source:other news
release time:2023-03-11
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The potential of the energy storage lithium battery market has different views on telecommunications operators, telecommunications equipment suppliers, and lithium battery suppliers. As a battery supplier, the relevant person in charge of the industry revealed that a survey of the communication energy storage market: At present, there are about 1.7 million base stations in the three major operators, of which there are nearly 900,000 base stations in China Mobile. These base stations are used in lead -acid batteries, and the purchase volume for a year is not less than 100 billion yuan. Optimistic estimation is that according to operators to replace 10%lead -acid battery to lithium iron phosphate battery each year, the space provided by the lithium battery market every year is tens of billions of yuan. The battery company has developed a lithium battery pack for communication base stations for this market. We know that electric vehicles also use 24 volts lithium batteries. The single body usually uses a 18650 battery. The single is a 32650 cell with a combination of 48V200AH/48V400AH battery pack.
From the perspective of telecommunications operators, the three major telecommunications operators have been publicly bidding to the public since last year, and launched a pilot project with lithium iron phosphate battery as a backup power supply for communication base stations to open the 10 billion lithium battery market space. However, more than 90%of the reserve power supply required for communication base stations currently uses lead -acid batteries. The cost of lead-acid batteries is about 0.6 yuan/wh, and the price of the best collagen battery in China does not exceed 1 yuan/wh, and the cost of lithium iron phosphate batteries reaches 2.5-2.8 yuan/wh, which is higher than the lead-acid battery. More than 4 times. The application conditions of lithium batteries in communication base stations are not very optimistic. The three major telecommunications operators generally do not directly connect with battery manufacturers.
As a telecommunications equipment supplier, Huawei has the right to choose downstream battery suppliers, or will jointly bid with battery suppliers. China's largest telecommunications equipment supplier has begun to act. Traditional telecommunications equipment giants are competing for energy storage orders, weaving the ecological chain of weaving communication base stations. The actual situation is: because of the large amount of funds required to produce large -capacity batteries, the lithium battery energy storage market has not allowed lithium battery manufacturers to get a brief breathing opportunity, so they have begun to enter the oligopoly competition competition. era. The three types of enterprises are obviously different about lithium battery base stations. In a greater sense, telecommunications operators respond to the national call due to their characteristics of state -owned enterprises, not economic benefits. Telecom equipment suppliers adopt a cautious attitude to develop batteries of supporting equipment first, while battery suppliers are full of expectations for environmental sanctions because of lead -acid batteries.
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