广东新型储能配套政策建议

  目的  新型储能是提升系统调节能力的重要手段之一，是构建新型电力系统的重要组成部分。明确新型储能的市场定位，研究完善新型储能的成本分摊和价格机制，有助于引导其健康、有序、高效发展。  方法  梳理国内外新型储能相关政策及运行情况；分析新型储能在电力系统中的功能和作用；结合广东电力系统实际，研究2030年前新型储能建设规模需求；基于广东目前价格机制，测算发电、电网（独立）、用户侧储能经济性，分析广东新型储能政策现状及存在问题；综合提出广东新型储能配套政策和机制建议。  结果  从调峰和调频角度分析，2030年前广东对新型储能尚不存在迫切需求；新能源配储能尚无明确的成本回收机制，光伏和陆上风电具备少量强配储能的成本消化空间，海上风电不具备强配储能的成本消化空间；电网侧（独立）储能商业模式尚不清晰，可通过辅助服务和现货电能量价差获取收益，但操作细则有待进一步明确，尚不具备经济性；用户侧储能商业模式较清晰，按现行峰谷电价和需求侧响应政策，具备一定经济性，但投资回收期长，面临政策变化风险。  结论  将新型储能区分为市场化和非市场化两类，前者由除电网外各类市场主体投资，在合理的价格和运行机制下，通过市场化渠道获取收益，由市场调节形成合理的新型储能规模和布局；后者由电网公司投资，通过输配电价回收成本。

Suggestions on Supporting Policies for New Energy Storage in Guangdong

  Introduction  New energy storage is one of the important means to improve the system's adjustment ability, and it is an important part of building a new power system. It is necessary to clarify the market positioning of new energy storage, and to study and improve the cost allocation and price mechanism of new energy storage, which will help guide its health, orderly and efficient development.   Method  The relevant policies and operation of new energy storage at home and abroad were sorted out, the function and role of new energy storage in the power system was analyzed. Combined with the actual situation of Guangdong power system, the scale demand of new energy storage construction before 2030 was studied. Based on the current price mechanism in Guangdong, the energy storage economy of power generation, power grid (independent), user-side was estimated, the current situation and existing problems of Guangdong's new energy storage policies were analyzed. Guangdong's new energy storage supporting policies and mechanism suggestions were comprehensively put forward.   Result  From the perspective of peak shaving and frequency regulation, there is no urgent need for new energy storage in Guangdong before 2030, there is no clear cost recovery mechanism for new energy distribution and energy storage, and photovoltaics and onshore wind power have a small amount of cost digestion space for strong distribution of energy storage, offshore wind power does not have the cost digestion space for strong distribution of energy storage. The business model of grid-side (independent) energy storage is not yet clear, and benefits can be obtained through ancillary services and spot electricity price difference, but the operating rules need to be further clarified, and it is not yet economical. The user-side energy storage business model is relatively clear. According to the current peak-valley electricity price policy, it has certain economic benefits, but the investment recovery period is long and it faces the risk of policy changes.   Conclusion  The new energy storage is divided into two types: market-oriented and non-market-oriented. The former is invested by various market entities other than the power grid. Under reasonable prices and operating mechanisms, profits are obtained through market-oriented channels, and a reasonable new energy storage system is formed by market regulation. energy scale and layout; the latter is invested by the grid company, and the cost is recovered through the transmission and distribution price.