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“新能源+储能”要抓住“碳达峰、碳中和”机遇

“TANDAFENG、TANZHONGHE”DETICHUBIJIANGJIAKUAITUIDONGFENGDIAN、TAIYANGNENGFADIANDENGDEKUAYUESHIFAZHAN。TONGSHI,GAOBILIKEZAISHENGNENGYUANDUILINGHUODIAOJIENENGLIJIANGTICHUGENGGAOYAOQIU,JIFAZHANDAILAIXINJIYU。

(LAIYUAN:ZHONGGUONENGYUANBAO WENSHUCENGMING ZHANGXIAOCHUN)

2030年新能源新增配储或超34GW

2020NIAN9YUE22RI,WOGUOZAILIANHEGUODAHUISHANGXIANGSHIJIECHENGNUO,“ZHONGGUOJIANGTIGAOGUOJIAZIZHUGONGXIANLIDU,CAIQUGENGJIAYOULIDEZHENGCEHECUOSHI,ERYANGHUATANPAIFANGLIZHENGYU2030NIANQIANDADAOFENGZHI,NULIZHENGQU2060NIANQIANSHIXIANTANZHONGHE”(YIXIAJIANCHENG“30·60SHUANGTANMUBIAO”)。2020NIAN12YUE13RI,WOGUOZAIQIHOUXIONGXINFENGHUISHANGJINYIBUCHANSHUTANDAFENG、TANZHONGHEMUBIAO,TICHUDAO2030NIANZHONGGUODANWEIGUONEISHENGCHANZONGZHIERYANGHUATANPAIFANGJIANGBI2005NIANXIAJIANG65%YISHANG,FEIHUASHINENGYUANZHANYICINENGYUANXIAOFEIBIZHONGJIANGDADAO25%ZUOYOU,FENGDIAN、TAIYANGNENGFADIANZONGZHUANGJIRONGLIANGJIANGDADAO12YIQIANWAYISHANG。

GUOJIANENGYUANJUGONGBUDESHUJUXIANSHI,2020NIANQUANGUOXINZENGFENGDIANZHUANGJI7167WANQIANWA、TAIYANGNENGFADIAN4820WANQIANWA,FENGGUANGXINZENGZHUANGJIZHIHEYUEWEI1.2YIQIANWA。CIQIANGUOJIANENGYUANJUGONGBU2020NIAN1-11YUEXINZENGFENGDIANZHUANGJI2462WANQIANWA,XINZENGTAIYANGNENGFADIANZHUANGJI2590WANQIANWA。ZHEIYIWEIZHE,JIN2020NIAN12YUEDEFENGDIAN、TAIYANGNENGXINZENGZHUANGJIRONGLIANGJIUFENBIEGAODA4705WANQIANWA、2330WANQIANWA。JIEZHI2020NIANDI,FENGDIAN、TAIYANGNENGFADIANLEIJIZHUANGJIZONGRONGLIANGCHAOGUO5.3YIQIANWA。

GUOJIANENGYUANJUYIFABU2021NIANXINZENGFENGDIAN、TAIYANGNENGFADIAN1.2YIQIANWADEMUBIAO,RUGUOANZHAOXINNENGYUANZHUANGJIDE5%LAIPEIZHICHUNENG,NEIME2021NIANXINNENGYUANCECHUNENGGUIMOJIANGXINZENG6GW。

ANZHAO2030NIANFENGDIAN、TAIYANGNENGFADIANZONGZHUANGJI12YIQIANWAYISHANGDEMUBIAO,YUJIWEILAI10NIAN,FENGDIAN、TAIYANGNENGFADIANHEJINIANJUNZHISHAOXINZENGGUIMO6700WANQIANWAYISHANG,CAINENGSHIXIAN12YIQIANWAYISHANGDEMUBIAO。RUOAN5%DEPEIZHICHUNENGBILICESUAN,2030NIANFENGGUANGXINNENGYUANJIANGXINZENGPEITAOCHUNENG34GWYISHANG。

ZHONGGUOTOUZIXIEHUILIANHELUOJISHANYANJIUSUOYUCE,ZAI“TANZHONGHE”MUBIAOXIA,2050NIAN,ZHONGGUOGUANGFUHEFENGDIANJIANGZHANDAODIANLIZONGZHUANGJILIANGDE70%。XIANGYINGDI,DIANHUAXUECHUNENGJIANGYOU2016NIANDE189MWZENGZHANGDAO510GW,NIANJUNZENGZHANGLVDA26%。

“30·60SHUANGTANMUBIAO”DETICHUBIJIANGJIAKUAITUIDONGFENGDIAN、TAIYANGNENGFADIANDENGXINNENGYUANDEKUAYUESHIFAZHAN,GAOBILIKEZAISHENGNENGYUANDUIDIANLIXITONGLINGHUODIAOJIENENGLIJIANGTICHUGENGGAOYAOQIU,JICHUNENGFAZHANDAILAIXINJIYU。CHUNENGZHUANGZHIKESHIXIANFUHEXUEFENGTIANGU,ZENGJIADIANWANGDIAOFENGNENGLI,YEKECANYUXITONGDIAOPINDIAOYA,TIGAODIANWANGANQUANWENDINGXING。JIAKUAICHUNENGYOUXIAORONGRUDIANLIXITONGFA、SHU、YONGGEHUANJIEJINCHENG,DUIYUBAOZHANGDIANLIKEKAOGONGYINGYUXINNENGYUANGAOXIAOLIYONG,SHIXIAN“30·60SHUANGTANMUBIAO”JUYOUZHONGYAOYIYI。

“新能源+储能”问题不少

1.LINGHUOXINGZIYUANBUZU。

YOUYUWOGUOZIYUANBINGFUHEYONGNENGFUHEBUJUNHENG,JIAZHIXINNENGYUANDESHIKONGBUPIPEI,FENGGUANGDAGUIMOJIERUDIANWANG,QIBODONGXINGHEJIANXIEXINGJIDIANWANGDAILAIDEYINGXIANGYEBEIRIQUFANGDA。DIANWANGDEDIAOFENG、XIAONAYALIJUDA,XUYAOGENGDUOLINGHUOXINGZIYUANWEIDIANLIXITONGDEANQUANWENDINGGAOXIAOYUNXINGTIGONGZHICHENG。MUQIAN,WOGUODIANLIXITONGLINGHUOXINGJIAOCHA,YUANBUNENGMANZUBODONGXINGFENGGUANGDIANBINGWANGGUIMOKUAISUZENGZHANGDEYAOQIU。WOGUOLINGHUODIAOJIEDIANYUAN,BAOKUORANYOUJIZU、RANQIJIZUYIJICHOUXUJIZUZHANBIYUANDIYUSHIJIEPINGJUNSHUIPING。TEBIESHIXINNENGYUANFUJIDESANBEIDIQU,LINGHUODIAOJIEZHANBIBUDAO4%。GAOBILIKEZAISHENGNENGYUANDIANLIXITONGYUNXINGDEZUIDAFENGXIANJIUSHILINGHUOXINGKEDIAOJIEZIYUANBUZU,DIAOPINDIAOFENGZIYUANMINGXIANBUZU,ANQUANWENDINGWENTITUXIAN。

ZUIXINFABUDE《DIANLIXITONGANQUANWENDINGDAOZE》(GB38755-2019)YAOQIU,DIANYUANJUNYINGJUBEIYICIDIAOPIN、KUAISUDIAOYA、DIAOFENGNENGLI。SUIZHEGUANGFUFENGDIANFADIANBILIBUDUANZENGDA,DIANWANGDEDIAOPINXUQIUYUELAIYUEDA。JIEZHI2020NIANDI,YIYOU18GESHENGSHICHUTAILEGULIHUOYAOQIUXINNENGYUANPEICHUNENGDEYOUGUANWENJIAN。HUNAN、HUBEI、NEIMENG、SHANDONG、SHANXI、HEBEI、GUIZHOUMINGQUEGUIDINGLECHUNENGPEIBIBILI,PEIZHICHUNENGDEBILICONG5%DAO20%BUDENG。LIAONING、HENAN、XIZANGSANDISUIWEIYAOQIUJUTICHUNENGPEIZHIBILI,DANXIANGGUANWENJIANMINGQUEZAIXINNENGYUANXIANGMUSHENHEGUOCHENGZHONG“YOUXIANKAOLV”XINNENGYUANPEIZHICHUNENGXIANGMU。

MUQIANXINNENGYUANPEIZHICHUNENGXIANGMUPUBIANBEIRENWEISHIXINNENGYUANPEIDIANCHUNENGZHUANGZHI,YOUQISHIHUAXUEDIANCHI。DANLINGHUOXINGZIYUANYOUDUOZHONG,JIBAOKUOLINGHUOXINGHUODIAN、CHOUSHUIXUNENGDIANZHAN、RANQIDIANZHAN、RANYOUDIANZHAN、CHUNENG,HAIBAOKUOKEDIAOJIEFUHEDENG,YINGCONGXITONGDEJIAODUTONGCHOUYOUHUA,GONGTONGCANYUDAODIANLIXITONGDEYUNXINGDIAOJIEGUOCHENGZHONG。

2.SHICHANGJIZHIHEXIANGGUANJILIJIZHIBUJIANQUAN。

SHOUTIZHIGAIGEBUDAOWEI、SHICHANGJIZHIBUJIANQUAN、SHICHANGHUACHENGDUDIDENGYINGXIANG,WOGUOXINNENGYUANFADIANYIZHICUNZAIXIAONANANTI。MUQIANCHUNENGCUNZAIJISHUJINGJIXINGBUGAO、WEIZHIDULIFENSAN、LIYONGLVDI,CHENGBENSHUDAOTUJINGJIYINGLINENGLISHOUXIANDENGWENTI。

YOUYUGEDIXINNENGYUANFAZHANGUIMO、DIANWANGJIEGOU、DIAOFENGZIYUANQUEKOUCHENGDUYOUSUOBUTONG,QIANGPEICHUNENGJIXINNENGYUANQIYEDAILAIJIAODADECHENGBENYALI。JINGUANDIANHUAXUECHUNENGCHENGBENCHENGZHUNIANXIAJIANGQUSHI,DANMUQIANRENGGAODA0.6-0.8YUAN/kWh,YUANGAOYUCHOUSHUIXUNENGDIANZHAN0.21-0.25YUAN/kWhDEDUDIANCHENGBEN。ANZHUANG、YUNXINGCHENGBENZHIWAI,RONGZICHENGBEN、XIANGMUGUANLIFEIDENGFUJIAFEIYONGYEHENGAO。YOUYUBUTIETUIPO、ZIJINTUOQIAN、PINGJIASHANGWANGDENGYINSU,XINNENGYUANXIANGMUYINGLIKONGJIANZHUBUYASUO,PEIZHICHUNENGQUEFAHELIDEJIZHIHEMINGQUEDETOUZIHUISHOUQUDAO,DAILAIDESHOUYIYOUXIAN,QIYEJIANSHEJIJIXINGJIAODI,DAOZHIBUFENSHENGFENXINNENGYUANYUDIANWANGQIYEMAODUNJIAJU。

3.DIANHUAXUECHUNENGXIANGGUANBIAOZHUNQUESHI。

DIANHUAXUECHUNENGCHANYEYIFAZHANSHIJINIAN,XIANGGUANBIAOZHUNQUEMEIYOUDEDAOWANSHAN,CHUNENGXITONGCONGSHEJI、YUNSHUDAOANZHUANG、TOUYUN、YANSHOUHEHOUQIYUNWEI,YIJICHUNENGXITONGDEZAIHOUCHULI、DIANCHIHUISHOUDENG,DOUMEIYOUFEICHANGWANSHANDEBIAOZHUNHEZHENGCELAIZHICHENG。

新能源配储要抓住四个关键点

1.JIAQIANGCHUNENGYU“YUAN—WANG—HE”XIEDIAOGUIHUA。

ZHENGFUYINGTONGCHOUGUIHUASUOYOULINGHUOXINGZIYUANDEFAZHAN,RUGUOYIYONGERSHANG、FANLANSHIFAZHAN,QIJIEGUOZHIHUIZAOCHENGWUXUJINGZHENGHESHEHUIZIYUANDELANGFEI。

JIAQIANGCHUNENGYU“YUAN—WANG—HE”XIEDIAOGUIHUA,CUJIN“YUAN—WANG—HE—CHU”XIEDIAOFAZHAN。GENJUBUTONGDIQUDUILINGHUODIAOJIEZIYUANDEXUQIU、FAZHANDINGWEIHETEDIAN,MINGQUECHUNENGFAZHANGUIMOHEBUJU,SHIXIAN“YUAN—WANG—HE—CHU ”XIEDIAOFAZHAN,HELIQUEDINGCHUNENGFAZHANGUIMO、SHESHIBUJU、JIERUFANWEIHEJIANSHESHIXUBINGGUNDONGDIAOZHENG,YINDAOCHUNENGHELIBUJU、YOUXUFAZHAN。

2.JIAKUAIDIANLISHICHANGJIANSHE。

YINGJINYIBUJIAKUAIJIANSHEDIANLIZHONGZHANGQIDIANLISHICHANG、XIANHUOSHICHANG、FUZHUFUWUSHICHANGHEKENENGDERONGLIANGSHICHANGDENG,SHIGEZHONGDIANLIZIYUANDOUNENGZAISHICHANGJIAOYIZHONGSHIXIANQIJINGJIJIAZHI,YICUJINXINNENGYUANZAIGENGDAFANWEI、QUANDIANLIANGSHICHANGHUAXIAONA,ZUIZHONGTIGAOXINNENGYUANFADIANZHANBI。

YAOJIANLINENGGOUCHONGFENFANYINGCHUNENGJIAZHIDESHICHANGHUAJIZHI,HELIKEXUEDIPINGGUCHUNENGPEIZHIGUIMOHECHUNENGFUWUJIAZHI,ZHENDUISHICHANGHUAGUODUJIEDUANHEQUANMIANSHICHANGHUAJIEDUANFENBIESHEJISHICHANGGUIZE,ZUIZHONGXINGCHENG“SHEISHOUYI,SHEIFUFEI”DESHICHANGHUAZHANGXIAOJIZHI。KEYIXIANCONGYUNXUCHUNENGXITONGYUNYINGSHANGZUOWEIDULISHICHANGZHUTITIGONGDUOYUANHUAFUWURUSHOU,SHIQINENGGOUCANYUDIAOFENG、DIAOPIN、HEIQIDONGDENGGELEIFUWU。CHULELADAFENGGUJIACHAWAI,CHUNENGDEJIAGEJIZHIKEANZHAORONGLIANGDIANJIA、DIANLIANGDIANJIA、FUZHUFUWUDIANJIAYUYIZHIDING,QIEYIDUIDIANNENGZHILIANGDEYINGXIANGZUOWEIDIANJIADEPINGGUBIAOZHUN。ZAICHUTAIXIANGYINGJIAGEZHENGCEDETONGSHI,YEYAOTONGGUOQISHIJIANQINGKUANGJINXINGDIAOZHENGHEXIUZHENG。

3.TUIDONGCHUNENGYUNPINGTAIJIANSHE。

YIHULIANWANGSIWEIKANDAICHUNENGFUWU,TUIDONGCHUNENGYUNPINGTAIJIANSHE,YIGONGXIANGJINGJI、PINGTAIJINGJIDEFAZHANMOSHICHUANGXINCHUNENGYUNYINGDETIZHIJIZHI,CHONGFENWAJUECHUNENGYUNDELIYONGQIANLI,JIJITANSUOZONGHENENGYUANFUWU、LVDIANJIAOYI、XUQIUXIANGYING、NENGYUANTUOGUANDENGXINXINGSHANGYEMOSHI,TONGGUOSHEBEIGONGXIANG、ZIYUANGONGXIANGHEFUWUGONGXIANGZUIDAXIANDUDIFAHUICHUNENGSHEBEIDELIYONGJIAZHI,SHIXIANCHUNENGSHEBEIZIYUANYOUHUAPEIZHIHEGAOXIAOLIYONG。

4.ZHIDINGHEWANSHANCHUNENGXIANGGUANBIAOZHUN。

JINYIBUWANSHANCHUNENGGUIHUASHEJI、SHEBEISHIYAN、BINGWANGJIANCE、ANQUANYUNWEI、XIAOFANGDENGJISHUBIAOZHUN,JIANLICHUNENGSHISHIMENJIAN。TUIJINCHUNENGJISHUCHUANGXINYUBIAOZHUNHUAXIETONGFAZHAN,JIEJUECHUNENGSHESHICANYUXITONGYUNXINGDEGUANJIANWENTI,YOUXIAOBAOZHANGWOGUOCHUNENGCHANYEGAOZHILIANGFAZHAN。

(ZUOZHEJUNGONGZHIYUHUABEIDIANLIDAXUENENGYUANHULIANWANGYANJIUZHONGXIN)


YUANBIAOTI:“XINNENGYUAN+CHUNENG”YAOZHUAZHU“TANZHONGHE”JIYU