Energy storage industry chain (see figure below) : Batteries and energy storage inverters (PCS) have high investment value: Energy storage system consists of energy storage battery system (battery module and battery management system BMS), energy storage inverters (PCS), energy management system (EMS) and other hardware systems. Battery modules are assembled from electric cells, and their upstream is lithium materials. PCS and BMS upstream mainly include
semiconductors and various chips. Value composition of energy storage system:
The value of energy storage battery system is about 65%, of which the battery module is 60%. The quality of the battery cell directly affects the operation and efficiency of the whole energy storage system. BMS is about 5%.
Energy storage inverter value is about 20% : Based on photovoltaic inverter, energy storage inverter can realize system charging and discharging, energy management, off-grid operation, frequency modulation and other functions, which is the link with intelligent control ability in energy storage system.
In short, inverters are of great value in the energy storage industry chain. I believe you have already known the relationship between the three. Now let's look at the broad prospects of the inverter market in the future:
Energy storage in the future star sea, further open the inverter market space
It is inevitable for renewable energy (wind power and photovoltaic) to become the main energy in the future. However, in the process of global energy supply transition from traditional fossil energy to clean energy, the intermittent and random characteristics of photovoltaic, wind power and other new energy power are obvious. As the proportion of renewable energy continues to increase, how to ensure the stability and reliability of the power system
in the future energy system is a key direction of current research. We believe that energy storage system is one
of the inevitable direction, and energy storage system is widely applied in the future energy system:
1. Power generation side: power generation output can be smoothed, wind and power abandonment can be reduced and consumption level can be improved. At present, many provinces in China have issued relevant policies.
2. Power consumption side: users can achieve spontaneous self-use of electricity and sustainable power supply even in the case of natural disasters. Meanwhile, due to the peak-valley price difference, it is more economical to configure optical storage system; For power grid, it can help reduce peak load of power grid and improve overall efficiency.
3. Power grid: assist the power market with peak and frequency modulation, which can improve the proportion of new energy access and the safety of power grid operation.