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全球即时:新能源强配储能:山重水复仍“无路”

来源:新能源网 时间:2022-12-19 06:01:22


portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">题记:推行两年多,新能源配置储能正像一个循环往复的“死局”,身处其中,看不到来处,亦找不到去处。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">


(资料图片仅供参考)

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">新能源配置储能正有愈演愈烈之势,从配置比例到时长,从集中式到分布式,各地在“不上储能就不能发展新能源”这条思维惯性上一路狂奔,然而不断上涨的成本以及无法体现的商业价值,却让这种方式在行业中备受质疑。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">投资商质疑的核心点来自于,付出高昂成本配置的储能却无法体现其所谓的调峰价值。这一问题的核心在于,已经投运的新能源发电侧储能大部分沦为“并网路条”。根据中电联调研数据,新能源配储能利用系数仅为6.1%。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">从示范到普广,新能源配置储能轰轰烈烈推进了近两年,支持储能运行的市场电价机制迟迟未出台,但各地的配套比例却有大幅攀升的迹象,某地甚至提出了100%配套储能的方案。而与此同时,储能成本不降反升,也在大幅拉高新能源的投资成本。

调峰:谁之责?

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">新能源装机的快速提高,放大了风光发电的波动性。在传统能源可控可调可稳定的映衬下,于电网企业来说,新能源毫无疑问的成为了众矢之的。如果想要达到电网的要求,必须有调峰电源来匹配新能源的发展。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" visibility:="" visible;"="">在可以用作调峰的电源形式中,火电灵活性改造正在被多个省份提上日程,抽水蓄能制定了大规模的发展计划也在快速上马,但在大部分省份,电化学储能依然是发展新能源的必选项。这其中必然延伸出一个问题,即谁来解决由此带来的发电波动性问题,其中的关键在于成本与责任,即配置储能的成本以及责任该由谁来承担,但不同站位上,企业各有说辞。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">新能源投资企业认为,根据《电力法》规定,电网调度本身就是电网企业分内的事情;而根据《可再生能源法》,电网必须解决新能源消纳问题,电网公司通过让各地发改部门出文要求发电侧强配储能,或者以“路条”方式倒逼发电侧自己出承诺(自愿建)的方式将责任转嫁给新能源发电侧,这是不合理的。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">在此前光伏們采访中,某西北省份的投资企业提出了这一问题的关键所在,“配储能解决了波动性对电网的影响,但是所有成本由投资企业承担,资产归属权及由此带来的调度便捷性却是由电网公司享受,受益方是谁一目了然”。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">但对于电网企业来说,导致电网波动性增大,且愈发不可控的根源来自于风电、光伏装机比例的提高,本着“谁带来的问题谁解决”的原则,新能源发电侧需要承担相应的成本与代价来解决由此带来的发电波动性问题。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">归根结底,缺乏商业价值支撑的新能源配置储能,只是表面上的繁荣愿景,没有商业逻辑的支撑,谁都不愿买单。

算不过来的经济账

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">随着新能源配置储能的推进,行业发现,配置在场站侧的储能电站几乎成为了“摆设”。光伏們在此前调研中发现,10%·2h的储能配比,某东部省份调用频率最高50%,这已经远高于行业平均水平,并且建立在该光储电站规模较大的前提下。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">更多的储能电站调用频率几乎可以忽略不计,按照专业人士的解释,“参与电网调度,一般需要满足两个方面要求,一是储能电站的规模容量,二是设备参数以及响应速度等,包括一次调频、辅助服务跟踪计划出力、移峰填谷等,但主动权还在于电网”。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">根据中电联调研数据,电化学储能项目实际运行效果较差,平均等效利用系数仅12.2%。其中新能源配储能利用系数仅为6.1%,火电厂配储能为15.3%,电网侧储能为14.8%,用户储能为28.3%。比较而言,新能源配储能利用系数最低,其运行策略最多做到弃电期间一天内一充一放,整体调用情况较差。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">显然,配置在新能源场站10-20%的储能电站基本相当于摆设,大部分仅是作为新能源项目开发“路条”存在。相比之下,独立储能由于其规模优势、便于调度等特点开始受到青睐,各地也在纷纷启动示范项目。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">然而,独立储能模式的推进亦不乐观。根据储能与电力市场跟踪,上半年已有实质性进展的独立式储能项目大多来自已经启动年度储能示范项目申报的地区,例如山东、湖北、山西、宁夏、浙江、河北、湖南等地。从这些进展较快的省份来看,独立储能的经济账依然岌岌可危。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">根据储能与电力市场《2022上半年的独立储能市场:繁荣背后的隐忧》一文测算,以山东为例,2021年示范项目时期,独立储能电站调峰补偿0.2元/kWh,保证调用时长1000小时/年,全年可获得补偿2000万元。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">山东平均两小时最高电价约0.7元/kWh左右,平均最低电价是约0.1元/kWh左右,在考虑储能充电时需要承担的容量电价(0.0991元/kWh),以及现货交易规则下的一些附加成本(约0.02元/kWh),一个2小时的储能电站实际可获得的充放电电价差约为0.5元/kWh左右。以85%的循环效率,全年运行330天,每天一次充放电循环计算,全年可获得的现货市场收益约为2480万元。考虑到储能运营等因素,全年现货市场价差收益约为2000万左右。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">对比之下,100MW/200MWh的独立储能电站,投资总额接近4亿元。根据某投资企业山东独立储能示范项目的运营经验,为保证项目不亏损,该电站全年需要取得的收益水平为6000万元以上。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" text-align:="" center;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em;">如何看待储能?

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">新能源配套储能从试点到全面铺开,已经推进了两年多的时间,但站在不同的角度,储能之于新能源发的价值仍然观点不一。除了经济账上的入不敷出,更多的焦点聚集在新能源配套储能本身价值的讨论上。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">“新能源配套储能完全是一种社会资源浪费,从集团层面来看,我们不会主动大规模推进电化学储能的应用”,一位央企相关负责人明确表示,在他看来,储能与抽水蓄能的定位尚不明确,一方面,从动机来看,各地政府强推新能源配储能也意味着这一模式尚无明确的盈利方案,“否则不需要强行要求”;另一方面,从电力运行本质来看,新能源发电侧配置储能尤为鸡肋,无论是调峰还是消纳来说,效果并不明显。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">另一方面,从国有企业来看,是否大规模启动储能投资还在于集团内部发电资产的配置。其中,某拥有火电资产的投资企业认为,作为调峰电源来说,火电仍是最优解,相比之下,无论是抽水蓄能还是电化学储能都略显鸡肋;而一部分没有火电或者水电资产的投资企业来说,对于电化学储能与抽蓄的投资动力更为充足。无论是出于发电侧要具备调峰能力的政策背景还是将其作为新能源开发“路条”因素的考虑,这些投资企业都在积极的布局电化学储能。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">不过,令行业无奈的是,对于需要提高新能源装机目标的投资企业来说,这是“强制”要求,并没有plan B可选。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

对于新能源配套储能的市场价值,奇点能源在《莫让储能成为“新路条”!深度分析中电联报告揭示的储能行业真相》一文中提出了几点建议。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

一是落实电力运行“两个细则”中关于新能源的并网运行要求,包括对新能源功率预测、波动控制、调节能力等。“两个细则”考核从电力系统整体最优出发,制定适应新能源运行的各项规则,促使或者说“迫使”新能源自己决策通过最经济的手段满足电网运行要求,配置一定比例的新型储能来提升频率、功率控制等能力,通过该方式能促进新能源配储能的合理有效发展,也降低新能源发展的成本。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

二是继续健全现货市场和辅助服务市场。现货市场和辅助服务市场反映的是电力系统调节能力的稀缺性,健全现货市场和辅助服务市场,对配置的储能形成了一定的成本回收机制(需要指出的是,由于储能成本过高,该方式当前也仅能部分回收储能的成本),能一定程度提高新能源配置储能的主动性。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

事实上,两个细则考核与现货市场给新能源上网电价带来的影响正在行业中迅速延伸。光伏們在此前《光伏电价不足0.2元/度,投资考核被判“死刑”:山西电力现货交易一周年考》一文中进行了详细阐述,在现货交易以及两个细则考核等多重因素影响下,山西有补贴光伏电站上网电价尚不足0.2元/度。

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“如果想要从根本层面破局,技术手段仍然是关键,比如通过配置高比例的储能,让光伏发电曲线进一步与负荷相匹配”,一位山西投资企业相关负责人也坦言,问题在于以目前峰谷电价差尚不足以支撑储能投资。即使省间交易,光伏发电一样面临与负荷不匹配的问题,光伏发电的波动性会使外送通道在夜间面临空运的情况”。在这种情况下,能否体现出储能的市场价值,还有待政策的进一步引导。

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">

portant; overflow-wrap: break-word !important; clear: both; min-height: 1em; color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, " helvetica="" neue",="" "pingfang="" sc",="" "hiragino="" sans="" gb",="" "microsoft="" yahei="" ui",="" yahei",="" arial,="" sans-serif;="" font-size:="" 17px;="" font-style:="" normal;="" font-variant-ligatures:="" font-variant-caps:="" font-weight:="" 400;="" letter-spacing:="" 0.544px;="" orphans:="" 2;="" text-align:="" justify;="" text-indent:="" 0px;="" text-transform:="" none;="" white-space:="" widows:="" word-spacing:="" -webkit-text-stroke-width:="" background-color:="" rgb(255,="" 255,="" 255);="" text-decoration-style:="" initial;="" text-decoration-color:="" initial;"="">很显然,新能源配置储能,无论是从技术上还是市场规则上,仍旧没有能够支撑项目持续运营的模式出现。可以明确的是,新能源强配储能,虽然使得储能设备出货快速提高,然而看不到发展逻辑的“繁荣”,在仅仅被视为并网的“路条”的前提下,这种模式注定是无法持续发展的,这亦不是一种合理的发展之路。

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标签: 新能源发电

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