centers, etc. "
How to break through the energy storage industry?In fact, in 2023, the energy storage industry that has experienced overcapacity and the price war again ignited hope.Under the "dual carbon" target, the amount of wind power light installed machines continues to innovate.At the same time, the instability of scenery power generation has brought challenges to new energy consumption, and many industries such as overcapacity, profit dilemma, product homogeneity, and safety are still yet to be solved.
For the energy storage industry, 2024 is an important year.With the rapid development of global energy structure and the rapid development of renewable energy, the energy storage industry is expected to usher in a broader market space and development opportunities. How can the energy storage industry in 2024 break through?
Hua Haochen told this reporter that to seize the opportunity of the growth of the energy storage industry in the future, the key is through technological progress, taking the road of high quality development, and enhancing industrial competitiveness.The energy storage industry cannot take the old road that pursues speed and then pursue quality. The industry must implement self -discipline and orderly development. Through continuous technological progress, we must continue to reduce costs and create a common integration ecology.
"In order to solve the commercialization problem of new energy storage, a kind of attempt in the industry in recent years is the" shared energy storage "mode: adopt a market -oriented method, which will scattered in new energy projects.The storage capacity is collected, which not only meets the security requirements of the grid for new energy access, but also enables the energy storage capacity to be relatively concentrated and convenient for uniformly regulatory calls.Function. "Hua Haochen gave an example to reporters.
For the development of the energy storage industry, Hua Haochen further analyzed that the first is to avoid the emergence of new energy projects to simply meet the grid requirements and excessively pursue investment economy configuration inferior energy storage productsThe situation of promoting the high -quality development of the industrial supply end; the second is to help enterprises combine the total power development planning and energy storage demand, scientific evaluation and formulation of production capacity development plans and supply strategies to avoid blind increase production capacity;Standard and standardized construction of energy storage has provided stable expectations for increasing investment in energy storage technology for the supply side of the product supply, which is conducive to achieving benign development.
Yu Fenghui also holds the same view.He said that through standardized design and large -scale production, the cost of reducing costs and improving the economy of products enable energy storage to be widely used in more application scenarios.Strengthen the safety monitoring and intelligent operation and maintenance of the energy storage system, improve the reliability and availability of the overall system, reduce potential risks, and enhance customer confidence.
"In addition, we must pay attention to the changes in the demand for the domestic market, but also look at the world, seize the opportunities of international markets, promote the export of energy storage technology and equipment, and improve international competitiveness."Yu Fenghui told this reporter.
Responsible editor: Xu Yunqian Editor: Gong Peijia
