Energy Storage Weekly 丨 The country's first pilot document for the conversion of allotted storage to independent storage was released; 9%! State ministries and commissions for the first time on the power equipment industry growth rate requirements

Sep 5, 2023

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The country's first distribution of energy storage to independent energy storage pilot documents released, Shandong to broaden the distribution of storage profit new channels

In order to broaden the distribution of energy storage profit channels, encourage its active participation in the power market, better play the role of power system regulation, recently, Shandong Province Development and Reform Commission, the National Energy Board Shandong Supervisory Office, Shandong Energy Bureau jointly issued a "notice on the province to carry out the distribution of energy storage to independent energy storage pilot work".

The new energy storage is divided into independent energy storage and allocated energy storage according to application scenarios. Independent energy storage power station is an independent legal personality, to meet the independent measurement, control and other relevant technical conditions, can be directly dispatched by the grid energy storage facilities. Allocated energy storage mostly in centralized photovoltaic power plant, refers to the wind farms, photovoltaic power station supporting the construction of the energy storage power station, the new energy station ancillary facilities, mainly used for the elimination of supporting new energy station abandoned wind abandoned light power, does not have an independent legal personality.

Up to now, Shandong Province, independent energy storage scale of 1.976 million kilowatts, accounting for 70%, with the construction of energy storage scale of 854,000 kilowatts, accounting for 30%. Compared with the independent energy storage, the distribution of energy storage has not entered the power market, the lack of profit model, can not enjoy the dividends of the power market, to participate in the grid peak positivity, initiative is not high. In the first half of this year, independent energy storage can be basically realized every day a charge and release, the utilization hours of 533 hours, while the distribution of energy storage utilization hours of 192 hours, only 1/3 of the independent energy storage, the utilization hours are not high.

9%! State ministries and commissions for the first time on the power equipment industry growth rate requirements

September 4, the Ministry of Industry and Information Technology issued the "Electric power equipment industry steady growth program (2023-2024) notice" (hereinafter referred to as "Notice").

The Notice proposes to play a leading role in the electric power equipment industry, while taking into account the achievability of the goal, through the implementation of a series of work initiatives to stabilize the growth of the electric power equipment industry, and strive to 2023-2024 the electric power equipment industry's average annual growth rate of the main business income of more than 9%, the average annual growth rate of the value added by the industry of about 9%.

This growth rate target to be significantly faster than other industries.August 25, the Ministry of Industry and Information Technology and other departments jointly released four key industries to stabilize the growth of the work program, respectively, involving petrochemical and chemical industry, iron and steel industry, building materials industry and non-ferrous metal industry. Among them, this year's petrochemical and chemical industry value-added target growth rate of 5%, steel and building materials industry for 3.5%, non-ferrous metal industry for 5.5%.

Ministry of Industry and Information Technology: Strengthen the new energy storage industry development planning and promote technological innovation

September 5, the Ministry of Industry and Information Technology held a series of press conferences on the theme of stable industrial growth. At the meeting, a reporter asked how the development prospects of the new energy storage industry, the Ministry of Industry and Information Technology will promote the high-quality development of the industry.

Yang Xudong, deputy director of the electronic information department of the ministry of industry and information technology, said in response that the new energy storage as an emerging field of electronic information manufacturing industry, is an important part of the modernized industrial system, is to accelerate the construction of a strong manufacturing country, and to promote the efficient development and utilization of new energy resources of the basic link, which is a new type of batteries and other products for the main body, supplemented by the power management chip, power electronic module, energy control system, thermal management system and mechanical parts and other parts It is composed of power management chips, power electronic modules, energy control systems, thermal management systems and mechanical parts. As the world strengthens the green low-carbon transformation, China's new energy storage industry ushered in a period of rapid development. 7.3 GW of new energy storage installed in 2022, a year-on-year growth of 200%, more than 20 hundred megawatts of projects to realize the grid operation, which is five times as much as in 2021. Among them, lithium battery energy storage accounted for 97% of the total new installed capacity, and the output of lithium battery for energy storage exceeded 100 GWh. At the same time, the pace of upgrading new energy storage technology accelerated, semi-solid lithium batteries, large-capacity lithium batteries above 350 AH, sodium ion batteries, etc. to speed up the pace of mass production, and the cycle life of advanced energy storage battery products exceeded 12,000 times. High-voltage cascade integration technology, modular energy storage cabinet integration technology, liquid-cooled energy storage solutions have been released, which strongly support the large-scale application of new energy storage.

Foshan, Guangdong: Supporting Private Enterprises to Apply Energy Storage Equipment and Rewarding Qualified Projects

September 1, Guangdong Foshan Development and Reform Bureau issued "Foshan City, to promote the development and growth of the private economy of a number of measures". The document puts forward in the promotion of green development: support for private enterprises to combine their own energy demand for the application of energy storage equipment, to meet the conditions of the project to give incentives. Support the exploration of diversified energy storage technology routes, and provide incentives for investment in demonstration projects. Encourage private enterprises to participate in the construction of fuel cell vehicle demonstration application city group, jointly promote the development of hydrogen energy industry, and subsidize the purchase and use of fuel cell vehicles.

In addition, the document also proposes to support the participation of private capital in the construction of major projects. Actively promote eligible private investment projects into the provincial and municipal key construction project plans. Selected investment return mechanism is clear, the level of investment return is good quality projects, and actively promote to the private capital, encourage private capital to participate in the transformation of urban villages, "flat emergency dual-use", transportation and water conservancy, new energy storage, rural revitalization, and other major public infrastructure projects and fill the short board areas of construction.

Two departments: increase lithium / sodium / energy storage industry support to ensure high-quality lithium, energy storage product supply!

September 5, the Ministry of Industry and Information Technology, the Ministry of Finance issued the "electronic information manufacturing industry 2023-2024 steady growth action program". This program refers to the electronic information manufacturing industry contains lithium-ion batteries, photovoltaic and component manufacturing and other related areas.

The document puts forward: coordinate resources to increase lithium, sodium, energy storage and other industrial support, accelerate the key materials and equipment, process breakthroughs in weak links, to ensure high-quality lithium, energy storage product supply. Implement the Notice on Promoting the Collaborative Development of the Supply Chain of the Photovoltaic Industry Chain and the Notice on Doing a Good Job in the Collaborative and Stable Development of the Supply Chain of the Lithium-ion Battery Industry Chain to promote the upstream and downstream of the photovoltaic and lithium industry chain to strengthen docking and synergize the development of a unified market. Strengthen the "electrical energy storage system with lithium battery pack safety requirements" and other mandatory standards to promote the implementation.

Multi-circuit new energy storage free! Guangxi issued a notice on further adjusting the cost of high reliability power supply standards

September 4, Guangxi Development and Reform Commission issued a "notice on further adjusting the high reliability power supply cost standard related matters", which clearly puts forward, the incremental distribution network enterprises, source network load storage integration projects and power generation enterprises with electricity, as well as through the multi-loop line access to pumped storage, new types of energy storage, etc., do not charge the type of high-reliability power supply costs.

The adjusted high reliability power supply cost charges: 10 kV and the following user access voltage level, by the power supply enterprises to build double circuit and above the line cost 147 yuan / kVA; 35 kV user access voltage level, the cost of 112 yuan / kVA; 110 kV and above voltage level, the cost of 56 yuan / kVA.

Datong, Shanxi Province: Encourage and support private enterprises to invest in the construction of pumped storage, new energy storage and other projects

September 4, the people's government of Datong City, Shanxi Province issued "Datong City to further promote private investment in the work program", which is clearly put forward to expand the scope of private investment in the field of energy, to encourage and support the private sector to invest in the construction of pumped storage, new energy storage, new energy and boosting station, coal mine nuclear energy, hydrogen, geothermal energy development and utilization and charging piles and other energy projects. The guaranteed grid connection index for new energy power generation is tilted in favor of private enterprises and mixed ownership enterprises. The establishment of photovoltaic power generation project guaranteed grid connection, market-oriented grid connection and other multiple guarantee mechanism, so that "can and as much as possible and". In accordance with the arrangements of provincial energy authorities and relevant departments, the guaranteed grid-connected construction projects, the implementation of guaranteed grid-connected; market-oriented grid-connected construction projects, the implementation of grid-connected conditions, by the grid enterprises to be connected to the grid.