Central enterprises
Two tens of billions of energy storage projects settled in the South China Sea!
Seetao 2023-03-15 10:39
  • The settlement of two energy storage projects exceeding 10 billion yuan marks the strong rise of Nanhai in new energy storage
  • On the track of new energy, Nanhai has successively introduced seven 10 billion manufacturing projects, and the total planned investment in the new energy industry has exceeded 100 billion.
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On the super track of new energy storage, the South China Sea is racing.

On March 3, 2023, the Nanhai District People's Government signed a contract to introduce an advanced energy storage headquarters base project for a leading enterprise in the portable energy storage industry with a total investment of 10 billion yuan. The company plans to invest in the construction of an aluminum-rich lithium battery production line in Nanhai District to create an advanced energy storage headquarters base.

On March 13, 2023, Xingyuan Materials South China New Energy Materials Industrial Base successfully won the first-phase land use of about 500 mu in Danzao Town, Nanhai District, including the construction of a lithium battery separator production base, and at the same time planning the layout of the proton exchange membrane project and investment in fixed assets About 10 billion yuan.

Listed company Xingyuan Material. The settlement of two energy storage projects exceeding 10 billion yuan within one month marks the strong rise of Nanhai in the direction of new energy storage.

Since 2018, Nanhai has proposed to build a modern industrial system with two highs and four new ones, with new energy as the key development direction. In recent years, on the track of new energy, Nanhai has successively introduced FAW-Volkswagen MEB new energy electric vehicle project, Ruipu Lanjun lithium battery project, Hydrogen World International Green Hydrogen Industry Innovation Intelligent Manufacturing Ecological Headquarters Base Project, Meijin The hydrogen energy industry headquarters base project, the State Power Investment Corporation South China Hydrogen Energy Industry Base project, Xingyuan Materials, and the advanced energy storage headquarters project include 7 10 billion manufacturing projects, and the total planned investment in the new energy industry has exceeded 100 billion yuan. These projects belong to the fields of electric vehicles, lithium batteries, hydrogen energy, energy storage and other fields, showing the characteristics of the new energy industry in Nanhai.

Forming a whole industrial chain Nanhai strives to be the pioneer of the trillion-dollar energy storage track

The energy storage industry is an important branch of the new energy industry. Under the background of double carbon, the new energy industry represented by energy storage is ushering in a period of explosive growth.

In 2021, the "Guiding Opinions on Accelerating the Development of New Energy Storage" issued by the National Development and Reform Commission and the National Energy Administration, and the "Action Plan for Carbon Peaking Before 2030" issued by the State Council both emphasize optimizing the energy structure of new infrastructure and The importance of vigorously developing energy storage.

In March 2022, the National Development and Reform Commission and the National Energy Administration issued the "Implementation Plan for the Development of New Energy Storage During the 14th Five-Year Plan", which clearly stated that by 2025, new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have large-scale commercialization. Application conditions; by 2030, new energy storage will be fully market-oriented.

The energy storage industry has officially entered the fast lane of development, and many authoritative investment and research institutions have given market size expectations of trillions. According to the forecast of Everbright Securities, by 2025, China's energy storage market will reach 0.45 trillion yuan, and in 2030 it will grow to about 1.3 trillion yuan.

As an important part of the two-high-four-new modern industrial system, Nanhai has always taken new energy as a key development direction, and strives to seize the commanding heights of new energy industry development. Nanhai has laid out in advance, compared with the key links of the industrial chain such as core components, integrated equipment, and application scenarios, carried out precise investment promotion and chain investment promotion, and introduced a number of missing projects, extension projects, and upgrade projects.

01 Energy storage battery

The world's top 500 Tsingshan Industrial invested about 10.3 billion yuan in the Ruipu Lanjun project in Shishan to build a high-end power and energy storage lithium-ion battery with an annual output of 30GWh and a supporting manufacturing base for upstream and downstream industries. Ruipu Lanjun ranks among the top three in the domestic energy storage lithium battery field. The project started in June last year and will build a localized power and energy storage lithium-ion battery supply chain system.

02 Energy storage battery materials

Xingyuan Materials invested 10 billion yuan in Danzao to build a new energy material industry base in South China, including the construction of a lithium battery diaphragm production base, and at the same time planning to deploy a proton exchange membrane project.

03 Energy storage converter

The listed company Fei Rongda invested in the construction of a new energy industry base in Lishui, mainly developing and producing energy storage equipment used in photovoltaic inverters and wind power industries, including energy storage converters (PCS), energy storage system structural parts, energy storage Chassis panels, etc.

04 Downstream energy storage application scenarios

China Southern Power Grid invested 5 billion yuan in Shishan to build the country's largest grid-side independent electrochemical battery energy storage project. The application scenarios include power generation side, grid side and user side, realizing full coverage of new power energy storage application scenarios. Relying on this project, China Southern Grid Energy Storage Company will build a digital operation and control platform for smart energy storage in the southern region for the first time.

In addition to companies attracting investment, local companies in Nanhai are also targeting energy storage, actively increasing capital and expanding production. For example, Foshan Suoer Electronics Industry Co., Ltd. is a national high-tech enterprise. It is now engaged in the research and development and production of solar photovoltaic power generation systems, various solar and wind energy application products, and controllers and inverters required for power generation systems. Actively carry out the implementation of solar energy and wind and solar complementary system engineering projects.

Led by Xingyuan Technology, Tsingshan Industry, and a leading enterprise in the portable energy storage industry with tens of billions of projects, the Nanhai energy storage industry is showing a trend of vigorous development, among which the planned investment in electrochemical energy storage projects exceeds 50 billion yuan. Nanhai has formed a full chain industry from energy storage cells and other key components, distributed photovoltaic power generation systems, energy storage system integration to energy storage application scenarios.

Introduce seven new energy projects worth 10 billion yuan, South China Sea rises 100 billion new energy industry sector

Only by seizing the opportunity can we win the initiative of development. In this year's Nanhai District Government Work Report, Nanhai proposed that it is necessary to consolidate the two 100-billion-level advantageous industrial chains of automobiles and pan-home furnishing, strengthen the three 10-billion-level characteristic industrial chains of smart equipment, new materials, and big health, and vigorously deploy semiconductors, The four future industrial chains of new hydrogen energy storage, finance and trade, and agricultural culture and tourism.

In the direction of hydrogen energy, another branch of the new energy industry, Nanhai has brought together more than 130 hydrogen energy enterprises and institutions. The total planned investment in industrial projects exceeds 60 billion yuan. Industrial clusters. In 2022 alone, Nanhai will introduce three tens of billions of projects, the Hydrogen World International Green Hydrogen Industry Innovation Intelligent Manufacturing Ecological Headquarters Base Project, the Meijin Hydrogen Energy Industry Headquarters Base Project, and the State Power Investment Corporation South China Hydrogen Energy Industry Base Project.

The hydrogen energy industry in South China Sea has entered the harvest period. In recent years, Nanhai has mastered a number of core technologies in key fields such as hydrogen energy, and a number of seed unicorn companies and backup listed companies have emerged. Judging from the feedback from new energy-related companies, Hongji Chuangneng Technology Co., Ltd., Foshan Qingji Energy Technology Co., Ltd., Guangdong Hanhe Automobile Co., Ltd., Guangdong Edelman Hydrogen Energy Equipment Co., Ltd. and other companies in the area have plans to go public. The listing of these companies or their parent companies will help them obtain more capital and resource support in the capital market, and drive the formation of industrial clusters in the South China Sea.

In terms of photovoltaic industry, Nanhai is also making efforts. In May last year, Nanhai issued the "Implementation Plan for Promoting Distributed Photovoltaic Intelligentization and Large-scale Development and Application in Nanhai District, Foshan City", proposing the construction of photovoltaic pilot demonstration projects and the construction of a national near-zero carbon emission demonstration park.

The Investment Promotion Bureau of Nanhai District revealed that Nanhai District will plan to introduce new energy storage industry support policies, and provide a series of policies for new energy storage industries such as electrochemical energy storage, mechanical energy storage, electromagnetic energy storage, and hydrogen storage to attract components, process equipment, Industrial projects in specific fields such as battery cell modules, battery management systems, energy management systems, converters, energy storage system integration, construction and operation of energy storage stations, and market services.

Gu Yaohui, secretary of the Nanhai District Party Committee, said that Nanhai District will further promote the growth and strength of the new energy industry, build a good platform for enterprises to interact and cooperate, support enterprises to go public, and effectively stimulate the advantages of the new energy industry.

The future urban competition depends on the competition of industries, especially the competition of new industries. On the golden track of new energy, Nanhai has formed a trend of comprehensive and vigorous development of hydrogen energy, lithium battery, energy storage, and photovoltaic. Nanhai will jointly build a new 100 billion new energy storage industry map based on the main chain projects such as Xingyuan Material Project, Ruipu Energy, and State Power Investment.Editor / He Yurong

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