The dominant position of new energy batteries is already clear

On March 15, the ninth meeting of the Central Finance and Economics Committee proposed to deepen the reform of the power system and build a new power system with new energy as the mainstay. New energy power generation generally has the characteristics of volatility and intermittentness, and is considered to have a certain impact on the safe and stable operation of the power grid. The industry believes that under the situation of building a new power system with new energy as the mainstay, the power supply must solve the problem of 'grid friendliness'. At the same time, the grid must accelerate the transition from adapting to traditional fossil energy to adapting to new energy. Insufficient adaptability to new energy power generation. According to industry insiders, when new energy accounts for a relatively low proportion, the grid-connected performance will have limited impact on the power grid. However, as the penetration rate of new energy increases in the future, it will fundamentally change traditional power generation. The system is based on the operation mode of thermal power synchronous generators, and its grid connection performance will directly affect the operation safety of the power grid. An industry insider who did not wish to be named stated that some new energy power stations in my country’s power grid are off-grid. Overvoltage problems, resonance problems, voltage stability problems, and subsynchronous oscillations are all related to new energy sources. The rapid increase in the ratio is directly related. These problems have exposed the current grid adaptability of new energy power generation is insufficient. However, according to insiders in the new energy industry, whether it is wind power or photovoltaic, on the basis of continuously improving the accuracy of predicted power, using new technologies such as big data and artificial intelligence to superimpose energy storage, it has shifted from passively adapting to the grid to actively supporting the grid. Now that the goal of building a new power system with new energy as the mainstay has been set, the transformation of the power grid is imminent. The grid needs to be systematically optimized. As the carbon peak and carbon neutral goals advance, new energy sources will be connected to the grid on a large scale, new energy-consuming equipment will be widely connected, and the power system will show a high proportion of renewable energy and high proportion of power electronic equipment. The characteristics of 'double highSome analysts believe that from the new power system that adapts to the development of a high proportion of renewable energy to the new power system based on new energy, the difference in expression reflects the clearer development goal and evolution direction of the power system. A senior research expert in the power industry said that the previously proposed 'power system that adapts to a high proportion of renewable energy' emphasizes supply, and the current 'new energy-based new power system' is more holistic. This shows that it is not only necessary to solve the problem of the supply system, but to solve the overall problem and achieve system optimization. In other words, the future should not emphasize 'who adapts to whom, who cooperates with whomUnder such top-level design, global optimization is realized to achieve the goal of clean, low-carbon, safe, and high-efficiency entire system. The above-mentioned industry insiders believe that in the new power system with new energy as the mainstay, new energy and energy storage will increase, and traditional energy will inevitably decrease. However, the power grid still needs to provide the system with reserve capacity. Under such circumstances, it is necessary to explore how the power grid can improve the distribution network as a capillary and how to obtain the optimal solution in terms of cost performance and cost-effectiveness. Promote the transformation of the power system step by step, Feng Yongsheng, an associate researcher at the Institute of Financial Strategy of the Chinese Academy of Social Sciences, pointed out that the prerequisite for implementing the 'dual track system' of markets and plans is to be able to distinguish between what is a market and what is a plan. If new energy is to develop and become the mainstay, it is difficult to continue relying on financial subsidies. Building a market and entering the market are the only way. Based on reality, it is difficult to classify and balance electricity, and the 'planned electricity' has squeezed the 'market electricity'. This makes the application of the 'dual-track system' in the electricity field may cause the market to be unable to move forward and have to return to the plan. According to the reporter's understanding, the competent authorities are also discussing whether the 'dual-track system' is the actual national condition of my country's economic system, coupled with the challenges brought about by the continuous increase in the proportion of new energy under the 'dual-carbon' goal, whether the current power market design should be adjusted. In this regard, some experts believe that the new power system with new energy as the main body requires institutional changes, but the changes will not happen overnight. This requires a gradual process. The expert said, “Adapt to the new power system with new energy as the mainstay, first put forward new requirements for the power market mechanism, and develop deep peak-shaving auxiliary services (rather than auxiliary services in the traditional sense). At the same time, the right to carbon emissions Trading and the market also put forward new requirements. It is necessary to in-depth study the relationship between carbon emission rights and green certificates, carbon financial trading markets, electricity markets, and renewable energy quota systems, and strive to make breakthroughs in institutional mechanisms.'