Polaris Thermal Power Network News: "In terms of the two power generation side energy storage applications, new energy plus energy storage is an inevitable technical route choice, with huge market space and promising prospects. However, in recent years,Thermal powerJoint frequency modulation is a market-oriented choice and is still a major market contributor to energy storage on the power generation side. "Recently, Huang Lang, general manager of the microgrid product line of TBE Electrician Xi'an Electric Technology Co., Ltd., said in an interview with China Electric Media reporters at the second National High-level Seminar on Power Generation Side Energy Storage Technology and Application.

Reporter: How do you view the current development prospects of domestic power generation-side energy storage?

Huang Lang: Currently, there are two main energy storage on the power generation side. One is thermal power unit plus energy storage combined with frequency regulation, and the other is new energy plus energy storage to improve the absorption and prediction accuracy of new energy, and can provide auxiliary services.

The main markets for thermal power units plus energy storage and joint frequency regulation are Shanxi, Inner Mongolia, Shandong, Anhui and other places. In these areas, there are more thermal power assembly machines, less water and electricity, and insufficient flexibility in the power supply system. Energy storage has broad application prospects in the above-mentioned areas. However, for energy storage and thermal power unit combined with frequency regulation market, the earlier the company enters, the greater the profit. Shanxi, where the market has developed earlier, will gradually become saturated, but as far as the country is concerned, there are still many markets to be developed. For example, in Shandong, Inner Mongolia, Anhui and other places mentioned above, the thermal power assembly scale is large, the new energy power generation installed capacity is also large, and the power system needs to be flexibly transformed and energy storage. It can be said that the market space for energy storage and thermal power assembly joint frequency regulation is still very large.

The Xinjiang market is currently the most popular new energy and energy storage. On the one hand, due to the bottleneck in Xinjiang's new energy power generation absorption, coupled with the large installed capacity of thermal power and low water and electricity, the flexible power supply of the power system accounts for a low proportion. This year, Xinjiang has taken the lead in launching the first batch of photovoltaic power station joint energy storage trial operation projects, with a total project volume of nearly 450 megawatts. This is a very positive market signal, and several batches of projects are being planned in the later stage. In addition to Xinjiang, Inner Mongolia and Qinghai have a large market space for new energy generation allocation and energy storage. The local government has good policies to stimulate the development of energy storage, which should be an important market in the later stage.

As for the two power generation side energy storage applications, new energy generation configuration and energy storage will become a mainstream trend, and the market will greatly exceed the energy storage combined with thermal power units and the combined frequency regulation market in the later stage. However, in recent years, the combined frequency modulation of thermal power units has remained the main market contributor to the power generation side energy storage.

Reporter: How economical do you think of the configuration of energy storage in photovoltaic power plants?

Huang Lang: In terms of the current cost of energy storage and photovoltaic on-grid electricity prices, some early-stage photovoltaic power stations with higher on-grid electricity prices are still very economical to allocate a certain proportion of energy storage. Generally speaking, photovoltaic power stations with on-grid electricity prices reaching about 0.8 yuan/kWh have the conditions to launch a certain proportion of energy storage.

With the rapid decline in photovoltaic kilowatt-hour cost in recent years, "Photovoltaic +" energy storage may become a standard configuration and is an effective solution to the volatility of new energy power generation. In the era of photovoltaic parity, the reduction in on-grid electricity prices may reduce the profit margin of power plants, but it will promote the healthy and healthy development of photovoltaics and will also drive the development of energy storage. Because photovoltaic parity makes the photovoltaic cost very low, in this case, the government and users will give priority to using photovoltaic, a clean energy generation, which will promote the large-scale development of photovoltaic power generation, and the photovoltaic market capacity is larger. Even if the reduction in electricity prices may cause the profit margin of a single power station to decrease, the overall profit cake of the market is larger. The market is larger and the cost is lower; the cost is lower and the competitiveness is stronger and the market is larger, which forms a virtuous cycle. Energy storage can solve the rigidity of photovoltaic power generation and promote the flexibility of photovoltaic power generation. At the same time, the cost of energy storage is also declining, and photovoltaic configuration of energy storage will also be more cost-effective.

At present, the development of new energy power generation configuration energy storage is still relatively slow, but with the continuous improvement of the power market and the rapid decline in battery costs, I believe that new energy power generation energy testing and storage are getting closer to commercialization.

At the same time, the economic value of energy storage in photovoltaic power stations should not only look at the on-grid electricity price, but also the auxiliary service value of energy storage power stations. The superposition of multiple profit models is more conducive to reducing the investment risks of photovoltaic energy storage joint operation power stations and enhancing the economic value of the project.

Reporter: How do you view the development relationship between micronet and energy storage?

Huang Lang: At present, the development of domestic micronet still belongs to the stage of exploration. There are two main models for the development of micronetwork. One is to provide clean energy supply and energy-saving services in industrial and commercial parks. The other is to supply power to these large-grid areas in isolated island areas such as islands and electricity. Compared with distributed power generation, the core value of microgrids lies in their higher flexibility and are more suitable for modern power systems.

With the development of domestic energy Internet and the ubiquitous power Internet of Things, the power grid is giving birth to new business formats, and the microgrid can become a subnet of the energy Internet.

Compared with the profit model of energy storage, there are more micronetwork operating modes and more profit modes, and multiple profit points can be superimposed. For example, in addition to peak-to-gulf electricity price difference arbitrage, microgrid projects can also reduce capacity electricity bills, increase the proportion of self-income and self-use of new energy power generation, etc., and improve economic value by optimizing energy management models.

At present, the development of micronetwork has certain favorable factors. First of all, the current development trend of decentralization and digitalization of the energy structure. Micronet can fit this development trend well.

But at the same time, there are also common problems in the early stages of new things. First, the economic value and profit model of Micronet still need to be further explored. Second, financial means and price mechanisms need to be further improved. Third, there is a lack of talent. Microgrid is a systematic solution. There are fewer talents in industries that understand both new energy power generation and energy storage and digitalization. Therefore, if Micronet wants to develop on a large scale, it depends on the further improvement of the power market.

Original title: Exclusive interview | Huang Lang: Thermal power joint frequency regulation is still a domestic market-oriented choice