zhu gongshan: "electricity service" builds an ecosystem for the coordinated development of new energy and power systems
2024-09-15
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on september 10, the "2024 new energy and power market innovation and development conference and the 14th global new energy top 500 enterprises forum" jointly hosted by the shanxi provincial energy bureau, china energy news, and china datang group was held in taiyuan, shanxi. zhu gongshan, chairman of gcl group, discussed the "corporate practice of coordinated development of new energy and power markets".
the following is a summary of the speech
over the past decade, the new energy industry has been running fast, gradually shifting from the main body of installation to the main body of power generation. the white paper "china's energy transformation" released on august 29 shows that in the past decade, the new clean energy power generation accounted for more than half of the increase in electricity consumption in the whole society. as of the end of july this year, china's wind and solar installed capacity exceeded 1.2 billion kilowatts, completing the 2030 installed capacity target six years ahead of schedule.but at the same time, the difficulty of consumption has also become the biggest pain point of new energy. there are still situations where the power is installed but cannot be generated, generated but cannot be used, it is difficult to access the internet, it is difficult to enter the market, and the market price fluctuates greatly. the emergence of new power consumption models and the rigid growth of power demand have made the load end diversified and decentralized, and the complexity and uncertainty have increased exponentially. the new energy resources and load centers are distributed in reverse, and the ability to help each other in a large area is insufficient. there is a surplus during the day and a shortage of electricity at night. the power supply is frequently switched between oversupply and undersupply. the "duck curve" of the net load of the power system is developing towards a steeper "canyon curve". the power system is facing the dual pressure of new energy consumption and power supply, and the coordinated development of new energy and the power market has become crucial.recently,jointly issued by relevant national authoritiesthe action plan for accelerating the construction of a new power system (2024-2027) and the "9 special actions" have opened up space for the consumption, allocation and regulation of new energy. the construction of a unified national power market system is the reform direction of the power industry in line with the requirements of the times. a unified, open, orderly, safe, efficient and well-governed power market system is being formed at an accelerated pace, promoting the sharing, mutual assistance and optimal allocation of power resources including new energy on a larger scale. in 2023, the market-based trading volume of new energy has accounted for 47.3% of the total power generation of new energy. according to the construction and deployment requirements of the national unified power market, new energy will fully participate in market transactions by 2030. under the general trend of full market entry, the on-grid electricity price of new energy will gradually move from fixed electricity price to floating electricity price. these changes and trends fully reflect the increasing dominance of the power market in the allocation of energy resources. the country is guiding the optimal allocation of power resources through means such as balancing quantity and profit, shifting peaks and filling valleys, and market prices.the basic rules for the operation of the electricity market have been officially implemented, further clarifying the three-dimensional trading mechanism of the electricity market of "medium- and long-term + spot + ancillary services", and further restoring the value attributes, economic attributes and green attributes of new energy electricity. at present, the amount of electricity traded in the electricity market has risen rapidly, and medium- and long-term transactions have become the main force for stabilizing volume and maintaining prices. the electricity spot market covers more than 80% of the country, and the three types of spot transactions, namely the day-ahead market, the intraday market and the real-time market, have become the barometer of the electricity market. since last year, the electricity spot markets in shanxi, guangdong, shandong and other places have been formally operated. as the first region in the country to "turn positive" in the electricity spot market, the effective operation of the electricity spot market in shanxi has produced many positive effects, encouraging peak power generation of thermal power and gas units, guiding power users to shift peaks and fill valleys, and promoting the consumption of new energy. thermal power companies have shifted from focusing on electricity to taking into account both volume and profit, new energy companies have shifted from eating policy subsidies to seeking profits from the market, power sales companies have shifted from making a profit from the price difference to providing services, and power users have shifted from using electricity on demand to using electricity on price. at the same time, in terms of power auxiliary services, energy storage, virtual power plants, and load aggregation are gradually emerging, further encouraging new entities to participate in power system regulation and tap into space for new energy consumption.as china's largest private power company, gcl has been focusing on green power for 34 years, and has explored the coordinated development of new energy and power markets with the "power + service" model. the scale of grid-side energy storage approved/commissioned by gcl has grown rapidly, and the volume of projects that effectively participate in power auxiliary services remains the largest in the industry.this summer, the country's maximum power load increased by more than 100 million kilowatts year-on-year, and the load of 17 provincial power grids such as beijing, shanghai, and jiangsu reached a record high. during this period, new energy storage has effectively supported the power supply during the peak summer. taking jiangsu as an example, the province's new energy storage projects have accumulated 5.4 million kilowatts of new energy storage projects, a 10-fold increase year-on-year, which can help the power grid absorb about 3 billion kilowatt-hours of new energy in a year. gcl has put 13 independent energy storage power stations into operation across the country and fully participated in the auxiliary service market in various places. the largest 2.4 million kilowatt pumped storage power station in east china in jiande, zhejiang is being built at a rapid pace, which will inject new momentum into the construction of local new power systems in the future. in addition, the hybrid energy storage mode characterized by the combination of long and short time and multi-type hybrid will play an important role in supporting the large-scale application of new energy. grid-type energy storage will usher in great development and become a key link in the "power system stability guarantee action". gcl deeply participates in the power auxiliary service market, develops an integrated operation model of virtual power plant + photovoltaic storage charging and computing, and responds to the invitation of "peak shaving and valley filling" power demand in a timely manner through the precise management and control of big data prediction model + virtual power plant. new energy vehicles are rapidly becoming popular, and the uneven distribution of charging and discharging in time and space puts higher demands on the resilience of the power grid. gcl group's photovoltaic storage charging and discharging computing and inspection cloud integrated solution is based on the optimization algorithm of the digital energy power model. through the scientific scheduling of the comprehensive energy virtual power plant and the mobile energy load aggregator, it collaborates with users, charging piles, charging station operators and other parties to achieve the optimal configuration of the internal and external circulation of power energy.shanxi, the former "coal giant", is becoming a "pilot area for comprehensive reform of the national energy revolution", and the power market is showing a booming development trend. shanxi and jiangsu are also important starting points for the west-to-east power transmission. the 500 kv shanxi yangcheng-jiangsu huai'an power transmission and transformation project and the ±800 kv yanmenguan-huaian uhv dc transmission project have effectively alleviated the power shortage in east china. the "shanxi power going to the south of the yangtze river" has created the beautiful power supply of the three shanxi lands and the misty rain of the south of the yangtze river. shanxi, from transmitting "coal power" to sending "green power", ranks first in the country in the amount of green power sent between provinces, and the consumption rate of new energy power generation remains above 97%. these outstanding achievements have greatly encouraged confidence in the high-quality development of the new energy industry. in the future, "electricity-carbon synergy" will further promote the realization of green power value, and green power green certificates will become the standard for enterprises to enhance carbon competitiveness. the shanxi sample is a microcosm of the unified power market, and the chinese power market is also accelerating into the era of green power consumption.people say shanxi has beautiful scenery, and the same is true for its zero-carbon future.text丨reporter yang zi/compiled
