永泰能源(600157.SH):大容量長時長儲能佔比持續上升,全釩液流電池產業化進程加快
格隆匯5月9日丨永泰能源(600157.SH)在互動平台表示,公司將結合儲能市場發展,致力於將儲能資源優勢、技術優勢轉化為產業優勢,穩步有序地推進儲能產業佈局,提升儲能產品競爭力。 近年來,大容量長時長儲能佔比持續上升,全釩液流電池產業化進程加快。按照全釩液流電池在新型儲能中滲透率維持1%保守預估,到2030年全釩液流儲能累計裝機量為2.2GW/9GWh,預計2025年累計裝機量有望達到1.35GW/5.6GWh;若持續降本疊加4小時以上裝機比例上升,達到專家預期的滲透率5%,則預估市場將達到11GW/45GWh,有望進入指數級上升趨勢。 全釩液流電池作為當前液流電池中發展時間最長、技術最成熟、回收利用率高、商業化程度最高的一種儲能技術,具有安全性高、循環壽命長、全生命週期成本低、環保等諸多優點,在大型長時儲能應用中優勢和競爭力明顯。我國釩資源產量和儲量均為全球第一,發展釩電池具有資源優勢。同時,作為一種高安全性、高壽命的新型儲能電池,政策端對儲能安全性要求收緊使得全釩液流電池發展迎來風口,並將成為大中型儲能項目的重要選擇。隨着行業技術改進和產業規模化發展加速,釩電池成本將逐步大幅降低,因而將在長時儲能領域獲得廣泛應用,其商業化進程也將加快。
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