Read More
678次
2025-01-21 15:23:40In recent years, China's installed capacity of new energy power generation has seen rapid growth. By the end of the third quarter of 2024, the scale of flexible coal-fired power generation nationwide had exceeded 600 million kilowatts, the cumulative scale of pumped storage reached 55.91 million kilowatts, and the installed capacity of new energy storage reached 58.52 million kilowatts.
However, the fluctuating and intermittent characteristics of new energy have raised higher requirements for the stable operation of the power system. In some regions, there has been pressure on the consumption of new energy, and the adjustment capacity of the power system lags behind. The mode of utilizing adjustment resources is single, and the market mechanism is imperfect, resulting in the utilization rate of new energy power generation failing to reach the ideal level. Against this backdrop, enhancing the adjustment capacity of the power system has become a key requirement for ensuring efficient consumption of new energy and stable power supply.
.What requirements have been proposed in the new policy?
Constructing new energy storage power stations
Existing new energy storage power stations will undergo renovation and upgrading, while a new batch of new energy storage power stations equipped with advanced technology and equipment will be built to ensure that these power stations can be uniformly dispatched and managed by dispatching agencies.
For those completed and eligible new energy projects, such as wind farms and photovoltaic power stations, technical renovation of their supporting energy storage facilities will be encouraged to enhance the performance and reliability of the energy storage systems. The renovated energy storage facilities will be incorporated into the unified dispatching scope of the power dispatching agency, and their charging and discharging strategies and operation modes will be flexibly adjusted according to the real-time demand and operating conditions of the power system, fully leveraging their regulating role in the power system, thereby significantly improving the utilization level and overall efficiency of new energy storage.
Enhancing the Utilization Level of New Energy Storage
During periods of significant fluctuations in new energy generation and difficulties in consumption, such as the low-load period of wind power generation or the nighttime of photovoltaic power generation, priority will be given to dispatching new energy storage facilities for discharging, to supplement the power gap of the grid and ensure the stability and reliability of power supply.
At the same time, during periods of abundant new energy generation and low grid load, such as the high-load period of wind power generation or the daytime of photovoltaic power generation, new energy storage facilities will be fully utilized for charging, storing excess electric energy, and avoiding the phenomenon of curtailing wind and solar power due to difficulties in consumption. By achieving full utilization of new energy storage facilities within a day, that is, flexibly performing multiple charging and discharging cycles according to the demand changes of the power system within a day, the regulating role of new energy storage can be maximized, improving the utilization rate of new energy and the operational efficiency of the power system.
Improving the Peak-Valley Electricity Pricing Mechanism
Further optimize and improve the peak-valley time-of-use electricity pricing policy, guiding regions to reasonably divide peak and valley periods based on their local net load curves, that is, the load curves after deducting new energy generation. For periods of high load, the electricity price will be appropriately increased to reflect the tension and cost of power supply; for periods of low load, the electricity price will be appropriately reduced to encourage power consumption and charging of energy storage facilities.
By enhancing the economic incentive level of the peak-valley price difference, the enthusiasm of users and energy storage enterprises to participate in power system regulation can be stimulated, promoting the rational allocation and efficient utilization of power resources. At the same time, the user-side peak-valley time-of-use electricity pricing mechanism will be improved, achieving effective linkage with the power generation-side electricity pricing mechanism, promoting power selling companies to sign peak-valley time-of-use electricity pricing contracts with users, enabling users to reasonably arrange their electricity consumption plans and the operation of energy storage facilities according to changes in peak-valley electricity prices, further improving the regulating capacity and economy of the power system.
.Accelerate the establishment of a market-oriented capacity compensation mechanism
Guided by the market, scientifically determine the capacity demand and capacity value of the power system. For resources that can provide medium- and long-term stable capacity for the power system, such as new energy storage facilities and peak shaving units, reasonable capacity compensation will be given to incentivize their investment, construction, and participation in power system regulation.
What direction should energy storage take in the future?
Construct new energy storage power stations: Renovate or build a batch of new energy storage power stations that are uniformly dispatched by dispatching agencies, and promote the renovation of existing new energy projects with supporting energy storage facilities that meet the conditions.
Improve the efficiency of new energy storage deployment: Prioritize the use of new energy storage during periods when new energy consumption is difficult, achieve full intra-day energy regulation, and reduce the phenomenon of wind and solar curtailment.
Perfect the mechanism for regulating resource deployment: Optimize the mechanism for new energy storage to participate in the market and promote its efficient application in the power system.
The new policy brings the following opportunities:
Clear policy support: The implementation plan emphasizes prioritizing the dispatch of new energy storage during periods of difficulty in new energy consumption, highlighting its important position in power system regulation and providing strong policy guarantees for the implementation of energy storage projects and the popularization of technology.
Growth in market demand:
Strong demand for new energy consumption: It is estimated that from 2025 to 2027, the annual average new installed capacity of new energy will exceed 200 million kilowatts. As a key regulating technology, the market demand for new energy storage will rise significantly.
Increased demand for energy storage power station construction: The plan proposes to build new energy storage power stations and renovate existing energy storage facilities for new energy distribution, which will bring a large number of orders and market opportunities to related enterprises.
Driven by technological innovation:
Driven by demand for technological innovation: To meet higher levels of utilization and system performance requirements, energy storage enterprises need to increase technological innovation, promote the research and development and application of new energy storage technologies, and enhance the economic efficiency and practicality of the system.
Technological maturity accelerates application: The new policy will accelerate the promotion and application of mature technologies such as lithium-ion batteries, sodium-sulfur batteries, and compressed air energy storage in the power system, improving the system's regulation capacity and new energy consumption level.
To some extent, the release of the new policy has played a positive role in promoting the energy storage industry, indicating that the spring of the energy storage industry is approaching.
The introduction of the policy provides a clear direction and strong support for the development of the energy storage industry. The rapid growth of market demand and continuous technological progress will also bring vast development space to the energy storage industry. However, with the growth of market demand and the improvement of market mechanisms, competition in the energy storage industry will become more intense. Enterprises need to continuously enhance their competitiveness in terms of technology, cost, and service to occupy a favorable position in the market.
Keep up with policy trends: Closely monitor national and local policies related to the energy storage industry, and promptly adjust the company's development strategy and business layout to ensure alignment with policy directions.
Intensify technological innovation: Allocate more resources towards research and development of energy storage technologies, enhance the performance and reliability of energy storage systems, and develop more competitive energy storage products to meet market demands for efficient, safe, and cost-effective energy storage solutions.
Optimize cost structure: Reduce the cost of energy storage systems through technological innovation, scaled production, supply chain optimization, and other methods, improve the economic efficiency of energy storage projects, and enhance the company's competitiveness in the market.
Enhancing service level: Strengthen communication and cooperation with customers and partners, provide more high-quality, efficient, and professional energy storage solutions and services, meet customers' diverse needs in energy storage project planning, design, construction, operation, etc., and improve customer satisfaction and loyalty.
Actively participate in the construction of market mechanisms: Actively participate in the reform of the electricity market and the construction of energy storage market mechanisms, explore new business models and profit models for new energy storage participation in the electricity market, and strive for more market opportunities and policy support.
In summary, the favorable policies on energy storage issued by the two ministries have brought new opportunities and challenges to the development of the energy storage industry. The spring of the energy storage industry has arrived, and its vigorous development will provide strong support for the optimization of China's power system and the efficient utilization of new energy, making important contributions to achieving energy transformation and sustainable development goals. Let us look forward to the energy storage industry shining even brighter on the path of promoting energy transformation and helping achieve the "dual carbon" goals.
（The article source is from the internet. If there is any infringement, please contact us to delete it.）
