How to help Zhejiang "cut peaks and fill valleys" in 4: 1?
Author:21st Century Economic report Time:2022.09.13
21st Century Economic Herald Profile Reporter Fei Xinyi Hangzhou Report
4: 1 is the difference between the price policy of Time Peak and Valley Electricity Price in Zhejiang Province, and it is also the largest peak price difference ratio in the country.
The use of peak valley price difference is currently the main profit method of users' side energy storage, which also plays a positive role in the new type of energy storage application of Zhejiang Province this summer.
People in the industry pointed out that there is no shortage of electricity in Zhejiang Province, but it is seriously lacking in power. Therefore, this large energy consumption province that rely on external power input is urgently needed to consider how to adjust the flexibility of inside the province by increasing the utilization of energy storage, and to solve the problem of space -time mismatch of power and electricity early.
The electrical structure gap needs to be adjusted urgently
"Zhejiang Province is a large energy consumption province, but it is a small resource province. Zhejiang Province's self -sufficiency rate is only about 10%, and 90%of resources must be input. Especially this year, with the rapid development of the economy and society, Zhejiang's actual power consumption demand reaches 110 million kilowatts, and the gap in electricity consumption is very large. "Zhou Weijun, director of Zhejiang Energy Bureau, said at the opening ceremony of the 12th China International Energy Conference.
In fact, whether at the planning level or at the operation level, the power system must pay attention to the balance of power and electricity.
"Electricity" and "power" are two close but different concepts in the power system. Electricity balance indicates that the power generation of the power plant is matched with the demand for power consumption; while the power, the power load and the power consumption, referring to the power consumption within the unit time.
Industry experts explained to the 21st Century Business Herald that the power of Zhejiang Province was wealthy in free time, but insufficient forces. The proportion of this gap reached 10%, which easily led to the mismatch of time and space of power and electricity.
Due to the existence of the power gap, in August this year, Zhejiang Province implemented a demand -side response, and in September, it implemented an orderly power consumption.
In addition to the consumer side, the demand on the power grid side is also the reason why energy storage is driving up as soon as possible. Due to the randomness and volatility of new energy forces, the risk of instability to the power system, energy storage is an important technical means to deal with this risk.
In December and June of last year, Zhejiang Province successively issued two "Opinions of Zhejiang Province to Accelerate the Application of New Energy Storage Demonstrations" and "Zhejiang Province" Fourteenth Five -Year Plan "new energy storage development plan for new energy storage industries. Important files.
"Zhejiang Province" Fourteen Five -Year Plan "New Energy Storage Development Plan" proposes that during the "Fourteenth Five -Year Plan" period, Zhejiang Province will develop 3 million kilowatts of new electrochemical energy storage, and by the end of this year, 1 million kilowatts will be completed.
It is worth mentioning that, in addition to the introduction of two important documents, Zhejiang Province also established a new type of energy storage policy and market system in time to expand the electricity difference between time -sharing peak and valley electricity price to 4: 1. At the same time, Zhejiang Province is also a pilot province of the power spot market. In the early stage, energy storage power generation has been included in the simulation calculation.
Zhou Shifeng, deputy dean of Zhejiang Development Planning Research Institute, pointed out that in general, the new energy storage market has developed rapidly.
Zhou Shifeng predicts that during the "Fourteenth Five -Year Plan" period, Zhejiang Province will have five major market demand -one is the peak adjustment needs of the province's power grid. It is estimated that the corresponding energy storage capacity will be more than 3 million kilowatts by 2025; The demand for the power grid is expected to reach 1 million kilowatts; the third is the potential of conventional thermal power plants. As one of the fields that have been commercialized, the potential potential of the fire reservoir energy reservoir is expected to reach 1.6 million kilowatts; the fourth is the demand for new energy configuration. Under the requirements of the provincial "double scenery", it is expected to need 2.8 million kilowatts of energy storage scale in order to eliminate new energy power generation; fifth is the potential of user -side configuration. In an optimistic scenario, the energy storage scale can reach 1.6 million kilowatts.
Multi -scene practice helps peak cutting valley
Under the condition of rapid market demand and clear local development goals, Zhejiang Province has absorbed a number of leaders in the energy storage industry chain.
A number of companies including Nandu Power, Wanxiang Group, Rongbai Technology, Shanshan Co., Ltd., Chaowei Group, Tianneng Co., Ltd., etc. are based on a foothold, covering battery positive and negative pole materials, lithium battery manufacturing, battery recycling, energy storage energy storage, energy storage, energy storage, energy storage, energy storage, energy storage, and energy storage. Multiple links of the energy storage industry chain such as project development.
"Zhejiang Province does not lack electricity, but it is seriously missing, so it is a great place to develop energy storage." Wu Jianbin, founder of Changxing Taihu Nenggu Technology Co., Ltd. (hereinafter referred to as "Taihu Nenggu") The reporter mentioned in an interview that he understood the new type of energy storage development opportunities in Zhejiang Province.
At the same time, the policy of Zhejiang Province's first test also provides prerequisites for enterprises to explore the road of independent energy storage commercialization.
In June of this year, Taihu Nenggu's "Tongxiang City Rongxiangyi" Digital Wisdom Sharing 'Independent Energy Storage Project "was selected into the first batch of new energy storage demonstration projects in Zhejiang Province's" 14th Five -Year Plan "(user energy storage demonstration project). It is 30mw/300mWh.
In fact, the mode of sharing energy storage on the side is relatively rare. Wu Jianbin told the 21st Century Business Herald reporter, "In Jiaxing, Zhejiang, this breaks the myth that the terminal is inseparable from energy storage."
At present, Taihu Nenggu has carried out large -scale user -side sharing energy storage energy in many places in Zhejiang and Jiangsu, and is involved in the power distribution side virtual capacity increase business.
"Although some loads are rigid loads, the load can be transformed. After the energy storage is introduced, some loads are released under specific conditions and become intelligent flexible loads." Wu Jianbin said.
In Wu Jianbin's view, the practice of user -side sharing energy storage reflects the value of the three levels. One is to realize the power -capacity sharing between different users; the other is to obtain a stable benefit for the auxiliary service for the power grid side, verify the energy storage energy storage energy storage energy storage energy storage energy storage energy storage energy storage capacity. Feasibility of commercialization model. In addition, the shared energy storage model of Taihu Nenggu also participated in the entire county promotion project of landscape power generation, while achieving green power consumption while helping reduce the development costs of the owners of the scenery power station. "With these three levels of sharing, then you can share the energy revenue of the source of storage and revenue between the source, network, lotus, and storage." Wu Jianbin told reporters that on this basis, in the future, Taihu Lake Energy Valley will return It will promote project practice of cross -garden sharing and cross -town sharing.
The 21st Century Economic Herald reporter noticed that the list of the first batch of new energy storage demonstration projects in Zhejiang Province's "Fourteenth Five -Year Plan" shows that a total of 34 new energy storage demonstration projects include 4 power storage projects, 20 grid -side storage projects Energy projects and 10 user -side energy storage projects. At present, a number of projects have been put in operation.
In recent years, the development speed of the energy storage industry in Zhejiang Province is not fast.
As of July 2022, there were 39 energy storage projects promoted by Zhejiang Province, with a installation scale of 3.03 million kilowatts, of which 11 projects will be put into production by the end of this year, with an estimated scale of 345,000 kilowatts. At the end of next year, there are still 22 projects for new or expanding production, reaching 1.148 million kilowatts, and the new scale will be 3.3 times this year.
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