How much do you know about the background of the development of the energy storage industry? Today, China exportsemi net will present to you the background part of the 2023 " New Energy Storage Facilitating Energy Transformation " report jointly released by KPMG China and the Electric Transportation and Energy Storage Branch of the China Electricity Council. I believe that through today's sharing, You will have a clearer understanding of the background of the development of the entire energy storage industry.
First, let us understand a concept: what is energy storage? Energy storage refers to the process of storing energy through media or equipment and releasing it when needed. The National Development and Reform Commission's "Guiding Opinions on Promoting the Development of Energy Storage Technology and Industry" pointed out that energy storage is an important component and key supporting technology of smart grids, energy systems with a high proportion of renewable energy, and "Internet +" smart energy. Vigorously developing energy storage is a necessary option to improve the utilization rate of renewable energy and achieve the "double carbon" goal. Its importance is mainly reflected in the following three aspects:
First, as a high-quality flexible resource, energy storage can provide a variety of services such as peak shaving, frequency regulation, backup, black start, and demand response support for power grid operations. It is an important factor in improving the flexibility, economy, and security of traditional power systems. important means. In the future, the economics of energy storage will be gradually improved through continued demonstration and application, solving problems such as spatial mismatch and time asynchronous production and use of energy.
Second, in order to achieve the "double carbon" goal, renewable energy will usher in large-scale development. However, due to the volatility and randomness of wind power and photovoltaic power generation, the pressure for peak and frequency regulation has increased, causing a decline in grid voltage quality. And other issues. In this context, energy storage is an effective technical means to effectively alleviate the pressure of large-scale renewable energy grid connection. It can significantly improve the consumption level of wind, solar and other renewable energy sources, support distributed power and microgrids, and is a driving force for promoting distributed power and microgrids. The key technology for replacing the main energy source from fossil energy to renewable energy.
Third, energy storage can effectively promote the open sharing and flexible trading of energy production and consumption, and achieve multi-energy synergy. It is the basis for building an energy Internet, promoting the reform of the power system and promoting the development of new energy formats.
Figure 1: Introduction to the background of China’s energy storage industry
The "14th Five-Year Plan" is a critical period for accelerating the construction of a new power system and promoting the realization of the carbon peak goal. The "Opinions of the Central Committee of the Communist Party of China and the State Council on Completely, Accurately and Comprehensively Implementing the New Development Concept and Doing a Good Job in Carbon Neutrality" proposes to accelerate the formation of a new power system and achieve the carbon peak goal. A new power installed capacity development mechanism supported by energy storage and peak load regulation capabilities. In recent years, the successive introduction of energy storage-related policies marks that the development of my country's energy storage industry has entered a new stage. In 2021, the National Development and Reform Commission and the National Energy Administration jointly issued the "Guiding Opinions on Accelerating the Development of New Energy Storage", which outlines the development direction of new energy storage and requires strengthening the leading role of planning, accelerating the improvement of the policy system, and accelerating technological innovation. , to promote high-quality development of new energy storage.
In January 2022, the "14th Five-Year Plan" New Energy Storage Development Implementation Plan issued by the National Development and Reform Commission and the National Energy Administration pointed out that new energy storage is an important technology and basic equipment for building a new power system, and is an important factor in achieving carbon peak and carbon neutrality. It is also an important support for the development of new domestic energy industries and seizes new international strategic heights. In the future, the energy storage field will continue to focus on six major directions, seize the strategic window period for the development of new energy storage during the "14th Five-Year Plan", accelerate the scale, industrialization and market-oriented development of new energy storage, and ensure carbon peaking and carbon neutrality. A smooth start.
In the future, the energy storage field will continue to focus on six major directions :
First, we should focus on systematic planning of energy storage technology innovation;
The second is to strengthen demonstration and leadership to drive industrial development;
The third is to support the construction of new power systems with large-scale development;
The fourth is to emphasize the use of institutional mechanisms to promote market-oriented development;
The fifth is to focus on improving the new energy storage management system;
Sixth, promote international cooperation to enhance competitive advantage.
On February 24, 2023, the National Standardization Administration and the National Energy Administration jointly issued the "Guidelines for the Construction of New Energy Storage Standard Systems". The document proposed to formulate and revise more than 100 new energy storage key standards in 2023, and by 2025, in electrochemical storage The goal is to form a relatively complete series of standards in the fields of energy, compressed air energy storage, reversible fuel cell energy storage, supercapacitor energy storage, flywheel energy storage, superconducting energy storage, etc., further highlighting the country's support for new energy storage technology innovation and industrial safety , large-scale development.
In the next issue, China Overseas Semiconductor will discuss the current status of the energy storage market with you and see the true development of the domestic and foreign energy storage markets.
Report source: KPMG analysis
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