Solving problems such as the safety and cycle life of energy storage batteries is a prerequisite for realizing the industrialization of energy storage batteries. According to the current level of technology, it will still take more than ten years to meet this requirement. Battery companies should focus on technology research and development. Due to the lack of core raw material research and development technology,
Solving problems such as the safety and cycle life of energy storage batteries is a prerequisite for realizing the industrialization of energy storage batteries. According to the current level of technology, it will still take more than ten years to meet this requirement.
Battery companies should pay attention to technology research and development
Due to the lack of core raw material R&D technology, domestic battery companies are mainly in the processing stage of supplied materials. According to industry insiders engaged in lithium batteries, due to the lack of scale of domestic energy storage, domestic battery companies are unable to form bargaining power when purchasing upstream raw materials. Therefore, the price of core battery raw materials is much higher than that of their foreign counterparts. In the end, they can only purchase domestically produced accessories. Reduce the selling price of energy storage systems.
There are currently not many related companies engaged in energy storage in China. Companies related to energy storage include various battery manufacturers, control inverter manufacturers, application solution suppliers, engineering execution companies, etc. Currently, lead-acid battery manufacturers, lithium-ion battery manufacturers, control inverter manufacturers and some key material manufacturers are relatively Mature, other energy storage technologies have not yet reached scale.
Most domestic battery companies start from OEM production, and even if the scale of energy storage increases, it is difficult to truly benefit. To open up downstream space and improve bargaining power, we must increase R&D investment in the direction of high safety, long life, and low cost, rather than building more product production lines. The current global energy storage industry has just started, and it is not too late for domestic companies to get involved at this stage.
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