On August 27, "the country's first supercapacitor new energy car-passenger ferry" built by Yiyang Zhonghai Shipping Company, a subsidiary of Yaguang Technology Group, was launched for trial.

Two days later, the container ship "Xiangshui Yun 27" of Hunan Ocean Container Transportation Co., a subsidiary of Xiangshui Group, a local state-owned enterprise, sailed from Chenglingji port in Yueyang to Yangshan Port in Shanghai. The official platform of Yangshan Port said that this is "the second domestic 10,000-ton class specific route Jianghai direct dual-fuel container ship."

And the first ship of the same type, also from Hunan ocean collection. The new energy ship "made in Hunan" has become a hot word.

Where is the "new" of new energy ships

The "country's first" new energy passenger ferry, the most concerned about the outside world, is that it uses super capacitor power.

Its remarkable characteristics are first of all environmental protection, a ship can save about 500 tons of fuel every year, which fully conforms to the requirements of the national advocacy of green ecological water transport. Secondly, it is fast and convenient to charge, and the charging can be completed during the short docking time of tourists on and off the ship. Third, the service life is long and durable, this ship is equipped with two sets of supercapacitor batteries, a total energy storage of 625 KWH, charge and discharge cycles are not less than 200,000 times. Fourth, its hull rotation performance is better, this passenger ferry is 65 meters long, equipped with two sets of full rotation rudder OARS, can achieve 360 degrees of arbitrary rotation, flexible and practical.

As for the speed, it is not as fast as the outside world guessed. Pang Mu, research and development director of Yaguang Technology Group, told reporters that the supercapacitor new energy passenger ferry speed is only more than 10 kilometers per hour, at the request of Shanghai Passenger Ferry Co., LTD., the ship will be used to pick up passengers between Chongming Changxing Island and Hengsha Island after arriving in Shanghai.

The supercapacitor new energy passenger ferry project took nearly a year and a half from research and development to launch. Yaguang Technology Group implemented more of the construction work, and the design and research and development were mainly undertaken by the research institute of China Shipbuilding Industry Corporation.

Building such a passenger ferry, the cost is not elegant, Pang Mu revealed: the cost needs 50 to 60 million yuan. At present, this is more like an experiment done at the national level, the application of new energy and new technology on ships, and there is a gradual improvement process behind it.

Hunan ocean shipping set a number of first

What Hunan Ocean Shipping refreshes the industry's cognition is its sixth generation representative - two 10,000-ton new power container ships, that is, the container ship "Hunan Water Transport 27" launched at the end of August this year, and the sister ship "Hunan Water Transport 26" put into use in December last year.

As soon as the "Hunan Water Transport 26" ship came out, it set a number of "first" : the first 10,000-ton container ship built in Hunan province, the first direct container ship from the river to the sea in Hunan province, the first domestic dual-fuel power unit applied on a new large container ship, and the first domestic container rail frame applied on an inland vessel.

The so-called dual fuel power, that is, the use of diesel and liquid natural gas (referred to as "LNG"). The container ship is equipped with two dual-fuel engines as the main power, and the replacement rate of liquid natural gas is more than 75% through technical means. In this way, the ship not only reduces pollution, loading and unloading operation time is also reduced, and the comprehensive carbon emissions are reduced by more than 15% and fuel costs are reduced by more than 20% compared with the same type of pure diesel ships.

Like the "Hunan Water Transport 26", the "Hunan Water Transport 27" has a total length of 118.9 meters, a design draft of 6 meters, a packing capacity of 653 TEus, and a load capacity of 10,289 tons.

What is the concept of 653 TEU? According to international practice, 20-foot-long containers are standard containers, and a TEU can load more than 20 tons of goods. Taking the maximum weight of 49 tons on the highway as an example, a 10,000-ton container ship takes a trip, equivalent to the volume of more than 200 of the largest trucks, and while the load is large and safe, the freight per hour is more than 10 times lower.

Different from the "Hunan Water Transport 26" wheel, the "Hunan Water transport 27" wheel equipment quality, safety and environmental protection performance have been improved, the kitchen, restaurant and living area facilities and equipment on board are more perfect, especially worth mentioning is that both wheels have added a "sacred" - guide rail.

The application of guide rail frame in inland ships is the first in Hunan ocean container transport.

Chen Qingming, director of the office of Hunan Ocean Shipping Shipbuilding Group and senior ocean captain, told reporters that the application of the guide rail frame not only improves safety, but also improves operational efficiency, "there is no need to place safety locks one by one in the cargo hold, which greatly improves the efficiency of loading and unloading operations at the dock and greatly reduces the labor intensity of the crew." After all the boxes are loaded, the bundling can be completed in half an hour at Yangshan Port, and if there is no rail frame, it may take three or four hours to complete."

Ship-enterprise cooperation is win-win

In the reporter's view, two new energy "national first show" projects have landed in Hunan, and built by local enterprises, which itself has released a positive signal: Hunan shipbuilding industry, has the ability to take on more and more important tasks, but also can carry more national projects landing.

There is also a positive signal that in the face of market competition, mainland water transport enterprises are actively responding to the national strategy while seeking their own survival and development, and contributing wisdom and strength to promote the realization of the "double carbon" goal. Once new energy and new technologies are promoted, more and more enterprises will consciously join the "zero emission" and "zero pollution" camp.

Hunan Jinhang Shipbuilding Co., LTD. (hereinafter referred to as "Jinhang Shipbuilding"), which engaged in the construction of 10,000-ton dual-fuel container ships, invested nearly 10 million yuan to build a new berth and installed a gantry crane with a safety load of 150 tons, in full accordance with the process requirements of classification society (ship inspection organization). In the end, the quality of the construction of the two new ships became the benchmark for their peers.

Yuanjiang City water system developed, shipbuilding has a long history, but the reporter for the local shipbuilding industry before the overall impression, still stay in the workhouse, small and scattered level, the golden ship can have such courage, it is really impressive.

Being pragmatic, offering low prices and being very active in the container ship sector - these factors helped Golden Airlines win out over many bidders. The choice turned out to be a win-win situation:

Hunan Ocean Consolidated transportation saves the capital cost and time cost, and the resources are optimized to the maximum. The company sends personnel to participate in the design and supervision, etc., and the construction process is high-quality and efficient. Through this order, Golden Hang Shipping has promoted itself to complete an overall upgrade after enduring challenges, and since then, it has "made a name for itself" in the field of large container ship manufacturing, and its brand and reputation have risen.

Jinhang Ship is located in the Yuanjiang ship Industrial Park, surrounded by water on three sides, and is only separated by a wall from Yiyang Zhonghai Ship Company, the builder of the supercapacitor passenger ferry.

After the two local ship manufacturing enterprises became famous, the influence of foreign economic cooperation in Yuanjiang City characteristic industrial Park and Yiyang City is also a rare good. After the successful launch of the ship "Xiangshui 26", the official evaluation of Yuanjiang City: "The successful first voyage of the ship has milestone significance for the shipbuilding industry in our city, which indicates that the ship products in our city have gone out of the lake township, Tongjiang and the sea."

Yuanjiang City to develop the ship construction industry, as well as "near the water tower" academic and scientific research advantages - Yiyang Vocational and technical college is the only university in Hunan set up a ship mechanical and electrical engineering major. High recruitment, dean of the school's ship design Institute, told reporters: the school has established a long-term cooperative relationship with a number of ship manufacturing enterprises, the Ministry of Education "apprenticeship" is being implemented at the school, students' practical ability is generally strong, graduates are very popular, "industry-university-research integration" pattern has been formed.

Yuanjiang and Chenglingji: What we want is the effect of industrial agglomeration

In an interconnected system, a small amount of initial energy can create a chain reaction known as the "domino effect." The emergence of new energy passenger ferries and 10,000-ton container ships is causing this effect in Hunan.

The "Hunan Water Transport 26 rounds" has been operating for more than 8 months, completing 13 round trips, the ship profit margin is 79%, the sailing time is shortened from the expected 21 days to 18.6 days, and the water transport is attracting more industry cargo sources to join.

Because it can load frozen containers and transport dangerous goods, Hunan's fireworks and fresh agricultural products will increase the capacity of 10,000 tons, and the lifting of cargo carrying capacity and handling power will directly promote other industries to "change guns" or "icing on the cake".

The advent of a 10,000-ton dual-fuel container ship has directly led to a "chain reaction" in so many fields and industries, which is not expected by many people.

The operation of two 10,000-ton dual-fuel container ships, there is a place that is also happy, that is, Yueyang City Chenglingji port.

Chenglingji Port is one of the "eight good deep-water ports on the Yangtze River", and is also the only national first-class port in Hunan, but compared with some large domestic ports, there is still a lot of room for improvement.

On August 20, the Ministry of Transport released the national port throughput data from January to July, showing that the first container throughput is Shanghai, 26.64 million TEU, the "national Top 25" list, the last place is Quanzhou, its container throughput is 1.11 million TEU.

From January to July, the container throughput of Chenglingji port was 362,000 TEU, less than one third of Quanzhou, but it has improved a lot compared with last year - an increase of 46% year-on-year, which ranks among the top ports in the middle reaches of the Yangtze River.

Look at the level of foreign trade and economic activity of a city, look at its port and dock; To see the strength of a port, it depends on how many container ships it can accommodate and whether its cargo throughput is large or not.

The two 10,000-ton container ships of Hunan Ocean Shipping have given more support to Chenglingji Port. As a state-owned enterprise with 30 years of operation, Hunan Ocean Container Shipping currently owns more than 20 thousand ton container ships and more than 100,000 TEUs per year, accounting for 45% of the provincial market share. It is the largest and most influential inland waterway shipping and integrated logistics enterprise in Hunan Province.

After the completion of the replacement of container ships, Hunan Ocean Shipping will add 46,000 TEU per year, which is a big step in the history of Hunan water transport logistics.

But even Hunan Ocean shipping, such as the eldest brother shipping enterprises, is now troubled by a problem, that is, insufficient supply. The company has been investigating and debating before launching 10,000-ton container ships - should it spend 70, 80 million yuan to build two big ships? Because even if the capacity is sufficient, the situation of unsatisfactory cargo holds still occurs.

Therefore, Yueyang has been using subsidies in these years to "encourage" enterprises such as Hunan Ocean Shipping to maintain good routes, improve container carrying capacity, and enhance the logistics agglomeration effect of Chenglingji Port.

Quiet 'Water bus'

Hunan's independent construction of 10,000-ton new energy ships has brought more positive effects, but also highlights some problems to be solved.

The reporter's investigation found that in addition to the above phenomenon of insufficient container ship cargo supply, Hunan water transportation also has problems such as narrow shipping channels, small and weak transportation scale, continuous maintenance of lines, and limited government investment support.

The rise of expressways and high-speed railways has brought unprecedented impact to water transportation, and many city and state inland waterways have become narrower and narrower, navigable water depth is limited, and there are many obstacles along the way, and some are often seasonal cut off.

In addition to the direct river and sea routes in Hunan, there are several "provincial water shuttle bus" routes from Yueyang to Changsha, Changde, Hengyang and other places still insist on operation. Even if these lines are few, but the operation and maintenance, it is also stretched, in the case of insufficient supply, loading rate is not high, almost no profit, or even loss.

Because of this, those who ran the "water bus" together with Hunan Ocean Shipping have long since disappeared, and Hunan Ocean Shipping is the only state-owned enterprise still operating in this field. Once very busy "water bus" and to and from the port, once became quiet.

One of the reasons for the shortage of container ships is that some inland water transport does not meet the corresponding grade standards.

The above "Hunan water transport 26" round in the Yuanjiang River after the construction, need to walk more than 100 kilometers to Chenglingji port, there is a Huangmaozhou bridge on the way, usually to ensure navigation safety, the top of the ship to stay 2 meters high, the bottom of the ship to stay 1 meters deep, in order to smooth navigation, the crew pay attention to meteorological and hydrological information every day, and finally wait until a "a few days a year" precise time, To safely pass the Huangmaozhou Bridge.

Such "road conditions" as crossing the Huangmaozhou Bridge are everywhere in more than 80 Linhe counties and cities in Hunan. This is also why the recently issued "Hunan Province" "one river, one lake and four water" water transport development plan "should emphasize the integration of the number of ports in the province and the establishment of a" wide extension "port system.

In addition, Hunan is a large agricultural province, each county (city) has a considerable scale of agricultural products, but almost all have encountered the problem of "can not go out", because of the preservation of agricultural products is difficult, some agricultural enterprises choose higher transportation costs by land, which is the second reason for insufficient supply. For example, Hunan Ocean Shipping long-term transport of two kinds of export agricultural products, one is a Chinense, the other is a canned orange, because these two kinds of goods are relatively durable storage.

In addition, although Hunan is rich in water resources, it cannot retain water, the dry period is long, and the seasonal impact is also a factor leading to insufficient supply.

Of course, no profit or too little profit is the most important reason. Some private ship transport enterprises are limited to immediate interests, unable to long-term investment to maintain line operation, less profit, high cost, there will be "the more frequently run, the more loss" phenomenon. Once the water transport line has operational losses, it will in turn accelerate the market decline, and the problem of "insufficient supply" will be more prominent.

A inland province of Tongjiangda sea dream

To survive, enterprises must adapt to changes in the outside world and adjust their development direction in a timely manner.

In the case of insufficient supply, water-related enterprises have also done a lot of beneficial exploration and practice. The above-mentioned supercapacitor new energy passenger ferry manufacturers responded to the national call for ecological construction, focused on passenger ships and yachts, and amplified environmental protection functions, which is a way to lead the market.

The Hunan Ocean consolidation has already launched the "whole logistics" model, such as the company has more than 100 container transport vehicles, sufficient vehicle sources, complete models, in some terminals there are special office areas and parking lots. In addition, Hunan Ocean Shipping also set up repair points in Wuhan and other places to replenish cargo in a timely manner, which to a certain extent reduces the situation of "insufficient supply".

The operation of 10,000-ton dual-fuel container ships has brought many positive signals.

For the above problems, the reporter believes that on the one hand, in addition to integrating resources, dredging inland waterways such as repairing the "four waters" along the expansion of Changde Songhu waterway straight to the Yangtze River, but also need to pay close attention to the establishment of a more specific subsidy system, open subsidy standards, increase the application of new energy, maintain the inland waterway line operation of the transport enterprises subsidies, the government to increase investment in water transport infrastructure, At the same time, it is necessary to solve as soon as possible the problems such as the difficulty of refueling in the ten thousand ton dual-fuel container ships sailing on the river and sea.

The official plan also mentioned that in the next five years, Hunan is ready to invest 52 billion yuan to basically complete the inland waterway navigation pattern of "one river, one lake and four rivers", and the backbone waterway of Hunan will reach more than 2,200 kilometers.

"50 billion yuan investment in inland water transport once landing, will bring profound changes", Huang Daoping, executive director and general manager of the Party branch of Hunan Ocean Transport, believes that with the full implementation of the plan, the province's waterway and water transport infrastructure construction will be a step up, the business environment continues to be better, Hunan will release a stronger and more stable "attraction". This is a major positive for shipping companies.

The reporter found that behind the frequent production of large new energy vessels in Hunan, is the "anchor stone" old state-owned enterprises determined to implement the national strategic plan and develop the scale of the market, is the urgent development vision of private enterprises to comply with the requirements of The Times, growing, and innovating, is Yiyang Yuanjiang, Yueyang City Lingji Port based on its own, the standard coastal, Hope to expand and strengthen the strong demand of the industrial chain.

Behind them, there is the dream of open development of an industry and a province.

Hunan self-built new energy ships, indicating that there is still a lot of room for industrial growth in this field. Hunan's ship manufacturing industry, container ship transportation industry, as well as the extension of new energy applications and sewage treatment fields, Marine engineering education and training fields, under the favorable support of more smooth waterways and greater policy support, it is very likely to form a new trillion-level industrial chain.

In the future, Hunan's pace of Tongjiang and Haihai will be more firm and powerful.

Recently, affected by relevant good news, the performance of energy storage concept stocks is eye-catching, and the market speculation is hot. The performance of energy storage concept stocks is related to the recent introduction of policies to encourage development, and it is also related to the rapid increase in the proportion of new energy power generation installed capacity. However, if judging from this, the energy storage industry has stood on the "tuyere", and it is necessary to "fly", I am afraid it is too early to say.

Energy storage is the "stabilizer" of future energy supply, which helps to solve the problem of insufficient consumption and imbalance between supply and demand such as "abandoning wind" and "abandoning light". However, it should be noted that energy storage focuses on "storage" rather than "energy", that is, the energy storage system itself does not produce electricity, must rely on the power station or grid operation, at the same time, it also needs the cooperation of many industries such as electricity, photovoltaic, battery. Without the continuous deepening of the reform of the power system, the continuous improvement of the industry market mechanism, and the establishment of cross-industry collaborative interaction mechanisms, it is difficult to promote the commercial development and maturity of the energy storage industry.

To develop the energy storage industry, we must do a good job in technical reserves. At present, in addition to pumped storage, other types of energy storage technologies are still in the application demonstration stage. Relevant aspects should be combined with China's existing technical level, cost, manufacturing process and other factors, in full consideration of different resource endowments, choose energy storage technology suitable for China's national conditions, and focus on support and cultivation. At the same time, for the new energy storage technology, commercial pilot operations are carried out to test the matching degree and reliability of the new technology and market operation, and create a good technical guarantee for the development of the energy storage industry.

Standards are important in developing the energy storage industry. Previously, there were battery pack fires in individual regional energy storage projects, which sounded the alarm for the safety development of the industry. Therefore, it is necessary to establish system-wide and life-cycle norms and standards for the overall planning and design, construction and safe operation of the energy storage system, and establish and improve the technical standards and testing and certification system for the whole energy storage industry chain, with the standards as the safety escort. Fortunately, many places have made specific arrangements for this in promoting the development of the energy storage industry.

In short, there is still a long way to go from the hot market to the mature business. Only the government, industry enterprises, social capital and other forces are problem-oriented, solid progress, and work for a long time in order to continue to narrow this distance and truly usher in the great development of the energy storage industry.

The Ministry of Industry and Information Technology recently said in a reply letter to the proposal on vigorously developing sodium-ion batteries in China that new batteries such as lithium-ion batteries and sodium-ion batteries are the "ballast stone" to promote the development of the new energy industry, and the Ministry of Industry and Information Technology will strengthen the layout to promote the development of sodium-ion batteries.

The following is the original

Letter of reply to proposal No. 4815 of the Fourth Meeting of the 13th National Committee of the CPPCC (No. 523 of the Industry and Posts category)

Member Gao Yaguang:

Your "Proposal on Vigorously developing sodium-ion batteries in China" has been received, and the Ministry of Commerce, Science and Technology and the Ministry of Finance hereby reply as follows: China's ambitious goal of reaching the peak of carbon and carbon neutrality is a milestone event in the global response to climate change, which will have a far-reaching impact on green and low-carbon development. The key task to achieve carbon peak and carbon neutrality is to implement renewable energy replacement actions, significantly increase the proportion of new energy in the energy structure, and build a new power system with new energy as the main body. New batteries such as lithium-ion batteries and sodium-ion batteries, as ballast stones to promote the development of new energy industry, are an important basis for supporting the wide application of new energy in the fields of electricity, transportation, industry, communications, construction, military and other fields, and are also one of the key supports for achieving the goal of carbon peak and carbon neutrality.

First, the relevant state departments actively promote the development of new batteries

The relevant state departments attach great importance to the development of the new battery industry, and take a series of measures to promote the healthy and orderly development of the new battery industry from the perspective of strengthening industry management, overall industrial planning, supporting technological innovation, and accelerating the construction of standards.

Our department has been actively promoting the development of new battery industry for a long time. First, formulate and publish the "Information Industry Development Guide (2016-2020)" to promote the progress and innovation and upgrading of new battery technology, and support the development of new battery industries such as sodium-ion batteries and flow batteries. The second is to actively carry out the research and development of related standards in the battery field, and promote the conversion of advanced technological innovation achievements into standards, norms and leading the high-quality development of the industry. The third is to support the construction of battery testing platforms, guide the establishment of a national power battery manufacturing innovation center, coordinate resources to promote industrial technological progress, and support key technologies such as new cathode materials and industrialization.

During the "13th Five-Year Plan" period, the Ministry of Science and Technology has systematically deployed related technologies for battery energy storage through the key special project of "Smart Grid Technology and Equipment" under the national key research and development Plan. Among them, sodium-based energy storage battery technology, as one of the key support directions, has made remarkable progress under the project series of "Research on basic scientific issues of high safety and long life and low cost sodium-based energy storage batteries". In recent years, the Ministry of Finance has promoted the vigorous development of the new energy vehicle power battery industry through policies such as subsidies for the promotion and application of new energy vehicles, and promoted the rapid improvement of the technical level of new battery products and the rapid reduction of costs.

Second, sodium-ion batteries have advantages in terms of resource richness and cost

Sodium-ion batteries work similarly to the rocking chair of lithium-ion batteries, relying mainly on sodium ions to move between the positive and negative terminals to work. In recent years, sodium-ion batteries have gradually entered the stage of large-scale test and demonstration. In June 2018, the first low-speed electric vehicle with sodium-ion batteries came out; In June 2021, Zhongke Sodium released the world's first 1MWh sodium ion battery energy storage system. This means that after lead batteries, lithium-ion batteries and other electrochemical energy storage systems, sodium-ion batteries have begun to emerge in the field of energy storage, which is expected to promote the further development and change of the new energy industry.

Sodium-ion batteries have certain advantages in terms of resource richness and cost. Sodium is the sixth most abundant element in the Earth's crust, with uniform geographic distribution and low cost. The reserves of lithium resources in the crust are only 0.002%, less than one thousandth of sodium, and the global distribution is regional. Second, sodium ion compounds have strong availability, stable price and low cost. In addition, aluminum is not alloyed with sodium at low voltage, so the negative electrode of the sodium-ion battery can use aluminum collector instead of copper collector like the lithium battery, thus reducing the cost and weight of the battery. Third, sodium and lithium have similar physical and chemical properties and storage mechanisms, and sodium ion batteries have relatively stable electrochemical performance and safety.

On the other hand, at present, sodium-ion batteries still have problems in the industrialization process, such as low energy density, short cycle life, imperfect supporting supply chain and industrial chain, and are still in the process of commercial exploration and continuous improvement. It is expected that in the future, with the increase of industrial investment, the technology is maturing, the industrial chain is gradually improving, and the cost-effective sodium-ion battery is expected to become an important supplement to lithium-ion batteries, especially in the field of fixed energy storage will have good development prospects.

Iii. Consideration of relevant opinions and suggestions

According to your suggestions on including sodium-ion batteries in relevant development plans and key science and technology support plans, promoting market application, promoting the establishment of standards, and giving policy support, our Ministry will earnestly absorb them together with relevant departments, and will actively take practical and effective measures to further study and implement them in the next step.

The first is the proposal to include sodium-ion batteries in relevant development planning and key scientific and technological support programs. My department will strengthen the layout in the "14th Five-Year Plan" related planning and other policy documents, from the promotion of cutting-edge technology research, improve supporting policies, open up market applications and other aspects, do a good job of top-level design, improve industrial policies, and overall guide the high-quality development of sodium ion battery industry. The Ministry of Science and Technology will implement key projects of "energy storage and smart grid technology" during the "14th Five-Year Plan" period, and will list sodium-ion battery technology as a sub-task to further promote the scale and low-cost of sodium-ion batteries and improve the comprehensive performance.

The second is to promote the market application of sodium-ion batteries as soon as possible. Relevant departments will support sodium-ion batteries to accelerate the transformation of innovation achievements and support the mass production capacity of advanced products. At the same time, according to the process of industrial development, timely improve the relevant product catalog, and promote the application of sodium ion batteries with excellent performance and meet the conditions in new energy power stations, transportation vehicles, communication base stations and other fields; Promote the full commercialization of sodium-ion batteries through industry-university-research collaborative innovation.

The third is the proposal to promote the establishment of sodium-ion battery standards as soon as possible. Our department will organize relevant standard research institutions to carry out the formulation of sodium-ion battery standards in a timely manner, and support the standard project, standard approval and other links. At the same time, according to national policies and industry dynamics, combined with relevant standards to study the standardization policies of the sodium-ion battery industry to guide the healthy and orderly development of the industry.

The fourth is to give support to sodium-ion battery products or enterprises that enter the market at the initial stage. Our department will sort out the energy electronics industry chain and coordinate resources to support the development of new energy storage batteries such as lithium-ion batteries and sodium-ion batteries. Relevant departments will continue to vigorously support scientific and technological innovation in relevant fields, and focus on market-oriented means to promote the formation of more reasonable and efficient business models, and solve common problems faced in the process of industrial development through the establishment of a benign development mechanism.

Thank you for your concern for the development of the sodium-ion battery industry, and hope to get more support and help from you in the future.

Driven by a series of favorable policies, "new energy + energy storage" projects have been rapidly rolled out across the country. Since the beginning of this year, Shanxi, Shandong, Ningxia, Qinghai, Inner Mongolia and other places have introduced new energy configuration energy storage schemes. According to incomplete statistics, more than a dozen provinces have required new energy power stations to configure energy storage this year, and the configuration ratio is more than 10%, and relevant projects are accelerating the landing.

Vigorously developing the energy storage industry is an inevitable requirement for the rapid expansion of China's new energy installed capacity. Compared with the conventional power supply, the new energy generator has small capacity, large number, scattered points, and has significant intermittency, volatility and randomness characteristics. With the large-scale development of new energy and the high proportion of grid-connected, the power balance, security and stability control will face unprecedented challenges.

By the end of 2020, China's installed wind power and solar power generation capacity is about 530 million kilowatts, accounting for 24% of the total installed capacity. In the future, new energy will still maintain the momentum of rapid development, and it is expected that by 2030, the installed capacity of wind power and solar power will reach more than 1.2 billion kilowatts, surpassing the scale of coal power and becoming the main installed capacity. Whether it is the large-scale intensive development of centralized new energy or the nearby consumption of distributed new energy, it is inseparable from the support of energy storage technology.

In order to encourage the development of the energy storage industry, favorable policies have been intensively introduced. Previously, the National Development and Reform Commission and the National Energy Administration issued the Guiding Opinions on Accelerating the Development of New Energy Storage, which clearly stated that by 2025, new energy storage will be transformed from the initial commercialization to large-scale development. By 2030, new energy storage will be fully marketized. The "Guiding Opinions" also put forward the installed capacity target for the first time from the national level: it is expected that by 2025, the new energy storage installed capacity will reach more than 30 million kilowatts, close to the current new energy storage installed capacity of 10 times.

Liu Yafang, a second-level inspector of the Energy conservation and science and Technology equipment Department of the National Energy Administration, said that the next step is to guide the scale and layout of development, give full play to the role of energy storage to improve the adjustment capacity, comprehensive efficiency and security guarantee capacity of the energy power system, and avoid the problem of disorderly construction and underutilization; Strengthen technological innovation, overcome short-board technology, and promote cost reduction and scale development with technological progress, and improve the security and reliability of the ontology; At the same time, improve the policy supporting and market environment, fully reflect the system value of energy storage, achieve profit through the market mechanism, and cultivate a mature business model.

Under the premise of ensuring safe development, the energy storage industry should adhere to a diversified development path. Experts said that different technical routes have their advantages and disadvantages, which technical route to choose, how to match the installed machine, must not only follow the baton of capital to go. Relevant departments should do a good job of top-level design, combined with China's existing industrial environment, technical level, cost and other factors, accurately select energy storage technology suitable for China's national conditions to give key support and cultivation. At the same time, for the controversial energy storage technology, it is necessary to cautiously expand commercial operations.

Global electric vehicle blowout development, lithium electrochemical storm to a number of segments, the next five years, lithium battery shipments will be from GWh to TWh era across.

Lithium electrochemical multi-field rapid penetration, forklifts, ships, light vehicles as the representative of the subdivision of the application scene is rising sharply, the release of billions of lithium battery demand space, is becoming a lithium battery enterprise competition one after another new track.

In recent years, forklift lithium electrochemical rapid penetration, in 2019 forklift lithium battery demand 1.2GWh, is expected to 2025 the market lithium demand is expected to grow to 7GWh. And quietly open the electric ship electric market, is expected to 2025 lithium battery demand is as high as 35.41GWh, lithium battery market space more than 100 billion.

At the same time, the light vehicle lead to lithium window has come. The introduction of the new national standard and the end of the transition period, the next 2-3 years there will be 1-2 waves of large replacement tide in China, and the rise of commercial markets such as shared travel, shared power change, short-distance distribution, etc., is expected to reach 22 million lithium-electric light vehicle sales in 2023, and the penetration rate of lithium batteries will exceed 50%.

Lithium electrochemical storm "mountain rain to come", the market blueprint has been drawn, industrial vehicles, ships, light vehicles as the representative of the subdivision of the application market is rising rapidly, but also become a new market for battery companies to develop and compete for new market growth points.

As a battery company rooted here, Yuanjie power also ushered in the golden period of its development.

Yuanjie power in the field of lithium battery has more than 10 years of accumulation, has been involved in digital, industrial vehicles, ships, light vehicles and other fields, all the way through the thorns, and finally combined with their own advantages and market demand, locking industrial vehicles, ships and light vehicles three segments of the market, each step can be described as "sword to take the edge", but it accurately stepped on the rhythm of market development.

At present, Yuanjie power has become the industry leader in the field of industrial vehicles, and the Marine and light vehicle markets have also made good progress. It is one of the few battery companies in China that has been fully certified by CCS, and the total number of large and small ships has reached more than 1000. Aiming at the electric light vehicle lead to lithium opportunities, Yuanjie power quickly cut into the commanding heights of the market in 2020, and the goal is to become an important player in the field in 3-5 years. The subdivision dividend market of lithium batteries will continue to derive with new application scenarios and use needs. Only by maintaining the technical iteration ability of products and maintaining the sensitivity to customized market segments can enterprises continue to have the strength and confidence to capture the dividend tuyere and establish a real moat. And Yuanjie power is firmly believed in this.

Gao Gong Lithium power believes that as a dark horse force to surprise the lithium power segment market, Yuanjie power has been fully prepared in multiple dimensions such as product array, market setting, customer development, production capacity layout, and technology research and development, waiting for the market dividend vent to break out. It is foreseeable that, next, the brand influence and market share of Yuanjie power in various segments is expected to increase significantly, and will become the mainstay of the subsegment supporting market.

Customized to seize the forklift lithium electrochemical "new track"

As the most important part of industrial vehicles, the lithium electrochemical progress of domestic industrial forklifts has long been started. From January to September 2020, the sales volume of lithium battery forklift trucks (1-3 categories) was about 96,000 units, an increase of 102% over the same period last year, of which 1-3 models with more than 3 KWH of electricity exceeded 20,000 units.

Yuanjie power is currently at the forefront of the installed capacity in this field. Through the tailor-made "customized" strategy, we develop special battery cells for the characteristics of forklift batteries and provide diversified products to meet the special needs of customers in different working conditions for battery products and various functions, while increasing the battery cycle life and reducing the battery temperature rise in the long-term working environment of forklift trucks, which can greatly improve the safety of battery packs.

In addition, Yuanjie Power continues to innovate technology, based on automotive power battery CTP technology, and develops FCTP battery packs suitable for forklifts. At present, Yuanjie Power has redesigned an FCTP automation PACK line, increasing production efficiency by 40% and accelerating the process of lead to lithium.

Marine batteries have been fully certified by CCS supporting more than 1,000 ships

In the field of electric ships, Yuanjie power has also achieved good results, becoming the dark horse force of the subdivision track.

GGII data show that in 2018, the penetration rate of ship electrification is only 0.016%, which is in the embryonic stage, and the electrification of inland and inland lakes ships will accelerate the penetration of high ship electrification, which will release huge lithium demand. It is expected that the market demand for lithium batteries for electric ships will reach 35GWh in 2025, and the market space will exceed 100 billion.

Yuanjie Power started the ship market layout, established the new energy ship business department and formed a technology development team with a number of professors and masters as the core in the field of new energy ship application.

Yuanjie Power lithium-ion battery unit, module/battery pack, battery management system (BMS) have obtained CCS type approval certificate, becoming one of the few battery enterprises in China that have obtained CCS full certification. Up to now, the total number of large and small ships supporting Yuanjie power has reached more than 1,000.

Overtaking a corner grab light vehicle lithium electrochemical commanding heights

2020 light vehicle "lead to lithium" dividend window opened.

The driving factors are mainly from four aspects:

First, the new national standard policy of electric bicycles has boosted the popularity of lithium batteries;

Second, the consumer group is younger and the trend of consumption upgrading is obvious, and lithium battery meets the new demand;

Third, the way consumers travel has changed, and lithium power helps more model innovation;

Fourth, 10 million people a day lithium sharing riding and power change, to accelerate the cultivation of lithium consumption.

GGII data show that in 2019, global lithium battery shipments for light vehicles reached 8.386GWh, an increase of 40.3%. It is expected that in the next 2-3 years, there will be 1-2 waves of large replacement tide in China, which will help the rapid growth of lithium electric two-wheeled vehicles, and the rapid rise of commercial markets such as shared travel, shared power replacement, and short-distance distribution. It is expected that the sales volume of light vehicles will reach 22 million in 2023, and the penetration rate of lithium batteries will exceed 50%. In the first half of the year, Yuanjie Power supply has standardized the new national standard battery specifications and sizes with the highest proportion of lithium batteries in domestic OEM-manufacturers, and developed an electric vehicle battery with square aluminum shell cell of lithium iron phosphate material. The specifications achieve 48V12A, 16A, 20A, 24A, 32A, etc., covering the whole series of national standard products, and the battery, protection board, shell, nesting, etc. are all independently developed by Yuanjie Power Supply.

Yuanjie power adhere to product safety as the starting point, the use of lithium iron phosphate battery cell materials, the use of square aluminum shell processing technology in the production process, and improve product automation productivity and production consistency, minimize the failure rate, making the process more simple.

Following the rhythm of the market, the precise products, technology and customer positioning of the Yuanjie power supply will quickly break through and overtake the corner, and has cooperated with a number of domestic first-line brand dealers, and strive to create a market leader brand in the next 3-5 years.

With the continuous penetration of the lithium electrochemical process in the industrial vehicle, Marine and light vehicle markets, the demand for lithium batteries will also increase rapidly. The market space that can be seen and felt provides a broad market platform for the Yuanjie power supply rooted here. It is foreseeable that, to complete the development of products, technologies and customers, Yuanjie power supply is expected to take advantage of the market development of the east wind and soar.