In the period of strategic opportunity for the rapid development of the global energy storage market, our company actively responds to the national strategic development plan, accurately understands the market demand, establishes cooperative relations with customers, helps the green and low-carbon transformation and development of energy, and promotes the realization of the "3060" dual-carbon goal .

Under the national "dual carbon" strategy, a large number of photovoltaic power generation and wind power have been connected to the power grid, resulting in a sharp increase in the demand for frequency regulation and peak regulation resources, and the power grid is facing new pressure. In order to solve the problem of new energy consumption, enhance the stability of the power grid, and improve the utilization efficiency of the power distribution system, the energy storage system is an indispensable "protagonist". During the two sessions this year, many delegates brought proposals for accelerating the development of energy storage systems, aiming to promote the healthy and sustainable development of my country's energy storage industry.

The best partner of wind and photovoltaic power generation - energy storage

At present, my country is in a critical period of green and low-carbon energy transformation and development, and new energy sources such as wind and light are developing on a large scale and at a high rate. Data released by the National Energy Administration shows that in 2021, my country's newly installed photovoltaic power generation capacity will be 54.88 million kilowatts, with a cumulative grid-connected capacity of 306 million kilowatts; the newly installed wind power capacity will be 47.57 million kilowatts, with a cumulative installed capacity of 328 million kilowatts. By the end of 2021, wind power and photovoltaic installed capacity accounted for 13.8% and 12.9% of the total installed power capacity respectively, totaling 26.7%.

"At present, the demand for electricity from economic and social development is increasing day by day, but the ability of new energy sources to provide electricity stably for a long time is low, and due to the influence of the weather, the power forecast of new energy sources still deviates from the actual results, and the security of power system supply faces new challenges." Zhao Yanqing, member of the Chinese People's Political Consultative Conference and vice chairman of the Liaoning Provincial Committee of the Chinese People's Political Consultative Conference, said during the National People's Congress this year.

Photovoltaic energy storage

How to make up for the intermittent shortcomings of new energy power generation? The energy storage system is the optimal solution. The energy storage system can be flexibly applied to the power generation side and the user side to store excess photovoltaic wind power resources, adjust through charging and discharging, reduce volatility, smooth output, improve energy utilization, and effectively adjust the grid voltage and frequency caused by new energy power generation. And phase changes, so that wind power photovoltaic can be easily and reliably connected to the grid, while increasing the proportion of new energy power generation, while maintaining the security and stability of the power system.

According to Cao Zhian, member of the National Committee of the Chinese People's Political Consultative Conference, Secretary of the Party Committee and Chairman of HE Group, the power system needs to be equipped with about 15% of energy storage power, so the new power system has an urgent need for energy storage power.

Chen Kangping, deputy to the National People's Congress and CEO of JinkoSolar, suggested that relevant departments should actively guide local governments to conduct local energy storage demand research, conduct capacity allocation and power allocation analysis, economic analysis, etc., and determine the reasonable allocation scale and scale of new energy storage according to local conditions. time frame. At the same time, according to the adjustment capacity of the power system, the demand information of energy storage capacity is released on an annual basis to provide better guidance for the construction of energy storage projects.

Lithium battery energy storage market is vast

Throughout the world, developed regions such as the United States and Europe are vigorously promoting the development of new energy storage systems. Among them, electrochemical energy storage, as the main form of new energy storage, is considered to be one of the most promising energy storage technologies.

According to a survey report byBloom-bergNew Energy, the U.S. grid will add nearly 4.2GW of battery storage capacity in 2021, a year-on-year increase of nearly 360%.

According to EASE statistics, as of 2020, the cumulative installed capacity of electrochemical energy storage in Europe has reached 5.3GWh, a year-on-year increase of 45%. According to the forecast of SolarPower Europe, in 2025, the newly installed capacity of energy storage power stations supporting new energy power generation in Europe will be 19.1GWh, including 14.57GWh for photovoltaic and 4.5GWh for wind power.

Wind and solar energy storage Compared with the rapid development growth rate of the new energy storage industry in developed regions, my country attaches great importance to the development of new energy storage, and has issued a series of policy documents from multiple dimensions such as top-level design. However, compared with the current rapid development of the new energy industry, The effective energy storage supporting system, market access standards and trading mechanism have not yet been perfected, and new energy storage has not yet entered the fast lane of large-scale development. Therefore, my country is currently developing energy storage policies, industrial supporting, and project demonstrations. force, and vigorously promote the large-scale application of new energy storage. Since 2022, the national ministries and commissions have successively issued the "Administrative Regulations on Electric Power Grid-connected Operation", "Administrative Measures for Electric Power Auxiliary Services", "Implementation Plan for the Development of New Energy Storage during the 14th Five-Year Plan" and other major power market and energy storage policies. The development direction of market-oriented operation. The popularization of the electricity spot market will give a boost to the commercial operation of energy storage. Taking the energy storage development plan of China Southern Power Grid as an example, during the "14th Five-Year Plan" period, China Southern Power Grid will promote the construction of pumped storage power stations in an orderly manner, explore and promote the construction and operation of new energy storage power stations, and the installed capacity of peak-shaving and frequency-modulating power sources will exceed 15 million kilowatts. The scale of new energy storage reaches 2 million kilowatts. In addition, Xin Baoan, Chairman and Secretary of the Party Group of State Grid Corporation of China, clearly stated in "Resolutely Carrying Out the Responsibility of the Power Grid and Actively Promoting Carbon Neutralization" published in the People's Daily, actively supporting the large-scale application of new energy storage, and striving to achieve In 2030, the electrochemical energy storage in the company's operating area will be increased from 3 million kilowatts to 100 million kilowatts.