In the past year or so, with the rapid decline of energy storage costs, owners and investors have higher expectations for the functions and benefits of energy storage, which also contributed to the hot start of energy storage. However, under the new competition pattern, how can enterprises not let such expectations fall through? The industry needs to explore better business models and market mechanisms, as well as continuous breakthroughs in technology.

On August 20, the 2024 energy storage market innovation application forum hosted by Polaris power network and Polaris energy storage network and co-organized by Beijing Yihe Technology Co., Ltd. was held in Guangzhou, Yangcheng, more than two hundred expert representatives attended to jointly explore opportunities in energy storage reform.

Director Zhao Hong of the price cost and certification center of the National Development and Reform Commission attended this meeting and analyzed in depth the importance and complexity of the formation mechanism of energy storage price in the new power system, she stressed the need to build an auxiliary service price mechanism integrating medium-and long-term planning and immediate demand, taking the performance of energy storage technology as the key standard of market access. She believes that in order to ensure the fair competition of all energy storage technologies in the spot market, technical access indicators and reasonable price limits should be formulated according to the specific needs of auxiliary services to promote the all-round development of energy storage industry.

Liu Shi, deputy general manager of Guangdong new energy storage National Research Institute Co., Ltd., explained the importance of new energy storage technology in achieving the national double carbon goal in his speech. Liu Shi pointed out that energy storage technology still faces many challenges in terms of safety, economy and efficiency. In terms of safety, traditional early warning and fire fighting methods lack effectiveness, and the safety grading evaluation system of energy storage products has not been established. In terms of economy, lithium battery raw materials are still dependent on imports. There are risks in the stability and safety of the supply chain, and prices fluctuate greatly. Technological innovation is urgently needed to reduce costs. Especially now the value of cell has actually deviated from the normal state of value. Liu Shi said that the new energy storage innovation center jointly built by the state and local regions led by China Southern Power Grid is carrying out the construction of collaborative innovation empirical base for industry-university-research and research, it will provide strong support for the testing and industrial upgrading of new energy storage technologies, and make every effort to build an innovative platform for new energy storage manufacturing industry with global influence!

Director Huang, deputy chief engineer of China Iron and Steel Association, introduced that as a steel manufacturing industry with high load and high energy consumption, in order to promote the adjustment of industry energy structure and the utilization of clean energy, the iron and steel industry attaches great importance to the development and application of energy storage and related technologies. Currently there are Nanjing Iron and Steel, Jianlong Steel, Zhongtian steel and other units are planning and building new energy storage projects. Under the guidance of time-of-use electricity price policy, energy storage facilities provide economic and safe solutions for iron and steel enterprises. However, the combination of microgrid and energy storage technology with efficient systems, it can also effectively reduce the power consumption cost and energy consumption cost.

Chen Man, vice president of energy storage research institute of China Southern Power Grid peak regulation and frequency modulation Power Generation Co., Ltd, said that energy storage technology can effectively deal with the randomness, volatility and intermittence of new energy, through the adjustment of hour level, minute level and even millisecond level, stabilize fluctuations in new energy sources, provide system peaks, delay investment in power transmission and distribution, alleviate network congestion, and increase new energy consumption capacity. He said that he would promote the development of energy storage technology in the direction of safer, lower cost and higher performance, and realize safe, economical and efficient large-scale application in the power grid to help realize the goal of double carbon. At present, China Southern Power Grid has carried out a series of technical research and verification work in the application of energy storage system and energy storage body, Energy Conversion, power station operation and maintenance, monitoring and management, battery safety and other aspects.

Liu zebi, executive deputy general manager of Zhongcheng da Industrial Group Co., Ltd., pointed out in his speech that as a new type of grid-side energy storage business model, independent shared energy storage power station has its core idea of integrating power supply, users, energy storage resources on the three sides of the power grid can realize the sharing and efficient utilization of energy storage resources. The improvement of policy support and market mechanism provides favorable conditions for the development of independent shared energy storage power stations. Liu zebi said that in the future, the application of new materials, new processes and new structures will promote the increased performance energy storage systems; Intelligent and digital management will realize real-time monitoring, intelligent scheduling and optimal operation of energy storage; system integration and comprehensive application will form a comprehensive energy system to improve the overall reliability of energy. It is suggested that investors should keep up with the market demand, pay attention to technological innovation, grasp the market opportunities, and pay attention to avoid the phenomenon of being built but not used and being too prosperous.

Yan Zhao, the solution director of Beijing Yihe Technology Co., Ltd., pointed out that due to factors such as different market maturity, different policy support levels, and different market activity, the investment friendly coefficients of different provinces vary greatly, there are certain risks in energy storage investment. Therefore, he proposed that in order to accurately evaluate the investment cost and benefit curve of energy storage power station, various factors need to be considered comprehensively. In actual operation, investors can use market research, cost analysis, policy analysis and other methods to determine reasonable investment costs and future risks and provide auxiliary service support for investment decisions.

Hu Dan, the global chief analyst of S & P, deeply analyzed the global energy storage market. She pointed out that whenThe former energy storage industry presents the phenomenon of "involution spillover". The competition of China's energy storage industry chain is fierce, and the pressure of cost and price is huge. This competitive situation has begun to spread to overseas markets. She pointed out that the global electrochemical energy storage capacity exceeded 100GWh in 2023, and the market growth rate is expected to remain clear before 2028. Chinese energy storage enterprises are facing development opportunities due to cost and capacity advantages in the European market, especially in Germany, Britain, Italy and other countries. Although there are policy fluctuations in the U.S. market, the new bill brings positive prospects. On the whole, Chinese enterprises are expected to further expand their business and growth in overseas markets.

Mr. Gu jieliang, new energy industry manager of Taike electronics industry division, said that in the face of the involution of the industry, energy storage enterprises need to pay attention to the global layout, especially in the aspect of "Going to Sea", making full use of global resources and market networks, provide international services and support for the new energy industry. At the same time, he also stressed the importance of "cost reduction and efficiency improvement". Enterprises need to achieve cost control and efficiency improvement while ensuring product quality through technological innovation and product upgrading. As the world's leading manufacturer of electronic and electrical components, Tyco Electronics, relying on its global layout and localized operation advantages, can provide all-round product support from photovoltaic, wind power to industrial and commercial energy storage and AC/DC charging piles. The core competitiveness of Tyco Electronics lies in its ability to provide customized connection solutions with large current and high voltage to meet the market demand for miniaturization, modularization and cost-effectiveness of connectors.

Yang Xinyu, strategic development director of Xi'an Qidian Energy Co., Ltd., said that according to Qidian energy calculation, the investment return rate of industrial and commercial energy storage projects in Jiangsu and Zhejiang reached 23.1%, which could be returned in 3.8 years. However, investors and owners actually pay more attention to the economy of the whole cycle of energy storage projects, which requires the project to ensure the safety of the whole life cycle. Yang Xinyu pointed out that many energy storage cabinets are similar now, and the most important thing is whether they can achieve better control. Singularity energy integrates 3s and innovates. Each BCS has a battery management function, which can accept signals in the voltage obtained by each PACK material, BCS provides panoramic protection to completely eliminate safety blind spots.

Li Yanghua, vice president of Energy Storage Research Institute of Far East battery Jiangsu Co., Ltd., deeply analyzed how industrial and commercial energy storage technology effectively promotes the transformation of high energy consumption industries to green and sustainable development path. Li Yanghua pointed out that in the process of green transformation, high energy-consuming industries such as steel and cement are faced with high cost of electricity, low income of photovoltaic power generation, long expansion period of transformer capacity, and pain points such as power limiting during peak hours. To solve these problems, industry and commerceIndustrial energy storage system can effectively improve energy utilization efficiency and reduce the operation cost of enterprises through various application modes such as peak cutting and valley filling, demand management, light storage integration, etc.

Li Guang, president of Polaris Education Research Institute, pointed out in his speech that in recent years, the energy storage industry has faced challenges such as insufficient reserve power, difficulty in cross-border entry, asymmetry of supply and demand, and irregular employment. Professional talents in the industry are scarce, and salary and enterprise management issues are the key to affect the flow and retention of talents. According to the prediction of Polaris data, there were still nearly 60000 people in the energy storage talent gap in 2025, of which the talent gap of R & D technology, operation management and market was the largest, accounting for nearly 60%. In the future, the energy storage industry needs to pay attention to international employment, low-carbon development, diversification of application scenarios and improvement of the comprehensive quality of talents. Li Guang suggested strengthening university cooperation, improving industry popularity, establishing industry certification system, and providing customized training and development opportunities to inject new impetus into the sustainable development of energy storage industry.

Zhao Chenxu, chairman of Inner Mongolia Electric Power Group Economic and Technological Research Co., Ltd., pointed out that the layout of energy storage in Inner Mongolia will usher in a new investment outlet. Zhao Chenxu said that at present, "capacity compensation + in stock market + auxiliary services" has become a relatively definite profit model for independent energy storage on Mengxi power grid. He analyzed and pointed out that in the field of new energy storage, it is necessary to "scale up, grab the distribution point, and gain early", in terms of industrial volume and competitiveness, substantial and breakthrough progress has been made in the pilot demonstration of "energy storage + new energy" new model and new business format.

Professor Li Jianlin, president of Energy Storage Research Institute of North China University of Technology, pointed out that the current energy storage of network type should not only control the cost of existing devices, but also meet the demand of high-power overload, therefore, it is urgent to improve product performance. Secondly, he also suggested to build a simulation test platform for the unit and conduct multi-scenario verification to solve the actual problems. In addition, grid-based energy storage also needs a series of standard support to make the industry develop healthily.

Zhao Yuqing, trading manager of the trading department of Shenzhen Energy Sales Co., Ltd, proposed that energy storage, as an advantage adjustment resource in the virtual power plant, has a quick response capability ranging from hour to 15 minutes, which is industrial, commercial and charging stations provide flexible participation methods, effectively solving the contradiction between production plan and power grid demand. Energy storage devices respond through virtual power plants, which not only ensures user benefits, but also improves power grid regulation efficiency.Rate. For example, ice storage equipment and energy storage cabinet have realized the optimization and adjustment of electricity consumption rules through virtual power plants, demonstrating the dual value of energy storage in improving power grid stability and economic benefits.

This meeting was won by Xi'an Qidian Energy Co., Ltd., Far East battery Jiangsu Co., Ltd., Juneng (Ningbo) Power Technology Co., Ltd., BYD energy storage, Tyco Electronics (Shanghai) Co., Ltd, as well as the support of Inner Mongolia Energy group New Energy Co., Ltd., Shenzhen Battery Industry Association, Shandong Energy storage Society, Guangzhou carbon emission trading center, Polaris recruitment and Polaris society.