Market reality: Assets are down 40% a year, and industrial and commercial energy storage investors are starting to explode

Last year, the cost of the project landed nearly 2 blocks /Wh, and now 1.2 yuan /Wh is also difficult to sell - a small and medium-sized investor

In the first half of the project investment income looking back, 80% are less than expected - a head investor

First-line dialogue

All say that industrial and commercial energy storage projects are money-making "gold cake", investors can also fail "explosion"? This is really not alarmist, and listen to the author to give you details of the causes and consequences. (Editor's note: This article only records some of the investors in this situation, does not represent the overall situation of the industry, online communication is for your reference only)

Since 2023, industrial and commercial energy storage has ushered in a hot development period, and thousands of companies have poured into this track, which is comparable to the carnival on the eve of the outbreak of distributed photovoltaic.

Today, we can already see the price of industrial and commercial energy storage equipment integration manufacturers cut in half, or even cut the knee, as the most expensive parts of industrial and commercial energy storage projects have a great impact on the overall cost of the project.

With the big plunge in the price of industrial and commercial energy storage integrated equipment, the total cost of equipment + construction + road + access of the entire project last year was close to 2 yuan /Wh, and there was also more than 1.5 yuan /Wh in the second half of 2023.

At that time, first of all, there were very few project acquisition people; Secondly, the price has fallen to near 1.1 yuan /Wh, and the acquisition can give 1.3 yuan /Wh.

In other words, if you invested in a 1MWh power station at the beginning of 23, without other losses, you have lost nearly 1 million yuan on this asset by now; If you invest in the second half of 23 years, the loss is nearly 500,000。

02 The operation and maintenance are rough, and the income is far less than expected

In the photovoltaic field, photovoltaic power plants with unsupervised operation and maintenance are called "orphan power plants", which not only affect power generation and user income, but also may cause hidden dangers to security and grid stability.

If the capital chain of industrial and commercial energy storage investors is broken, that is, after the saying "explosion", the disposal of the power station will be a trouble, and its harm may exceed the "orphan power station" of photovoltaic.

At present, the salvage value of this industrial and commercial energy storage power station is not high, and some recycling companies only give 10%-20% of the salvage value recovery price according to the situation of the cabinet.

And because the investor may default on the upstream supplier payment, while borrowing money from financial institutions, the ownership of this cabinet is difficult to clarify for a while, and it is possible to produce "orphan power station" hidden dangers.

How should the market react to this? And who is the most painful "character" after the mine? We'll find out in the next issue, so stay tuned