Energy storage scenario analysis

--Power generation side, power transmission and distribution side and power consumption side

Pumping energy storage accounts for more than nine layers in China's energy storage mode, but the proportion of chemical energy storage is increasing in recent years. The 5g investment of the three operators in 2020 will be doubled compared with that in 2019. China Mobile's capital expenditure in 2020 is expected to be 179.8 billion yuan, of which 5g related investment plan is about 100 billion yuan, compared with 24 billion yuan in 2019, which has fully doubled five times this year. With the explosive construction of 5g base station, it is expected that the demand for lithium iron phosphate energy storage battery will increase significantly.

From the perspective of power system, the application scenarios of energy storage can be divided into three scenarios: power generation side, transmission and distribution side and power consumption side, namely power generation side, transmission and distribution side and power consumption side. The power generation side is mainly used for smooth new energy power generation, smooth new energy output, joint frequency modulation, etc; The power transmission and distribution side is mainly used to alleviate line congestion, provide support and support for distribution equipment; The power consumption side is mainly used for peak shaving and valley filling, electricity price arbitrage, photovoltaic + energy storage, standby power supply of communication base station, standby power supply of data center, and construction of microgrid.