儲能鋰電池在(zai)通信領域(yu)應用(yong)已(yi)經有(you)比較長的時(shi)間了，技術友(you)鏈一定的發展進步，而儲(chu)能(neng)鋰電(dian)池(chi)在(zai)通信領域(yu)的發展潛(qian)力(li)是巨大的。儲(chu)能(neng)鋰電(dian)池(chi)市(shi)場(chang)潛(qian)力(li)對于電(dian)信運營商(shang)(shang)、電(dian)信設備供應商(shang)(shang)、鋰電(dian)池(chi)供應商(shang)(shang)卻有(you)不同的看(kan)法(fa)。

作為電(dian)(dian)池(chi)(chi)供應商(shang)，行業有(you)關(guan)負責人(ren)透露，針對(dui)通信儲(chu)能(neng)市場(chang)(chang)做過(guo)一(yi)(yi)個調查：目前三大(da)運營(ying)商(shang)大(da)概有(you)170萬個基(ji)站(zhan)，其中僅中國移動(dong)就有(you)近90萬個基(ji)站(zhan)。這些基(ji)站(zhan)用(yong)(yong)的(de)都是(shi)鉛酸(suan)電(dian)(dian)池(chi)(chi)，一(yi)(yi)年(nian)的(de)采購量(liang)不少于1000億元(yuan)。樂觀地估(gu)計，按(an)照運營(ying)商(shang)每(mei)年(nian)將10%的(de)鉛酸(suan)電(dian)(dian)池(chi)(chi)換(huan)成(cheng)磷酸(suan)鐵鋰(li)電(dian)(dian)池(chi)(chi)計算(suan)，每(mei)年(nian)給鋰(li)電(dian)(dian)池(chi)(chi)市場(chang)(chang)提供的(de)空間就是(shi)幾百(bai)億元(yuan)。電(dian)(dian)池(chi)(chi)公司(si)針對(dui)這一(yi)(yi)市場(chang)(chang)開發了通信基(ji)站(zhan)用(yong)(yong)鋰(li)電(dian)(dian)池(chi)(chi)組(zu)(zu)，我們知道，電(dian)(dian)動(dong)汽車用(yong)(yong)的(de)也就是(shi)24伏鋰(li)電(dian)(dian)池(chi)(chi)，單體(ti)通常采用(yong)(yong)18650電(dian)(dian)芯，大(da)一(yi)(yi)些的(de)是(shi)26650，但電(dian)(dian)池(chi)(chi)公司(si)儲(chu)能(neng)電(dian)(dian)池(chi)(chi)的(de)單體(ti)卻是(shi)32650電(dian)(dian)芯，組(zu)(zu)合為48V200Ah/48V400Ah電(dian)(dian)池(chi)(chi)組(zu)(zu)。

從電(dian)(dian)(dian)(dian)信運(yun)營商來看，三(san)大電(dian)(dian)(dian)(dian)信運(yun)營商從去年開始(shi)對外(wai)公開招(zhao)標，啟(qi)動了(le)用磷(lin)(lin)酸(suan)鐵鋰(li)電(dian)(dian)(dian)(dian)池作為通(tong)信基站后(hou)備電(dian)(dian)(dian)(dian)源的(de)試點項目，打開100億鋰(li)電(dian)(dian)(dian)(dian)市場空間。但是，目前(qian)通(tong)信基站所需的(de)后(hou)備電(dian)(dian)(dian)(dian)源90%以上采用的(de)是鉛酸(suan)電(dian)(dian)(dian)(dian)池。鉛酸(suan)電(dian)(dian)(dian)(dian)池的(de)成本(ben)大約在(zai)0.6元(yuan)/wh，國內最好的(de)膠體電(dian)(dian)(dian)(dian)池的(de)價格也不(bu)(bu)超過(guo)1元(yuan)/wh，而磷(lin)(lin)酸(suan)鐵鋰(li)電(dian)(dian)(dian)(dian)池的(de)成本(ben)達到(dao)2.5-2.8元(yuan)/wh，高出了(le)鉛酸(suan)電(dian)(dian)(dian)(dian)池的(de)4倍多。鋰(li)電(dian)(dian)(dian)(dian)池在(zai)通(tong)信基站方面的(de)應用條件并不(bu)(bu)是很(hen)樂觀，三(san)大電(dian)(dian)(dian)(dian)信運(yun)營商一般(ban)不(bu)(bu)會(hui)與電(dian)(dian)(dian)(dian)池廠家直接對接。

華為作為電(dian)信(xin)設備供(gong)(gong)應商(shang)，有權選(xuan)擇下游電(dian)池(chi)供(gong)(gong)應商(shang)，或(huo)者會(hui)聯合電(dian)池(chi)供(gong)(gong)應商(shang)共(gong)同投標(biao)，中國最大的(de)電(dian)信(xin)設備供(gong)(gong)應商(shang)已(yi)經(jing)開(kai)始有所行動。傳統電(dian)信(xin)設備巨頭爭(zheng)搶儲(chu)能訂單，織(zhi)補(bu)通信(xin)基站生態鏈，現實狀況是：因為大容量電(dian)池(chi)生產需要的(de)資金多，鋰(li)電(dian)儲(chu)能市(shi)場還未(wei)讓鋰(li)電(dian)廠商(shang)獲得短暫喘息機會(hui)，就已(yi)經(jing)開(kai)始進入寡(gua)頭競爭(zheng)時代。

三種類型的(de)企業顯然對于鋰電(dian)池(chi)基站的(de)態度不同(tong)，電(dian)信運營(ying)商(shang)(shang)更大(da)意義上(shang)是因(yin)其國企特點而響應(ying)國家號召，并非經濟(ji)利益(yi)。電(dian)信設備供(gong)(gong)應(ying)商(shang)(shang)則(ze)采取(qu)謹(jin)慎的(de)態度，先研(yan)發出(chu)配(pei)套設備的(de)電(dian)池(chi)再(zai)說(shuo)，而電(dian)池(chi)供(gong)(gong)應(ying)商(shang)(shang)則(ze)因(yin)為鉛酸電(dian)池(chi)遭遇環(huan)保制(zhi)裁對鋰電(dian)應(ying)用(yong)充滿(man)期(qi)待。