The following article comes from Qidian Energy Storage Network, author Song Bowen

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General title of Goldsodium Technology-

2024 (4th) Starting Point Sodium Electricity Forum and Luban Award Ceremony

2024 China International Sodium Electricity & Optical Storage and Charging Conference and Exhibition

activity theme:Sodium storage rises 90,000 miles in a day with the wind

** Organizer:** Qidian Sodium Electricity, Qidian Lithium Electricity, Qidian Energy Storage, Qidian Charging and Replacement, Qidian Research Institute (SPIR), PECA Optical Storage and Charging Alliance

** Event time:** Forum April 9-11, 2024

** Event venue:** Shenzhen Futian International Convention and Exhibition Center Hall 7

preface

汽车圈纷纷来 “抢”储能饭碗。author| song Bowen

#typesetting| Dachu

奇瑞除了电动汽车，其他新能源相关业务也在稳步推进。 3月27日，芜湖Chery Automobile Customer Side Energy Storage Project成功并网，该 The project construction scale is 40MW/80MWh, and the energy storage system adopts lithium iron phosphate liquid cooling technical solution ，于2023年8月开工，由奇瑞和淮河能源合资公司淮能瑞腾公司操盘，投产后年均放电量可达1900万kWh，二十五年总放电量约4.5亿kWh，也是 Huaineng Ruiteng Company's first user-side energy storage project。 近期用户侧储能项目进展消息不少，例如天合储能签约东北最大体工商储项目，以及大千储能操盘的上汽、广汽、东莞三个项目开始投运等，用户侧储能集中于沿海省份，浙江、广东、江苏等是其重点发展地区。

— __ 1 _—_百亿电池布局

News of Chery's entry into energy storage is relatively rare, but Chery's layout in the battery field has long been reported in detail. Chery's company Deyi Energy is in charge of the sector's business. Chery issued two tender notices in September 2022, according to Chery. The de Yi energy power battery project is in rapid progress. In addition, de Yi Energy is also synchronized in Tongling, Anhui Province, its layout of the power battery project is located in Congyang Economic Development District, with a total investment of 10 billion yuan, will be completed by the end of 2026 cell factory, PACK plant, finished product warehouse, testing center, production of square shell and cylindrical cell, annual production capacity will reach 20GWh. Chery's home-made batteries are inseparable from the cooperation with battery factories, and last April Chery teamed up with Ningde era to create a new battery brand ENER-Q. And reached a cooperation with Fudi to buy blade battery, Qiruixing Tuxing era ES, there is a lithium iron phosphate battery supplied by Fudi in Xiangyang. In January this year, Chery also partnered with Guoxuan Hi-Tech to carry out in-depth cooperation in the fields of power batteries, energy storage, electric ships, electric vehicles, and so on. Car companies and battery factories joined forces to achieve technical complementarity in battery consistency and safety, battery platform, battery big data and other aspects of battery big data. It is worth mentioning that there is still a controversial field of solid-state batteries, and Chery has a layout for a long time. In 2021, Anhui Anwa New Energy 1.8 billion yuan semi-solid battery project is Chery's masterpiece. Chery leaders also made a speech at the signing ceremony.:This project is an important layout for the development of Chery's "new four modernizations". In addition to batteries, Chery will continue to develop big data and artificial intelligence sections in the future.

— __ 2 _—_多个车企进军储能

If automobile enterprises want to carry out energy storage business smoothly, they need to have a perfect battery self-research system, so both BYD and Tesla have their own capital to enter energy storage, and the manufacturing cost and time of energy storage are much simpler than automobiles. In the future, if new energy vehicle enterprises have perfect production battery strength, it will be easy to carry out energy storage business. And Tesla's financial report also proved one point from the data, that is, the gross profit margin of energy storage products is higher than that of cars. Tesla's energy storage business increased by 77% in the first three quarters of 2023 compared with the same period last year, and the gross profit margin also increased from 9.3% of Q3 in 2022 to 24.4% of Q3 in 2023. The increase in gross profit margin is due to the reduction of the average cost per megawatt hour of Megapack. It is worth noting that General Motors has also conducted frequent tests in this field. In October 2022, General Motors announced the establishment of a new business unit, GM energy, which is responsible for fixed storage, solar products, car-to-home and car-to-network applications, two-way charging, hydrogen fuel cells, etc., and has reached a cooperation with SunPower to jointly develop a home energy system. The battery in the electric car can be used to power the home. Travis Hester, head of General Motors Electric vehicles, said that the company is seizing the energy production and storage market. GM is not only a car brand, but also a synonym for a series of products and services running around electric vehicles and their rechargeable lithium-ion batteries in the future. In China, a large number of energy storage projects of automobile companies are also in full swing. In January this year, Didi set up a power exchange company with Ningde Times to promote integrated storage and charging cooperation. And Ningde era also reached cooperation with Xiao Ju Energy to promote the integrated storage and storage business. BAIC Langu also said on the investor interaction platform that its company, Langu Energy, will carry out energy storage-related business and build an integrated industrial chain of power exchange service, battery service and data operation, in which energy storage business has formulated a variety of schemes. it can be used in mobile energy storage, power station change, overcharging and other fields. GAC GROUP also signed an agreement on energy storage with Yuexiu / Zhushi / Southern Power Grid / Midea / Poly / Vanke, covering specific areas such as recharging infrastructure, smart energy, virtual power plant, new energy storage ecological business, battery recycling, etc. To build a vertical integrated industrial chain of "lithium mine + basic lithium raw material production + battery production + energy storage and recharging service + battery leasing + battery recycling and echelon utilization".

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