On February 9, affected by the news that supercapacitors have become a black technology for power energy storage, A-share energy storage concept stocks fluctuated and rose. Jiawei New Energy and Jinguan Electric rose by more than 10%, Xinpeng Technology and Longzhou Technology rose by the limit, and Xinneng Technology, Nenghui Technology, Shenghong Technology, Trina Solar and other stocks rose.
Supercapacitor is a new type of power energy storage device with the characteristics of short charging time, long service life, good temperature characteristics, and green environmental protection. 2022 is the first year for supercapacitors to be implemented on a large scale in the fields of power frequency regulation and hybrid energy storage. During this period, supercapacitors were used for the first time in China for integrated thermal storage peaking frequency regulation, primary frequency regulation, and shore storage integrated projects.
While the supercapacitor industry is currently growing steadily in fields such as wind power, rail transit, oil-to-electricity, and smart meters, it is also facing an upward acceleration inflection point in fields such as grid frequency regulation, hybrid energy storage, and automobiles, and the market prospects are promising.
Figure 1: Supercapacitor market prospects are promising
Supercapacitors are a black technology for power energy storage. The energy density of hybrid supercapacitors has been significantly improved. Upstream materials are localized and the cost of supercapacitors continues to decline. The policy attaches great importance to the development of diversified new energy storage technologies and promotes the large-scale implementation of pilot demonstration projects. It has Technology, cost and policy are triple benefits.
According to data from the Supercapacitor Industry Alliance, the global supercapacitor market size will be US$1.59 billion in 2021, and is expected to reach US$3.7 billion in 2027. The compound growth rate from 2021 to 2027 will be 18%, and the tens of billions of market space is opening up.
