Lithium batteries help rebuild the value of the electricity market
From a market perspective, the binding of lithium batteries to the market is getting stronger and stronger, charging piles and power stations can be seen everywhere, and the binding of infrastructure construction also allows lithium batteries to have advantages that other industries do not have. Even if there are products with similar cost performance to lithium batteries in the future, the country needs to consider the cost and consequences of policy replacement, not to mention lithium batteries. In the past 10 years, the energy density has increased by 2-3 times and the cost has been reduced by 80%. According to the background of large-scale applications in the future, the growth rate of this industry should be able to match the speed of social and national development, which is a mutually beneficial situation.
Another point is that lithium batteries have a win-win business model, which is V2G. The only people affected should be the vested interests of traditional electricity, but these people do not make money, but want to make money on a different track. The market-oriented reform of the power system has reached a mature stage. In the past, electricity bills had to be collected manually. At that time, only unified pricing was suitable for people's living standards, but now the electricity bill has been transferred to the Internet. According to data released by Alipay in 2016, Alipay`s living expenses have covered 90% of Chinese households. I believe that by now, this number should be higher. At the same time, tiered prices have been implemented in many cities for many years, and commercial peak-valley prices have also been implemented for many years, laying the foundation for the popularization of peak-valley prices and differentiated pricing in the whole society.
The future model is also clear. Consumers use electricity butlers, who can formulate electricity consumption strategies according to users' electricity consumption habits, so as to maximize the benefits. Electric vehicles can reverse charge the grid through charging piles to obtain electricity price differences. Automatic control. Electricity companies can make money through power management software, or they can make money for dispatching by building their own energy storage power stations.
In short, the new model can create new demand, and the new demand is greater than the old demand. It is a win-win situation for all parties, so lithium power is recognized by the market.
Consumers' views on lithium batteries have been formed
Finally, there are consumers. Can consumers accept lithium batteries? I think the answer is yes.
Our country's energy concept is based on coal and petroleum. I still remember the story of Wang Jinxi, the iron man in Daqing Oilfield, when he was a child, knowing that oil extraction is not easy. Now because the oil supply has been relatively stable and the power system infrastructure is complete, there is basically no power outage. Therefore, the energy concept of post-90s and post-00s is in a semi-vacuum state, and the perception is relatively low. With the peak of carbon and the popularization of carbon neutral knowledge, the energy concept of the new era can be instilled into the public, and lithium batteries are more easily accepted by people.
This can be seen from the popularity of new energy vehicles. After the second half of last year, personal demand for new energy vehicles was very strong. In the first quarter of this year, future sales increased by 423% year-on-year, Xiaopeng increased by 487% year-on-year, and the ideal growth rate was 334%. The explosion of this demand is a deeper recognition of lithium batteries. A car not only represents a car buyer, but also a family. Therefore, the base number of electric vehicles multiplied by 5 should not be underestimated.
In summary, the development of lithium batteries has gained momentum, which is difficult to form, but once it is formed, it is not easy to change.
Many people may say that hydrogen energy can be subverted, but the safety boundary of hydrogen energy is too small. Especially since China is a socialist country, the safety of citizens and property is the top priority. Regardless of the cost of hydrogen, the safety of hydrogen stations makes it difficult to spread in cities. Who wants such an untimely bomb at the door of the house?
Of course, lithium battery is not a perfect product at present, and there are still many areas for improvement, but it can match the development of the times and adapt to the development of human society in the future.
I think the prosperity of lithium battery can lead at least half a century, just like the oil age.
