The construction of a large -scale wind power photovoltaic base will speed up the giant to lay out a trillions of energy storage markets

Reporter Li Chunlian Li Liping

The energy storage industry is expected to usher in an explosion period. On September 26, Song Wen, deputy director of the Planning Department of the National Energy Administration, said that the construction of new power infrastructure will be increased. Implementation of renewable energy replacement operations, steadily promoting large -scale wind power photovoltaic bases, southwestern hydropower bases, and power delivery channels focusing on desert, Gobi, and desert areas. The proportion of renewable energy power transmission ratio is not less than 50%in principle.

This is the second time since the National Energy Administration has emphasized that it has further promoted the completion of large -scale wind power photovoltaic bases to ensure simultaneous completion and production.

President of Baofeng Energy Liu Yuanguan said in an interview with the Securities Daily that energy storage is an important support for the high -quality development of the new energy industry. In the context of the "double carbon" goal, it is conducive to promoting industrial transformation and upgrading and high -quality development Essence

Speed ​​acceleration of large wind power photovoltaic construction

New energy power generation is the general trend, but it has volatility and disorder, and it is important to solve the gangs and light abandonment in the process of renewable energy power generation. As the grid problem is on the agenda, the storage demand has also begun to increase. Many provinces have issued photovoltaic storage policies.

On September 26, the Qinghai Provincial Development and Reform Commission issued the "Proposal on Building the World's Leading Photovoltaic Power Power Base in Qinghai" -The letter of response to proposals No. 20180064 of the 12th session of the Provincial Political Consultative Conference ". According to the letter, the first batch of large base countries have undergone 10.9 million kilowatt projects (8 million kilowatts of photovoltaic), and it is expected to be fully completed in 2023. The second batch of large base countries has raised 7 million kilowatts (5.4 million kilowatts of photovoltaic). It is undergoing preliminary work, and some projects will be started one after another. It is expected to be completed in 2024.

In addition, the national planning and layout of large -scale wind power photovoltaic bases focusing on deserts, Gobi, and deserts. Coupled with market -oriented projects, as of now, 16.96 million kilowatts of photovoltaic photovoltaic, 22.46 million kilowatts in the construction of photovoltaics. It is expected that the photovoltaic will reach about 59 million kilowatts by 2025.

According to the "Notice of the List of List of Wind Power and Photovoltaic Base Construction Projects, which focusing on deserts, Gobi, and desert areas," issued by the National Development and Reform Commission. The first large -scale wind power and photovoltaic base construction projects focusing on desert, Gobi, and desert areas involved 19 provinces including Inner Mongolia, Qinghai, and Gansu, with a total scale of 97.05 GW.

Not only Qinghai, Ningxia, Inner Mongolia and many other areas are building large -scale wind power photovoltaic construction.

Data show that as of the end of August, the capacity of the national power generation capacity was about 2.47 billion kilowatts, an increase of 8.0%year -on -year. Among them, the installed capacity of the wind power was about 340 million kilowatts, an increase of 16.6%year -on -year, and a total of 16.14 Gilw was added; the installed capacity of photovoltaic power generation was about 350 million kilowatts, an increase of 27.2%year -on -year, and a total of 44.47 Giwat.

Many people in the industry mentioned that the construction of large -scale landscape bases is the top priority of the development of the "14th Five -Year Plan" new energy sources.

Hu Qi Mu, deputy secretary -general of the 50 -member Forum in China, told the Securities Daily that the development of photovoltaic and wind power is the most powerful support for promoting dual -carbon process and adjusting the energy structure, which can effectively hedge the potential risks of the security of fossil energy supply.

The energy storage market ushered in an explosion period

With the rapid development of new energy such as wind power photovoltaic, it has also spawned more connection needs.

On September 2nd, the National Energy Administration held a video conference on the national renewable energy development and construction situation in August. The meeting requested that the large -scale wind power photovoltaic base should be further connected to the grid. The first batch of base projects completed all project approval (filing) as soon as possible, submitted the application of the network as soon as possible, accelerated the construction of the project, and completed the 2022 promised grid target to speed up the supporting facilities on schedule to speed up the supporting facilities Energy storage and peak -regulating facilities to ensure that they are completed and put into production simultaneously; the second batch of base projects complete the selection of owners as soon as possible and start construction as soon as possible.

In fact, for a long time, the grid -connected issues have restricted the development of wind power photovoltaic. In the future, the biggest problem to achieve the goal of the large -scale base is to take off and eliminate, and it also requires supporting energy storage peaks.

"The first one faced by the construction of large -scale scenery bases is to eliminate the problem, reducing the phenomenon of abandoning the light and abandoning light, and the ability to disappear and the ability to deliver." It is said that new energy power generation needs to be delivered. On the one hand, it needs to be constructed by high -voltage supporting facilities, and on the other hand, a certain percentage of energy storage is required.

Chen Bo, chairman of Jiaze Xinneng, said at the 2022 semi -annual performance briefing held on September 27 that new types of energy such as scenery have strong instability and randomness. In the context of the double carbon strategy, stores Being an indispensable role in the future power system will usher in the rapid development of wind power and photovoltaic.

In this context, listed companies are actively deploying energy storage projects.

On September 26, the Arctic Star Storage Network released a data stating that last week (September 19-23), a total of 13 energy storage system equipment procurement or project engineering general contracting bids and bidders were announced. Among them, the bidding quotation range of the energy storage system procurement is 1.23 yuan/watt -2.67 yuan/watt -hour, and the bid quotation range of the general contracting of energy storage engineering is 1.66 yuan/watt -3.55 yuan/watt -hour. 30 companies including China Electricity Construction and State Power Investment participated in the bidding.

The central enterprises have made their heads up in terms of energy storage. Earlier, Ningde Times reached strategic cooperation with head energy companies such as the National Energy Group, Guodian Investment, China Huadian, Three Gorges Group, and China Energy Construction, established an energy storage joint venture company, landed in multiple large energy storage projects, and jointly carried out wind power, photovoltaic, and photovoltaic. Lithium iron phosphate battery solutions for power generation and energy storage projects. On September 27th, the Ningde Times stated on the investor interactive platform that the energy storage system products have fully covered the power generation side, the power grid side, and the user side, covering solar or wind energy power storage facilities, industrial enterprise energy storage, commercial buildings and data centers storage Energy storage and charging stations, communications infrastructure batteries, home energy storage, etc.

The Huaxi Securities Research Report stated that while the development of new energy such as photovoltaic and wind power, considering the pressure brought by the large -scale grid -connected grid to the power grid, as one of the best ways to solve the problem, the role of energy storage devices cannot be ignored. With the release of distributed photovoltaic storage policies in more areas, the development of the energy storage industry is strong, and related companies are expected to benefit from it.

According to the forecast of Everbright Securities, by 2025, the scale of China's energy storage market will reach 4.45 trillion yuan, and in 2030, it will increase to about 1.3 trillion yuan.

In Qi Haiyu's view, how to match energy storage projects with large -scale landscape bases involves the cost of power generation and investment benefits. These issues need to be considered comprehensive consideration. The domestic unified power market, including the supporting construction services of virtual power plants, is a large -scale project. It must be layout and develop as an organic whole, otherwise it will cause a large energy cycle to be unobstructed.

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