Homepage > CMRC understandings > 【CMRC】With frequent energy storage accidents at home and abroad, how can domestic temperature control enterprises seize the tens of billions of energy temperature control market?
Hits:1827 Createtime:2024-03-27 17:16:09
South?Korea?is?a?high?incidence?of?energy?storage?safety?accidents,?accounting?for?46%,?the?main?reason?is?that?South?Korea's?energy?storage?installation?application?of?terene?lithium?batteries?(high?temperature?conditions?are?explosive),?China,?North?America?and?other?rapidly?developing?regions?initiated?a?number?of?accidents.?Japan?has?the?fewest?energy?storage?safety?accidents,?with?only?one?accident?by?2022.

Figure?1?Number?of?safety?incidents?and?accident?regions?in?2017-2022?globally
The?thermal?runaway?of?lithium?battery?is?the?main?reason?that?affects?the?safe?operation?of?energy?storage?power?station.?Thermal?runaway?refers?to?the?phenomenon?that?when?the?lithium?battery?encounters?mechanical?abuse,?electrical?abuse?and?thermal?abuse,?the?battery?material?is?damaged?and?abnormal?heat?is?generated,?and?the?heat?continues?to?accumulate?and?eventually?cause?the?internal?temperature?rise?of?the?battery?to?be?uncontrollable.?According?to?our?incomplete?statistics,?most?energy?storage?safety?accidents?occur?during?or?after?charging,?when?the?battery?voltage?is?high,?the?battery?activity?is?large,?and?the?circulation?between?the?parallel?battery?clusters?is?formed,?resulting?in?the?cell?being?overcharged?and?the?voltage?rising?to?form?an?internal?short?circuit,?so?it?is?easy?to?cause?fire?accidents.
The?role?of?energy?storage?temperature?control?equipment?is?to?keep?the?temperature?of?energy?storage?battery?equipment?in?a?reasonable?range,?which?is?a?key?part?of?the?security?of?energy?storage?system:
The?energy?storage?temperature?control?system?provides?thermal?management?services?for?the?energy?storage?battery.?By?receiving?the?battery?control?information?(temperature,?voltage,?current?and?other?parameters)?provided?by?the?BMS,?the?temperature?control?management?decision?information?is?provided?to?maintain?the?battery?operating?temperature?within?a?reasonable?range?(10-35°C)?and?realize?the?stable?operation?of?the?energy?storage?battery?system.
Energy?storage?temperature?control?is?indispensable?in?the?energy?storage?system.?If?the?temperature?is?not?properly?controlled,?too?high?or?too?low?temperature?stimulation?may?cause?capacity?and?life?attenuation,?and?in?serious?cases,?it?may?lead?to?short?circuit?and?cause?safety?accidents.

Figure?2?The?role?of?the?energy?storage?temperature?control?system?in?the?energy?storage?system
At?present,?the?technical?route?of?energy?storage?temperature?control?system?can?be?divided?into?four?categories:?air?cooling?(air?cooling),?liquid?cooling,?heat?pipe?cooling,?and?phase?change?cooling:
At?present,?the?air?cooling?scheme?is?more?mature,?and?occupies?the?mainstream?position?with?low?investment?cost,?simple?structure?and?easy?installation;?Compared?with?air?cooling,?the?liquid?cooling?scheme?has?higher?cooling?efficiency?and?better?heat?dissipation?effect,?but?the?technical?difficulty?is?greater?and?the?cost?is?higher.?Heat?pipe?and?phase?change?cooling?have?not?yet?been?industrialized,?are?still?in?the?laboratory?stage,?and?are?not?mature?enough.

FIG.?3?Technical?scheme?of?energy?storage?temperature?control?system
In?2022,?the?overall?scale?of?China's?energy?storage?temperature?control?market?will?be?4.66?billion?yuan,?an?increase?of?88.6%?compared?with?2021.?Experts?conservatively?expect?that?by?2027,?China's?energy?storage?temperature?control?market?will?reach?18.63?billion?yuan,?and?experts?conservatively?estimate?that?the?compound?annual?growth?rate?will?exceed?30%,?which?is?basically?consistent?with?the?growth?rate?of?energy?storage?system?installed?capacity.
With?the?continuous?improvement?of?the?scale?of?energy?storage?projects,?the?refrigeration?efficiency?of?air?cooling?may?not?be?able?to?meet?the?heat?dissipation?needs?of?some?projects,?when?the?demand?for?liquid?cooling?with?higher?refrigeration?efficiency?is?expected?to?increase,?experts?expect?that?by?2027,?the?liquid?cooling?market?size?will?exceed?8?billion,?the?market?share?will?reach?45%.?However,?projects?with?small?heat?output?are?enough?to?meet?the?heat?dissipation?needs,?such?as?small?ground?power?stations,?industrial?and?commercial,?communication?base?stations?and?other?energy?storage?projects.?In?the?long?run,?although?the?proportion?of?liquid?cooling?will?increase,?the?two?technologies?will?still?have?their?application?scenarios.

Figure?4?Scale?of?China's?energy?storage?temperature?control?market?and?scale?structure?of?subdivisions
Domestic?temperature?control?enterprises?need?to?overcome?the?air?cooling?&?liquid?cooling?technology?threshold,?channel?resource?threshold,?supplier?qualification?threshold?and?customized?design?threshold?to?seize?the?10?billion?energy?storage?temperature?control?market:
Temperature?control?system?is?an?important?guarantee?for?the?safe?and?efficient?operation?of?energy?storage?projects,?so?it?has?relatively?strict?requirements?in?terms?of?control?accuracy?and?operation?reliability.?For?example,?compared?with?ordinary?civil?air?conditioners,?precision?air?conditioners?used?in?air?cooling?systems?need?to?be?upgraded?in?terms?of?air?circulation,?heat?dissipation?efficiency,?stability,?service?life,?and?reliability.?For?the?liquid?cooling?scheme,?how?to?ensure?the?heat?dissipation?effect?while?avoiding?the?leakage?of?coolant?also?has?greater?technical?difficulty.?Therefore,?it?is?not?easy?to?cross?the?border?into?the?field?of?energy?storage?temperature?control,?and?there?are?certain?technical?barriers?in?the?industry.
The?energy?storage?temperature?control?system?is?highly?customized?and?requires?sufficient?project?experience.?Energy?storage?is?widely?used?in?power?systems,?and?different?scenarios?often?have?different?requirements?for?energy?storage?systems,?even?for?similar?application?scenarios,?the?technical?solutions?of?different?energy?storage?system?integrators?may?also?be?different.?Therefore,?the?energy?storage?temperature?control?system?is?not?a?standardized?product,?but?usually?needs?to?be?customized?for?the?specific?requirements?of?different?projects?or?different?manufacturers'?technical?solutions.?It?is?difficult?for?new?enterprises?without?temperature?control?experience.
The?qualification?certification?of?energy?storage?temperature?control?equipment?suppliers?generally?includes?three?steps:?the?first?step?is?the?supplier?background?certification,?auditing?the?company's?technology,?management,?and?supply?chain;?The?second?step?for?product?quality?certification,?prototype?product?trial?production;?The?third?step?is?the?supply?certification?of?small?batches,?and?the?overall?certification?cycle?can?reach?10-12?months.?Take?liquid?cooling?products?as?an?example,?before?leaving?the?factory,?it?is?necessary?to?carry?out?multi-directional?testing?on?the?appearance?size?of?the?liquid?cooling?plate,?pressure?bearing?resistance,?sealing,?corrosion?resistance?and?other?indicators,?and?the?factory?testing?from?small?batch?samples?to?large?batches?of?supply?is?many?and?time-consuming,?and?the?certification?cycle?can?be?up?to?12?months.?The?qualification?threshold?is?a?huge?challenge?for?new?entrants.
Energy?storage?system?integrators?have?the?main?right?to?choose?temperature?control?system?suppliers.?In?the?bidding?process?of?the?domestic?energy?storage?system,?the?owner?often?only?decides?the?EPC?manufacturer,?the?energy?storage?system?integrator,?and?some?owners?will?specify?the?specific?cell?supplier,?but?the?choice?of?other?parts?is?often?decided?by?the?EPC?manufacturer?and?the?energy?storage?system?integrator.?Therefore,?how?to?open?up?downstream?sales?channels?will?be?a?big?difficulty?for?new?enterprises.