The industry guidance notes that the energy storage industry has a decade of golden development
Experts say the guidelines issued by the national energy administration have established a direction for China's energy storage industry to develop in the short term to medium - to long-term development, which has clarified the development goals of the industry in the past decade.
Chen hs, director of the professional committee of the Chinese society for the study of energy storage: in the long run it sets two goals, one is by the end of much starker choices-and graver consequences-in energy storage from the project demonstration, to early commercialization such a goal, by the end of 14 or 15, from the early commercialization to large-scale application of such a goal.
It is pointed out that by 2020, a number of pilot demonstration projects with different types of technologies and different application scenarios will be built to foster a number of competitive market players.By 2025, energy storage projects will be widely used to form a relatively complete industrial system and become a new growth point in the energy sector.
Chen hs, director of the professional committee of the Chinese society for the study of energy storage: China's energy storage capacity by the end of 14 or 15, should be in 50 to 60 gigawatts (GW), to more than 2050 should be 2050 GW, 200 GW is equivalent to two trillion the size of the market.
In addition, it is worth noting that the guidance will support the direct access of energy storage systems to the grid.Experts believe that in the short term it will drive the development of the energy storage battery industry.
Zhongguancun energy storage industry technology alliance director Eric chen-hua yu: for lithium ion batteries, it should be said that the future more effectively into the power system to provide a support, another kind is the energy storage industry development speed is faster, carbon is the lead, is a new type of lead-acid batteries.
The development of the traditional subsidized energy storage industry depends on the market
The reporter also noted that the official draft of the guidelines for the development of energy storage industry has been revised more than the solicitation draft.The biggest adjustment is the big change in financial support.After deleting many statements about financial support, the relevant departments have departed from traditional subsidy thinking and will combine the reform of the electricity system to promote the market development of energy storage.
National energy administration in the guidance notes points out, for compensation expression delete, the main consideration is the "to avoid distorting the market, should not be included in the special financial support or set up a compensation mechanism.
Chen hs, director of the professional committee of the Chinese society for the study of energy storage: does not have a clear subsidies, but the development of energy storage technology and industry strategic positioning and the support attitude is clear.
Zhongguancun, chairman of the energy storage industry technology alliance Eric chen-hua yu: from the guidance opinion is to avoid to support of technical route, the more from the market mechanism to encourage support, through the market mechanism to filter technical route.
In the long run, experts believe, the electricity market will provide more opportunities for competition, and the fate of the energy storage industry will be linked to the reform of the power system.
Zhongguancun, chairman of the energy storage industry technology alliance Eric chen-hua yu: not for special subsidies for energy storage, more is to have a market price signals, but it is an energy storage itself adjust measures to local conditions, it has a regional concept, different parts of the guidance is encouraged to support pilot demonstration project.
What are the listed companies in the a-share market?
The current a-share market listed companies related to energy storage concept mainly includes: electronic lu, science and technology, nunn power, sun power and fierce lion male towers stock, SAN Yang, easy, HangGuo shares, hong sheng, these companies are mostly concentrated in the electric power equipment and new energy industries.