-Overview of China's energy storage battery industry chain and regional thermal map in 2022

Overview of China's energy storage battery industry chain and regional thermal map in 2022
author:enerbyte source:本站 click500 Release date: 2023-03-20 09:39:10
abstract:
Important listed company in the industry: Tianneng Shares (688819); Sunshine Energy (0757. HK); Kelu Electronics (002121); Haibo Sichuang (300525); (002684); Nandu Power Supply (300068); Guoxuan High Technology (002074); Zhiguang Electric (002169); (600406); (688063); (600522); Zhongheng Elect...

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Important listed company in the industry: Tianneng Shares (688819); Sunshine Energy (0757. HK); Kelu Electronics (002121); Haibo Sichuang (300525); (002684); Nandu Power Supply (300068); Guoxuan High Technology (002074); Zhiguang Electric (002169); (600406); (688063); (600522); Zhongheng Electric (002364); (600312); XJ Electric (000400); Changyuan Group (600525); CATL(300750); BYD (002594); Yiwei Lithium Energy (300014); Xinwanda (300207); Baili Technology (603959); Ganfeng Lithium (002460).

Core data of this article: production/output of representative energy storage battery companies, etc

Panorama of the energy storage battery industry chain: gradually improving the industry chain

The energy storage battery industry chain can be divided into upstream materials and equipment, midstream battery manufacturing and system integration installation, and downstream applications.

Upstream of the energy storage battery industry chain are important raw materials for electrical cores and battery production equipment, including positive electrode materials, negative electrode materials, electrolyte, membranes, and other materials.

The middle reaches of the industrial chain are important for the integrated installation of energy storage battery systems, energy storage converters, energy management systems, and energy storage systems, including battery packs, battery management systems, and battery packs.

Downstream of the industrial chain, it is important to provide operation and maintenance services for different application scenarios, such as energy storage, which can be used on the power generation side, grid side, and user side of the power system to achieve peak shaving and frequency modulation, reduce waste of light and wind, alleviate grid congestion, arbitrage between peak and valley prices, and capacity electricity fee management. Other application scenarios also include standby power supplies for communication base stations, data centers, and the like, as well as power supply for robot systems to ensure high-performance and stable operation.

From the perspective of the industrial chain, in the upstream field, the representative companies of electrical core raw materials include German Nano, Guizhou Anda, Beiteri, Tianci Materials, Enjie Co., Ltd., Xingyuan Materials, and other companies; Battery production equipment manufacturers include Hangke Technology, Pioneer Intelligence, North Huachuang, Yinghe Technology, and other companies.

In the middle of the industrial chain, the representative companies for battery pack manufacturing include CATL, BYD, Haiji New Energy, Guoxuan High Technology, etc; Representative companies for battery management system manufacturing include Kegong Electronics, Gaote Electronics, Gaotai Haoneng, etc; The representative manufacturing companies of energy storage converters include Sunshine Power Supply, Kehua Hengsheng, Nanrui Jibao, etc; Energy management system manufacturing representative companies include Paineng Technology, Guodian Nanrui, Zhongtian Technology, Pinggao Electric, etc; Representative companies for energy storage system integration include Cooper Energy, Mengshi Technology, Nandu Power Supply, Electric Guoxuan, etc; Representative companies for energy storage system installation include Yongfu Co., Ltd., TBEA, Chint Electric, China Power Construction Corporation, China Energy Construction Corporation, etc.

Representative companies for the application of downstream systems in the industrial chain include National Energy, State Investment Power, China Huaneng, China Nuclear Power Group, etc.

Regional thermal map of the energy storage battery industry chain: Guangdong and Suzhou have the most concentrated number of companies

From a regional perspective, number of the companies in South and East China is highly concentrated, while industrial chain is relatively complete and output value is relatively high nationwide.

From the distribution of representative companies, there are many representative companies in Guangdong and Jiangsu, with strong competitiveness and covering the entire industrial chain of energy storage batteries. At the same time, some regions have representative companies in the energy storage battery industry chain, such as Guangdong BYD, Yiwei Lithium Energy, Xinwangda, etc; Fujian CATL; Shanghai Paineng Technology; Jiangsu Guodian Nanrui; Anhui Guoxuan High Technology Co., Ltd; Zhejiang Tianneng Co., Ltd.

Shipment volume of representative companies in the energy storage battery industry

According to the data released by the Energy Storage Special Committee of China Energy Research Association/Zhongguancun Energy Storage Industry Technology Alliance CNESA, in 2021, the top ten energy storage technology suppliers in China in the global market for energy storage batteries (excluding base stations and data center backup batteries) were: CATL, Penghui Energy, BYD, Yiwei Power, Paineng Technology, Guoxuan High Technology, Haiji New Energy, China Innovation Airlines, Nandu Power, and Zhongtian Technology.

Note: Statistical companies are listed companies that have published relevant production/output data, and listed companies that have not published specific production/output data are not included in the statistics.

Latest investment trends of representative companies in the energy storage battery industry

The investment trends of representative companies in the energy storage battery industry mainly include acquiring companies to expand business, increasing capital for subsidiaries, and building new factories and production lines. The latest investment trends of representative companies in the energy storage battery industry are as follows:

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