儲能產(chǎn)業(yè)鏈（見下圖）：電池與儲能逆變器（PCS）具有較高的投資價值： 儲能系統(tǒng)由儲能電池系統(tǒng)（電池模組和電池管理系統(tǒng)BMS）、儲能逆變器（PCS）、能量管理系統(tǒng)（EMS）和其他硬件系統(tǒng)組成。電池模組則是由電芯組裝而成，其上游是鋰電材料，PCS和BMS上游主要包括半導(dǎo)體和各類芯片。儲能系統(tǒng)價值構(gòu)成中：

儲能電池系統(tǒng)價值量約為65%：其中電池模組為60%，其電芯的質(zhì)量直接影響整個儲能系統(tǒng)的運行與效率；BMS約為5%。

儲能逆變器價值量約為20%：儲能逆變器在光伏逆變器的基礎(chǔ)上，可以實現(xiàn)系統(tǒng)充放電、能量管理、離網(wǎng)運行、調(diào)頻等多項功能，是儲能系統(tǒng)中具備智能化控制能力的環(huán)節(jié)。

總之，逆變器在儲能產(chǎn)業(yè)鏈中具有重要價值，相信大家已經(jīng)知道了三者之間的關(guān)系，再來看看逆變器市場的未來廣大的前景:

儲能未來星辰大海，進一步打開逆變器市場空間

再生能源（風(fēng)電、光伏）成為未來主要能源已經(jīng)是大:所趨，但是在全球能源供應(yīng)由傳統(tǒng)化石能源向清潔能源轉(zhuǎn)型的過程中，光伏、風(fēng)電等新能源電力間歇性、隨機性特點較為明顯。隨著再生能源占比的持續(xù)提升，未來能源系統(tǒng)中如何保障電力系統(tǒng)的穩(wěn)定可靠是當(dāng)前研究的一個重點方向。我們認為儲能系統(tǒng)是其中一個不可避免的方向，儲能系統(tǒng)在未來能源系統(tǒng)中應(yīng)用場景廣泛：

1.發(fā)電側(cè)：可以平滑發(fā)電輸出，減少棄風(fēng)棄電并提升消納水平，且目前國內(nèi)多個省份已經(jīng)出臺相關(guān)政策，比如山東、海南、江西等提出新增光伏、風(fēng)電等項目按照10%及以上的比例配置儲能。

2.用電側(cè)：對于用戶本身可以實現(xiàn)電力自發(fā)自用，在自然災(zāi)害的情況下仍然能夠?qū)崿F(xiàn)供電持續(xù)性，同時由于峰谷價差，配置光儲系統(tǒng)的經(jīng)濟性更高；對于電網(wǎng)來說，可以幫助降低電網(wǎng)高峰負荷，提升整體效率。

3.電網(wǎng)側(cè)：輔助電力市場，調(diào)峰調(diào)頻，能夠提升新能源接入比例，提升電網(wǎng)運行安全性。

Energy storage industry chain (see figure below) : Batteries and energy storage inverters (PCS) have high investment value: Energy storage system consists of energy storage battery system (battery module and battery management system BMS), energy storage inverters (PCS), energy management system (EMS) and other hardware systems.   Battery modules are assembled from electric cells, and their upstream is lithium materials. PCS and BMS upstream mainly include semiconductors and various chips.  Value composition of energy storage system:  

The value of energy storage battery system is about 65%, of which the battery module is 60%. The quality of the battery cell directly affects the operation and efficiency of the whole energy storage system.   BMS is about 5%.  

Energy storage inverter value is about 20% : Based on photovoltaic inverter, energy storage inverter can realize system charging and discharging, energy management, off-grid operation, frequency modulation and other functions, which is the link with intelligent control ability in energy storage system.  

The picture  

In short, inverters are of great value in the energy storage industry chain. I believe you have already known the relationship between the three. Now let's look at the broad prospects of the inverter market in the future:  

Energy storage in the future star sea, further open the inverter market space  

It is inevitable for renewable energy (wind power and photovoltaic) to become the main energy in the future. However, in the process of global energy supply transition from traditional fossil energy to clean energy, the intermittent and random characteristics of photovoltaic, wind power and other new energy power are obvious.   As the proportion of renewable energy continues to increase, how to ensure the stability and reliability of the power system in the future energy system is a key direction of current research.   We believe that energy storage system is one of the inevitable direction, and energy storage system is widely applied in the future energy system:  

1. Power generation side: power generation output can be smoothed, wind and power abandonment can be reduced and consumption level can be improved. At present, many provinces in China have issued relevant policies.  

2. Power consumption side: users can achieve spontaneous self-use of electricity and sustainable power supply even in the case of natural disasters. Meanwhile, due to the peak-valley price difference, it is more economical to configure optical storage system;   For power grid, it can help reduce peak load of power grid and improve overall efficiency.  

3. Power grid: assist the power market with peak and frequency modulation, which can improve the proportion of new energy access and the safety of power grid operation.