欧宝体育

1. Introduction to the Project

1.1 Project background

1.1.1 Project introduction

Energy storage is an inevitable choice for the future development of the power industry. Due to the needs of large-scale new energy access to the grid, power peaking and valley filling, participation in voltage and frequency regulation, and the development of microgrids, energy storage will play an indispensable role in the future power system. At present, in addition to pumped storage is relatively mature, other energy storage methods are in an emerging stage, and there is still room for progress in technology. New energy storage is an energy storage technology with output power as the main form except pumped storage. It has the characteristics of precise control, rapid response, flexible configuration and four-quadrant flexible power regulation. It can provide the power system with multi-time scale and the whole process of balance, support and regulation, and is an important supporting technology for the construction of a new power system with new energy as the main body.

Through the deep integration with digital and intelligent technology, new energy storage will become a hub for the coupling conversion of multiple energy subsystems such as electricity, heat, cold, gas and hydrogen, which can promote the open sharing and flexible trading of energy production and consumption, achieve multi-energy collaboration, support the construction of energy Internet, promote the development of new energy formats, and is also the future development trend of new energy storage technology.

The project is located in the supporting area of Changchun Xinglong Comprehensive Bonded Zone, which mainly produces various kinds of intelligent charging and energy storage equipment such as new energy storage batteries and new energy charging piles, and promotes the formation of industrial clusters in related industries and the formation of characteristic industrial clusters.

1.1.2 Market prospect

(1) Current situation of energy storage at home and abroad

The United States, the European Union and Japan have successively released the energy storage technology development roadmap from 2017 to 2018, identifying lithium-ion batteries, flow batteries, supercapacitors, compressed air energy storage, flywheel energy storage and other technology types as key concerns, and increasing investment in technology research and development. The United States released a roadmap for energy storage challenges in 2020, and also discussed metal nanobase batteries, zinc-based technology, reversible fuel cells, liquid air energy storage, hydrogen energy storage, etc., paying more attention to technological innovation and the improvement of the industrial chain.

In terms of electrochemical energy storage, China's lithium-ion battery energy storage is at the international advanced level, basically realizing localization, but the degree of automation needs to be improved, some core components such as high-precision film heads rely on foreign imports, and there is less development of new equipment such as high-precision high-speed pole plate thermal composite equipment, large-area high-speed vacuum lithium plating equipment, and dry electrode plate equipment.

In terms of flow batteries, China's all-vanadium flow battery energy storage is generally in the international leading level, a few of the key materials such as proton exchange membrane of vanadium reactor mainly by foreign manufacturers to master the core intellectual property rights, bipolar plates and electrodes due to the imperfect industrial chain has not yet got rid of the constraints of foreign markets, foreign countries are currently stepping up the layout of iron chromium flow, zinc bromine flow batteries.

In terms of other batteries, sodium-sulfur battery technology is monopolized by Japan's NGK, and nickel-sodium chloride batteries are industrialized in China through the introduction of GE technology from the United States.

In terms of mechanical energy storage, China's advanced compressed air energy storage technology research and development is at the international leading level, but the design and manufacturing level of high-power motor is relatively lacking, and it still needs to rely on foreign imports.

In terms of flywheel energy storage, the United States is at the international leading level, and China's key technologies such as large energy storage flywheels, high-speed motors, and maglev are not fully accumulated, and the overall technical level is about 10 years behind that of foreign countries. In terms of electromagnetic energy storage, China's hybrid capacitors are at the international leading level, and double electric layer capacitors and pseudocapacitors are at the keeping up level, but high-precision components such as high-precision coating molds and core materials such as toner, diaphragm and aluminum foil still rely on foreign imports.

(2) Energy storage development prospect

In recent years, the application of energy storage technology has gradually entered people's daily life and become a hot topic in the energy field. Energy storage refers to the technology of storing energy in different forms in order to release it for use by end users when needed. The development of energy storage provides new solutions for energy consumption, grid scheduling and power market development. At present, China and the United States are the two most potential and dynamic energy storage markets in the world.

In the case of China, the development of energy storage technology has made great progress. The Chinese government has actively promoted the development of clean energy and increased its support for the research, development and application of energy storage technologies. At present, China has built a large number of energy storage power stations, including parabolic energy storage power stations, hydrogen gas storage power stations, superconducting energy storage power stations, etc. These energy storage power stations have played an important role in energy storage and power load balance.

At the same time, China has also made significant progress in the completeness of the energy storage industry chain and the size of the market. China's energy storage equipment manufacturing enterprises have made breakthroughs in technological innovation and cost control, and the performance and reliability of energy storage products have been greatly improved. At present, China is the world's largest producer and consumer of lithium-ion batteries, and China's energy storage market ranks among the top in the world.

The development opportunity of China's energy storage market is huge. First of all, China's energy consumption and electricity demand continue to grow, which provides a broad market space for the energy storage industry. Secondly, with the popularization of clean energy and the expansion of the scale of utilization, the demand for energy storage technology in clean energy consumption, grid scheduling and power market development will further increase. In addition, the Chinese government's support for energy storage technology continues to increase, and there will be more policies and funds to support the development of the energy storage industry in the future.

In summary, energy storage, as an emerging technology with broad prospects, is gradually changing the pattern of the energy field. Although there is still some room for progress in China's energy storage market in terms of policy and market environment optimization, there are huge development opportunities for China's energy storage market in the future, and the growth of government support and market demand will bring new development opportunities for the energy storage industry.

1.1.3 Technical analysis

From the perspective of technical route development, lithium-ion battery technology in electrochemical energy storage is more mature and commercialization has begun to take shape, sodium-sulfur batteries are speeding up the deployment of commercial applications, and flow batteries are accelerating demonstration applications. Electrochemical energy storage, as the main force of new energy storage, has begun to move from demonstration applications at the megawatt level to scale marketization at the gigawatt level. Hydrogen energy storage and other types of new energy storage technologies due to low technical maturity, most of them are in the development and demonstration application stage, of which hydrogen energy storage is accelerating the deployment of commercial applications.

From the perspective of technical support system, China's new energy storage innovation units mainly include the state key laboratory of power grid security and energy conservation, the state key laboratory of solar photovoltaic power generation technology and other state key laboratories; Beijing National Energy New Energy Industry Investment Fund, Changsha Advanced Energy Storage Industry Investment Fund Partnership and other industrial investment funds; GB/T 36547-2018 "Electrochemical Energy Storage System Access to the Grid Technical Regulations", GB/T 36558-2018 "Electric Power System Electrochemical Energy Storage System General Technical Conditions" and other technical standards.

From the comparison of the performance indicators of various new energy storage technologies, the comprehensive efficiency of lithium-ion battery, flywheel energy storage and super capacitor energy storage is higher; Compressed air energy storage has lower kilowatt-hour cost and higher service life. In addition to compressed air energy storage, the response sensitivity of other energy storage technologies is at a high level; Lithium-ion batteries in electrochemical energy storage are not only suitable for energy storage applications, but also for power and capacity energy storage applications, and their application fields are the most extensive.

From the perspective of new energy storage technology, the vast majority of investments have been invested in projects related to electrochemical energy storage, the vast majority of which are related to lithium-ion batteries, and a few other projects include sodium-ion batteries, flow batteries, and so on. The choice of energy storage technology in the equity investment market is basically consistent with the proportion of new energy storage in the energy storage market, which reflects that the current lithium-ion battery has been more suitable for energy storage application needs in terms of performance, price and safety, and on the other hand, it also reflects that the energy storage technology route is still uncertain, and most institutions are still on the sidelines of the potential technical route that may replace lithium-ion batteries. From the perspective of lithium battery energy storage industry chain analysis, 22% of the invested projects focus on upstream battery materials and equipment; 27% of the invested projects focus on the production of midstream energy storage devices including batteries, 11% of the invested projects focus on digital energy storage technology, and 13% of the projects can provide integrated energy storage system products. 17% are enterprises operating energy storage projects in the downstream of the industrial chain, including industrial and commercial energy storage, home energy storage and other enterprises.

In the field of electrochemical energy storage, the investment layout is more obvious to the middle stream, and more than half of the invested projects are in the middle stream of the industrial chain. Overall, electrochemical energy storage is the fastest growing new energy storage technology, is the main force of new energy storage technology, it has a higher energy density, the industrial chain is more mature, compared with other energy storage technology in the scene application, technology, cost, construction cycle, conversion efficiency and site requirements have more advantages, with a high degree of flexibility. Among them, lithium battery energy storage is the new energy storage technology with the most investment potential at present, in addition, sodium-sulfur batteries, all-vanadium flow batteries, compressed air energy storage, flywheel energy storage and other technologies also have greater investment potential.

At present, the development of new energy storage technologies is in a stage of rapid evolution and innovation. From the overall trend, the current new energy storage system continues to develop in the direction of low cost, high safety and long life, and then drives the technology in the subdivision field to change.

1.1.4 Advantageous conditions of project construction

(1) Policy advantageous

The National Development and Reform Commission, the National Energy Administration and other five departments jointly issued the "Guiding Opinions on Promoting the Development of Energy Storage Technology and Industry" clear the key position of energy storage technology in the modern energy system, and stressed the importance of developing energy storage technology. This provides policy support and guidance for the construction of energy storage projects in Changchun.

(2) Location advantageous

Changchun Economic Development Zone is located in Changchun, Jilin Province, located in the geographic center of Northeast Asia, is an important node of Harbin-Dalian Economic Belt and China-Mongolia-Russia economic corridor. This geographical location makes the Economic Development Zone an important hub connecting countries in Northeast Asia, which is conducive to international trade and regional cooperation.

The transportation network in the Economic Development Zone is very convenient. The area integrates air, railway, high-speed, light rail and other modes of transportation, with Longjia International Airport, 1.5 hours to reach 2/3 of the country's cities, 5 hours to fly to major cities around the world. In addition, there are several highways and railway lines in the area to facilitate logistics and personnel movement.

(3) Talent advantageous

Changchun Economic Development Zone has abundant human resources and strong scientific and technological force. There are 28 colleges and universities such as Jilin University, national research institutions such as Changchun Institute of Optics and Precision Institutions and Physics, Changchun Institute of Applied Chemistry, 97 independent research institutions, 71 national or provincial key laboratories, 25 academicians, more than 300,000 college students, and a total of more than 600,000 talents. Can provide talent support for the project.

(4) Investment advantageous

As a special customs supervision area, Xinglong Free Trade Zone has the function of bonded supervision, and its policies and hardware support are very suitable for the implementation of cross-border e-commerce. Xinglong Comprehensive Protection Zone is a mature customs special supervision area with functions, policies and opening degree second only to Shanghai Pilot Free Trade Zone. It is also the vanguard and bridgehead of the "Changchun-Jilin-Tumen" national strategic development and opening pilot area and the revitalization of the old industrial base in Northeast China. In addition to enjoying the special function policies given by the state, it also enjoys the preferential policies issued by the local government of Changchun City. Xinglong Comprehensive Protection Zone is located in the center of Northeast Asia economic circle and is the center point of the new Eurasian land bridge in the future.

1.2 Contents and scale of project construction

The first phase plans to purchase 50,000 square meters of land to build energy storage battery production base, and the second phase plans to develop portable charging piles, rescue charging piles, mobile energy storage charging piles, home energy storage charging piles, photovoltaic energy storage charging piles, mobile charging robots, grid complementary charging equipment.

1.3. Total investment of the project and capital raising

The total investment of the project is 500 million yuan, of which the construction investment is 400 million yuan.

1.4 Financial analysis and social evaluation

1.4.1 Main financial indexes

After the project reaches the production capacity, the annual sales revenue is 303 million yuan, the profit is 116.2 million yuan, the investment payback period is 6.3 years (after the tax, including the construction period of 2 years), and the investment profit rate is 20%.

Note: “10 thousand yuan” in the table is in RMB.

1.4.2 Social evaluation

With the continuous expansion of the new energy vehicle market, the market demand for energy storage batteries is strong. The new energy storage technology adopted in this project has the international leading level, which provides solid technical support for the successful implementation of the project. The project area has formed a complete new energy vehicle industry chain, which provides convenience for the product sales and services of the project. The construction of the project is in line with the development direction of the overall new energy industry in Changchun, and the project construction will drive hundreds of jobs and have good social benefits.

1.5 Cooperative way

Sole proprietorship, joint venture, cooperation.

1.6 What to be invested by the foreign party

Funds, other methods can be discussed offline.

1.7 Construction site of the project

Changchun Xinglong Comprehensive Free Trade Zone Supporting Area

1.8 Progress of the project

The project proposal has been prepared

2. Introduction to the Partner

2.1 Basic information of the unit

Name: Changchun Economic and Technological Development Zone

Address: 6199 Jilin Road, Erdao District

2.2 Unit overview

Approved by the State Council in 1993, the State-level Development Zone, with a planned area of 112 square kilometers, is the main battlefield of the real economy of Changchun and even Jilin Province and a new highland for opening up to the outside world. Changchun Xinglong Comprehensive Free Trade Zone, the first comprehensive protection zone in Jilin Province, is located in the jurisdiction. It was officially put into operation in March 2014, with a planned area of 2.7 square kilometers. It implements the management mode of "one team, two brands" with Changchun Economic Development Zone. In the "six cities linkage" strategy of Changchun City, Changchun Economic Development Zone (Comprehensive Protection Zone) belongs to the leading area of "science and technology innovation city" and the core area of "emerging consumer city", and is an important part of the international automobile city. There are more than 14,000 enterprises in the zone, including nearly 1,200 industrial enterprises, 78 industrial enterprises with an output value of more than 100 million yuan, and 144 industrial enterprises with a planned industrial output value of 76.59 billion yuan in 2022. 45 of the world's top 500 investment enterprises. Foreign-funded enterprises account for 1/3 of the city, and the Economic Development Area of Changchun's top 100 enterprises accounts for 1/3.

Economic Development Zone in Changchun is located in the east of Changchun City, is the front position of Changchun-Jilin-Tumen development and opening up pilot area, is an important node of Harbin and Changchun City cluster, is the main area to promote industrialization in Northeast China, and is the hub core connecting the surrounding urban areas, development zones and main urban areas. Economic Development Zone in Changchun has developed transportation, with road, railway, aviation trinity of comprehensive transportation advantages: Located in the intersection of airport, railway, freight lines and other transportation modes, the transportation cost is relatively low. After years of accumulation, it has formed a "3+1" industrial layout and industrial cluster with reasonable structure, distinctive characteristics and outstanding advantages, namely: Three leading industries of auto parts, optoelectronic information, medicine and health , as well as the international trade industries.

2.3 Contact method

Project contact unit: Changchun Economic Development Zone Investment Promotion Bureau 1

Tel: +86-431-81880320

Contact person of the city (prefecture) where the project is located:

Contact unit: Changchun Cooperation and Exchange Office

Contact person: Zhang Junjie

Tel: +86-15704317930

Fax: +86-431-82700590

E-mail: xmc82763933@163.com