GCL's overweight energy storage track is 14 billion yuan investment to build the largest pumping storage power station in East China

Economic Observation Network reporter Yun Zhenyu, "There is basically no (income) risk of our project", "the country's two -part electrical price" is to reflect the diversified value of pumping storage, introduce social investment, and ensure that the water pumping storage project is profitable. It will be huge, but it is stable. "Liu Baoyu, general manager of Zhejiang Jiande GCL Pumping Storage Co., Ltd. said in an interview with the Economic Observation Network and other media on September 15.

On the same day, the preparatory project of the GCL Zhejiang Jiande pumping power station started construction in Fangmen, Meicheng Town, Jiande City, Zhejiang Province. According to reports, the power station project covers an area of ​​approximately 16.1.44 hectares, with a total investment of 14 billion yuan. It is planned to build 6 400,000 kilowatts of reversible water wheel pump generator sets. The total installed capacity is 2.4 million kilowatts. It is also the largest pumping storage power station project that is wholly -owned by private enterprises.

Pumping power storage power stations are a type of energy storage method. It has a variety of functions such as peak -regulation, frequency regulation, phase adjustment, energy storage, accident reserve, and black startup. Help the power grid system is safe, reliable, stable, and economic operation.

With the acceleration of my country's new energy transformation, the energy storage industry has become a big "air outlet". The National Development and Reform Commission and the National Energy Administration's "Guiding Opinions on Accelerating the Development of New Energy Storage" are clearly stated that by 2025, my country's new energy storage installed capacity is exceeded 30GW. According to this calculation, the installation of new energy storage in my country from 2020-2025 has 8 times the growth space.

The huge market prospects have attracted a lot of capital. Everbright Securities predicts that by 2025, my country's energy storage investment market space will reach approximately 4.45 trillion yuan, an increase of about 1.3 trillion yuan in 2030.

At present, energy storage technology routes are mainly divided into chemical energy storage represented by pumping energy storage, and chemical energy storage represented by lithium -ion batteries and sodium ion batteries. In the past two years, power battery companies such as Ningde Times and Guoxuan Hi -Tech have actively deployed battery energy storage after cutting into the energy storage track. The power battery enterprise layout battery energy storage relies on the innate advantages of its own main business.

The reason why GCL chooses to pump water to storage is also related to its own business model. As a comprehensive energy company, GCL Group's new energy business covers the field of power and photovoltaic power generation, and has more experience in power generation. The pumping power station is a special hydropower station.

"Everyone knows that new energy such as wind energy and photovoltaic sources is unstable, but the characteristics of electricity are production, supply, and use. At the same time, its requirements for safe and stable operation are relatively high. New energy such as wind energy and photovoltaic, "Liu Baoyu said.

"Battery Health" is always 100%

From the principle point of view, the pumping storage power station is a hydropower station that uses the remaining power of the power system to store it to a high place. When the power system is insufficient at the power system, the water power plant is releasing water. Unlike the conventional water power plant, the pumping storage power station is both a power plant and a power householder. ; Usually consisting of the upper reservoir, the lower reservoir, the water meter, the factory, and the switch station.

In Liu Baoyu's opinion, the pumping power station has other advantages that are difficult to compare with the speed, efficiency and life span of "charging and discharge". The time of time is declining, and the service life is even more than 100 years.

For pumping storage, the policy level has always been supportive. In June of this year, the National Energy Administration's "Middle and Long-term Development Plan (2021-2035)" issued by the National Energy Administration stated that pumping water storage is the green system with the most mature technology, the best economy, and the most large-scale development conditions. Low -carbon cleaning and flexible adjustment of power, which has a good cooperation with wind power, solar power generation, nuclear power, thermal power, etc.

In addition, Liu Baoyu also said that the pumping storage power station project also has the advantages of strong profitability. "On the day when the power station is really put into production, we believe that the electricity price policy will be more complete and more scientific."

According to the "Midsday and Long-term Development Plan (2021-2035)", by 2025, the total scale of pumping storage and storage is over 62 million kilowatts; by 2030 The total production scale turned over again, reaching about 120 million kilowatts.

It takes 13 years from signing to production

For GCL Group, this pumping storage power station project is also an unprecedented test. "There is no experience in this private enterprise that can be used for reference, because we are the first. GCL Group explores in the process of 'crab eating' again and again." Liu Baoyu said.

Compared with the battery energy storage project, the pumping energy storage power station project cycle is longer and more uncertain. After nearly 7 years of preparations for the preliminary preparations of Jiande's pumping power station project, it reached the starting stage. "Numerous roundabouts, so many gaps." Zhu Yufeng, vice chairman and president of GCL Group, reviewed the construction of Jiande's water storage project at the construction ceremony.

Public information shows that in January 2016, GCL Group and the People's Government of Jiande City signed a cooperation agreement to jointly promote the development of Jiande's pumping projects. In August 2021, the Jiande Station was included in the National "Medium- and Long-term Development Plan (2021-2035)" for the National "Pumping Storage Storage Storage Energy Energy Energy Energy Energy Plan". In April 2022, the Jiande Drawing Project was included in the National Energy Administration's annual approval plan. On September 6, 2022, GCL's Zhejiang Jiande pumping storage power station was approved by the Zhejiang Provincial Development and Reform Commission. In addition to the early work of scientific research and design, the construction of the power station itself also takes a long time. According to reports, the site of GCL Jiande's pumping storage power station has unique advantages and is an excellent site. The power station is located near the East China Power Grid and the Zhejiang Provincial Power Load Center. It is convenient for external traffic and convenient construction. There are no immigrants in the reservoir area. The natural database conditions are good, and the natural gap is large.

"Even if the construction conditions are very good, the power station will take about 6 years to be completed and put into operation." Liu Baoyu revealed that the GCL -Jiande Pumping Power Power Station project plans to put into operation in 2029. After calculation, the project's investment recycling period is about 22 years.

- END -