This is the second time since September that the National Energy Administration has emphasized to further promote the completion of large-scale wind power photovoltaic bases and ensure that they are completed and put into operation simultaneously.
Liu Yuanguan, president of Baofeng Energy, 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, which is conducive to promoting industrial transformation and upgrading and high-quality development in the context of the "double carbon" goal.
Accelerate the construction of large-scale wind power photovoltaic
New energy power generation is the general trend, but it has fluctuation and disorder. It is very important to solve the phenomenon of abandoning wind and light in the process of renewable energy power generation. With the grid-connected problem put on the agenda, the demand for power transmission and distribution has also increased, and many provinces have introduced photovoltaic power transmission and distribution policies.
On September 26th, Qinghai Provincial Development and Reform Commission issued a reply to the Proposal on Building a World-leading Photovoltaic Power Generation Base in Qinghai —— Proposal No.20180064 of the 12th ——CPPCC. As mentioned in the letter, the first batch of 6.5438+0.09 million kilowatts projects (photovoltaic 8 million kilowatts) issued by Daji countries have all started at present, and it is expected to be fully completed in 2023. The second batch of large base countries have issued 7 million kilowatts of projects (photovoltaic 5.4 million kilowatts) and are carrying out preliminary work. Some projects have started one after another and are expected to be completed in 2024.
In addition, the state plans to lay out large-scale wind power photovoltaic bases focusing on desert, Gobi and desert, and the Gobi base in Hainan Province will be implemented in the Tenth Five-Year Plan. The initial planning power supply is photovoltaic 654.38+0.4 million kilowatts. Coupled with market-oriented projects, up to now, photovoltaic16.96 million kilowatts has been built and photovoltaic under construction is 22.46 million kilowatts. It is estimated that by 2025, photovoltaic will reach about 59 million kilowatts.
According to the Notice of the National Development and Reform Commission on the List of the First Batch of Large-scale Wind Power and Photovoltaic Base Construction Projects with Emphasis on Desert, Gobi and Desert Areas. The list of the first batch of large-scale wind power and photovoltaic base construction projects focusing on desert, Gobi and desert areas involves Inner Mongolia, Qinghai, Gansu and other 19 provinces, with a total scale of 97.05 GW.
Not only Qinghai, but also Ningxia, Inner Mongolia and many other regions are trying to build large-scale wind power photovoltaic.
Data show that by the end of August, the installed power generation capacity in China was about 2.47 billion kilowatts, up 8.0% year-on-year. Among them, the installed capacity of wind power is about 340 million kilowatts, with a year-on-year increase of 16.6% and a cumulative increase of16.14 GW; The installed capacity of photovoltaic power generation is about 350 million kilowatts, a year-on-year increase of 27.2%, with a cumulative increase of 44.47 GW.
Many people in the industry have mentioned that the construction of large-scale scenic spots is the top priority of new energy development in the 14 th Five-Year Plan.
Hu, deputy secretary-general of China Digital Convergence 50 Forum, told the Securities Daily reporter that the development of photovoltaic and wind power is the most powerful support to promote the process of double carbon and adjust the energy structure, which can effectively hedge the potential risks of fossil energy supply security.
The energy storage market ushered in an explosive period.
With the rapid development of new energy sources such as wind power and photovoltaic, more grid-connected demand has been born.
On September 2nd, the National Energy Administration held a teleconference to analyze the situation of renewable energy development and construction in August. The meeting requested to further promote the grid connection of large-scale wind power photovoltaic bases. The first batch of base projects should complete all project approval (filing) as soon as possible, submit grid-connected applications as soon as possible, speed up the construction of the main body of the project, complete the promised grid-connected target in 2022 on schedule, speed up the construction of supporting energy storage and peak shaving facilities, and ensure the simultaneous completion and commissioning; The second batch of base projects will complete the owner's selection as soon as possible and start construction as soon as possible.
In fact, the problem of grid connection has been restricting the development of wind power photovoltaic for a long time. In order to achieve the goal of scenic base in the future, the biggest problem is transportation and consumption, and it also needs supporting energy storage and peak shaving.
"The first problem facing the construction of large-scale scenic spots is consumption. To reduce the phenomenon of abandoning wind and light, it is necessary to improve the consumption ratio and transportation capacity. " Qi Hai _, president of Beijing Teyi Sunshine New Energy, said in an interview with Securities Daily that new energy power generation needs to be delivered, on the one hand, it needs supporting construction of UHV, on the other hand, it needs to allocate a certain proportion of energy storage.
Chen Bo, Chairman of Jiaze Xinneng, said at the 2022 semi-annual performance briefing held on September 27th that new energy sources such as scenery are highly unstable and random. Under the background of dual-carbon strategy, energy storage will play an indispensable role in the future power system, and will usher in rapid development together with wind power and photovoltaic.
In this context, listed companies actively deploy energy storage projects.
On September 26th, the data released by Polaris Energy Storage Network showed that last week (September 19-23) *** 13 energy storage system equipment procurement or general contracting won the bid, and the winning candidate was publicized. Among them, the bidding scope of energy storage system procurement is 1.23 yuan/watt-hour -2.67 yuan/watt-hour, and the bidding scope of energy storage project general contract is 1.66 yuan/watt-hour -3.55 yuan/watt-hour. 30 enterprises including China Nengjian, China Dianjian and State Power Investment Corporation participated in the bidding.
Central enterprises have taken the lead in energy storage layout. Previously, Contemporary Amperex Technology Co., Ltd. reached strategic cooperation with head energy enterprises such as National Energy Group, China Power Investment Group, china huadian, Three Gorges Group and China Nengjian, set up energy storage joint ventures, landed several large-scale energy storage projects, and jointly developed lithium iron phosphate solutions for wind power generation, photovoltaic power generation and energy storage projects.
Contemporary Ampere Technology Co., Ltd. said on the investor interaction platform on September 27 that the energy storage system products have fully covered the power generation side, power grid side and user side, covering solar or wind power generation and energy storage facilities, energy storage in industrial enterprises, energy storage in commercial buildings and data centers, energy storage charging stations, backup batteries for communication infrastructure, and household energy storage.
According to the research report of Huaxi Securities, while new energy sources such as photovoltaic and wind power are developing at a high speed, considering the pressure brought by large-scale grid connection, as one of the best ways to solve the problem, the role of energy storage devices can not be ignored. With the release of distributed photovoltaic energy storage policies in more regions, the development of energy storage industry is more certain, and related enterprises are expected to benefit from it.
According to the forecast of Everbright Securities, the scale of China energy storage market will reach 0.45 trillion yuan by 2025, and will grow to about 1.3 trillion yuan by 2030.
In Qi Hai's view, how to match energy storage projects with large-scale scenic bases involves power generation costs and investment benefits, and these issues need to be comprehensively considered. The unified domestic large power market, including the supporting construction services of virtual power plants, is a systematic and big project, which should be laid out and exerted as an organic whole, otherwise the energy cycle will not be smooth.
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