It is of great significance to further promote the large-scale utilization of new energy power generation such as wind power and photovoltaic power generation, and actively guide new energy to enter the electricity trading market。 First of all, it is necessary to accelerate the improvement of the green electricity trading market and carry out cross-regional green electricity trading on a large scale. Second, it is necessary to establish the status of the main body of the new energy storage market and improve the price system of the new energy storage. At the same time, it is necessary to further tap the new flexible resources of the whole chain of "source, network, load and storage". In addition, it is also necessary to improve the supporting mechanism for green and low-carbon development.
Since September, the phenomenon of "pulling the gate and curtailing electricity" has spread to some provinces. The main reason for this is that coal prices continue to rise, resulting in coal power facing the dilemma of "power generation is loss". On October 17, 118 cities and more than 600 wind power companies jointly launched the "Wind Power Partnership Action • Zero Carbon City Fumei Countryside" plan, and released the Wind Power Partner Action Plan, proposing to reduce the cost of electricity in high, medium and low wind speed areas onshore to 0.1 yuan, 0.2 yuan and 0.3 yuan respectively in 2025. According to the calculation of relevant agencies, during the "14th Five-Year Plan" period, the cost of photovoltaic power generation will drop to 0.25 yuan to 0.38 yuan. This means that the cost of wind power and photovoltaic power generation will be basically the same as or even lower than that of coal-fired power generation, and in the context of high coal prices, tapping the potential of new energy "substitutes" such as wind power and photovoltaic power generation and playing a greater role will become an important choice to alleviate the tension in power supply.
As of the end of September, the installed capacity of power generation in the country was 2.29 billion kilowatts, an increase of 9.4% year-on-year. Among them, the installed capacity of wind power is about 300 million kilowatts, an increase of 32.8% year-on-year。 The installed capacity of solar power generation was about 280 million kilowatts, an increase of 24.6% year-on-year. With the emergence of the technical scale effect of wind power and photovoltaic power generation, the on-grid price of kWh electricity has gradually decreased, and compared with the on-grid price of coal power, it has basically been able to achieve parity or even low-cost internet access, which can better meet the low-cost, clean and sustainable electricity needs of users. At present, the implementation of relevant new energy policies will effectively promote the development of wind power and photovoltaic power generation projects, expand the scale of industry, reduce the cost of new energy unit power generation, enhance market competitive advantage, help promote the transformation of the national power energy structure, reduce the dependence of the power generation side on single coal resources, and alleviate the large-scale power curtailment pressure caused by insufficient thermal power generation。 The participation of affordable wind power and photovoltaic power generation in the power market is conducive to promoting the clean and low-carbon transformation of the power system, ensuring the coupling and complementarity between multiple energy types such as coal, oil, natural gas and renewable energy, and forming the overall advantage of development needs and huge technological innovation space。
It is of great significance to further promote the large-scale utilization of new energy power generation such as wind power and photovoltaic power generation, and actively guide new energy to enter the electricity trading market。 In the future, more targeted incentive measures and a supporting guarantee mechanism for development should be implemented.
First of all, it is necessary to accelerate the improvement of the green electricity trading market and carry out cross-regional green electricity trading on a large scale. Break down cross-regional barriers to green electricity trading, send rich green electricity from the "three norths" region to the central and eastern regions, realize cross-regional resource allocation, ensure the consumption of green electricity, and promote the transformation of the original green certificate alternative electricity price subsidy model to direct green electricity trading.
Second, it is necessary to establish the status of the main body of the new energy storage market and improve the price system of the new energy storage. Large-scale wind power, photovoltaic power generation and other new energy power generation access to the power grid, improve the requirements for system flexibility, urgently need to tap new key technologies for energy storage, enrich peak-valley time-of-use electricity prices, seasonal electricity prices and differentiated electricity price systems。
At the same time, it is necessary to further excavate the new flexible resources of the whole chain of "source, network, load and storage" to support the large-scale grid connection of new energy power generation. The flexible transformation of traditional thermal power is difficult to adapt to the regulatory needs of new energy power generation such as wind power and photovoltaic power generation, and it is necessary to dig deep into the "source, network, load, storage" full chain of electric vehicles, demand-side management, allocation of energy storage and other power system flexibility resources, and clarify its market trading mechanism through matching flexible resource development incentive policies。
In addition, it is also necessary to improve the supporting mechanism for green and low-carbon development and promote the application of high-tech achievements. Give full play to the dual role of green finance guidance and service, strengthen financial support for the development of green and low-carbon projects, promote the application of high and new technologies such as artificial intelligence, big data, and the Internet of Things in the prediction, regulation and other aspects of new energy power generation, and realize the wisdom and intelligence of the whole process of new energy utilization。
(Source of this article: Economic Daily Author: Ju Liwei, School of Economics and Management, North China Electric Power University)
Source: Economic Daily