From the Guidance on Accelerating the Development of New Energy Storage issued on July 15, 2021 to the Implementation Plan for the Development of New energy storage in the 14th Five-year Plan issued on March 21, 2022, it is only eight months later that the promotion of top-level policy design of new energy storage by the state cannot be called urgent and important. Released in October 2021 blockbuster "the central committee of the communist party of China under the State Council about the complete and accurate to fully implement the new concept of development to do a good job of carbon of peak carbon neutral opinion", and more, let's see, peak and energy storage in carbon carbon neutral mission to play "improve power grid to the high proportion of renewable energy given and regulation ability", the value of the function and meaning. Moreover, the convenience, flexibility and safety of emergency standby power and even conventional power supply are all attributed to new energy storage.
On March 22, 2022, the "14th Five-year Plan for Modern Energy System" issued by the National Development and Reform Commission and the National Energy Administration once again promoted the large-scale development of new energy storage to a new height. The plan pointed out that new energy storage and hydrogen energy are expected to develop on a large scale and drive fundamental changes in the form of energy system. The construction of a new power system with a gradually increasing proportion of new energy is ready to start, and the technical route and development mode of energy transformation tend to be diversified. One day later, on March 23, the "Medium and Long Term Development Plan for Hydrogen Industry (2021-2035)" was released. The development roadmap for hydrogen and fuel cell vehicle industry has been fast-forward. Compared the hydrogen specificity is different, a new type of energy storage is itself a flowers has inherent technology innovation strategic emerging industries, the diversified technical route has its brilliant, whatever the short-term energy storage or long-term storage have play space and room, in both the power side and grid side and user side, have can be optimized matching application scenario.
"The 14th Five-year Plan for Modern Energy System" clearly points out that After China enters a new stage of building a modern energy system, it presents an obvious feature of "four phases" simultaneously: first, energy security has entered a critical period; Second, the transition to low-carbon energy has entered an important window period; Third, the modern energy industry has entered a period of innovation and upgrading; Fourth, universal energy services have entered a period of consolidation and upgrading. For the new energy storage industry, these "four phases" are both great challenges and great opportunities.
Facing the critical period, the challenge lies in whether the new energy storage industry can operate safely and efficiently, whether its scale level can reach the development and consumption capacity of scenic distribution and storage, whether it can make up the gap of the complete redundancy of the power grid, and the urgent need of industrial and commercial use.
Facing the window period, the challenge lies in whether the landscape distribution and storage can reach the expected goal and realize the cooperative optimization and multi-energy complementarity of source-nets-charge-storage.
Facing the innovation period, the challenge is how to reduce cost and increase efficiency so that the new energy storage can meet the needs of the market. For example, the implementation Plan for the Development of New Energy storage in the "14th Five-year Plan" especially puts forward that by 2025, in order to make the electrochemical energy storage technology achieve the goal of improving and reducing the cost by more than 30%, the task to overcome is obviously heavy, and the choice of different energy storage battery technology routes is also full of difficulties.
In the consolidation period, the challenge lies in whether the new business model of energy storage can be truly established and better play its service value around the established unified power system and market. In February, Xin Baoan, chairman and party secretary of State Grid, wrote in People's Daily that by 2030, the installed capacity of pumping and storage power stations in the company's operating areas will increase from 26.3 million kilowatts to 100 million kilowatts, and electrochemical energy storage will increase from 3 million kilowatts to 100 million kilowatts. At the same time, the southern power grid company emerging business plans for the development of "difference", "the official launch, plan during the period of" difference ", the company will be promoting the construction of pumped storage power station order, promoting the construction of new energy storage power station to explore operation, peak shaving frequency modulation power capacity will exceed 15 million kilowatts, a new type of energy storage size of 2 million kilowatts. By this calculation, the new energy storage scale of the two power grids combined by 2030 has exceeded 120GW, and the huge investment and incremental space will far exceed market expectations. Driven by the top-level design policy, it can be expected that the new energy storage industry chain is accelerating technological breakthroughs and market layout, and the industry track has a broad prospect.
China's chemical and physical power industry association energy storage application branch secretary, says, this test "four period" is our country comprehensive promotion of new energy storage industry chain, supply chain security level and tenacity is a key period of development, in the present new energy storage industry chain is not strong enough even to save the weak link of ecology, only by constantly building chain, chain, chain and chain, Only in this way can the scale level of new energy storage be accelerated, the modernization level of new energy storage industry chain be promoted in the construction of new power system, and the due value and status of energy storage be truly brought into play.
