How Can Energy Storage Battery Manufacturers Break Out of The Predicament?

Date:

2024-06-28 15:47

Low price being refreshed, high inventory, brutal competition intensified by reshuffling are the "dilemma" faced by all enterprises in the current ESS industry chain. Energy storage companies are looking for a new "breakthrough" path.

 

At the beginning of this year, the price of ESS is still hovering around 0.8 yuan/Wh, while a few days ago it was once again refreshed to 0.5 yuan /Wh. This shows that since this year, ESS prices have fallen more than 30%. On the other hand, whether it is the cell or system, more capacity has become one of the important weights of the enterprise competition. 300Ah+ cell is going to gradually replace 280Ah and becoming the mainstream. 5MWh+ system has just been popularized, 500Ah+ or even 600Ah+ cell, and 6MWh+ 7MWh+ ESS, has been released frequently under the leadership of the top battery enterprises.

Compared to the domestic "crowded" I&C energy storage track, more battery manufacturers will set sights on the broader overseas market, which have accelerated the progress of overseas layout. In addition, more differentiated approach is emerging. A few days ago, a company launched the "integrated mobile energy storage vehicle", suitable for short-term emergency power supply of the local power grid. Another example, a number of well-known enterprises have been laid out the current popular PV&storage&charging integration business.

 

At present , in addition to technical and product advantages, it is more important to actively explore the energy storage market mechanism and business model, identify the advantageous segments, be supplemented by a sufficiently deep and broad customer base and region, differentiate the method of survival.