比亚迪储能业务战略-电科院副院长储能业务总经理-尹韶文-solarbe文库

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比亚迪储能业务战略 BYD ESS Business Strategy 尹韶文电科院副院长储能业务总经理 Nov 2019 比亚迪及储能业务介绍 BYD and Energy Storage Business Profile Electronics Battery Since 1994 Automobile Since 2003 New Energy 7 2018 8 2017 Since 2008 Rail Transit Since 2016 0 7 13 31 62 127 190 337 586 952 967 2000 3105 4000 6021 7315 7749 7454 8670 9511 12321 14522 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2018 15,095 Million USD102,650,614,000 RMB Revenue Million USD 240,000 employees 1994 20 employees 2019 2017 17,910 Million USD 121,790,925,000 RMB A PIONEER IN PROVIDING A ZERO EMISSION ENERGY ECOSYSTEM FROM POWER GENERATION TO STORAGE TO USAGE FROM MANAGING AIR POLLUTION 解决空气污染问题，致力于发展从能源产生，存储到使用的零排放系统 Copyright 2019 BYD Co. Ltd. All rights reserved. 灵活可配置的储能产品线 Flexible Project Configuration Utility-Scale Commercial Industry Residential Containerized ESS Modular Outdoor ESS e-Charge DC ESS MiniES Family Scalable from 3kWh to 100MWh Modularized and customized design, inbuilt intelligent thermal control system to ensure the battery operates in the optimum life temperature range Applicable to diversity energy storage application scenarios 最新集装箱式储能产品 ESS Cube Containerized Battery System With Outdoor PCS Cabinet Products Scalable Design 8MW/8MWhac 4MW/4MWhac 2MW/2MWhac Deployed before 2019 Colombia Japan 3.2MWh Australia 2.57MWh China Korea S.Afria Australia Germany USA Sagael Poland Belgium India Qatar UK Japan Canada Swiss Italy Brazil USA100MWh UK400MWh China 156MWh Brasil1,36MWh South Africa1,28MWh Senegal 2.4MWh Qatar 0.5MWh 储能业务业绩汇总 Rest EU 4.4MWh Germany 4.7MWh ESS 31.5MW/12.06MWh *18 C Operating Nov. 2015 Location West Virginia, USA Frequency Regulation The project won the “2017 Tech Driver” award from the German CleanTech Institute DCTI Case Studies ESS 19.8MW/ 7.865 MWh Operating Dec. 2015 Location WC, USA Frequency Regulation Case Studies ESS 31.5MW / 12.06 MWh Operating April 2016 Location Illinois , USA ESS Owner Invenergy Application Frequency Regulation Case Studies ESS 31.5MW / 12.06 MWh * 18C Operating April 2016 Location Illinois , USA Application Frequency Regulation The project received the “2015 Innovation Award for Centralized Storage”, and was awarded the “Best Renewable Project of the Year” by Power Engineering and Renewable Energy World Magazine Sources Invenergy homepage ESS 19.8MW/ 7.865 MWh Operating July. 2015 Location Joliet, USA Case Studies ESS 2.5MW/ 5 MWh Operating July . 2015 Location WC, USA ESS application Micro-Grid Case Studies ESS 19.8MW/ 7.855 MWh Operating Jan. 2016 Location Chicago, USA Case Studies ESS 350MW/400MWhac 240units Containers accumulated Commissioned 2016-2018 Location UK Application FFR/EFR Case Studies ESS 29MW/ 29 MWh ESS Operated April 2018 Location UK Application FFR/EFR Case Studies ESS 20MW/ 20 MWh ESS Site Operated April 2018 Location West EU/ Application FFR/EFR Case Studies Case Studies ESS 20.16MW20.16MWhacOperated April 2019 Location UK Application FFR/EFRNew Regulation G99 - RfG2016 ESS 19MW/19MWhac Operated July 2018 Location UK Application FFR/Capacity Market Asset Size 16x40 containers Case Studies ESS 53MW/57MWhac Operated Dec 2018 Location UK Application FFR/EFR Case Studies ESS 20MW/ 20MWh ESS Operated June 2018 Location UK Application FFR/Capacity Market Asset Size 16x40 Containers Case Studies ESS 1.26MW/ 1.36 MWhac ESS Operated March 2019 Location Brasil Application RD RE-Integration/ Asset Owner Alsol Cemig ESS 1.26MW/ 1.34 MWhac ESS Operated Oct 2018 Location Belgium Application RE-Integration/ Asset Owner CMI ESS 1.26MW/ 2.52 MWhac ESS Operated Sep. 2018 Location Poland Application RE-Integration/ Asset Owner ML Systems 储能产品战略 Energy storage product strategy 安全优先 Safety first 度电成本最优 LCOE lowest 面向未来 Future-oriented 坚持使用磷酸铁锂电池（ LFP）全面符合安全标准基于 “失效 -安全 ”的设计理念 Lithium iron phosphate battery LFP only Full compliance with safety standards Based on the “failure-safety“ design concept Korea was the 2nd largest ESS market globally for the last 2years , With total 4GW/8.6GWh deployed in 2018 while 23 Fire Incidents recorded during 2017-2018 Totally 23MWh in 2017, 120WMh in 2018, 60MWh in 2019, 4 affected Geochang Wind power plant Li Haenam PV power plantLi Gochang Test center Li Gyeongsan F/R Substation Li Yeongam Wind power plant Li Aug 2nd 2017 May 2nd 2018 June 2nd 2018 June 15th 2018 Gunsan PV power plant Li July 12nd 2018 Haenam PV power plant Li July 21st 2018 July 28th 2018 Sejong Asia Paper Mfg Co., Ltd. Li Environmentally Friendly Safe and reliable Long life cycle The Iron-Phosphate Battery undergoes extremely harsh tests – flames, short circuit, prodding, striking, extreme heat, extrusion and overcharge. It does not burn or explode even when put into the fire. Flames Short Circuit Prodding Striking Extreme Heat Extrusion Retention rate capacity is still over 70 after 10,000 charging cycles No Pollution throughout the whole production process BYD Battery 750MWh ZERO FIRE 🔥 LFP enjoys high decomposition temperature low quantity of heat. LFP has no risk of releasing O2 which cause thermal runaway. Why LCO End point NCM NCA LMO LFP 0 100 150 200 250 300 350 400 450 500 550 600 650 700 160-250 C 180-300 C 200-380 C 250-480 C 500-600 C Temp. Range of Decomposition Chemicals decompose rapidly under high temperature 1100 880 810 810 180 0 300 600 900 1200 LCO NCA NCM LMO LFP Quantity of Heat Release Excellent thermal stability brings best safety Full compliance with safety standards 北美 US UL1642 UL1973（ STP member） UL9540 UL9540A 欧洲澳洲中国韩国日本 Based on the “failure-safety“ design concept FMEA（ Failure Mode and Effects Analysis） DFMEA设计失效 PFMEA过程失效预测至 2030年，储能成本持续下降预测至 2040年，储能安装量会持续上升原因在整个能源系统中，储能不断利用更有优势的综合成本替代其他传统能源份额储能系统的综合成本可以等效为度电成本