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

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 USA:100MWh+ UK:400MWh+ China :156MWh+ Brasil:1,36MWh South Africa:1,28MWh 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 : 20.16MW&20.16MWhacOperated : 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 plant(Li) 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