addtime：2023-03-03 author：xinyuren hits：118
however, there is still room for the development of gas and electricity, ushering in "three opportunities". the contradiction between the access of high proportion of new energy and the serious shortage of power grid regulation capacity is increasingly prominent. gas and electricity will play an important role as a flexible regulation power supply; the goal of "double carbon" forces china to build a new energy system and advocate a green and low-carbon life. as a clean energy, gas and electricity will play the role of replacing traditional coal power; in the medium and long term, china's natural gas supply guarantee capacity will be improved, the construction of peak-shaving facilities will be accelerated, and the interconnection of pipeline networks will be promoted. moreover, the natural gas production is expected to grow rapidly, the receiving capacity of imported lng will be significantly improved, and the eastward transfer of russian gas to china will be significantly increased. during the "fourteenth five-year plan", the state plans to reach 150 million kilowatts of gas and electricity by 2025, accounting for about 5% of the total installed capacity of power generation. in 2021, the new installed capacity will be 9.21 million kilowatts, up 9.24%; the cumulative installed capacity is 108.94 million kilowatts, accounting for 4.6%. it is expected that the development characteristics of gas and electricity will continue in the future.
in the future, the development of gas and electricity should first find the right position, and focus on playing a role in the fields of clean heat source, flexible regulation of power supply, and multi-energy cogeneration.
the second is to optimize the operation of stored gas and electricity and improve the value of kilowatt-hour electricity. through scientific and technological progress, timely load ccus technology, promote energy conservation and emission reduction, and participate in carbon asset trading; implement special transformation to realize the combined supply of cold and hot electricity and water; carry out marketing, give full play to the advantages of fast start and stop, flexible operation, and being able to suppress the fluctuation of new energy and load, actively participate in the peak shaving and spot trading of the power grid, and increase the efficiency of electricity in peak period to make up for the shortage of utilization hours; unified procurement of gas turbine equipment, centralized storage of spare parts, digestion and absorption of core technologies, optimization of operation, independent maintenance, improvement of thermal power ratio and comprehensive energy efficiency, and reduction of operating costs.
the third is to accurately layout new projects and innovate development methods. focus on the development of peak-shaving and frequency modulation power stations, high-efficient multi-energy cogeneration units, and the "integration of wind and gas (storage)" project; actively explore the construction of large gas turbine power stations using mixed hydrogen and natural gas; strengthen cooperation with oil and gas production and equipment manufacturing enterprises, and strive to build an integrated gas turbine power generation industrial chain and supply chain of "oil and gas development, design consulting, technology research and development, equipment manufacturing, engineering general contracting, production operation and maintenance services"; adjust measures to local conditions, develop both light and heavy gas turbines, develop the combination of heavy gas turbines and distributed light gas turbines, and realize complementary advantages.
in the current transition period of market-oriented reform, the transition period of clean energy, and the external dependence period of oil and gas, it is still necessary to maintain policy support for gas and electricity, such as gas and electricity linkage, financial subsidies, two-part electricity prices, auxiliary service compensation, power generation right transfer, deemed energy storage capacity, and allocation of wind and electricity resources, to avoid further losses and the failure to meet the national five-year planning objectives.
strategic positioning of energy storage and hydrogen energy:
energy storage, including pumped storage and new type of energy storage, is considered as the "rigid demand" of the energy revolution; hydrogen energy includes green hydrogen, blue hydrogen and gray hydrogen. green hydrogen is in the ascendant and is called the "ultimate energy of the 21st century" by europe and america. "two energy" is not only a "new business form" emerging in the power industry, a "new subject" participating in the power market competition, but also an "important link" in the construction of energy production, supply, storage and marketing system, and also an indispensable "two wings" in the construction of a new power system.
entering the "fourteenth five-year plan", new energy has developed rapidly, and the construction of new power systems has been promoted. the national energy and power development plan and the special plan for energy storage and hydrogen energy as well as favorable policies have been intensively issued. the "two energy" has ushered in new development opportunities, showing a rapid development trend of scale, industrialization and marketization.
the "fourteenth five-year plan" for modern energy system requires that the large-scale application of new energy storage technologies be accelerated, and the power system be promoted to adapt to large-scale and high proportion of new energy. by 2025, the proportion of flexibly regulated power supply will reach 24%. the "fourteenth five-year plan" for electric power development further specifies the requirements, and the new system regulation capacity will be more than 200 million kilowatts by 2025. among them, the installed capacity of pumped-storage energy has reached more than 62 million kilowatts, and the capacity under construction has reached about 60 million kilowatts; the installed capacity of the new type of energy storage reaches more than 30 million kilowatts. the medium and long-term development plan for pumped storage (2021-2035) sets out the long-term goal of pumped storage. by 2030, the total production scale will be about 120 million kilowatts; by 2035, a modern pumped-storage energy industry will be formed to meet the needs of large-scale and high proportion development of new energy. similarly, china has launched the medium and long-term plan for the development of the hydrogen energy industry (2021-2035) for the first time. by 2025, the number of hydrogen fuel cell vehicles will reach 50000, and the amount of hydrogen production from renewable energy will reach 100000 to 200000 tons.
in addition, the national development and reform commission and the energy administration have successively issued a series of supporting documents to promote the development of "two energy", and the industrial policy has gradually become a system, including clarifying the independent market dominant position of "two energy", allowing them to participate in the power market transactions, especially requiring new energy to allocate a certain proportion of energy storage (hydrogen energy), issuing time-of-use electricity price policy, widening the peak-valley electricity price difference, implementing peak electricity price, and clarifying the two-part system of pumped storage electricity price we will improve the new energy storage pricing mechanism and encourage the development of green electricity and hydrogen production, aiming to encourage the "two energy" to accelerate and diversify development through planning guidance and policy support.
at present, driven by multiple factors such as policy, market, technology and demand, social capital is widely involved, "two energy" projects are blooming everywhere, and there are more and more application scenarios. china's "new energy energy storage", shared energy storage, hydrogen fuel cell, renewable energy hydrogen production, multi-energy complementation, and integration of source, network, load and storage are in the ascendant, and the business model is increasingly clear, and the "economic account" is more and more affordable.
2021 will be the first year for china's energy storage industry to transform from the initial stage of commercialization to large-scale development. the new energy storage exceeded 10 million kilowatts for the first time, reaching 10.5 million kilowatts. among them, pumped storage capacity increased by 8 million kilowatts, or 437%; new types of energy storage, such as electrochemical energy storage, thermal/cold storage, compressed air and flywheel energy storage, increased by 2.4 million kilowatts, or 54%. in 2022, it will continue to maintain a high-speed growth trend. according to incomplete statistics, by the end of 2022, the total installed capacity of energy storage has been 59.4 million kilowatts, up 37% year on year. among them, the pumped storage capacity is 46.1 million kilowatts; the new type of energy storage was 12.7 million kilowatts, a double increase over the previous year.
similarly, china is the world's largest hydrogen producer. in 2021, the hydrogen production capacity will be about 40 million tons/year, and the output will reach 33 million tons. more than 250 hydrogen refueling stations will be built, more than 6000 hydrogen fuel cell vehicles will be operated, and the installed capacity of hydrogen fuel cells will be 172900 kilowatts.
however, we should also realize that the development of "two energy" is still in its infancy, and there is still much room for growth. safety is the primary focus of attention. the "4.16" energy storage power station safety accident in beijing is a wake-up call. how to reduce the cost of the "two energy" system is still a common demand in the industry.
at present, the scale of hydrogen production from renewable energy in china is very small. one of the main obstacles is that its cost is far higher than the cost of hydrogen production from fossil fuels. it is urgent to break through the "bottleneck" technology from the aspects of hydrogen energy preparation, storage and transportation, refueling, fuel cells, hydrogen energy storage system, etc. moreover, the proportion of energy storage and new energy generation is lower than the global average, which is easy to cause the imbalance between power supply and demand.
affected by the rising price of upstream raw materials, the cost of energy storage battery system has risen. it is necessary to further technical innovation, improve the energy storage production and manufacturing industry chain, formulate the overall plan for the layout and capacity allocation of energy storage in all links of the new power system, establish a unified supervision platform for shared energy storage, and scientifically evaluate the scale of energy storage allocation and the value of energy storage services. although there are more and more energy storage business models, such as earning the peak-valley price difference on the power generation side of the spot market, charging new energy lease fees and capacity electricity fees, the profit is unstable and the risk is high, which requires the government to exempt the transmission and distribution electricity price and fund surcharges, improve the time-of-use electricity price mechanism, and encourage technological innovation.
in view of the above problems and the future development of "two capabilities", we should focus on making strategic plans, accelerating technological innovation, encouraging project investment, promoting commercial operation, and building supporting certification, standards and regulatory systems.
at present, it is necessary to plan and allocate the scale and proportion of local energy storage, optimize the level of energy storage layout, orderly guide the pace of independent energy storage/shared energy storage construction, and avoid resource waste; actively promote new energy storage technology research and development, equipment manufacturing, system integration design, project construction, intelligent operation and maintenance and other businesses to improve energy storage security and progressiveness. in particular, a number of system-friendly new energy projects with energy storage and large clean energy bases for trans-regional transmission should be arranged on the power generation side, and energy storage should be reasonably arranged on the power grid side around key nodes, terminal and remote areas, and important load user needs, and the user side should explore the integrated development of energy storage around end users.
at the same time, we should actively research and develop technologies and business models for the development of the entire hydrogen energy industry chain, accelerate the construction of green electricity hydrogen production projects, carry out renewable energy electrolysis water hydrogen production, hydrogen fuel cell comprehensive energy supply services, carbon dioxide capture and comprehensive utilization of hydrogen energy, far-reaching offshore wind power hydrogen production, gas turbine hydrogen blending combustion, etc., and give appropriate preference to the demonstration projects in terms of hydrogen energy layout, institutional system, and policy incentives, improve the enthusiasm of investment, make the industrial chains effectively linked, and form a joint force of innovation.
strategic positioning of clean power sources such as hydropower and nuclear power:
"an indispensable and important member"
strategic positioning of clean power sources such as hydropower and nuclear power: "indispensable and important members". hydropower, nuclear power, biomass energy, marine energy, geothermal energy, etc. are not only "important members" of the green and low-carbon energy family and the building of an energy power, but also "important members" of the realization of multiple energy complementation and the high integration of source, network, load and storage, and will gain new development opportunities. the report of the twentieth national congress of the communist party of china calls for the overall planning of hydropower development and ecological protection, and the active, safe and orderly development of nuclear power.
strategic positioning of clean and low-carbon technology:
"the driving force of clean energy transformation"
strategic positioning of clean and low-carbon technology: "driving force of clean energy transformation". cogeneration of heat and power, clean heating, ultra-low emissions, energy conservation and efficiency improvement, ccus and other technologies for reducing pollution and reducing carbon, new energy generation technology, multi-energy co-generation technology, source-network charge-storage synergy technology, new power system technology, and comprehensive energy service technology are the "driving force" for energy clean transformation, improving the economy and growth of various types of power sources, and building new power systems, and will also usher in major business opportunities.
in short, under the "double carbon" goal, with the rapid development of new energy in china, the safe and stable operation of the traditional power system and the energy supply guarantee will be more and more affected. it is urgent to build a clean and low-carbon, safe and controllable, flexible and efficient, intelligent and friendly, open and interactive new power system. at present, the construction of the new power system is still at the initial stage of exploration. it is like a super-large aircraft that has just taken off and cannot fly smoothly. it needs the coordination and protection of various power sources.
therefore, in the process of building a new power system and achieving the goal of "double carbon", new energy is the "powerful force", coal power is the "ballast stone", energy storage and hydrogen energy are the "two wings", clean low-carbon technology is the "driving force", gas power generation is the "transitional energy", and clean power sources such as hydropower and nuclear power are the "indispensable and important members".
at the same time, the different functional positioning of various types of power supplies also reflects the trend of travel alienation in the new power system. in addition to the common value of electric energy, the value of electric power commodities can be subdivided into electric capacity value, flexible adjustment value and green and low-carbon value. it is suggested that the country further improve the trading mechanism of electric power market, green power green card market and carbon market, promote the coordinated development of various types of power supplies, and achieve energy supply guarantee, clean transformation the organic unity of multiple objectives such as economic development.
the popularity of the new energy vehicle industry has continued, driving a significant increase in the number of power batteries installed. the popularity of the lithium battery sector remains high, and the industrial chain has set off a boom in investment and production expansion.
the popularity of the new energy vehicle industry has continued, driving the substantial growth of power battery loading, and the popularity of the lithium battery sector remains high. the industrial chain has set off an upsurge of investment and production expansion.
a few days ago, the china automotive power battery industry innovation alliance released the monthly data of power battery for january 2023. some new situations deserve attention.