As the "giant" of the battery industry, ningde era energy storage layout and the next city.
Recently, ningde times and state grid integrated energy services group co., LTD. (hereinafter referred to as state grid integrated energy) established a joint venture company -- xinjiang state grid times energy storage development co., LTD. (hereinafter referred to as state grid times).According to the information from sky eye, the date of subscription and contribution by both parties of state grid era is February 29, with the registered capital of 30 million yuan. The business scope includes the investment, construction and operation of energy storage projects.
State grid integrated energy, a joint venture with ningde times, is no stranger to the industry. Its predecessor is state grid energy conservation, which was established in 2013. It is a wholly-owned subsidiary of state grid and a leading enterprise in the comprehensive energy service industry of state grid.The existing business includes the comprehensive development and utilization of clean energy, energy conservation services, electric energy replacement, and international energy development.
From the view of the proportion of share investment, the proportion of equity between ningde times and state grid is 40:60.This also means that the state grid can occupy the dominant position in the joint venture.Chairman li jie and general manager zhao jin of the joint venture company are from state grid integrated energy. Among them, li jie is the general manager of state grid integrated energy new energy division, zhao jin is the marketing director of state grid integrated energy new energy division, and tan libin, President of ningde times energy storage division, is the director.
From the company registration location, the joint venture company landed in xinjiang, is unlikely to invest in the local factory production of batteries.Some people in the industry believe that state grid integrated energy is making great efforts to lay out the "photovoltaic + energy storage" project in xinjiang. Xinjiang has sufficient light, and ningde times can provide products from energy storage cell to PACK as the project supplier through its investment, which may be more for the purpose of verifying its own products.
Previously, ningde just developed a zero-attenuation battery for energy storage, which can achieve zero attenuation within 1,500 cycles, which means the battery life can reach 7,000 or even 10,000 cycles.For example, the service life of photovoltaic modules is 20 years, so you can consider one installation without replacing the battery.
According to the mainstream view of the industry, the zero-attenuation battery is the embodiment of the layout and storage of leading-edge energy storage technologies such as lithium sulfur, lithium air, all-solid lithium ion and sodium ion battery in the direction of cobalt-free and other next generation chemical system in ningde era.
A clear sign since 2018 is that ningde's layout in the energy storage sector is picking up speed.According to the reporter, the ningde era has begun to enter a substantive stage, both in terms of strategy formulation and concrete implementation.
On June 18, 2018, ningde times cooperated with fujian investment group, fujian electric power survey and design institute and other companies to invest 2.4 billion yuan in a large-scale lithium battery energy storage project in jinjiang city, fujian province.
In January 2019, ningde times and xingyun co., ltd. set up a joint venture, fujian xingyun science and technology co., LTD., in which the two sides cooperated in r&d and production of big data software services, BMS for energy storage and system integration.
In March 2019, ningde times signed a cell supply contract with Powin Energy of the United States.Powin Energy plans to purchase 1.85 GWh cells from ningde times, primarily iron phosphate lithium battery cells, for use in its battery storage systems.
In April 2019, ningde times and kostad jointly invested 200 million yuan to set up an energy storage business company to develop and produce related products such as energy storage and charging piles, and to jointly develop and promote integrated products of "optical storage and charging", in which ningde times holds 51% shares and kostad 49% shares.
On March 6, 2020, ningde times established a joint venture with fujian baicheng new energy technology co., LTD., Shanghai kuaibu new energy technology co., LTD., of which ningde times subscribed 24.5 million yuan and held 49% shares.Baicheng new energy subscribed to invest 25.5 million yuan, holding 51% of the shares.The business of the joint venture company is mainly new energy vehicle charging pile business.
As the most dazzling star enterprise in the lithium power industry, in the energy storage field, ningde times has continued the "partnership" strategy of power batteries. In terms of cooperation with upstream and downstream customers, ningde times is not limited to the supply of batteries, but USES joint ventures or equity companies for deep binding.
As far as ningde times is concerned, it has occupied more than 50% of the market share of passenger vehicle loading capacity. How to realize the maintenance and application of power battery market in the future, as well as the combination with energy storage, seems to be particularly important.