Since April 3, the stock price of Chaowei Power has continued to climb, and the cumulative increase in 10 trading days has been about 25%.
In this regard, the market generally judged that the rise in stock price was attributed to the official launch of Zhejiang Anli Energy Co., Ltd., a subsidiary of Chaowei Group, which is the second in the world and the first sodium-sodium (sodium salt) battery project in China.
According to public information, in January 2017, Chaowei Group signed a cooperation agreement with General Electric Company (GE) for the Durathon sodium salt battery project, and launched a total investment of US$105 million to jointly establish Zhejiang Anli Energy Co., Ltd. (Anli Energy). And plans to produce and sell a total capacity of 500MWh sodium-nickel battery. Today, the first phase of the project's 50MWh capacity has been completed and put into production.
In addition, according to relevant reports, on April 1 this year, the energy storage system of the monitor station communication base station of the No. 6 Jiangjiang Road in Jianggan District, Hangzhou, Zhejiang Province, Zhejiang Province adopted the sodium-nickel battery produced by Zhejiang Anli, which is also the first sodium nickel in China. The battery energy storage pilot project was completed and put into use.
In the industry's view, sodium-nickel (sodium salt) batteries are considered to be a new industrial energy storage technology for new energy grid-connected, distributed generation and micro-grid.
Yang Yusheng, the chief engineer of Anli Energy Battery, interviewed by the "Securities Daily" reporter believes that among many energy storage technologies, sodium-nickel batteries are characterized by more safety and reliability, long cycle life, high specific energy and environmental friendliness.
Zhang Hongtao, deputy general manager of Anli Energy, told the "Securities Daily" reporter that the current 50MWh sodium-nickel battery capacity has been difficult to meet the demand for orders. "We have considered further expansion in the short term."
It is understood that sodium-nickel battery is an important part of Chaowei's emerging sector. Therefore, Zhou Mingming, chairman of Chaowei Group, has high hopes for Anli Energy.
According to public information, the sodium-nickel battery was developed by General Electric Company in the United States for 11 years. It achieved commercial breakthrough in 2012 and was applied in various fields such as communication, energy storage and vehicles. It has built optical storage and wind storage in 25 countries around the world. , peak management, communication base stations and other projects, operating time is more than 100 months.
In 2017, Chaowei Group established the above cooperation with General Electric Company of the United States. It is reported that in addition to intellectual property rights authorization, the United States General Electric Company has also invested in Anli Energy.
Related reports show that on April 1, China's first sodium-nickel battery energy storage pilot project was completed and put into use, which is the product of Yangli Energy.
It is understood that in October 2018, Chaowei Group's Zhejiang Salvage Yongming Energy Technology Co., Ltd., Zhejiang Anli Energy Co., Ltd. and Zhejiang Unicom Operation and Maintenance Department initially proposed the willingness to test sodium-nickel batteries. After several exchanges, the operation and maintenance department It is recognized that the sodium-nickel battery has high specific energy, high ambient temperature tolerance, cycle life, high safety and high reliability, and agrees to carry out the application of sodium-nickel battery. After many discussions, in the beginning of March this year, Zhejiang Unicom approved the sodium-nickel battery-based communication base station energy storage pilot program proposed by the company. On April 1st, the monitoring tower communication base station of the No. 6 Jiangjiang Road, Jiangtong Road, Jiangtong District, Hangzhou, using the sodium-nickel battery produced by Anli Energy was completed and put into use.
Zhang Hongtao introduced that, looking at the international market, the experience of using sodium-nickel batteries in the field of communication has been relatively mature. "Only in China, there is still a need for an acceptance process that requires pilot testing. But we expect that sodium-nickel batteries will show their skills in the field of communication. At the same time, he also revealed to reporters that in the existing orders, in addition to communications, customers are mainly concentrated in the user side, grid side, data center and so on.
Yang Yusheng told reporters that sodium-nickel battery is a kind of high-temperature sodium battery, which has the characteristics of safety, environmental protection, long cycle life and low cost. It is extremely safe and is a non-combustible, non-explosive battery; it is very adaptable to the environment and can work normally in the environment of minus 40 degrees Celsius to 65 degrees Celsius, and can be used in the Arctic Arctic and the Equator region; Its monomer specific energy reaches 135 watt-hours per kilogram, the service life is 2 to 5 times that of lithium batteries, and the 80% DOD cycle life reaches 7500 times. After the system is formed, the volume is 50% smaller than the lithium battery system, and the whole life cycle. The cost is 50% lower than lithium batteries.
However, some industry insiders told the "Securities Daily" reporter that the task of reducing the cost of sodium-nickel batteries is still arduous and depends on the standardization effect. However, considering the advantages in terms of life, the cost reduction of sodium-nickel batteries seems to be broader.