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首款户用型光储充一体机惊艳欧洲,大能电力“借船出海”战略解读

潮电智库 2023-12-09 16:47
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导语大能电力联合创始人彭毅认为,真正的储能时代刚刚开始,未来欧洲、北美等地区对于微逆和户储的需求空间会超乎想象。

 

微储和微逆蓬勃发展,欧洲是必须提及的关键词。

 

“相较去年同期,今年欧洲出货量趋于平稳性回落,这是市场正常阶段性的表现。欧洲全年户储装机量同比还在快速增长,欧洲储能市场远远不是行业焦虑所传的已经是饱和的存量市场,而是有着巨大的增量空间。储能行业坚持的是长期主义,这背后的支撑逻辑是全球性的双碳战略,2023年更像是新能源市场回归理性的一年。”大能电力联合创始人彭毅认为,真正的储能时代刚刚开始,未来欧洲、北美等地区对于微逆和户储的需求空间会超乎想象。

 

 

彭毅话语中的足够底气,来自大能电力自身惊人的成长速度。

 

虽是成立于2021年的新品牌,但其创始人团队在行业内深耕20年有余。

 

短短两年,公司就以核心专利自研出20多款新产品。特别是公司在行业首发的户用型光储充一体机,现已成为欧洲市场爆款,订单如雪片般飞来。

 

 

至今,大能电力的家储产品以OEM为主,和行业内头部企业合作共建生产线,一同出海。公司现已携手电子制造强企惠州华阳光电,共享供应链和智能制造等多个方面先进行业技术。

 

公司拥有基于自主知识产权的PCS、EMS、BMS等电控技术和云系统物联网技术,致力于为客户提供定制化家庭储能、阳台微逆/微储、工商业储能等适用于多应用场景的产品及解决方案。

 

 

未来,大能电力也将逐渐降低OEM比重,自筑产业资源池。

 

公司已获欧洲地区的几万台阳台微逆订单,系列产品订单金额已达2个多亿。

 

主赛道差异化跟随,自研国内首款并网光储充户用一体机
 

大能电力从来都紧跟市场需求和国家政策,产品研发策略跟随主流赛道,并以独创专利技术赢得市场。

 

例如,德国在今年9月开始实施KFW442补贴政策对于光储充系统的补贴,补贴项目包括购买/安装全新充电桩,光伏和储能系统。

 

家储和新能源汽车充电桩的组合搭档成为了刚需。

 

 

大能电力因此瞄准了家庭、新能源车的用电场景,据此研发出国内首款实现并网的光储充户用一体机,其集成了混合逆变器、车充、储能电池为一体,使其“光伏-储能-充电”三部分实现无障碍联调和互动。同时,其高度集成一体化的方式,也能为用户实现准免安装,节省居民安装申报的排队时间以及安装成本。

 

(户用光储充一体机)

 

这款产品已通过欧洲并网认证,目前正在批量生产,很快将会推入市场。

 

公司严格按照ISO 9001、ISO 14001及行业标准进行生产作业,产品包括离网储能逆变器、并离网混合储能逆变器、三相储能逆变器等等,功率涵盖1.5kw~30kw。

 

大能电力还提供50KW~100KW的PCS,用于工商业储能,并研发出户用型壁挂式、堆叠式储能电池。

 

(光伏堆叠式离网储能一体机)

 

其光伏并离网储能一体机HEESS PREMIUM 3.0,内置A级磷酸铁锂电池,每块电芯上面都配有一套保护装置;采用LCD大屏显示,并支持三路MPPT。

 

GH3600TL/GH4600TL/GH5000TL是大能电力面向欧洲市场的并离网储能混合光伏逆变器,获得欧盟认证及德国、英国、西班牙、意大利、爱尔兰等国家认证,适合定制各种光伏储能一体机,适配所有48V磷酸铁锂及铅酸电池组;适用于并网、离网,内置MPPT控制器,具备UPS功能,确保负载不断电。

 

(并离网混合逆变器)

 

细分赛道弯道超车,做出阳台光伏自主品牌覆盖
 

微储领域从来不乏新产品,而找准新型应用场景才是破局之道。

 

德国居民虽可以在家中安装5KW、10WK甚至更高的大功率并网储能系统,但是安装费用高达2000到3000欧一户,成本太高;排队等候安装工的时间长、安装费高、效率低。并且,市区中的众多公寓楼屋顶空间有限,难以安装足够的光伏板。

 

(微逆GT600TL/GT800TL)

 

阳台光伏作为超小型分布式光伏系统,只要需要在阳台上安装太阳能板、逆变器、支架,再接上电源就可以使用,利用有限的阳台空间来就能发电。

 

其作为新型的微储应用场景而火遍欧洲,本就在情理之中。

 

 

大能电力在家储这个细分赛道上,以性价比和微创新,做出阳台光伏自主品牌覆盖。

 

公司目前有GT400TL、GT600TL和GT800TL三款微逆已经批量出货。其内置MPPT,拥有DSP控制,可实现DC转AC,峰值效率高达96.7%;IP67的防护等级,支持8台组合并网。

 

 

公司的阳台光伏产品主要分三代。

 

一代机是纯并网微逆,体积小巧,适合各种安装场景,属于IP67防护等级,支持最大8台并机。二代机是微逆+微储分体式,即插即用易安装,兼容市场99%的太阳能板和微逆,还支持电池2240Wh~6720Wh容量扩展和APP实时监控和操作。

 

大能电力也正在研发阳台光伏三代机。此款三代机是微逆+微储的家用储能一体机,可直接安装在阳台上,通过APP和WEB端,即可进行远程设置和管控。

 

 

2024年会是储能行业洗牌的一年,当价格战开始比拼时,唯有专业和创新能够继续生存。核心技术是企业生存立命之本,这一年,必将是大能电力从1到N的跃进之年。

 

大能电力已在德国有海外仓,并计划在国外建产线。公司明年产品规划是补全欧洲其他未进市场,并加快布局美洲户储市场。


The First Residential Hybrid Photovoltaic and Storage Converter Stunned Europe: A Strategic Interpretation of Donnergy Energy’s ‘Borrow a Boat to Sail the Sea’
Micro-storage and microinverters are booming, and Europe is the key word that must be mentioned.
“Compared to the same period last year, the European export volume has shown a trend of gradual decline, which is a normal seasonal phenomenon. The European household energy storage capacity has continued to grow rapidly year-on-year, and the European energy storage market far from being the industry’s anxiety that it is an already saturated inventory market, but rather has a huge incremental space. The energy storage industry adheres to the long-termism, and the underlying logic of support is the global carbon strategy. 2023 is more like a year for new energy markets to return to rationality.” Donnergy Energy co-founder Peng Yi believes that the true era of energy storage has just begun, and the demand space for microinverters and household energy storage in Europe, North America and other regions will be beyond imagination in the future.
Enough confidence comes from the amazing growth speed of Donnergy Energy.
Although it is a new brand established in 2021, its founder team has been deeply cultivating in the industry for more than 20 years.
In just two years, the company has self-researched more than 20 new products with core patents. Especially the company in the industry's first residential hybrid photovoltaic and storage converter, has become the European market explosion, orders like snowflakes flying.
So far, Donnergy Energy's home storage products are mainly OEM, and it cooperates with the head enterprises in the industry to build production lines and go overseas together. The company has now joined hands with Huizhou Huayang Group, an electronics manufacturing powerhouse, to share advanced industry technologies in supply chain and intelligent manufacturing.
The company has based on independent intellectual property rights of PCS, EMS, BMS and other electronic control technology and cloud system Internet of Things technology, is committed to providing customers with customized home energy storage, balcony micro-reverse / micro-storage, industrial and commercial energy storage and other suitable for multi-application scenarios of products and solutions.
In the future, Donnergy Energy will also gradually reduce the proportion of OEM and build its own industrial resource pool.
The company has been awarded tens of thousands of balcony microinverter orders in Europe, and the order amount of series products has reached more than 200 million.
Implement Differentiation in The Main Track: to Self-developed The First Residential Hybrid Photovoltaic and Storage Converter
Donnergy Energy has always followed the market demand and national policies, followed the mainstream track in product development strategy, and won the market with original patented technology.
For example, Germany started to implement the KFW442 subsidy policy in September this year for subsidizing photovoltaic, storage and charging systems, and the subsidy program includes the purchase/installation of brand-new charging piles, photovoltaic and energy storage systems.
The combination partner of home storage and new energy vehicle charging piles has become a necessity.
Donnergy Energy therefore aims at the electricity consumption scenarios of households and new energy vehicles, and accordingly developed the first grid-connected residential hybrid photovoltaic and storage converter, which integrates hybrid inverter, vehicle charger, and energy storage battery into a single unit, so as to make its "photovoltaic-energy storage-charging" three-part intermodulation and interaction without any obstacles. At the same time, its highly integrated way of integration can also realize quasi-free installation for users, saving the queuing time of residents' installation declaration as well as installation costs.
This product has been certified by the European grid-connected certification, and is currently in mass production and will be introduced to the market soon.
The company strictly follows ISO 9001, ISO 14001 and industry standards for production operations, and its products include off-grid energy storage inverters, grid-connected and off-grid hybrid energy storage inverters, three-phase energy storage inverters, and so on, with power ranging from 1.5kw~30kw.
Donnergy Energy also provides 50KW~100KW PCS for industrial and commercial energy storage, and has developed wall-mounted and stacked energy storage batteries for household use.
Their photovoltaic grid-tied and off-grid energy storage integrated machine, HEESS PREMIUM 3.0, is equipped with built-in Grade A lithium iron phosphate batteries, with each cell featuring a set of protective devices. It utilizes a large LCD display and supports triple MPPT.
“GH3600TL/GH4600TL/GH5000TL are hybrid photovoltaic inverters for grid-tied and off-grid energy storage, developed by Donnergy Energy for the European market. They have received certifications from the European Unio and countries such as Germany, the United Kingdom, Spain, Italy, and Ireland. These inverters are suitable for customizing various photovoltaic energy storage integrated machines and are compatible with all 48V lithium iron phosphate and lead-acid battery groups. They can be used for grid-tied and off-grid applications, have a built-in MPPT controller, and feature UPS functionality to ensure uninterrupted power supply to the load.
Overtaking on the Curve in a Niche Track: Establishing a Proprietary Brand Coverage of Balcony Photovoltaics
The micro-storage field is never short of new products, but finding the right new application scenarios is the key to breaking the game.
Although German residents can install 5KW, 10WK or even higher power grid-connected energy storage systems at home, the installation cost is as high as 2000 to 3000 euros per household, which is too high; the waiting time for installation workers is long, the installation fee is high, and the efficiency is low. Moreover, the roof space of many apartment buildings in the city is limited, making it difficult to install enough photovoltaic panels. 
As a super-small distributed photovoltaic system, balcony photovoltaics only need to install solar panels, inverters, and brackets on the balcony, and then connect to the power supply to generate electricity using the limited balcony space.
It’s no surprise that it has become a hot new application scenario for micro-storage in Europe.
In the niche market of home energy storage, Donnergy Energy has established its own brand of balcony photovoltaics with cost-effectiveness and micro-innovation.
The company currently has three micro-inverters, GT400TL, GT600TL, and GT800TL, which have been shipped in large quantities. They are built with MPPT and have DSP control, capable of converting DC to AC, with a peak efficiency of up to 96.7%. They also have an IP67 protection level and support the combination of up to 8 units for grid connection.
The company’s balcony photovoltaic products are mainly divided into three generations.
The first generation is a pure grid-connected micro-inverter, which is compact in size, suitable for various installation scenarios, belongs to the IP67 protection level, and supports up to 8 parallel machines. The second generation is a split-type micro-inverter + micro-storage, which is plug-and-play and easy to install, compatible with 99% of the solar panels and micro-inverters on the market, and also supports battery capacity expansion from 2240Wh to 6720Wh and real-time monitoring and operation via APP.
Donnergy Energy is also developing the third generation of balcony photovoltaics. This is a home energy storage integrated machine with micro-inverter + micro-storage, which can be directly installed on the balcony, and can be remotely set and controlled through the APP and WEB end. 
The year 2024 will be a reshuffling year for the energy storage industry. When the price war begins, only professionalism and innovation can continue to survive. Core technology is the foundation of a company’s survival, and this year will undoubtedly be a leap from 1 to N for Donnergy Energy.
Donnergy Energy already has overseas warehouses in Germany and plans to build production lines abroad. The company’s product plan for next year is to complete the rest of the European market that has not yet been entered, and to accelerate the layout of the American household storage market.

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