Portable power station is expected to become the next blue ocean
Introduction of portable power station
Portable energy storage power supply, also known as “outdoor power supply”, generally uses a high energy density ternary lithium battery to provide a small energy storage system with stable AC and DC output, mainly composed of batteries, energy storage converters, circuit boards and electronic RMB devices , shell, etc.
It has the advantages of large capacity, high power, small size, light weight, safe and portable, etc., and can usually be charged by solar energy, and can match the mainstream electronic equipment in the market. It is widely used in outdoor travel, outdoor operations, emergency disaster relief, medical rescue, etc. Scenes. And it is gradually replacing the traditional small fuel mobile generators.
As a branch of the energy storage market, portable energy storage products are small energy storage systems that are portable, stable, and environmentally friendly. At present, small and medium power products with a power of about 0.5-1kwh are the mainstream in the market. They are equipped with rich electronic device interfaces and can support the charging of most digital products on the market.
In terms of charging method, the portable energy storage products currently on the market can not only be charged in advance at home, but also can be supplemented with solar energy (8.360, 0.01, 0.12%) panels outdoors, which is equivalent to a travel scenario. A set of MINI small-scale solar power generation system is established to realize off-grid power generation when the battery power is about to run out, extending the battery life and power supply time of energy storage products.
Outdoor power supply sales soar
In recent years, with the rise of China’s live broadcast industry, outdoor power supply has also become the mainstream choice of many travel bloggers; coupled with China’s policy in the field of new energy, China’s outdoor power supply market has gradually been opened, and in flood control, emergency It plays an important role in emergency rescue, mobile medical care, self-driving travel, picnic camping, aerial photography, surveying and mapping exploration and other fields.
And this year, the camping economy is popular with everyone. The Chinese consumer group is huge. With a large number of consumers entering the market, the outdoor camping market is booming. As one of the necessary equipment for outdoor camping, the demand for outdoor power supplies is constantly being released. The popularity of outdoor power supplies has also driven the growth of related companies’ revenue.
During the 618 period, the sales of the company’s outdoor power supply products on major platforms increased significantly year-on-year. Among them, Tmall’s sales increased by 210% year-on-year, JD.com’s sales increased by 544% year-on-year, and Douyin’s sales increased by 968% year-on-year.
Major consumer markets
It is understood that the current outdoor mobile power supplies on the market range from portable to professional grades, with prices ranging from more than 1,000 RMB to 20,000 RMB, of which mid-to-high-end products from 4,000 RMB to 8,000 RMB have the best sales.
According to the data, the market size of the portable power station industry has reached 11.13 billion RMB in 2021. It is expected that by 2026, the global shipment will exceed 30 million units, with a total amount of 88.23 billion RMB, and the average annual compound growth rate will remain at About 66% of products with large capacity above 1000Wh will continue to increase, and the industry will continue to maintain a rapid growth trend, with huge market capacity and development potential.
At present, the main consumer markets for portable power stations are the United States (outdoor travel) and Japan (emergency and disaster relief), which together account for about 80%, and the Chinese market only accounts for about 5%. However, China will be a very potential portable energy storage power source in the future. consumer market. More than 90% of the world’s portable energy storage power supplies are produced by Chinese companies, and the brands of portable energy storage power supplies in other countries are also produced by Chinese companies.
Although China’s portable power station consumer market is currently in its infancy, with the prosperity of outdoor camping and other activities, the market is gradually expanding, and the development potential is huge. Specifically there are top 100 portable power station companies in China.
As the demand for off-grid electricity in outdoor activities and household emergencies has gradually become a rigid demand, outdoor power supplies have also begun to increase in the Chinese market. As an emerging industry, the national standard system has not been officially introduced, and the industry entry threshold is low, resulting in vicious competition in the entire industry. At the same time, because the markets are in the United States and Japan, most Chinese companies export through cross-border e-commerce, while some companies have blind spots in complying with the standards and certifications of relevant markets in other countries.
In addition, enterprises do not pay enough attention to the key technology of portable energy storage power supply. The research and development of portable energy storage products needs to comprehensively consider industrial design, thermal management, power management, lithium battery modules and other aspects. technical threshold. For information on thermal management, please refer to top 10 energy storage battery thermal management companies.
Conclusion
Portable energy storage is a new blue ocean branch of the energy storage market, and the industry is in a period of rapid development.
At present, the industry is in the early stage of development in the world. The demand for outdoor travel + backup power on the demand side is still huge, and the penetration rate is low. The supply-side energy storage policy is frequent, and the cost is expected to decline in the medium term. The future of the industry is large.
