Li Zhangyi: to Deal with the Uncertainty of the Development of Energy Storage Industry with "Innovation + Duty"
The 2024 international digital energy exhibition kicked off in Shenzhen Convention and Exhibition Center. Li Zhangyi, chairman of Shenzhen Sunwoda Energy Technology Co., Ltd., was invited to attend and delivered a keynote speech entitled "dealing with the uncertainty of industry development with" innovation + duty ", from the perspective of enterprises new energy storage discuss and share industrial development.
New energy storage is a historic opportunity for the development of new energy industry.
From the steam era to the intelligent era, technological innovation has continuously promoted social progress. As the core composition of new power system and new energy system, new energy storage technology has ushered in unprecedented development opportunities with the in-depth development of intelligent technology.
Li Zhangyi said that from coal, oil to new energy, the energy structure is undergoing profound changes. In 2023, global clean energy generation accounted for 40% of gross generation, and in 2030, it is expected to further increase to 50%. Coupled with the guidance of relevant policies, the proportion of renewable energy continues to rise, and new energy storage has entered a period of rapid development.
The development of energy storage industry faces many challenges.
Energy storage industry is welcoming a wide rangeBroad development opportunities, but at the same time facing many challenges.
At present, China relies heavily on imported oil and natural gas. In 2023, the dependence on oil import was 73% and that on natural gas was 42.3%. However, according to the available amount of coal reserves, it can be used for about 37 years. This dependence makes the security of energy supply face challenges. The national level has formulated an energy security strategy and vigorously developed new power systems and new energy systems.
Due to the intermittence and volatility of new energy, it has promoted the rapid development of energy storage industry and attracted many international enterprises and capital to enter. Among them, the investment scale in the global energy storage field is expected to exceed 93 billion us dollars in 2024. At the same time, it also attracts a large number of industry players to enter. At present, 230000 registered enterprises related to energy storage in china have reached. The global energy storage industry is highly competitive, the supply-demand relationship and price of the industrial chain change rapidly, and product quality and safety problems emerge one after another. In addition, the diversified technology routes of new energy storage still need to be continuously tested and verified, the development of energy storage industry faces many challenges and uncertainties.
See the essence of energy storage industry through phenomena
li zhangyi said that the essence of the energy storage industry lies in providing energy storage solutions with economy, safety and reliability through technological progress and large-scale production to meet the needs of customers in various application scenarios.
1. Stand on a larger system level to meet customer needs in different application scenarios
2. Energy storage economy
economy is the key to whether energy storage can be applied in a market-oriented and large-scale way. In general, it includes the electricity cost in the whole life cycle and the overall return on investment. Specifically, it includes initial investment cost, operation and maintenance cost, system life and energy conversion efficiency. With the progress of technology and the expansion of production scale, the cost of energy storage system gradually decreases, making it economical in more application scenarios.
3. Safety of energy storage
the safety of energy storage is the lifeline of enterprise development and the basic guarantee of industry development. Including the safety, quality and reliability of products and the whole life cycle. This requires innovation and breakthrough in product technology, systematic guarantee of enterprise quality and safety management system, long-term doctrine of continuous investment, and adherence to the bottom line of quality and safety. In the long run, we believe that these problems can be solved. In the era of kerosene lamp, the emergence of electric lamps also faced many safety problems and instability, but with the development and progress of the industry, these problems have been gradually solved.
Innovation + duty to deal with the uncertainty of industry development
facing the current development situation of the industry, Li Zhangyi said that Sunwoda has always adhered to the original intention, adhered to the long-term doctrine, and responded to the uncertainty of the development of the industry with "innovation + duty.
In terms of company strategy, Sunwoda build a diversified development strategy with lithium battery as the core & rdquo; After nearly 30 years of development, the industrial layout has formed five industrial clusters: consumer batteries, electric vehicle batteries, energy technology, intelligent hardware, innovation and ecology. Among them, the shipment of smart phone batteries is No. 1 in the world. At the same time, on the basis of stabilizing the leading position of consumer lithium batteries, the company focuses on expanding the business of power batteries and energy storage. Li Zhangyi said that different businesses are in different industrial cycles and development stages, so the layout will enhance the Company's ability to operate continuously and resist risks.
In terms of product strategy, Sunwoda lay out products and solutions based on customer needs and pain points in market segments. In terms of energy storage, the company has accumulated hundreds of product solutions and application cases in five business fields of electric energy storage, industrial and commercial energy storage, household energy storage, network energy and smart energy, and more than 30 application scenarios, it is one of the enterprises with the most complete products and solutions in the industry. The company has launched industry-leading or distinctive products such as large-capacity energy storage systems, mobile energy storage vehicles, high-pressure stacked home storage all-in-one machines, high-voltage backup power systems in data centers, ultra-high power flexible charging, etc.
in terms of safety and quality, Li Zhangyi said that to do a good job in this industry, whether the enterprise can continue to cultivate deeply in the industry depends on whether the products can do a good job in quality and safety, not only on the present, it depends on whether there is any problem after the product flows to the market several years later. Sunwoda has been deeply cultivated in the lithium battery industry for nearly 30 years, and has been building quality and safety as the core competence of the company. Through years of cooperation with the world's top 500 customers, we have established a relatively perfect quality and safety management system. Based on the current strong electricity safety, the traditional quality and safety system is continuously optimized and upgraded. In 2019, he won the Shenzhen mayor quality award in Sunwoda and the Guangdong provincial government quality award in 2022. He is the only enterprise in Shenzhen manufacturing industry that has won this honor.
In terms of intelligent manufacturing, Sunwoda attaches great importance to digitalization and intelligent manufacturing, continuously invests in IT Construction and digitalization, and continuously upgrades the intelligent manufacturing system. In Sunwoda, it passed the level 4 intelligent manufacturing maturity assessment in 2023 and was selected as the digital pilot enterprise of the Ministry of Industry and Information Technology in 2024. It is known as the lighthouse factory in China and the only enterprise in the lithium battery industry on the list.
Li Zhangyi said that in the current stage of industry development, different participants are making positive efforts and contributions from their own perspectives. Safety, economy and innovation and reform from products to the whole power system and market mechanism are the main problems for the healthy development of energy storage. As long as we persist in long-term doctrine, innovation, duty and win-win cooperation, we will surely win the future.