At this stage, energy storage is not the only new energy auxiliary project. In order to pursue economy, enterprises are likely to adopt thermal power peak shaving, and new energy enterprises are not the only beneficiaries of energy storage power station construction, and their rights and responsibilities are not equal.
Previously, the national development and Reform Commission (NDRC) issued the “notice on issues related to the policy of new energy on grid electricity price in 2021 (Draft for comments)” (hereinafter referred to as the draft for comments) “, which proposed that the guiding price of new energy in 2021 should be determined by considering the benchmark price of coal-fired power generation and the average market transaction price in 2020, But the guiding electricity price of every province is lower than the benchmark electricity price.
Some experts have pointed out that most of the practitioners in China’s energy storage industry are small and medium-sized enterprises, and have not explored the market mechanism and business model suitable for their own development. At the same time, there is also a lack of compensation mechanism in the power auxiliary service market. For example, the equipment manufacturers basically advance funds to obtain orders. Allocation of energy storage means increased costs and reduced profits. The publication of the draft has worried some people in the industry whether capital investment in energy storage will be reduced?
Peng Peng, Secretary General of China new energy power investment and financing alliance, believes that energy storage enterprises do not need to worry about this“ Strong energy allocation and storage will significantly boost the new installed capacity of energy storage. Without energy storage, the grid connection qualification will not be obtained. Powerful new energy enterprises can calculate the economic account and actively choose to allocate energy storage. “An energy storage expert believes that “for new energy enterprises, the more important thing is how to transmit the allocation and storage cost and increase their own income.”However, Yu Zhenhua, executive vice chairman of Zhongguancun energy storage industry technology alliance, believes that at this stage, it is difficult for the third-party industrial capital to directly face energy storage. The rapid growth of energy storage units and over emphasis on economy will not help the healthy development of energy storage industry, but may trigger “bad money driving out good money”.
For new energy power generation enterprises, the investment cost of power station has been fixed. Once the on grid electricity price is lowered, the profit margin of the enterprise will decline.
Peng Peng told reporters that at this stage, the overall guidance of price reduction means is “very moderate.”. Compared with the electricity price of thermal power, it is only a few percent lower. The focus of enterprises is not the reduction of the guidance price, but how to choose the bidding mode“ Now the provinces have more detailed price setting, because the income rules of the policy are not clear, and the enterprises are also very clear that they basically can not get the guidance price. They will focus on the income brought by the guarantee hours. “The above-mentioned energy storage industry experts said that new energy enterprises have already made psychological preparations to meet the parity under the situation of declining subsidies. He believes that for new energy enterprises, they have the ability to implement in accordance with the standards of the draft“ However, each place should also look at the corresponding resource endowments for cost control. “