The new type of energy storage business model accelerates the power load during the power load during the peak of the virtual power plant.

30Jul

Our reporter Li Chunlian's new energy storage business model is accelerating the landing. On July 27, at the press conference held by the New National Office, He Yang, director of the Electric Power Department of the State Energy Administration, introduced the achievements achieved in my country in promoting the development of new energy storage: First, the technical level of new energy storage and the scale of installation steadily steadily. Improvement; second, the application scenarios and business models of new energy storage are continuously expanded; third, the policy system and market mechanism of new energy storage are initially established. On July 28, the Political Bureau of the Central Committee of the Communist Party of China held a meeting to propose to increase its efforts to plan and build a new energy supply system. Insiders believe that accelerating the construction of a new energy supply and consumption system will promote the establishment of a new type of power system. After the new type of energy storage can participate in the power market transaction independently, the virtual power plant as an important business model for new energy storage will start the acceleration of development. Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, told reporters of the Securities Daily that with the increase in the proportion of wind power and photovoltaic power generation, the development prospects of virtual power plants are undoubted. However, at present, there are still obstacles to the power trading system and electricity price, and it is necessary to achieve better development through technological progress, business model exploration, and continuous running -in with policies. The business model has gradually landed this year to be said to be a year for new energy storage. The "Fourteenth Five -Year Plan" New Energy Storage Development Implementation Plan issued in March clearly clarifies the basic goal of new energy storage development. It is planned to achieve the new type of energy storage from 2025 to enter the stage of large -scale development from the initial stage of commercialization, with large -scale commercial business Application conditions. Zhongyu Information Analyst Liu Dongyuan told a reporter from the Securities Daily that the main advantages of the new domestic energy storage industry are currently in the fields of pumping, chemical energy storage, wind power, solar power generation, and hydrogen energy. The pace of development has accelerated. At present, it is mainly concentrated in the field of new energy vehicles, including lithium batteries, sodium ion batteries, and cricket batteries. In June, the National Development and Reform Commission and the National Energy Administration issued the "Notice on Further Promoting New Energy Storage Participating in the Power Market and Schedule", and proposed to accelerate the promotion of independent energy storage participation in medium- and long -term markets and spot markets, and encourage independent energy storage to sign peak periods and troughs and troughs. During the market contract, the role of peak -to -peak and peak power generation is played. It is worth mentioning that it can be used as an independent energy storage to participate in the power market transaction, which is an important step for new energy storage to achieve a big step. He Yang said that the traditional power system is because the power is not stored, so the power system should be instantly balanced. With the large range of wind power and photovoltaic range, due to the uncertainty of the air power photovoltaic, the system will also produce a lot of uncertainty. At this time, the new energy storage will play a very large role in the system. Therefore, the development of new energy storage now has received great attention from the power industry, manufacturing industry, and society. The "Analysis Report of the National Power Supply and demand situation in the first half of 2022 in the first half of 2022" released by CLP recently shows that, driven by the rapid development of new energy, the scale of new installations in 2022 will reach a record high. It is expected About 180 million kilowatts of non -fossil energy power generation installations are about 180 million kilowatts. By the end of 2022, non -fossil energy power generation installation will first reach half of the total power generation installation. Under the "dual carbon" goal, the increase in the amount of new energy installations is an inevitable trend. In this context, the role of new energy storage is even more important. As one of the new energy storage business models, virtual power plants can realize the load prediction, response allocation, real -time coordination control and energy storage safety and health charge management of distributed energy, and participate in the power trading market and demand response. Liu Dongyuan believes that virtual power plants, as a new model to adapt to the fluctuation energy storage environment, are expected to accelerate in the future. Virtual power plants welcome development opportunities with high temperatures and advancement of re -production and resumption, and rapidly grow up and innovate with electricity loads. Among them, on July 25, the Guangdong Power Grid Unified load reached a record high this year, reaching 142 million kilowatts, an increase of 4.89%over the highest load last year. "Since July, some load -side response has occurred in some areas, mainly due to the local response of the load on the peak load, and guide users to actively reduce the load through marketization." "(Late July to early August) The peak period of load is coming, and the country's electricity load is expected to continue to rise. Tianfeng Securities Research Report pointed out that the highest power load of the power grid has been high for many years, and the contradiction between the power supply and demand of power and demand is increasingly prominent. Virtual power plants have become the optimal solutions for economy. It only costs 50 billion yuan to meet the 5%peak load. To 60 billion yuan, only about 1/8 of thermal power investment. With policy assistance, China's virtual power plant market is expected to run into a mature period. According to CICC's calculations, my country's virtual power plant industry is expected to reach 132 billion yuan in theoretical market space in 2030. At present, many listed companies have begun to deploy virtual power plants, and Jiangsu, Zhejiang, Shanghai and other places have also carried out virtual power plants. Relevant persons from Guo Nengri told the Securities Daily that the company can connect distributed energy to the power grid by building a virtual power plant, electric power suppliers and aggregates, power the power grid according to the changes in power demand, and obtain income from it. "The virtual power plant is an IoT technology that integrates distributed power generation, demand -side response and energy storage resources, and responds to the grid scheduling instruction.

The company's virtual power plant platform and technology mainly realize the flexible adjustment and stable operation of the power grid through service methods such as peak -to -peak -to -peak valley."Hengshi Technology Relevant person told the Securities Daily reporter that based on participating in the pilot construction experience of the" Virtual Power Plant "of the State Grid Jibei Electric Power Company, the company carried out comprehensive energy services on power generation, power grids, and user -side . Liu Dongyuan said that the current virtual power plant in my country is still driven by policies and subsidies, and supporting policies should be improved. From the characteristics of energy structure and market mechanism, it is necessary to explore the distributed power supply, controllable load, and energy storage energy storage. Resource model. The difficulty of developing virtual power plants in my country is not at the level of technology or business promotion, but mainly in the market -oriented transaction level of power. Recommended reading

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Picture ｜ Bag Picture Network Station Cool Hero Production | Zhang Xin

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