Although there is an institutional optimistic prediction，2025 The market size of the energy storage transformer is about 7.5 billion to 15 billion yuan，Only 5 to 10%of the market size of new energy storage devices for 150 billion yuan，But the energy storage variable device is a two -way current controlled conversion device that connects the energy storage battery system and the power grid，Decided the efficiency and safety of the new energy storage system，Affecting the service life of the new energy storage system。
The core role of the energy storage transformer is superimposed with the installation scale of the new energy storage power station.，Ordering energy storage variables manufacturers continue to enjoy the rapid expansion of the market。Many manufacturers entered the track by potential，Divide a cup with a period。The current market competition is very intense，Have brand advantages、Technical advantage、The bid rate of head companies with high product penetration rate is high，The competitive advantage is more obvious。The low -end production capacity of the main price war also has room for survival，But in 2024 of "shuffle"，The risk of being eliminated by the market has also increased。
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Sunshine power supply contacted by the Arctic Star Conservation Network、Vision and other corporate executives unanimously optimistic about the new energy storage market and energy storage storage market。and think，Circuit competition pattern will show a head -of -part trend，The risk of being eliminated by low -end capacity will increase。
The views they published on different occasions are roughly the same，I believe that the current new energy storage industry m88 live casinois expanding rapidly。The growth rate of new energy storage in 2024 has a slowdown trend，But the rise will not change。Energy storage variables as a major device in the energy storage system，The scale will also show an expansion trend。
Under the macro context of the rapid development of new energy storage，The continuous evolution of technology reduces the cost of energy storage variables。Some people in the industry said to the Arctic Star Conservation Network，Quickly iteration of technology、Controlling labor cost is not the only reason for the decline in the cost of energy storage variables。He thinks，The important reason for the decline in cost is the increase in production and sales，Material procurement costs decrease，The scale effect played a role。2，New energy storage single -machine power increase，A decrease in the capacity cost of the flower unit，It is also one of the reasons for the decline in cost。
"Construction, Big" is the mainstream trend
2023，The development of energy storage variables technology development is concentrated in the two major fields of software and hardware。Last year，The control mode (algorithm) of the construct -type variable flower。Its main application is in scenarios such as new energy supporting and independent energy storage power stations，Because it can stabilize the entire grid、Improve system stability，Therefore。The main domestic network -type variable vendor has made a certain breakthrough in this technology。
The hardware of the grid -type variant hardware and the configuration -type variable control mode is closely related，Hardware must have strong support capabilities，Implementing the instant output is greater merit、No Gongci current，Play a strong supporting role，and has a fast response speed。
Tang Xu said，The output capacity of a grid -type variant must be M88 appstronger than previous products，2024 The development direction of the hardware of the structure of the structure of the network is stronger overload capability、larger device capacity。The instantaneous overload capacity of the grid -type variant can reach 300% within 10 seconds，and the conventional follow -up transformer of the network -type variant is about 120%。
The second development direction of the energy storage variables is to match the larger DC compartment，The capacity of the flow device is increasing。At present, there are 5MWh or even larger battery DC compartment on the market，The capacity of the energy storage variables that matches the DC cabin must be at least 2.5MW。
Another，The market demand of a series of energy storage variables in the group also shows a rapid growth trend，Demand in domestic and foreign sales is very strong。
increased high -voltage linked osmotic rate
Starting from 2023，Enterprises accumulated with high -voltage power electronics technology，For example, Nanrui Ji Bao、Western Electric Power Electronics、Cars、Zhiguang、Sifang and other companies，has launched high -voltage Fed Energy Products in succession。
High -voltage -level connected flowers are highly valued because the industry has seen its demand for large independent charging stations、The technical characteristics of the friendly grid friend。
Comprehensive collation of the Arctic Star Storage Network found that: low -voltage power electronics production enterprises have not entered a high -voltage connecting flower track，Or due to the large differences in high -voltage connected flow flow technology and low -voltage variables technology。Even if there is an enterprise accumulated by high -voltage power electronics technology，It also takes time to master the new technology of high -voltage level，Fully explain the high technical threshold。
Tang M88 appXu said，2023 Zhiguang multiple 200 MW times with high -voltage connected flowers、400 MWT -time independent energy storage power station landing。2024，In order to avoid "blood fighting" in the conventional low -pressure product field，The penetration rate of the high -voltage -level connectors will continue to expand the penetration rate。
Another "high voltage" worthy of attention is high voltage。Last year，Sunshine Power Global the world's first 2000V photovoltaic inverter grid，The 2000V high -voltage inverter，Reduced system loss，Improve the system efficiency，Single -tile BOS cost has also been reduced。Last year，A start -up company named Beijing Qingqing Digital Electricity official announcement，Its 2000V high -voltage energy storage flower，has completed the delivery of GW -class products in the North American market and builds a demonstration project in China。
High -end IGBT urgently needs domestic alternative
Current，Energy storage transformer is the core power device component IGBT (insulating grid bipolar transistor)，PCB board (printing circuit board)，Cable cables and other hardware composition。
Among them, the main role of IGBT is the transformer、Inverter frequency、Conversion conversion, etc.，Can directly affect the performance of determining the energy storage inverter，cost accounts for 20 ~ 30%。and compared with photovoltaic，The value of energy storage IGBT is relatively higher。my country is the world's largest IGBT market，But high technology、High -value -added mid -to -high -end IGBT and other power devices such as high external dependency。
in 2023，China Electric Equipment、China Nuclear Group has released IGBT recruitment requirements。China Nuclear Group has released the purchasing requirements of IGBT energy storage variables，It is clearly proposed to procurement M88 appof energy storage device equipment with "good high -quality performance"，And parameters for loss and noise、Specific requirements for power。
China Electric Equipment has released 1835 million IGBT procurement requirements for Xu Ji Electric Electronics，Set a total of 7 standard packs，and specify the supplier refer to Ying Fei Ling、abb、Weike、Rydi、Nanrui、Sai Jing brand。The final bid opening result shows，Beijing Ruixun Chi Electronic Technology Co., Ltd.、Qingdao Yuji Control Technology Co., Ltd.、Hangzhou Zhonggexin Electronic Technology Co., Ltd.、Nanrui Lianyan Semiconductor Co., Ltd.、Saijing Asia -Pacific Semiconductor Technology (Zhejiang) Co., Ltd.。
The rapid growth of the domestic market and the favorable policies，Accelerated the improvement of IGBT ’s localization process and penetration rate。The technical development path of IGBT mainly focuses on reducing switching loss and creating a thinner structure。Current，The track has developed to cost high、Advanced performance of seventh -generation micro -grooves grid field cut -off，But the higher market penetration rate is fourth、Five -generation IGBT product。Some institutional research report display，Manufacturers with high -voltage IGBT chip production capacity are currently electrical and Ste Semiconductor。Seilan Wei、Huawei Electronics、BYD、Hongwei Technology、China Resources Micro、Xinjie Energy already has a medium -low -voltage IGBT production capacity。But the intergeneration gap between Chinese IGBT products and similar products in Europe and the United States is about 5 to 10 years。What is gratifying is that this technology gap is narrowing。
On the other hand，Some companies have launched SIC silicon carbide energy PCS replacement IGBT module solution。SIC with high pressure to resist、High temperature m88 live casino and sports bettingresistance、small volume、Fast response speed and other advantages，And to some extent avoided IGBT technology barriers、Questions of limited capacity，At present, it has gradually applied in some leading companies，But the large -scale promotion still faces high costs such as high cost。