Rebirth 99 to become a car giant
Chapter 618 Killing two birds with one stone, new opportunities for Nanshan Battery
Nanshan Group was not involved in the wind power business at all before, so none of the business divisions within the group focused on wind power.
However, the research and development of wind power bearings during this period has naturally attracted the attention of some people.
In particular, the information about the visit of Fan Huabo from Modu Electrical Appliances and others was also reported on the Nanshan Group's intranet.
As a result, more and more people are paying attention to wind power.
And this thinking really allowed some business departments to come up with some interesting plans.
The first report Cao Yang heard after going to work today was that Lin Cheng from Nanshan Battery came to report to him on the innovative topic of combining wind power equipment and Nanshan Battery business.
“For the development of a country, the importance of energy supply is self-evident.”
"Wind power is a clean energy source that uses the kinetic energy of wind to convert into electrical energy."
"Compared with traditional fossil fuel power generation, wind power does not produce harmful gases such as carbon dioxide, sulfur dioxide and nitrogen oxides, and will not cause further pollution to the atmosphere."
"This is important to reduce air pollution and improve air quality."
"Its benefits are not only reflected in reducing dependence on fossil fuels, but also showing the advantages of renewable energy, which is of great significance for protecting the environment and mitigating climate change."
"So wind power has become another important energy source after coal and oil, and has received great attention from many countries."
"However, as its popularity grows, some worrying hazards hidden behind it are gradually coming to light."
“Due to the instability of wind power, even when wind resources are sufficient, there are certain difficulties and challenges in grid access. Wind power generation will be affected by wind speed, wind direction and other factors, which may lead to unstable and unreliable.”
"As the capacity of a single wind turbine unit increases, the impact on the grid will be greater when connected to the grid."
"When this impact is severe, it will not only cause a significant drop in the voltage of the power system, but may also cause damage to generators and mechanical components, such as towers, blades, speed increasers, etc."
“If the grid-connected shock lasts too long, it may cause the system to collapse or threaten the normal operation of other grid-connected units.”
"What's even more serious is that a long-term grid connection impact may even cause the power system to be disconnected and threaten the normal operation of other generating units."
“Regarding this problem, we currently use reasonable generator grid-connection technology to suppress the grid-connection surge current, but I feel that no matter how we improve the technology, the shortcoming of wind power instability will always exist.”
Following Lin Cheng's explanation, Cao Yang also had an idea in his mind.
This is indeed a problem.
Grid power transmission is a relatively complex issue.
The output power of traditional power stations is relatively stable, or controllable.
But wind power is different. When the wind is strong and when the wind is light, it is not decided by humans at all.
This is an industry where God makes a living.
After realizing this problem, before Lin Cheng could continue speaking, Cao Yang could guess what he wanted to say.
“Nanshan Battery wants to do energy storage business?”
As soon as Cao Yang said these words, Lin Cheng's eyes immediately lit up.
If the boss immediately reveals the core spirit of his report, then the possibility that this matter is worth doing will be greatly increased.
"Yes, the power quality of wind power is relatively low, and direct connection to the grid is more harmful."
"But if we build energy storage stations and store wind power through the energy storage stations first, and then export it regularly and connect it to the grid, then this problem can be alleviated to a great extent."
Cao Yang naturally understood Lin Cheng's explanation.
However, for the professional terms that pop up from time to time, I can understand the words but not the meaning.
Just ask if you don't understand. Cao Yang is not worried that he will lose face by doing this.
“Does low power quality mean instability?”
The energy storage business is a big project, and Cao Yang must understand the situation before he can judge whether to officially enter this field.
"The power quality indicators of the power system mainly include voltage and frequency deviation, voltage fluctuation, voltage flicker and harmonic problems."
"From the current point of view, the wind power system has a greater impact on power quality due to voltage fluctuations, flicker and harmonics."
“Due to the randomness, intermittent and unstable characteristics of wind energy itself, wind speed and direction frequently change, which directly affects the operating conditions of the entire wind power generation system, causing the output power of wind turbines to fluctuate. "
"Under some extreme conditions, the entire wind farm will have wind turbines collectively detached from the power grid, which will have a huge impact on the power grid."
“The above factors can easily cause grid voltage fluctuations and flickers.”
“At present, almost all wind power systems use power electronic converters to realize the power conversion and control functions of wind turbines. However, the problems caused by this are the harmonic pollution of power electronic equipment to the power grid and the possible occurrence of resonance.”
"Excessive harmonic injection will affect the stable operation of electrical loads and may cause equipment to heat up or even burn out."
What Lin Cheng said was somewhat professional, but Cao Yang didn't fully understand it.
But I roughly understand the meaning.
"In other words, the power generated by wind turbines has low power quality and will bring impact to the power grid?"
Cao Yang summarized it according to his own understanding.
"Yes, this impact is not only a problem of low power quality, but also related to the structure and stability of the entire power grid."
“For traditional constant-speed wind turbines, since they will also absorb reactive power while sending active power to the grid, the operation of the wind farm relies too much on the system’s reactive power compensation, which limits the flexibility of the grid operation and may lead to changes in grid voltage. Unstable.”
“Variable-speed constant-frequency doubly-fed units that have now become mainstream in China should have a certain output power factor adjustment capability due to their adoption of active and reactive power decoupling control technology. However, it seems that this function has not yet been implemented in wind farm monitoring systems in China. In addition, the reactive power adjustment capability of the wind turbine itself is limited, so it still has a certain impact on voltage stability."
"The intermittent and random nature of wind power further increases potential risks to the stable operation of the power grid."
"And wind turbines may be unable to re-establish the terminal voltage after a system failure and lose stability, thus causing damage to the voltage stability of the regional power grid."
"Beyond that, there's a big question that's very important to our energy storage business."
"That's the problem of wind power consumption."
As the general manager of Nanshan Battery, Lin Cheng is an electric power expert himself.
So he did a little research on wind power, and his understanding was many levels deeper than Cao Yang's.
The most important thing is that he can keenly find business opportunities in this process of understanding.
This is not easy.
There are already many battery manufacturers throughout China, but Cao Yang has not heard of any that focus on energy storage business.
"The areas with the richest wind energy resources in my country are mainly distributed in the 'three north and one south' regions, namely the northeast, northwest, north China and southeast coasts. Most of these areas are at the end of the power grid and are far away from the load center."
"After large-scale access, a large number of wind power was connected to the Internet during the peak period, the power grid transmission trend increased, the number of heavy-load operating lines increased, and the thermal stability problem gradually became prominent."
“As the scale of wind power development expands, the problem of consumption of the electric energy it generates will become increasingly prominent.”
“Given that most domestic wind farms are currently planned on the basis of the original power grid, the intermittent nature of wind energy will inevitably lead to problems in the balance of power supply and demand, resulting in unnecessary opportunity costs.”
“In order to balance the deviation between electricity generation and electricity consumption, balancing power is needed.”
“The demand for balancing power grows in tandem with the increase in wind farm capacity.”
“According to the rules set by different countries, either wind farm owners or grid companies are responsible for providing balanced power.”
“Once the transmission system dispatcher contracts it, it becomes part of the overall grid tax bill, borne by all consumers.”
"The integration of wind power into the grid increases the difficulty of peak load regulation and frequency regulation. The intermittency and randomness of wind power increase the burden of frequency regulation on the power grid."
"Wind farms are unstable energy sources and are greatly affected by wind power and wind turbine control systems. In particular, there is a problem that the wind farm output may be very small during peak load periods, but may be very large during off-peak load periods. Wind power is subject to reverse peak regulation. Characteristics increase the difficulty of power grid peak regulation.”
“Because wind energy is uncontrollable, it requires a certain peak shaving capacity of the power grid for its peak shaving.”
“Once the grid’s available peaking capacity is insufficient, wind farms will have to limit their output.”
"The larger the wind power capacity, the more severe this situation will be, and the more our energy storage business will be needed to play a role."
"We can build energy storage stations at each wind farm to store part or all of the wind power at the appropriate time, and then send it to the grid at the appropriate time."
"This can solve various problems of wind power to the greatest extent."
While looking at the PPT and listening to Lin Cheng's explanation, Cao Yang had an idea.
This energy storage business is promising.
“In the future, as the grid-connected wind power capacity continues to increase, the contradiction between the policy of unconditional full purchase of wind power and the peak load regulation and safe and stable operation of the power grid will gradually become apparent.”
"This is really a good opportunity for us to grow our energy storage business."
"However, the places where energy storage business is needed are basically not in Lingnan Province. Can we consider building some battery factories in other places?"
Cao Yang has no plans to locate all Nanshan Battery factories in Yangcheng.
Especially in the future, Nanshan batteries will need to supply many OEMs, and the transportation cost of battery packs will be a relatively sensitive topic.
Therefore, it is necessary to build multiple battery factories across the country with nearby supporting facilities.
Taking advantage of the development opportunity of the energy storage business, the factory layout of Nanshan Battery is also a good opportunity.
“That’s something that really needs to be considered.”
"We have an industrial layout in Chang'an City. Nanshan Battery's factory in the northwest can be considered to be located in Chang'an City."
"Then in East China, we can also consider building a battery factory in a city near Shanghai."
"As for North China, we can consider building a battery factory on the outskirts of the imperial capital. Having three factories in a short period of time should be sufficient for development needs in the next few years."
"If further development is needed at that time, we will consider it."
Lin Cheng has naturally considered Nanshan Battery's plan to go global.
So when Cao Yang mentioned this topic today, he quickly made a proposal.
"Actually, I was thinking, since we are going to do the energy storage business, should we do a demonstration ourselves first?"
"We make wind power bearings and we plan to make wind power blades. So, does it make sense to purchase a few wind power equipment that use our own parts?"
"If we underwrite the equipment equipped with our bearings and blades, then no matter whether it is Modu Electric or other equipment manufacturers, they will probably have no problem using our products."
"And these wind power equipment can be placed on the Dongjiang River east of Yangcheng, and combined with our chip equipment industrial park, it can also form a unique landscape."
"At that time, we will build an energy storage station next to the chip equipment industrial park, and the electricity generated by the wind power equipment nearby will be stored in the energy storage station."
“This will not only solve the problem of unstable wind power, but also solve the problem of power consumption in the park.”
“At that time, this solution can become a demonstration point, allowing more customers to personally experience the benefits of energy storage stations.”
When Cao Yang mentioned this, Lin Cheng's enthusiasm immediately increased.
The concept of energy storage stations has just been proposed by me. Is it time to start building it now?
If we follow this pace, all the production capacity reserved in advance in the Nanshan Battery factory can be utilized this year.
Even this year, we need to recruit workers in advance and work in three shifts to produce without taking a break on weekends.
After all, energy storage stations have a huge demand for batteries.
The scale can easily reach hundreds of megawatt hours, which is definitely a huge demand for current battery manufacturers.
After all, Nanshan Battery, which ranked first in the industry last year, has a production capacity of only a few GWH per year.
Build a few energy storage stations, and all this production capacity will be consumed.
What's more, Nanshan Battery also has businesses in storage batteries, power batteries, mobile phone batteries, etc.
"Mr. Cao, your proposal is too quick."
"The construction of energy storage stations can have a very good demonstration effect and can directly drive a substantial increase in Nanshan battery production capacity in the future."
“And energy storage stations have also contributed to the promotion of wind power components.”
"Even in the future, our energy storage stations may not necessarily be used in the wind power field. In order to balance the normal peaks and valleys of power consumption, we can push power grid companies to build energy storage stations."
"The business potential in this area is very scary."
"We are the first company to propose the concept of energy storage stations. When the time comes, we can completely lead the construction of relevant industry standards, so that our corporate standards will eventually become industry standards."
"This move is like killing two birds with one stone."
Lin Cheng was very excited at this time.
He originally came here today to report to Cao Yang about the energy storage station, and didn't have many other expectations.
Unexpectedly, this development direction of energy storage stations was not only recognized, but Cao Yang also put forward a construction proposal for the first energy storage station so quickly.
Even in this process, Nanshan Group's wind power bearings and wind power blade businesses were also promoted.
The benefits it will bring to Nanshan Group in the future are absolutely unimaginable.
"Standard things really can't wait, and the threshold for energy storage stations is not particularly high."
"As long as we start building it, other battery companies will soon realize how good this thing is."
"It is inevitable that some other battery manufacturers will also start to enter the energy storage business. It will still be difficult for us to monopolize this market."
Monopoly is definitely the most profitable and comfortable.
Of course, for those who are monopolized, this is definitely not the case.
Although Cao Yang does not expect to monopolize the energy storage business, it must become the industry leader.
For the business that Nanshan Group wants to do, it either doesn’t do it or does its best to do it.
Cao Yang even set a standard for the heads of each business unit, that is, if the business of each business unit cannot reach the top three in the industry, it needs to be considered axed.
This is also a measure taken by some large international companies.
"I will immediately arrange for people to go to the chip equipment industrial park for on-site confirmation in a moment, and strive to come up with a design plan for the energy storage station within a week."
"Then we will start preparations for construction together with all parties, and strive to build the energy storage station within this year."
"At the same time, I think we can also communicate with Modu Electric and tell them our ideas."
"I believe that with your new proposal, Mr. Cao, they will be able to produce new equipment using my bearings and blades very soon."
"Even if some tests are not completely completed, the delivery and installation of the equipment can be carried out simultaneously."
When you are both a supplier and an end customer, you can become very flexible in many operations.
If the wind power equipment was sold to others, Modu Electric would certainly not be so bold.
But the buyer is Nanshan Group, and the core change point parts are also supplied by Nanshan Group, so Modu Electric has a lot less worries.
Sure enough, when Nanshan Group fed back the new plan to Modu Electric, Fang Hongmei was also shocked.
"Mr. Fan, Nanshan Group is very courageous in what it does."
"Such a bold plan can be thought of. The key is that after listening to it, I can't find any reason to oppose it."
Fang Hongmei and Fan Huabo are discussing the use of wind turbine bearings and blades provided by Nanshan Group.
Simply delivering a few prototypes would not be very difficult for either Nanshan Group or Modu Electric.
Everyone also hopes to implement this project as soon as possible so that wind power equipment using domestic bearings and domestic blades can be mass-produced.
In this way, they will be more confident to promote to customers in the future.
"The fact that Nanshan Group can develop to its current scale in such a short period of time must be the result of someone else's success."
"Mr. Cao is not only very courageous in his work, but also has profound technical skills. The key is that he also has a very sharp vision and the solutions he proposes are very innovative."
“I don’t think any equipment manufacturer would refuse this plan to promote their own bearings and blades.”
When Fan Huabo said this, Fang Hongmei immediately added: "Mr. Fan, don't mention it. Nanshan Equipment has not only found us this time, it is said that Envision Energy will also provide several units to Nanshan Group according to a similar plan. Wind power equipment.”
"It is very likely that some other equipment manufacturers will come to us in the future to look for this kind of cooperation plan that guarantees a steady profit without losing any money."
"This plan is so fast that no party can find any reason to oppose it."
During this period, Fang Hongmei's impression of Nanshan Group also underwent a 180-degree change.
There are many things that cannot be evaluated based on common sense when it comes to Nanshan Group.
Otherwise, there would be no way to get an accurate judgment.
"That's the great thing about people."
“Not only have various wind power equipment manufacturers benefited, they have also successfully opened up the market for wind power bearings and blades.”
"And by purchasing the equipment directly, they can be considered as setting an example for other customers."
"The most important thing is that I heard that they are planning to buy these equipment to cooperate with the construction of energy storage stations. They will store the electricity generated by the wind power equipment in the battery, and then discharge it as needed."
"This idea is already incredible."
"And this is not their most powerful feature. What impresses me even more is that this energy storage station uses batteries most, and Nanshan Battery, a subsidiary of Nanshan Group, is the largest battery manufacturer in China."
"In other words, their plan is to kill two birds with one stone and connect many industries at once."
"This kind of plan is completely impeccable and no one can escape from it."
"Minister Fang, when your purchasing department deals with Nanshan Group in the future, please don't take yourself too seriously as Party A. If everyone communicates well, maybe we can continue to benefit from others in the future."
Fan Huabo is in a very good mood now.
Regardless of whether the bearings provided by Nanshan Group are reliable or not, Modu Battery is the winner.
For Modu Electric, as long as the wind power bearings of Nanshan Bearing are officially installed on the equipment, it can directly bring the most direct pressure to the original suppliers such as ThyssenKrupp and SKF.
It is estimated that their request for price increase will soon turn into active price reduction.
And if the bearings of Nanshan Group are reliable, taking this opportunity, Modu Electric will become the first equipment manufacturer in China to use domestic wind power bearings. The symbolism behind it is also very different.
Maybe because of this, I can still be on the China Channel news channel, or maybe I can win a few more awards at the end of the year.
Modu Electric Appliances received so many benefits without suffering any losses. Fan Huabo's impression of Nanshan Group suddenly soared to 100 points.
"Don't worry, Nanshan Group is the largest private enterprise in the country, and it is an enterprise that the Government Council focuses on. I am grateful that they do not regard themselves as Party A."
Fang Hongmei's words were really not polite.
As long as they are strong enough, the positions of Party A and Party B can sometimes be interchanged within minutes.
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