Shan Shan Heavily Invest In New Energy Industry "Internet +" + Industry 4 Shared Thinking Mode Development

The share plan uses 5 billion of the capital to invest in the new energy industry again, and implement the industrialization project of energy management service of Shanshan.

The project plan combines lithium ion battery energy storage technology and photovoltaic clean energy technology to optimize the energy management solutions for industrial customers and provide cost-effective energy management services.

According to the world clothing and shoe net reporter, the country's policy guidance to the energy management industry and the rapid development trend of the energy storage industry are the background for this Shanshan stock company to invest heavily in the project.

At the same time, the technological advantages of the company's leading position in the lithium battery industry and the Pack module have provided the foundation for the implementation of the project.

As a leading supplier of lithium battery materials, the strategic cooperative relationship between Shanshan and global mainstream electric enterprises is conducive to reducing its running costs in downstream terminal industries.

Optical storage integration

According to the industry policy and the national household electrical appliance network planning, the installed capacity and scale of the energy storage industry and photovoltaic industry will continue to expand.

In the energy technology revolution innovation action plan (2016-2030), the state puts forward the advanced energy storage technology innovation as one of the key tasks, and takes energy storage integration as the 2050 innovation goal, and strives to master the key technologies of all aspects of energy storage technology, and leads the development of international energy storage technology and industry.

In March 2016, the National Energy Board issued the "guidance for energy work in 2016", and identified a new direction for building clean, low carbon, safe and efficient modern energy management system.

Among them, we should strengthen the ability of system integration and optimization, study policies and measures, promote energy storage technology breakthroughs, and promote large-scale participation in peak load regulation.

We will improve the inter provincial compensation mechanism for electric power auxiliary services and further tap the peak load potential.

Actively develop distributed energy sources.

Release the distributed power supply on the user side, and encourage multiple main bodies to invest in the construction of distributed energy.

Innovating the distributed energy operation mode and encouraging the development of advanced micro grid integrating energy storage technology and information technology.

According to incomplete statistics of Zhongguancun energy storage industry technology alliance (CNESA) project database, by the end of 2015, China has accumulated 118 energy storage projects (excluding pumped storage, compressed air and heat storage), with a total installed capacity of 105.5MW, accounting for 11% of the total installed capacity of global energy storage projects, and the annual compound growth rate (2009-2015) is 48%.

According to "

"The planned PV cumulative installed capacity of 150GW (including distributed 80GW, ground power station 70GW) is projected to increase the installed capacity of PV 20GW by an average of 2017-2020 years per year.

Energy storage and power saving and optical storage integration are becoming an important direction of energy solutions in the future.

At the end of October, Tesla founder Marx released two solar products in Losangeles, including the Solar roof and the second generation energy wall (Powerwall 2), which was produced by Tesla and SolarCity company. Tesla has just completed the acquisition of the company.

In the lifestyle of Tesla, there will be a solar roof to collect solar energy, an energy wall for storing electricity, and an electric vehicle for travel.

The energy of household appliances and automobiles comes from solar roofs.

Compared with the clean energy plan launched by Tesla for individual users of electric vehicles, the Chinese version of the Shanshan energy management service project aims at building energy storage power stations for industrial and commercial users, using the peak valley price difference of China's power sales, collecting power grids in the low power period of electricity consumption, and supplying enterprises at the peak price at a price lower than that of the grid.

Energy storage management services and clean energy customers are mainly located in industrial and commercial enterprises. According to the actual electricity demand, electricity consumption and user infrastructure, users can provide diversified, systematic and optimized energy management services, aiming at saving more energy expenditure for users.

At the same time, for power grid, peak shaving can reduce the peak load pressure and reduce the pmission and distribution current significantly, thus reducing the losses of lines and pformers. It can replace part of the peak load regulation of thermal power plants, reduce the work of thermal power generating units, and indirectly promote environmental protection.

At the same time, with the cooperation opportunities of industrial and commercial enterprises or industrial parks, solar power stations can be built on the roof of suitable parks or large industrial and commercial enterprises. Solar power can directly supply business users, pmit power grids or light energy storage, and form a comprehensive energy solution combining energy storage, electricity saving, photovoltaic power generation and optical storage.

Building new energy closed loop

The industry believes that the scheme of Shanshan shares is more pragmatic than Tesla's civilian energy recycling system.

Tesla's scheme has made it more difficult for residents to change their housing, travel and energy consumption when the cost reduction space is limited. This is one of the reasons that analysts worry about many times after Tesla launched the $2 billion 100 million acquisition plan.

Previously, Shanshan stock has benefited from the vigorous development of the new energy vehicle market, and the performance of the lithium battery sector has increased rapidly.

In 2016, the three quarterly report showed that the company's lithium ion battery material plate achieved business income of 1 billion 849 million yuan, an increase of 328 million yuan over the same period last year, an increase of 21.56%, and a profit of 464 million yuan, an increase of 219 million yuan over the same period last year, an increase of 89.39%.

It is reported that the main source of the company's current revenue is the lithium-ion battery material plate, and the company is also the leading supplier of lithium ion battery composite materials.

The company covers three parts of cathode materials, anode materials and electrolytes in the four key materials of the core, and is leading in scale.

The company's positive products are shipped first in the world. By the end of 2016, the three yuan precursor project, which is expected to be put into operation at the end of the year, will make the company's positive product system more complete and its competitive advantage further enhanced. In the negative products, four series of mature products, such as mesophase series, artificial graphite series, natural graphite series and comprehensive series, will be shipped second in scale, the first in the field of artificial graphite in the world, and second in the world.

At present, the company has formed a positive, negative, electrolyte three major business synergy development, go hand in hand with the business structure.

Analysts believe that the new energy industry investment plan proposed by Shanshan Group is the company's strong confidence in the new energy industry and the hope of further development.

At present, the company's material business will still be a major source of growth in the short term.

The development of the company also relies heavily on the revenue and profits brought by the lithium battery material plate, so as to maintain its leading position in the lithium material industry.

If the investment plan can be successfully completed, then

It will be able to invade the two terminal application markets of power battery and energy storage battery in the market of lithium ion battery, so as to complete the strategic closed loop construction of Listed Companies in the new energy field, and enable the company to enter a brand new development space.

New energy vehicle operation service closed loop.

Taking the new energy vehicle technology as the core, the company is expanding from PACK battery system design to power plant construction to vehicle production industry expansion.

Then pass

Platform capital provides customers with a completely new experience in the sale of new energy vehicles. It combines user data and experience sales, car rental, intelligent management and operation and maintenance services to create an ecological concept for the green trip of fir.

Battery material and energy cycle closed loop.

Relying on the design ability of PACK energy storage system, the company combines energy storage technology with new energy power generation and sales, and promotes the promotion of cost control services in the field of energy utilization.

In the use of lithium batteries, the company is gradually implementing the battery ladder utilization practice, from building energy storage battery system, to promote the cascade utilization of power batteries, and finally to the recycling of waste battery materials.

The company has built a closed cycle of lithium battery life cycle.

Fully exploit the use value of lithium battery, and create value and promote the development of related industries by reducing the cost and recycling concept.

Analysts pointed out that the company "Internet +" and industrial 4 shared thinking mode, the planned power battery materials and energy cycle and new energy vehicle operation service double closed-loop system will make the company full of vitality in the future development.