Since mid-September, my country has experienced a different level of power saving.
Economic recovery, bulk commodity price fluctuations and my country’s electricity demand growth, the growth of coal prices, which triggers one of the reasons why this limit is. To this end, on October 19, the National Development and Reform Commission organized three conferences on coal, and studied specific measures to intervene in coal prices.
The basic energy is directly related to people’s livelihood electricity, which is more obvious in situations where global epidemics is not stable. The New Beijing News has recently reported: \”The current European natural gas supply is short, the price has soared, with the European power shortage, the electricity price increases.\”
But this also means that the company is very May usher in a wave of bonus.
36: Since the impact of self-employed electricity, the search volume of \”outdoor power\” keywords on an e-commerce platform have doubled, and the sales volume of each brand related products It also increases.
What is the market that sounds like a native? This article will list related companies, suppliers, aimed to present a rough supply side market situation.
Alternate power categories and market conditions
The fields of spare power applications include important systems and outdoor scenes of residential buildings, hospitals, municipalities, and important enterprises, are very broad. At present, there are mainly generators, photovoltaic equipment, lead-acid batteries, lithium-ion batteries, inverters, etc. .
As far as this is concerned, the most mature scheme of outdoor electricity and emergency electricity is still using diesel generators. Diesel generators have higher energy conversion, low use threshold, reliable work, benefit from diesel compliance, high use safety, is a reliable backup power source.
In fact, current large agencies, facilities, and wide range of regional emergency power supply, diesel generators are still preferred.
In addition to the \”active power generation\” styled power supply, lead-acid battery, lithium ion battery, which is mainly based on diesel generators, has also been rapidly developed in recent years.
The energy storage equipment is never \”large charging treasure\”. Its civil products generally have large capacity and rich interfaces, and some devices also integrate the function of inverters, enabling equipment to larger power. Electrical power supply; commercial products have also been widely used in base stations, communication equipment and roadmaking facilities.
International Market Research Institute Technavio issued a report, 2020-2024, the world’s only residential spare power market is expected to increase growth of 192 billion US dollars, and the growth of the market will accelerate. In the domestic market, the construction of 5G base stations in my country and the development of new energy industries are also promoted by energy storage equipment.The development of the alternate power industry.
People’s external power players
have reports that the search volume of \”outdoor power\” keywords on an e-commerce platform have doubled, and the sales volume of various brands related products also increase. However, in general, due to the general price of outdoor power products, the sales growth of some brands is not expected.
Taking the data of EcoFlow Zhenghao Tmall flagship store as an example, its best-selling product Germany 1300 and Rui 600 series, the monthly sales is 100+, higher performance, higher pricing product sales less. On the contrary, the overall performance is a little more powerful, but the cost-effective electric secondary product has a monthly selling 1000+.
Due to product positioning, residents will pay more attention to \”economic benefits\” when purchasing goods only for the dealing with power-on demand. However, if the needs of outdoor work, self-driving, camping, etc., product performance and function design will become the first element of consumers’ purchase, and the proportion of the trade-off proportion will be reduced. Taking the list of covered lists in May this year as an example, ECOFlow Zhenghao ranks first.
EcoFlow Zhenghao was established in 2017, and there are currently two outdoor power supply lines to the market, respectively Rui River Series and German Delta series, also introduced accessories such as solar board and modular plus electric packages. The whole standard X-Stream Lightcharge Technology and X-Boost intelligent inverter technique are used to increase charging efficiency and drive high power equipment.
In June this year, ECOFlow Zhenghao announced the completion of B round financing, and the Chinese fund leading by the Chinese fund, the Gao Yun venture capital, Zhongjin Company, micro-capital and Guoxin Yi combined with the total sum of one US dollars and valued to the first unicorn enterprise in the mobile energy storage industry with $ 1 billion.
Guangdong Xiao Second Technology Co., Ltd. is a wholly-owned subsidiary of Shenzhen Huabi New Energy Co., Ltd., starting from portable power supply product solutions from 2014. The sales of their supporting products, in the overseas small two, take Jackery as the brand name. At present, electric small two outdoor power products mainly include a series of products such as 1800, 1000, 1100Pro of outdoor power supplies.
In June this year, Huabao New Energy Co., Ltd. issued the first public issuance of stocks and listed in the GEM, and proposed non-distribution of A-share stocks no more than 24,541,666 shares, intended to raise funds of 676.2 billion yuan.
Beijing Newman was founded in 1996. There are more than 2,000 employees. It is a Chinese high-tech enterprise integrating R \u0026 D, manufacturing, sales and service. Newman R \u0026 D and production systemIn a sound, after 17 years of development, Newman has had a complete product system in China’s digital industry, and the product has across major and consumer digital products.
Newman has launched outdoor power products from 2019, covered in capacity from 150Wh, 300Wh, 500Wh, 1000Wh, 1200Wh, 1600Wh, 2200WH, is the most abundant brand of outdoor power supply lines on the market. one.
Yubo founded in 2005, the main business includes 3C digital, consumer electronics and new energy industries. Outdoor power products online, including EN1, EN300W, EN500 , EN1000, etc., product line covers different user needs. Yubo outdoor power supply also built-in inverter, can be used in camping, self-driving, adventure, surveying, emergency disaster, etc. The device is powered.
Product winning is the leading company of my country’s 3C intelligent mobile surrounding products. In 2003, it was founded in Shenzhen, mainly surrounded by mobile phones, tablets, smart TV products. Electrical energy support, audio and video playback, intelligent storage and other fields. In 2015, the new three board listing was announced in 2017.
In recent years, the victory has also begun to launch its own outdoor power products. At present, there are 3 outdoor power products in the Jingdong platform. The capacity is 400W, 600W and 1000W, and the price is from thousands of yuan to four thousand yuan. Not equal.
Goal Zero is a US professional portable power equipment manufacturer, which has always had a good reputation in the outdoor supplies market. At the 2020 CES show, Goal Zero released an outdoor power source of up to 6010WH-Yeti 6000X, which broke the new height of the mobile storage power supply capacity. The outdoor power supply price is $ 4999.95, with an approximate RMB 35,000.
At the same time, Goal Zero also has 3000x, 1500x, 1000x, 500x, 200x and other products, from 3000Wh, 1500Wh, 1000Wh, 500Wh, 1500Wh, 1000Wh, 500WH, and 200Wh, respectively, can be easily selected by consumers.
Commercial spare power
In addition to people’s livelihood, some large business, manufacturing enterprises and construction sites, warehouses, etc. have also been affected, and these companies are selected when choosing a standby power supply. The diesel generator is generally considered.
Diesel generator does have shortcomings such as pollution, noise, but its performance is stable, strong, and it is convenient for oil supplement, and it is deployed.For the use of the Equipment Effective Service, the year or even decades is a reliable spare power supply.
The publication shows that even today’s rapid development of new energy industries, the market demand within the world’s diesel generator is still expanding. According to reports, my country will expect to have a 19.5% market share in the world in 2022, and a group of advanced companies have emerged.
坤 强 威
Fujian Fukun Qiangwei Electric Co., Ltd. was established in 2010, mainly producing motor, generator, generator sets, etc. Series. Its diesel generator series includes 3-1000 kW generator single machine, unit and silent unit, and the product is also sold in Southeast Asia, the Middle East, Africa and South America in addition to domestic sales. Its 100KW diesel generator stand-alone Tmall platform price is around 100,000 yuan.
Shandong Huafang Power Co., Ltd. was established in 2010, more than 200 employees, is a power generation equipment industry, multi-industry, and development to the group Integrated enterprise.
Huafu currently has six wholly-owned subsidiaries, a wide range of industrial layouts, from power generation equipment, industrial software to ecological agriculture. In terms of generator, Hua Quan products cover 1-3000kW power range diesel, gasoline and gas generator sets.
Changchai Co., Ltd. is a national industrial enterprise with more than 100 years. It is one of the earliest manufacturers of internal combustion engine in China. It has an annual output of 800,000 diesel engines. More than 50,000 tons of castings, 200,000 gasoline machine production capacity. Changchai has now produced more than 30 million diesel engines and has been exported to 78 countries and regions.
Changchai mainly produces medium and small power diesel engine, and the power range is 1.62-117.6kW, with more than 1,000 varieties. Diesel generators, Changchai products cover a single cylinder air-cooled series, a single cylinder water-cooled series, multi-cylinder water-cooled series, and a generated electrical welding two-use series.
Guangxi Yuchai Machine Group Co., Ltd. was built in 1951, is a large modernization of the engine industry chain and petrochemical industry chain, implementing relevant diversified industrial operations. Enterprise Group. Yuchai has more than 30 wholly-owned, holding, and subsidiaries.
Yuchai has established a sound product pedigree, including 10 major series of more than 2,000 varieties of products, and the power covers 20-2800 kW.
Weichai was founded in 1946. The world has 95,000 employees and more than 30 billion yuan in 2020, ranked 77th in China, China Manufacturing 500 The 23rd, the first place in China’s machinery industry. In 2004, Weichai Power was listed in Hong Kong and became my country’s internal combustion engine industry.The first listed company in Hong Kong.
In terms of generator, Weichai diesel generator stand-alone displacement from 2.3L to 87.5L, power range covers 18KW-3600KW; diesel generator set power range 10-8700KW, all generator equipment use Weichai independence R \u0026 D engine power system.
Base station commercial power supply
Communication industry as a larger buyer of a spare power supply. According to reports, a communication practitioner in Heilongjiang revealed to the \”IT Times\” reporter, because of the pull limit, Heilongjiang partial base station was forced to shut down.
Related data said that in 2020, my country’s base station spare battery demand is 14.4GWH. It will reach 21.2GWh in 2021. After all of the three major operators in 2026, the power consumption will reach the national total electricity consumption. 2.1%, base station electricity is even more than the data center.
With the intensive 5G base station exhibits miniaturization, lightweight trends, the requirements of the base station energy storage device on battery density are also increasing. At the same time, with the decommissioning of lithium iron phosphate batteries and the landing of the decommissioning power battery, it will also greatly promote the development of the base station energy storage equipment industry.大 电 has issued a document: It is expected that the energy storage demand of lithium iron phosphate ion battery in the next three years will remain rapidly.
Guangyu Group was founded in 1994, a company specializing in the production of lead-acid batteries, lithium batteries and battery packs. Guangyu Group has 24 subsidiaries including Harbin Guangyu Battery Co., Ltd., Harbin Guangyu Power Co., Ltd., and has 15 subsidiaries or offices in Europe, the United States, Russia, Southeast Asia. At present, the product of Guangyu Group is mainly used in the field of electric vehicles and communication storage.
Guangyu Group has China Mobile, China Unicom, China Tower, National Grid, etc. in the domestic market, in the overseas markets in India, Vietnam, South Korea, Southeast Asia, Russia, South Africa and Africa. With many long-term and stable customers, its business scope has covered more than 80 countries and regions around the world, including communication overport exports in the country.
In 2020, Guangyu Group was shortlisted in China Mobile 2020 credit phosphate battery product collection project, and reached a strategic cooperation agreement with the National Network Group. In terms of production capacity, the three-factory production capacity of Harbin, Guangyu Group capacity reached 8GWH, and Shenzhen factory annual production capacity was 0.5GWH.
Peng Hui Energy
Founded in 2001, Peng Hui Energy is a high-tech enterprise that has been focused on the production and development of lithium battery production and development. The company’s business scope has covered digital consumer batteries, new energy automotive power batteries, energy storage batteries, and light power batteries, electric tool batteries, etc.
In terms of energy storage business, Penghui Energy has conducted a small family.All-round layout such as storage, large energy storage (power generation side, grid side, user side energy storage) and communication base station preparation. In 2020, Peng Hui Energy has officially entered Zhongxing wireless communication system with lithium battery supply chain, and winning a number of projects, such as China Tower, \”2020, ketched phosphate, iron-based, iron-based, iron,\”, \”,\” 2020 Change Battery Customized Cooperation Head Enterprise Comprehensive Selection Project \”and 16MWH energy storage projects of Shenzhen Power Supply Bureau.
According to data from Huashang Industry Research Institute, the total revenue of Penghui Energy main business in 2020 was 3642 billion yuan.
Sandu Power Supply in 1994, the business consistently focused battery sector, from 2G to 4G era, South Energy as main suppliers of communication backup batteries, with global communication industry development And growing. In 2011, Southern Energy successfully developed a bite of lithium iron phosphate batteries after communication, and realized a large-scale application overseas. At present, the total cost of global sales exceeds 2GWH.
Southern Energy In the field of communication storage capacity, it has accumulated China Mobile, China Tower, China Unicom, China Telecom, Vodafone Telecom, Singapore Telecom and other domestic and foreign communication operators and Huawei, Ericsson, ZTE, Nosi Company Large equipment integrator customers such as Alcatel-Lucent, Emerson. In 2020, in the communication energy storage project of China Mobile and China Tower, the Nandu Battery was as high as 786MWH.
Nandu Energy 2020 report showed that the company’s 2020 revenue of 397 million yuan, accounting for 3.89% of the 2020 main business income. In 2019, South-Dubin energy storage industry income is 312 million, accounting for 3.46% of the 2019 main business income.
Xionghao power supply
Founded in 1994, the main product covers the valve-controlled lead-acid battery, lithium-ion battery, and fuel cell three categories, which can be communication, electric Traffic tools, energy storage, electricity, UPS, IDC data centers, other industries, providing relatively perfect power supply applications and technical services.
Xionghu Power 2019 showed that the company’s income in lithium batteries reached 6001 million yuan, and nearly 80% of the revenues were mainly communicated with communication. In 2020, in the publicly announced China Mobile Communication Insulating project, Xiongao power bidding share reached 10.14%.
Double Deng Group was established in 1990 and is a business that focuses on the communication reserve power field. Dual Group’s products and battery technology are mainly used in communication backup, IDC data centers, energy storage power stations, traffic power and other fields. In 2020, China Mobile and China Tower’s communication energy storage projects have been published, and the Double Group ranks first in total bids of 1082.56MWH.
has reportsAccording to 2020, Double Group won 40% of China Tower in the 5G base station and its system integrated product, China’s iron tower, China Mobile 14.49% market share, with a total order of more than 1 billion yuan.
Zhongtian Bank is a subsidiary of Zhongtian Technology, listed company, established in 2012, in recent years, the base station energy storage field has flew in the field.Public information shows that on February 22nd, China Tower and China Tower and China Telecom preparation of phosphate battery products were jointly bidding project, and the scale of concentration was 2.09GWH, and Zhongtian Bank was bidded by the third share of the third share 849.5MWH.
In addition, 2020, Zhongtian Industry Mother Zhongtian Technology, the world’s largest grid side energy storage power station, Jiangsu Phase II, Kunshan 48.4MWH energy storage power station, investing in the operation; the national 863 key research and development project of the construction,Power Battery Solar Chemical Ladder Using Engineering Energy Station is the largest user’s side ladder using the energy storage power station project, and is also put into trial operation at the end of 2020.