How far is the energy storage industry from hot to mature?

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.