Lithium energy storage.
Energy Storage Industry Chain Enterprises:
Battery Energy Storage System:It mainly contains battery, energy storage converter (PCS), temperature control system, fire protection system, as well as management control system and other hardware and software systems.
2022 lithium battery storage shipments Top 10 companies:1. Ningde Times, 2. BYD, 3. Ruiplanjun, 4. Yilv lithium, 5. Penghui Energy, 6. Guoxuan Gaoke, 7. Haichen energy storage, 8. Ganfeng lithium, 9. Pai Energy Technology, 10. Vision Power.
2022 shipment data, according to GGII data, 2022 Zhuneng lithium battery shipments of 130GWh, an increase of 170%.
Upstream lithium resources: Tianqi lithium, Ganfeng lithium, salt lake shares, Tianhua super clean, Shengxin lithium, Zangge Mining, Luoyang Molybdenum, Zijin Mining, China Mineral Resources, Yahua Group, Rongjie shares, Chuanneng Power, Yongxing materials, Ronghui lithium and so on.
Cobalt resource enterprises: Huayou Cobalt, Coldray Cobalt, Luoyang Molybdenum, Baichuan shares, Teng Yuan Cobalt, Pengxin Resources, Shengtun Mining, Greenpeace.
Nickel resource enterprises: Huayou Cobalt, Greenmeal, Bump Cycle, Shengtun Mining, Zhongwei shares, Jinchuan Group.
Lithium battery cathode materials: Rongbai Technology, Dangsheng Technology, Tianci Materials, Xia Tungsten New Energy, Everlast Lithium, Delphi Nano-Betray, Tianli Lithium, Tianjin Bamo, Anda Technology, Zhenhua New Material, Wanhua Chemical, Hubei Xingfa, Rongtong High-Tech, Kecheng, and so on.
Negative electrode material enterprises: Betray, PuTaiLai, Sugo, Zhongke Xingcheng, Xiangfenghua, Kaijin New Energy, Zhengtuo Energy, Zhongke Electric, Shangtai Science and Technology, Haida New Material, Zhongsheng New Material, and so on.
Diaphragm: Enjie, Xingyuan, Sinoma, Cangzhou Mingzhu, Meilian, Jinli, PuTaiLai, Hebei Jinli, Jiangsu Beixing and so on.
Electrolyte: DuoFuDuo, TianCi material, XinZeubang, RuiTai new material, Shida ShengHua, Huasheng lithium electricity, Farn Wright, TianJi shares, YongTai science and technology. Diaphragm, anode materials, anode materials and electrolyte are important materials for lithium-ion batteries, and both diaphragm and electrolyte are one of the four main materials for lithium batteries.
The following are only some of the companies (not ranked).
BMS enterprises: 1. Tianbangda, 2. Xie Neng Technology, 3. Aoteka 4. Gao Te Electronics, 5. Hangzhou Science and Technology, 6. Li High-Tech Energy, 7. Huapu Science and Technology, 8. Gao Tai Hao Energy.
PCS inverter companies: Huawei, Sunny Power, Goodway, Costa Jinlang Technology, DEI shares, on the ability of electric, TBEA, Shouhang New Energy, Guruivate Ezine, Huichuan Technology PCS is a key device in the middle of the energy storage device and the power grid, used to control the charging and discharging process of the storage battery, AC and DC conversion, in the absence of the power grid can be directly for the AC loads. Power supply in the absence of the grid can be directly for the AC load.
EMS companies: on the ability of electric, Guoneng Rixin, Xie Neng Technology, Pai Neng Technology, Guodian Nanrui, Xuji Electric, Zhiguang Electric, Huazhong Science and Technology.
Fire safety enterprises: Chuangwei new energy, green bird fire, national security up to the blue shield electrician, Zhongke Jiu'an, Zhefu intelligent.
Energy storage system integration enterprises: Vision Energy, GCL Integration, Electric Guoxuan, HaiBoShiChuang, Trina energy storage, Atlas, WoTai energy, Nanrui Relay, ShuangYiLi, Chint New Energy, KeLu electronic, Kewa digital energy LinYangYiWei, singularity energy, Kubo energy, and so on.