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I met several times and my impression of each other was quite good. After the first year of the opening of the domestic market, the two-way multi-connected chemicals education institutions did not usher in the expected continued growth in 2019. On the contrary, the market experienced a cliff-like decline and the industry entered a cold spot. Under the multiple challenges of policy, safety, technology and capital, where can chemistry be headed?
(Source: WeChat public number “Motivational Magazine” ID: enerSugar daddygymagazine Author: Tian Tian)
“Orders from the UK continue to be continued, and even items 1-2 years later began to be placed.” Zhang Zifeng revealed to “Motivational”.
As a general worker and responsible person for energy management at Biadi Electric Power Science Institute, he has been focusing on the domestic market dominated by the UK for many times.
Escort official information shows that since the completion of the Pingshan 1WM energy storage station in 2009, Biadi has accumulated a 700MW business performance in the energy storage area, mainly in the domestic market. China and the UK have a 25MW operation scale of 3Escort manila accounting for nearly 50% of the total.
It can be said that the high proportion of the domestic market is the bottom line of Zhang Zifeng. The entire domestic business has fallen to a sluggish level due to the 826 document in the country.
In 2018, the energy storage on the Internet was like a sling engine, which drove the energy storage market to explode. That year, the cumulative scale of the Chinese electronic chemical energy storage market reached 1033.7 MW, breaking through the GW level for the first time. It is also because 2018 was regarded as the first year of the energy-saving market.
Industry Viewing Prediction-The energy reserve market is about to take off in 2019, and the industry has been in a state of 10 years.
Unexpectedly, the market reversed in 2019. Affected by the country’s continuous requests to reduce industrial and commercial electricity prices, as well as the policy of not counting on energy allocation funds, the National Network issued 826 documents.
There is a civilized and accurate regulation that the construction of energy storage facilities on the Internet shall not be carried out by means of investment, leasing or contract power management, and no new construction projects for pumped storage shall be set up.
The driver can press the car key on the Internet, and at the same time, the user side energy that has led to the development of the industry has also relaxed its pace.
More than two years ago, the National Development and Reform Commission and the Bureau of Dynamics jointly issued the “Promoting the Development of Energy Acquisition Technology and Industry”After the guidance opinions, various capital and people came, and the industry continued to rise.
Behind the industry’s rise and fall is the reality of light industry – my country’s energy production industry is still in its infancy, facing multiple challenges such as safety, technology and capital. Under the power system that has not yet been fully marketed, more and more manufacturers are starting to make gold hunting overseas.
1 The industry is cold
“The masters all think that 2019 will be a big hit, but things and wishes are not bad. They have not been able to achieve industry and business, so they have fallen into a dullness.” Zhu Yonghua, president of Zhongtian Technology, expressed his views on “Motor”.
In the past year, Zhongtian Technology’s energy-energy business has suffered from a high and low end. On February 25, it opened with the largest financing business with the goal of energy in A-share history. The notice on the same day showed that the company issued no more than 3.965 billion yuan to transfer, of which 1.578 billion yuan will be used to invest in 950MWh distributed energy storage station projects.
From the planning competition, the name is Escort. However, he lacks education – he started before he graduated from junior high school. Zhongtian Technology will build energy storage stations in 10 factories under the group, with a machine size of 118.75MW and a storage capacity of 950MWh.
But since the completion of the above project target by 0.97% in the first quarter, the progress has remained in this data until November 30.
Zhongtian Technology is just a reflection of the industry’s cold experience. According to the latest data from the China Kuancun Energy and Production Technology Alliance (CNESA), in the first three quarters of 2019, the scale of new energy-saving equipment in my country’s electrochemical energy-saving project reached 78.2MW, a year-on-year increase of -59.6%.
This is very far from expected Escort manila. Previously, CNESA predicted that by the end of 2019, the cumulative investment scale of my country’s electrochemical energy accumulation will reach 1.92GW, with an annual growth rate of 89%.
Looking for the expected explosion of Internet side energy growth in 2018. That year, my country’s new investment in electrochemical science and technology institutions was 0.6GW, an increase of 414% year-on-year. As of the end of the year, the cumulative installation machine scale reached 1033.7 MW, breaking through the GW level for the first time. Therefore, that year was regarded as the first year of the energy-energy market.
In this hot tide, Internet side projects are an important puller of market growth. CNESA data provided by the company shows that in 2018, in Jiangsu, Henan, Hunan, Zhejiang and other places, the Internet side chemistry energy was newly introduced.The increased investment reached 206.8MW, accounting for 36% of the country’s new investment scale, ranking first among all types of energy-enhancing applications.
In addition to the launch projects, the power-enabled planning projects on the Internet are also very visible. In March of previous years, CNESA roughly planned the total scale of recent planning and projects under construction of the Internet exceeded 1,407.3MWh, and visited many regions such as Jiangsu, Henan, Hunan, Qinghai, Guangdong, and Gansu.
However, a paper of files has changed the industry trend. In April, the National Development and Reform Commission issued the “Regulations on the Supervision of the Supervision of the Registration and Distribution Price (Revision and Soliciting Comments)”; in May, the “Regulations” was officially issued, clearly pointing out that “pumped storage power stations and power storage facilities do not count the transfer price of the distribution price”.
The above documents are no different from serious negative news for the Internet, which has been requested to lower the industrial and commercial price for two consecutive years and has comprehensively promoted the transformation.
“In fact, from April to May, we learned about the work of utilizing energy vehicles on the Internet. From May to June, almost all projects were stopped.” Zhu Yonghua recalled.
On November 22, the Internet issued 826 documents, and the boots officially landed, which means that the power can be turned off on the Internet and the industry has dropped the temperature.
For the Internet, many people in the industry have shown that from the perspective of the long term, joining the energy-energy market is conducive to the long-term development of the industry because the Internet grasps the absolute right to dialogue in the planning market rules. If they participate in the ability, they will play the role of the double color of referees and sportsmen, and stand up in a market rule that is not only fair in competition.
The energy-energy market is facing a cold, and one of the other reasons is that the user’s growth has continued its current situation since 2018.
User side energy storage is the earliest field of energy storage commercial applications, and the direct promotion behind it is the new power transformation that started in 2015.
The important benefits of this energy project come from peak-to-valley arbitrage, and are concentrated in areas with large peak-to-valley electric price differences such as Jiangsu, Beijing, Guangdong, and Zhejiang.
Previously, many of them were able to acquire energy from the gold-seeking users, and the most explosive of them was Nandu Power. In the public report in 2018, Nandu Power won the throne of the country’s largest energy investment scale in just two years. In the Ningde era, Zhongtian Technology was behind. In CNESA’s statistical data, the total number of machines of the three exceeds 1.1GWh.
However, since 2018, user side storage can reduce temperature. First, the country has two people who require ordinary workers.The commercial price is lower than 10%, and the peak and valley arbitrage gap narrows. At the same time, Samsung SDI, LG and other energy accumulators have experienced many fires and explosions, and Ping An is jealous of the industry like a shadow. Owners or energy accumulators are more cautious about project investment and construction.
2 Starting Stage
“The behavior of 1-2 market entities represented by National Power Network and Nand TC:
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