requestId:685d54f12c3a54.07803567.
The “Guiding Opinions on Accelerating the Promotion of New Energy Accumulation Development” issued by the National Development and Reform Commission and the Bureau of Dynamics clearly proposed to slowly promote the participation of energy storage stations in the power market, and explore the acceptance of the net’s replacement energy storage facilities’ capital income, and perfect peak and valley electricity price policy to create a multiplication space for the development of users’ side energy storage.
On May 7, the National Development and Reform Commission issued the “Opinions on Promoting a StepSugar babyPerfect Pumped Storage Price Structure Mechanism”, clearly adhered to and optimized the two power-based prices of pumped storage, improved the price diversion method for pumped storage, and strengthened the construction and operation of pumped storage. escortGovernance.
After the carbonaceous peak and carbon neutrality goals were proposed and the new power system was clearly constructed, the relevant documents of the platform showed the national level, and Song Sugar daddy answered helplessly. Behind the explosive growth of new forces, the importance of Internet regulating resources, especially the release of the “Opinions on the Constructing Mechanism of Purified Pumped Storage Prices” released a strong signal that the country will vigorously support the development of pumped storage industry.
As the most mature technology, most comprehensive and economical safety regulation resource at present, pumped storage has the functions of peak and valley filling, frequency regulation, change and black start-up, and plays the main color in the safe and stable operation of the Internet. However, due to the large number of single investment, long capital acceptance and acceptance cycle, and large risks, in recent years, the warm and cool little articles of the market are not very popular in investing in pumped storage power stations.
01 Multiple reasons for the conflict Zhejiang should focus on the water storage of Sugar babywater storage
In September 2020, China proposed the goal of “carbonization, carbon neutrality” at the 75th United Nations Conference, and was introduced into the overall fabric of my country’s ecological civilization construction.Bureau. The development of dynamic green low-carbon is the key to realizing the “dual carbon” goal, and the power industry is the main target of carbon emission reduction in my country. In December of the same year, at the Climate Dazhi Summit, China proposed that the total capacity of wind and solar power generators will reach more than 1.2 billion kilowatts in 2030. On March 15, 2021, the 9th meeting of the Central Financial Committee proposed to build a new power system with new power as the main body, and the main position of the new power in the future power system is clear.
In order to adapt to new power wave characteristics, the power system has doubled its need for flexible regulation resources. Responsible officials of relevant national ministries and commissions have previously shown that in the case of a significant increase in the proportion of light, sufficient and corresponding emergency preparation and peak adjustment capabilities must be provided, and the development of wind and photovoltaics must be equipped with energy. The National Internet Corporation proposed in the Carbonat Peak and Carbon Neutralization Action Plan to promote the application of large-scale energy-energy devices and improve system adjustment capabilities.
Zhejiang has economic development and high power demand. The sky with the highest power load in 2021 seems to be falling again with snow. Song Wei dragged his suitcase and broke 100 million kilowatts, so the demand for power is more urgent than ever. Since 2020, Zhejiang’s “coal control” policy and carbon peak and carbon neutrality requests have further increased the space for pressure on coal and electricity growth. At the same time, as the province with the largest distributed photovoltaic installation capacity in the country, while enjoying dynamic cleaning, Zhejiang is also “tortured” by new forces. “The sky is hot and windless”, “the clouds are shining without light”, “eat food with the sky”. To control coal and electricity, we must develop new power, and to develop new power, we must add adjustment resources, which has become the only choice in Zhejiang.
In adding adjustment resources, whether it is the capacity, security, Internet adjustment capabilities, and economic and social benefits, at present, electrochemical energy storage is different from pumped storage. Taking the Pan’an pumped storage power station, which has been started in the past, as an example, the power station has a capacity of 1.2 million kilowatts, can drive GDP growth of hundreds of billions of yuan, and supply to the company with a tax of over 100 million yuan per year. It also carries out basic improvement, economic development and agricultural income growth. The capacity of Changxing 10 kV Chicheng energy storage station is only 24,000 kW. Therefore, in the case where the energy-abundance cost of electrochemical science cannot be severely broken, pumped storage still has incomparable advantages in large scale adjustment resource application and driving economic development.
For Zhejiang, it is necessary to strengthen the exploration and application of resources drawn from within the province. On March 19, National Telecom proposed that during the 14th Five-Year Plan period, new forces will be concentratedMore than 20 million kilowatts of pumped storage power station installations have been built in the Central Development Zone and the Central Dutch, with an investment of more than 100 billion yuan.
As Zhejiang, which is rich in power load and pumped storage resources in the eastern part of Zhejiang, no matter whether it is playing the role of “leading ahead and demonstrating” by the national electric network company, or based on its long-term development goal, and promoting the transformation of Zhejiang’s power and helping Zhejiang’s high-quality carbonization peak, there is no such opportunity.
02 Zhejiang, holding a golden bowl, is expected to cooperate with the development of the global power Internet to jointly predict that by 2060, the national pumped storage engine will reach 180 million kilowatts. As of the end of 2020, this scale was only 30 million kilowatts, which means that there is another 150 million kilowatts of assembly space, with a total investment of nearly 10,000 billion. This Escort is a blue sea with a slow digging process over the years. The analysis is that the revenue of the pumped storage power station is weak. According to insiders of the National Electric Power Company, the average pumped storage power station is 300 million yuan per pumped storage power station built.
As a market entity that complies with the laws, maintaining fair profits is the main way to maintain corporate operations and promote corporate development and better serve society. This is true for domestic enterprises.
Before the factory network was renovated, since the power network and the power station were jointly invested and built by the power company, the Sugar daddy‘s power network did not Manila escort‘s subdivided power services and guaranteed safety adjustment services, and the pumped storage cost was calculated into the power network’s operational cost. After the implementation of the power reform, the pumped storage power station was separated from the Internet, and the pumped storage power station capital was also separated from the Internet service capital. The relevant supporting policy mechanism was not implemented perfectly in time, resulting in the new pumped storage cost price.ddy‘s transmission is blocked. As the scale of pumped storage energy is getting bigger and bigger, the ability of power network to build pumped storage power stations has been severely weakened. On May 7, the National Development and Reform Commission issued the “Opinions on the Price Constructing Mechanism of Perfect Pumping Storage in a Step-by-Sugar Daddy”, with the focus on allowing Pumping and Water Storage to achieve sustainable development and adjust the intensity of investments from all parties.
According to the explanation of “Opinions”, on the one hand, the power price is constructed by competitive methods, and the power price when the power is clearly in stock is settled according to the current market price and regulations; when the power supply has not yet been in stock, encourage competitive bidding and procurement methods to construct the power price. On the other hand, in terms of capital survey, the capacity is determined according to the pricing method of the business period, and the power station operation period is 40 years, the internal rate of return of the capital during the operation period is 6.5%, and the adjustment mechanism is established to meet the development and industry development needs of the power market, and the orderly reduction of capacity and electricity costs are slowly promoted. This further stimulates the energy of the industry to build pumped storage power stations, creating favorable conditions for pumped storage power stations to accelerate development, fully utilize comprehensive TC:
No Responses