Forefront
A leader of Royal Melbourne Institute of Technology consisting of researchers and industry collaborators The global team invented the recyclable "water battery" that would not fire or explode. Lithium ion energy storage has dominated the market due to its mature technology, but due to the safety of internal volatile materials, its applicability of large -scale power storage is limited.
Chief researcher and outstanding professor Ma Tianyi said that their batteries are at the forefront of emerging fields of water storage equipment. Life life. The products we design and manufacture are called water -based metal ion batteries, or we can call it a water battery. The team uses water to replace the electrolyte, which enables the current to flow between the positive and negative poles, which means that their battery will not fire or explode, which is different from lithium ion batteries.
Professor Ma Tianyi said that through the current energy storage technology, our battery can be safely disassembled, and the materials can be reused or recycled. In order to deal with scrap treatment challenges facing global consumers, industry and government.The simplicity of our water battery manufacturing process helps to achieve large -scale production.The materials such as magnesium and zinc we use are rich in content in nature, low prices, and less toxic than other types of batteries. risks of.
The team has produced a series of small test batteries for many peers review studies to cope with various technical challenges, including improving energy storage capacity and service life.In their latest research in "Advanced Materials", they overcome a major challenge -the growth of destructive branch crystals, which is a spike metal structure that may cause short circuit and other serious failures.The Research team applied a metal and its oxides (also known as rust) on the affected battery components as a protective layer for preventing branches.
The research results show that compared with the commercial lithium ion battery in the market, our battery life is < /strong> Extending, making it an ideal choice for high -speed and densely used in real applications. With the impressive capacity and longer service life, we not only have advanced battery technology, but also successfully integrated our design with solar panels, showing efficient and stable renewable energy storage Essence
Picture Source: Photo Network
Technical value observation
The energy storage battery industry chain can be divided into upstream raw materials and equipment, midstream energy storage systems and integrated and downstream power system energy storage applications.The raw materials of the upstream of energy storage batteries mainly include positive materials, negative materials, electrolytes, diaphragms, and structural components. The upstream integrated system equipment mainly includes coating machines and mixers. The middle reaches of the industrial chain is mainly the integration and manufacturing of energy storage systems. For a complete energy storage system, it generally includes battery packs, battery management systems (BMS), energy management system (EMS), and energy storage storage flowers (PCS ) The four major components. The application scenarios on the lower reaches of the industry chain are the energy storage of power system, power grid side, and user -side power system.
Researchers invented the recyclable "water battery" that will not fire or explode through the current energy storage technology.Therefore, from the perspective of the energy storage battery industry chain, the "water battery" is in the midstream link of the industrial chain.
Macro Market Observation
—— China is the worlds largest energy storage battery market
According to GGII data, from 2016-2020, the scale of global energy storage battery demand has grown rapidly, and the scale of demand for energy storage batteries is growing rapidly. The compound annual growth rate reached 37.35%. In 2020, the scale of global energy storage battery demand was 26.7GWh, a year -on -year increase of 51.7%.
According to the distribution of energy storage projects, China, the United States and Europe are the main markets of global energy storage. It accounts for 86%of the global total investment and distribution. Among them, Chinas energy storage battery market accounts for the largest proportion, accounting for 33%.
—— The global energy storage battery market will maintain high-speed growth
Benefiting from global carbon neutral strategic deployment and the downside trend of energy storage projects, the urgent demand for superimposed light storage projects and long -term energy storage, the global energy storage battery market will maintain a steady growth trend.After calculation, the global energy storage battery demand scale in 2026 reached US $ 211.9 billion, and the annual compound annual growth rate of CAGR reached 43.5%.
—— Industry development process: The industry is in the period of iron lithium
Chinas energy storage battery market can be roughly divided into four development stages: first, the technical verification stage (2000-2010), mainly to carry out basic research and development and technical verification demonstration; the second is the demonstration application stage (2011-201555 ), Through the development of demonstration projects, the performance of energy storage technology is rapidly improved, the application model is constantly clear, and the application value is widely recognized; the third is the early stage of commercialization (2016-2020). The integration and infiltration of multi-field and multi-field, the scale of energy storage installed capacity has increased rapidly, and the business model has gradually established; fourth, the stage of large-scale industrial development (2021-2025). The more complete industrial system and a group of market entities with international competitiveness have become new economic growth points in the energy field.
—— The shipment of energy storage batteries in China continues to rise
According to the distribution of energy storage projects, China, the United States, and Europe account for the leading position of the global energy storage market in 2021, and the three account for 86%of the total global newly added investment.Among them, Chinas new investment projects account for the largest proportion, accounting for 33%of the total scale.
In the context of the continuous promotion of new energy vehicles and the continuous progress of battery technology, my countrys electrochemical energy storage has developed rapidly.At present, electrochemical energy storage is mainly based on lithium batteries, with a market share of about 90%.From 2018-2020, the domestic energy storage market is in a demonstration application period. At this stage, the electric energy storage business model is still exploring. It is promoted by Chinas "new infrastructure" and the stimulus of the overseas demand market. Application projects are accelerated.From 2017 to 2021, my countrys energy storage lithium battery shipments increased year by year, reaching 42.3GWh in 2021, accounting for 63.8%of global shipments.With the increase in the policy of new energy storage, the establishment of the commercialization mechanism of the power market, the clear energy storage business model, and the continuous decline in the cost of lithium battery, the shipments of energy storage batteries will continue to rise.
—— The scale of the new installation of Chinese electrochemical energy storage
The downstream applications of the energy storage battery mainly include power system energy storage. In recent years, the rapid development of electrochemical energy storage has developed rapidly. 2018 is the watershed of the history of Chinas electrochemical energy storage development. The market has shown explosive growth. The capacity of the installation power is as high as 682.9mW, an increase of 500%year -on -year.In 2021, the new installed capacity of electrochemical energy storage was 1844.6MW.In 2021, China ’s electrochemical energy storage capacity reached 5113.8MW, which was slightly reduced compared with 2020, but still maintained a high growth of more than 50%.In the first half of 2022, the total number of electrochemical energy storage projects that were connected and put into operation was 51, and the total installed scale was 391.697MW/919.353MWh.
—— Chinese energy storage battery market size
Nearby Over the past few years, the global energy storage industry has developed rapidly, and the growing economic benefit battery market has grown.According to the current calculation of the average price and shipment of energy storage batteries in my country, from 2017-2021, the scale of the output value of energy storage batteries in my country has increased year by year. It was initially calculated that 2021 was 27.9 billion yuan, an increase of about 50%year-on-year.With the growth of demand, the battery technology of the energy storage system is further optimized, and its energy density, safety and efficiency will be further improved, and the industry will still maintain rapid growth in the future.
The heating map of China Energy Storage Battery Technology Track
According to the heating of the forward -looking industry, the urban clusters that are related to the strong technologies of the key technology of energy storage batteries are mainly concentrated in South China, and the key development areas with Shenzhen City In the future, the development path of energy storage battery technology and other related technologies is that the great possibility is that the South China region is given priority. Enterprises , and the potential space for the development of the industrial development of energy storage batteries and the supply market.
Foresight Economist APP Information Group
For more industry research and analysis, please refer to the "China Energy Storage Battery Industry Market" Report for Foresight and Investment Strategic Planning ".
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