Every time through the AI newsletter, investors ask questions on the investor interactive platform: Hello, Secretary of the Board, the company’s recent gains are gratifying, may I ask whether the “Interim Measures for the Safety Management of Electrochemical Energy Storage Power Stations” jointly drafted by the National Development and Reform Commission and the Energy Administration recently will promote storage Can the explosive growth of the firefighting market? What are the current layout and development strategies of the company in the field of energy storage and fire protection? Thanks!
Jade Bird Fire (002960.SZ) stated on the investor interaction platform on October 31 that under the background trend of “carbon peak and carbon neutrality”, the safety problem of electrochemical energy storage power station is an inevitable and must be solved. The problem, without safety, can’t be stable and far-reaching. The “Interim Measures for the Safety Management of Electrochemical Energy Storage Power Stations” (hereinafter referred to as “Administrative Measures”) aims to identify the management ownership of various typical links of energy storage projects and break through the bottleneck problems that restrict the large-scale development of the energy storage industry. The Measures emphasized that “to strengthen the fire emergency management of power stations as the main line, through optimizing fire protection design, compulsory fire protection acceptance, implementing fire emergency management and multi-party fire emergency response, we can effectively deal with accidents and dangers, and minimize the loss of life and economic property. “The introduction of this method, the core starting point is to escort the safe operation of energy storage power stations. In terms of energy storage fire safety, there are two main levels: the first level is the energy storage cabinet itself, which is a fire safety application similar to building scenes. This method is a conventional method in the past. The main solution is to install an alarm + fire extinguishing system in the energy storage cabinet environment. This product line company is extremely mature and has long-term application practices; but the traditional solution cannot completely solve the hidden fire hazard inside the battery, and there are re-ignition and explosions. Possibly, and the current consumption of fire-fighting products for each energy storage cabinet (about 1MW) only accounts for about 2-4% of its total investment. This method does not solve the fundamental problem of battery fire. Therefore, the future energy storage fire protection needs to think about it, and enter the second level, which is to directly focus on the battery module itself, for the accurate fire management of the energy storage battery pack itself, which is still lacking in the current market. The solution requires transition and upgrade. Jade Bird Fire will actively utilize its technical advantages in the field of fire safety, and develop and design solutions in energy storage battery modules and electric vehicle batteries. To put it simply, Jade Bird Fire’s current solution for energy storage battery modules lies in accurate fire detection and focused fire suppression of battery modules: (1) In terms of precise detection, it will consider using the “Crested Ibis” chip and sensor The trinity of temperature/smoke/gas detection capabilities creates a miniaturized intensive detector with front/built-in battery modules. Only in this way can early detection, early action, early isolation and precise detection of specific (2) At the fire extinguishing end, consider a composite plan that matches gas fire extinguishing and high-pressure water mist. The company continued to actively deploy the energy storage firefighting market. During the year, it has won the bids for the 10-foot/20-foot/40-foot energy storage container (Jutong) gas fire extinguishing system project, a Texas energy storage substation project in the United States, and Huagong smart energy storage sample box projects. In the future, with the continuous and rapid development of the energy storage industry and people’s increasing emphasis on energy storage safety, fire safety in the energy storage field will gradually move towards standardization and standardization. The fire protection configuration in the field of energy storage power plants will also change from The original application of a simple fire protection scene has evolved to an overall solution of front detection, precision, multi-dimensional (smoke, temperature, and gas) of the battery module, with the finishing touches and direct treatment of “lesions”.
(Reporter Zhang Xiwei)
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