The energy storage industry just needs to be highlighted, which is in the golden development period. The global goal of "double carbon" has been determined, and new energy sources are developing rapidly, and the volatility and instability of new energy sources are also increasing with the increase of the proportion of new energy power generation. Energy storage is an important way to solve this problem, so it has rigid demand. Globally, the cumulative installed capacity in 2022 is 45.75 GW (Yoy+80%); In China, the cumulative installed capacity in 2022 is 13.08GW(YOY+128%). It can be seen that the energy storage industry is currently maintaining a high-speed growth trend, which is in the golden period of development.
Industrial and commercial energy storage is an important component of the energy storage market. According to application scenarios, energy storage can be divided into power supply side, power grid side and user side, in which power supply side and power grid side energy storage are also called pre-table energy storage or large storage, and user side energy storage is also called post-table energy storage. Household-side energy storage is divided into industrial and commercial energy storage and household energy storage. The difference between them lies in the customer group, while the user-side energy storage in China is basically industrial and commercial energy storage.
Industrial and commercial energy storage is sensitive to economy and is currently in the early stage of development. The downstream of industrial and commercial energy storage in China is mainly industrial and commercial enterprises, which have industrial attributes: compared with household energy storage, industrial and commercial energy storage has lower requirements for appearance, product strength, brand strength and channel providers, that is, the consumption attribute is weaker; Compared with large storage, the qualification requirements, performance accumulation and technical standards of industrial and commercial energy storage are lower, that is, the attributes of power equipment are lower. We believe that the core of the development of industrial and commercial energy storage demand lies in whether it is economical for industrial and commercial enterprises to build energy storage. In terms of scale, industrial and commercial energy storage is in the initial stage of development, and the grid-connected scale will increase from 0.59GW in 2021 to 0.78GW in 2022, which will only account for 10% of the grid-connected scale capacity.
