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The market era is coming. Are the industrial chain companies ready?
The era of energy-energy “after-market” is coming.
What is the future of energy-enhancing in the era of energy-enhancing? The industry generally believes that the “No. 136” text with new energy entering the market is the main point. Only then did she remember that these people are recording knowledge competition programs. She is accelerating the market with the characteristics of energy-enhancing operation and utilizing operation.
From the perspective of operation, after the No. 136 article, the income from the energy-saving project will be transferred from the “capacity rental fee + administrative subsidy” to market-based purchases, including diversified channels such as power inventory market arbitrage, frequency adjustment peak service, and capacity compensation. Then the target operation of energy-energy projects can be increased to a temporary need.
In other words, the energy-energy projects that can be operated are healthy assets; how to operate, it will also be the main focus of the energy-energy market.
From the perspective of operation,From the data of the National Power Bureau, as of the end of 2024, the country has built a investment and rescue station with narrow and old sides, and is deserted. The cumulative number of new energy storage projects behind the service station is 73.76 million kilowatts/168 million kilowatts (73.76GW/168GWh).
From a multidimensional perspective, the future market era is coming, are the industry chain companies ready?
01
The trend has changed, and the era of “after-market” has emerged
Outsiders seem to be in the view of the “previous era” characterized by policy strengthening driving and consolidation development, while the “post-temporary era” has realized through market mechanisms and technological innovation. babyfine operation and value creation.
This transformation is not only a necessary request for dynamic reactions from Pinay escort, but also brings a quality change opportunity to the industry from “passive supporting” to “active profit”.
The early days of energy are the policy driving period, that is, 202Five years before the “No. 136” policy was released. With policy-oriented approach and strong allocation as an important feature, the authorities of the institute requested new dynamic projects to strengthen supporting capacity. Under the strong allocation policy, a large number of photovoltaic power stations have installed energy storage facilities.
The enhanced allocation ratio of 10%-20% allows short-term scale-up growth of energy storage, but lacks a market-oriented revenue mechanism, resulting in low energy storage application rate, such as the uniformity of only 6.1% and the widespread phenomenon of “building but not eliminating”. The income from energy saving projects depends on the local subsidy or capacity rental. The IRR (internal rate of return) is generally lower, and the investment acceptance cycle is longer.
The subsequent era of energy acquisition will be a period of market competition, that is, after the “No. 136” in 2025 is abolished and the forced allocation is cancelled.
Energy-driven policies are shifted to market mechanisms, and energy-driven income forms are diversified, including peak-to-valley price difference arbitrage, assisted service compensation, virtual power supply response, and carbon asset purchase and sale. Under the marketization mechanism, shared energy storage, optical storage integration, virtual power plants and other forms will accelerate the realization, allowing energy storage to transform from “capitals” to “creation assets”.
02
How to achieve the post-generation? The vision of the future market era has been clear, but the focus of the two major problems of “slope” across operation and operation are still ahead of the long slopes and thick snow.
One is how to save money? Sugar baby
After the new power enters the market, the price fluctuation is increased, and energy storage needs to be optimized through precise prediction of peak and valley price differences.
The National Bureau of Dynamics reported on the 29th that the National Development and Reform Commission and the National Bureau of Dynamics recently jointly issued the “Power Power Assistance Market Basic Rules” (hereinafter referred to as the “Regulations”), and strive to further explore the potential of power system adjustment through market mechanisms.
Pinay escort refers to a system adjustment service that uses two sides of the body to provide a system adjustment service in addition to normal power production, transmission and application. It is a “standard” that maintains the stability of the system.
With the continuous expansion of China’s new dynamic engine proportion, the demand for power system flexibility has surged and there is a lack of adjustment. We need to further explore the potential of system dynamics through market mechanisms.
The “Regulations” released this time have 12 chapters and 67 articles in total. According to relevant persons from the National Power Bureau, the power assisted service market business entities include power developers, power sales companies, power users and new business entities. The Rules specifically clearly define the physical location of the energy-enabled enterprises, virtual power plants, smart micro-networks, and vehicle network interactive operation enterprises, and guide new types of business entities to participate in and adjust.
In addition, “Regulations” has also improved the price transmission mechanism for assisting services. It is clearly stated that in accordance with the principle of “who is victimized and who is responsible”, combined with the construction of the power market, the tree set up a service price transmission mechanism to assist in the service. In areas where the power market continues to operate, the power supply service prices such as frequency and backup are subject to the specified power supply and distribution of the power supply used by the user and the power supply that has not been purchased and sold in the power market.
In the policy level, the country has continuously issued new regulations to explore the potential of power to help serve the market adjustment. For energy-producing chain companies, the further activation of assisting the service market will make the storage more profitable.
“Our fantasy goal is to cover the fixed investment income of the new energy-energy of major departments through capacity electricity prices, and to cover its daily operating prices through current prices, some capital and taxes, meet the basic daily call needs, and help the service market provide some additional incentives.”The power distribution of the power supply in South China controls the central stream of Liu Jiale.
Wang Youjia, deputy general manager of Ronghe Yuanzhang, believes that the transformation of market policies to market is an important signal for industry development. For enterprises that focus on energy asset management, energy resource management has strong attributes and high resilience, and marketization means more emphasis on long-term value after construction.
In the past, the industry focused more on the construction of the capital in the later stage, but now the demand for balanced construction of the capital, operating capital and income is required to achieve sustainable development in the long run. This transformation has brought more opportunities to enterprises like Ronghe Yuanjin, which will help promote the healthy development of the industry.
Taking Ronghe Yuanzhang as an example, we have built nearly 300 stations today, and we need to be born with about 25,000 battle strategies every day. The emergence of AI technology has made the warIt is naturally automatic to become energy. However, AI also has problems such as “illusion”, which can lead to a large number of command errors in an instant, affecting the safety of operation and asset management. Therefore, professionals are required to continuously interact with AI, iterate their thinking, and ensure fair decisions.
From the perspective of development trends, AI and Internet of Things technology have been deeply integrated, and precise burden prediction, fault warning and full life cycle governance have become the commanding heights of future energy-energy enterprises’ competition.
At present, the industrial and commercial energy storage field is already setting off a wave of equipment and businesses turning to operation, but it is still in the rugged era. How to truly realize the useful operation of energy storage projects or become a unique protection city for industrial chain enterprises.
The second is how to realize the efficient and safe operation of the power station?
Most of today’s energy storage station maintenance is simple and simple, and lacks useful management and cannot meet the needs of safe and efficient power station maintenanc TC: