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Polaris Energy Storage Network News: A social change is a pressure for some companies, but it is an opportunity for others. This is the case with the Zhejiang electricity price adjustment, which will be implemented in a month's time. On September 9, the Zhejiang Provincial Development and Reform Commission issued the Notice on Further Improving the Time-sharing Electricity Price Policy in Our Province, requiring large-scale industrial electricity price users (excluding electrified railway traction electricity consumption with special provisions of the state) to adopt the new time-sharing electricity price policy from October 15.
The key point is: this adjustment will increase the peak electricity price of large industries by 5.6 points per kilowatt-hour, the peak electricity price by 6 points per kilowatt-hour, and reduce the low-valley electricity price by 6.38 points per kilowatt-hour. In addition, the peak duration increased from 2 hours to 4 hours, to 6 hours in July and August in summer and January and December in winter.
The source of this article: WeChat public number Zhejiang business magazine ID: zheshangmagazine Author : Sun Lan
"Zhejiang Shang" noted that this round of electricity price adjustment is very different from the past, which will leverage the untapped energy storage market of electricity enterprises. This means that the super "charging treasure" is coming, and at present, zhejiang has large electricity users ready to build their own energy storage facilities. The battle for energy storage for electricity companies has begun!
Your peak power period can be expanded up to 3 times
"Zhejiang Shang" noted that while the electricity price adjustment, the peak period that enterprises are most concerned about has also changed -
The peak and valley period of large industrial electricity prices throughout the year is adjusted as follows:
Spikes: 9:00-11:00, 15:00-17:00;
Peak: 8:00-9:00, 13:00-15:00, 17:00-22:00;
Trough: 11:00-13:00, 22:00-8:00 the next day.
In the summer of July and August and the winter of January and December, 13:00-15:00 are adjusted from peak hours to peak hours, and peak electricity prices are implemented.
Look carefully, the peak period of Zhejiang electricity prices was originally 19:00-21:00, 2 hours a day. Now the peak period changes with the season, with 2 hours in the morning and 2 hours in the afternoon in the usual months, and 2 hours in the afternoon for 4 months in the summer and winter.
"Zhejiang Businessmen" interview learned that this round of electricity prices and peak and valley period adjustment, on the one hand, is the high cost of coal fuel, the difficulty of thermal coal procurement and supply assurance work, coal power enterprise fuel costs rose sharply.
On the other hand, the reason is the tight power supply. In recent years, Zhejiang's electricity demand has grown rapidly, and the load and peak-to-valley price spreads have continued to increase. At 13:32 on July 13 this year, Zhejiang had the highest annual electricity load of 100.2 million kilowatts, an increase of 8.14% year-on-year, becoming the third province in the country to exceed 100 million yuan in electricity load. At the same time, the peak-to-valley difference of the largest system in Zhejiang continued to widen, with an average annual growth rate of 8.8% in the past five years, and the maximum system peak-to-valley difference rate of 51.2% in 2020.
Electric energy can not be stored on a large scale, but production and consumption need to be balanced in real time, and the peak-to-valley electricity price mechanism is an important mechanism arrangement to guide power users to cut peaks and fill valleys. To put it bluntly, it is to guide enterprises to produce more at night and reduce the pressure on electricity during peak hours.
Can Zhejiang enterprises move to the trough period to start work?
"Zhejiang Shang" found that after this adjustment, production is concentrated in enterprises during the day, and electricity expenditure will rise a lot. Don't look at the electricity bill only rises by a few cents per kilowatt-hour, but for enterprises that use 100 million kWh of electricity a year, for every 1 cent increase in electricity bills, enterprises will have an additional 1 million yuan in electricity costs a year.
Before the policy was introduced, government departments convened enterprises for discussion. On August 26, the Zhejiang Provincial Development and Reform Commission held a symposium on optimizing time-sharing electricity prices, and exchanged peak-valley electricity price adjustment plans with a group of energy-consuming users. Zhejiang Xianhe, Zhongshi Technology, Ningbo Mobile and other enterprises attended the meeting.
A business person who did not want to be named introduced that at the symposium, the vast majority of users expressed their understanding of the government's intention to adjust the time-sharing electricity price, and some large users felt that it would increase their energy costs.
"Zhejiang Shang" learned from the Zhejiang Provincial Development and Reform Commission that due to the widening of the peak-valley electricity price difference, the electricity price during peak and peak hours will be raised, and the electricity price during the trough period will be lowered, which will have a differentiated impact on different large industrial electricity price users - the electricity cost of enterprises that can use electricity at the wrong peak and use more electricity during the trough period will decline, and the electricity cost of enterprises that use more electricity during peak hours and lack of adjustment ability will rise.
After the adjustment, the trough period of electricity prices is 2 hours at noon and 10 hours at night. Although the government wants to guide enterprises to produce more at night, it is difficult for enterprises to implement.
After October 1 this year, Guangdong Province will also adjust the electricity price, and its peak-valley electricity price difference will be adjusted to 1.7:1:0.38, while Zhejiang is about 1.2:1:0.3. The price difference between Fenggu and Guangdong in Guangdong Province is larger than that in Zhejiang, and the difference between the industries in Zhejiang and Guangdong makes Guangdong enterprises have more sufficient motivation to produce at night than Zhejiang enterprises.
The person in charge of a certain enterprise in Zhejiang told "Zhejiang Businessmen" that Guangdong enterprises mainly rely on equipment manufacturing, so they can produce at night, at the same time, the proportion of workers from the central and western regions of Guangdong enterprises is relatively high, they are not afraid of hardship, not afraid of overtime at night; while Zhejiang enterprises are mainly engaged in light industrial products, the degree of production automation is slightly lower, and workers do not accept overtime at night, so it is more difficult to change production to night.
The widening of the price difference between Fenggu and Gu electricity may be the next step to promote Zhejiang enterprises to carry out machine substitution and automated production. However, it is imperative that companies care about how to minimize the cost of electricity.
The energy storage war of electricity enterprises will start
The price difference between peak and valley electricity has widened, and the energy storage industry for electricity consumption enterprises will develop at the right time.
The energy storage facilities of electricity consumption enterprises are similar to large-scale "charging treasures", charging when electricity is cheap in the middle of the night, and using electricity when electricity costs are high during the day, which can save a lot of electricity costs for enterprises.
The cost of investing in the construction of energy storage facilities is not low, such as a 20 MWh energy storage project, which requires nearly 40 million yuan in investment. In the past, because the peak-to-valley price difference was not large, electricity companies did not have the enthusiasm to invest in construction. Now that the spread is widening, some companies are considering investing in construction.
The head of a cement company in Jinhua, a major electricity consumer, told Zhejiang That they will build a 20-megawatt-hour energy storage project in the factory area and store electricity in containers filled with energy storage devices. Enterprises will share the cost with energy storage service providers, and the savings in electricity costs will be shared by both sides.
Industry insiders said that the reasonable widening of the peak valley electricity price spread has created more space for the development of pumped water storage and new energy storage, which is conducive to promoting the development and consumption of new energy sources such as wind power and photovoltaic power generation.
At present, SUPCON Solar, Chint New Energy, Ruipu Energy, Juchen Integrated Energy (Zhejiang) Co., Ltd., etc. have all laid out the energy storage field. The energy storage business war for electricity companies has begun.
On July 29, the National Development and Reform Commission issued the Notice on Further Improving the Time-sharing Electricity Price Mechanism, which requires the formation of an effective market-based time-of-use electricity price signal, the optimization of the peak-to-valley electricity price mechanism, the establishment of a peak-to-peak electricity price mechanism, and the promotion of peak shaving and valley filling to meet the current stage of electricity supply and demand.
Outside Zhejiang, the price of electricity traded in the electricity market in many places has also shown an upward trend. According to reports, on September 7, Guangxi proposed to rise by 50% on the basis of the flat section of electricity prices to form peak electricity prices and trough electricity prices, and to rise by 20% in the peak electricity prices to form a peak electricity price. From October 1, Guangdong will widen the peak-valley price difference, and the peak-to-valley price comparison will be adjusted from the current 1.65:1:0.5 to 1.7:1:0.38, while the peak electricity price will rise by 25% on the basis of the peak section electricity price. Guizhou decided to increase the peak section electricity price by 50% on the basis of the flat section electricity price from October 1.
Original title: Super "charging treasure" is coming! Electricity prices have been greatly adjusted, and the battle for energy storage of electricity enterprises has begun
Disclaimer: The above content is reproduced from polaris power news network, and the content sent does not represent the position of this platform.
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