
儲(chu)能是實現能源(yuan)互聯網的(de)(de)關鍵(jian)一環。未來(lai)充電(dian)(dian)設施(shi)、光伏、風電(dian)(dian)等(deng)(deng)各(ge)種發(fa)用電(dian)(dian)將大(da)量接入電(dian)(dian)網,儲(chu)能的(de)(de)出(chu)現可以平滑(hua)分(fen)布(bu)式發(fa)電(dian)(dian)的(de)(de)波動(dong)性,減小對電(dian)(dian)網的(de)(de)沖擊(ji)。同時,電(dian)(dian)改將加速激活(huo)用戶側,儲(chu)能的(de)(de)削峰填(tian)谷等(deng)(deng)作(zuo)用將顯現。現階(jie)段(duan)部(bu)分(fen)地區峰谷電(dian)(dian)價(jia)差較大(da)也將促進儲(chu)能的(de)(de)發(fa)展,直(zhi)接降低(di)企(qi)業用戶用電(dian)(dian)成本,帶來(lai)經濟效益。
儲(chu)能(neng)(neng)行業(ye)正處于快(kuai)速(su)成長期,鋰電(dian)(dian)池儲(chu)能(neng)(neng)的(de)(de)(de)特(te)點(dian)剛好契合了分布(bu)式光(guang)伏(fu)和通(tong)信基(ji)站儲(chu)能(neng)(neng)的(de)(de)(de)獨特(te)需求(qiu)。隨著光(guang)伏(fu)電(dian)(dian)池價格(ge)的(de)(de)(de)不斷下(xia)降,裝機量持續(xu)提(ti)升,相應(ying)的(de)(de)(de)儲(chu)能(neng)(neng)需求(qiu)也快(kuai)速(su)增長,今(jin)年上半年特(te)斯拉推出的(de)(de)(de)鋰電(dian)(dian)池儲(chu)能(neng)(neng)產品(pin)“能(neng)(neng)量包”與“能(neng)(neng)量墻”,成為分布(bu)式光(guang)伏(fu)鋰電(dian)(dian)池儲(chu)能(neng)(neng)的(de)(de)(de)標志(zhi)性(xing)產品(pin)。而(er)通(tong)信基(ji)站的(de)(de)(de)小型化(hua)與集成化(hua)趨(qu)勢,則成為通(tong)信基(ji)站后備電(dian)(dian)源鋰電(dian)(dian)化(hua)的(de)(de)(de)主要推動力。
隨著鋰電(dian)池(chi)(chi)儲(chu)能(neng)的應(ying)用逐(zhu)步拓展,國內外廠商紛紛布局這一(yi)領域。2015年底的幾個(ge)大型項(xiang)(xiang)目(mu),標志著存儲(chu)行業正從研(yan)究開發示(shi)范項(xiang)(xiang)目(mu)轉向(xiang)具有商業可行性的項(xiang)(xiang)目(mu)。IHS技術儲(chu)能(neng)項(xiang)(xiang)目(mu)及Company Database表示(shi)全球(qiu)約有900MW并網電(dian)池(chi)(chi)項(xiang)(xiang)目(mu)預計將(jiang)于2016年投產(chan),2016年并網儲(chu)能(neng)市場(chang)將(jiang)翻(fan)番。美國計劃的儲(chu)能(neng)市場(chang)將(jiang)占據整個(ge)預計裝機量的近一(yi)半(約為45%),日本為20%。
由于新太陽能(neng)(neng)電(dian)池技術(shu)和其他科技進步促(cu)進價格下跌,未來(lai)15年電(dian)池儲(chu)能(neng)(neng)成(cheng)本將下滑70%。伴隨著成(cheng)本快速下降,儲(chu)能(neng)(neng)產業(ye)進入高速發展期(qi),未來(lai)市(shi)場空間廣闊(kuo)。
儲(chu)(chu)能(neng)(neng)將(jiang)(jiang)使(shi)(shi)可(ke)再(zai)生能(neng)(neng)源(yuan)(yuan)的(de)變量(liang)供應變得更具彈(dan)性,并(bing)在電(dian)(dian)力(li)需(xu)求高(gao)峰時(shi)快(kuai)速增(zeng)加(jia)能(neng)(neng)源(yuan)(yuan)到電(dian)(dian)網。目(mu)前(qian),高(gao)成本(ben)的(de)電(dian)(dian)池(chi)系(xi)統(tong)(tong)使(shi)(shi)電(dian)(dian)廠運營(ying)商無法以商業規模部署儲(chu)(chu)能(neng)(neng)系(xi)統(tong)(tong)。但隨著產量(liang)增(zeng)加(jia),一些儲(chu)(chu)能(neng)(neng)技術的(de)成本(ben)將(jiang)(jiang)下(xia)滑。作為光(guang)伏系(xi)統(tong)(tong)的(de)儲(chu)(chu)能(neng)(neng)裝置(zhi),儲(chu)(chu)能(neng)(neng)效率可(ke)提高(gao)至95%,可(ke)大(da)幅(fu)度降(jiang)低(di)太陽能(neng)(neng)發(fa)(fa)電(dian)(dian)成本(ben)。目(mu)前(qian)的(de)大(da)部分光(guang)伏系(xi)統(tong)(tong)還采用(yong)(yong)(yong)鉛酸(suan)(suan)電(dian)(dian)池(chi)作為儲(chu)(chu)能(neng)(neng)裝置(zhi),但相(xiang)比而(er)言,磷酸(suan)(suan)鋰鐵電(dian)(dian)池(chi)替換能(neng)(neng)充(chong)分發(fa)(fa)揮其優勢,包括提高(gao)儲(chu)(chu)能(neng)(neng)效率,延長使(shi)(shi)用(yong)(yong)(yong)壽命,降(jiang)低(di)單(dan)位成本(ben)等(deng)等(deng)。該類型鋰電(dian)(dian)池(chi)用(yong)(yong)(yong)作儲(chu)(chu)能(neng)(neng)裝置(zhi),可(ke)把能(neng)(neng)源(yuan)(yuan)效率提高(gao)至95%,遠超過(guo)傳統(tong)(tong)鉛酸(suan)(suan)電(dian)(dian)池(chi)的(de)80%,并(bing)且擁(yong)有1600次充(chong)放電(dian)(dian)使(shi)(shi)用(yong)(yong)(yong)壽命。
雖然在投入商業(ye)光伏發電(dian)系(xi)統(tong)之前,電(dian)池(chi)還需要進一步(bu)的(de)(de)(de)測試。但研究已經表(biao)明,LiFePO4電(dian)池(chi)有(you)望提高太陽能(neng)發電(dian)系(xi)統(tong)的(de)(de)(de)效率,并有(you)助于降低(di)其安裝和保(bao)養費用(yong)(yong)。與傳統(tong)的(de)(de)(de)鉛酸(suan)電(dian)池(chi)相比,LiFePO4電(dian)池(chi)具(ju)有(you)更(geng)高的(de)(de)(de)效率,更(geng)長(chang)的(de)(de)(de)使用(yong)(yong)壽(shou)命(ming),重(zhong)量更(geng)輕,成本更(geng)小(xiao)。
事實上(shang),這是各(ge)國(guo)加(jia)速布局儲(chu)能(neng)(neng)(neng)(neng)市場的一個縮(suo)影。前瞻產業(ye)研究(jiu)院預測,隨著(zhu)我(wo)國(guo)可再(zai)生(sheng)能(neng)(neng)(neng)(neng)源產業(ye)的發展和儲(chu)能(neng)(neng)(neng)(neng)成本的逐步降低,儲(chu)能(neng)(neng)(neng)(neng)技術將從(cong)示(shi)范工程建設階(jie)段(duan)逐步延(yan)伸到(dao)商(shang)業(ye)化運營(ying)階(jie)段(duan),未來十年(nian)中國(guo)儲(chu)能(neng)(neng)(neng)(neng)產業(ye)將達萬億以上(shang)投資規模。更多最(zui)新儲(chu)能(neng)(neng)(neng)(neng)行業(ye)調查、、狀況(kuang)分(fen)析(xi)報(bao)告、行業(ye)市場分(fen)析(xi)信息請查閱發布的《》。
國家電投中國電力商丘熱電獲
陜煤集團榆林化學二期項目取版權聲明