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The “digital referent” of power reaction, the “dip platform” in the power field, the key carrier of matching supply and demand… Under the guidance of the “double carbon” goal, virtual power plants have become the main circle for building new power systems, and the industry also pays great attention to virtual power plants.
“The phenomenon of gathering but not grouping, gathering but differences is widespread”, “Volunteering power plants have many challenges from virtual to real”, “Volunteering power plants have single business forms, and the market mechanism is not sound”… As a new body, the incubation of new industries is not a waste of time, and the problem is easy to see.
Recently, the National Development and Reform Commission and the State Administration of Dynamics issued the “Guiding Opinions on Accelerating the Promotion of Virtual Electric Power Factory Development” (hereinafter referred to as the “Opinions”), which clearly proposed to accelerate the development scale and degree of virtual electricity factories, improve the policies and market systems to support the development of virtual electricity factories, and encourage various social capital combinations such as civilian enterprises to participate in investment, construction and operation. With the country’s further clear steps towards the operation location of the main virtual power plant, the development space of virtual power plants will be gradually opened. For the Sugar baby A step-by-step process to clarify the key issues of the development of virtual power plants. The editorial department of this magazine invited Fan Fengfei, director of the Power Planning and Design Institute of Power, the Dean of the Power Policy and Market Research Institute, and the South East Major Power Economic and Technological Research Institute to teach Gao Fengwei and the National Network Dynamics Research Institute Senior researcher Wu Yiyu, chairman of Hangzhou Sidu Cloud Power Technology Co., Ltd. Yu Qing, and other insiders focus on the pain points of virtual power development, verify the advantages and potential problems of virtual power technology in the market landscape, and help virtual power plants to “realize” from “virtual”.
Opening development space
“my country Power Enterprise Governance”: As our country’s first national-level special policy on virtual power plants, what development opportunities will the release of “Opinions” bring to virtual power plants?
Fan Feng:The “Opinions” will bring opportunities to virtual power plant development in policy support, project construction, commercial operation, etc. In terms of policy support, in the future, various places will continue to change virtual power policies that will change at random, and policy red benefits will continue to emerge. In terms of project construction, the types of aggregated resources of virtual power plants will continue to be rich, and the influence of nearby enterprises will continue to increase. In terms of business operations, promoting virtual power plants from an important perspective.es-sugar.net/”>Sugar daddy‘s response to demand should be to participate in the power market and to change the value-added services of “Volume Factory+” and the profit margin is expected to continue to rise.
Gao Qiongwei: The authorities have a strong opinion on virtual power plants. The “Opinions” proposes the goal of “it can only reach more than 50 million kilowatts by 2030”. Although the proportion of the total system capacity is not the same Gao, but from the perspective of system operation, this is the focus of the adjustment ability of Painting Dragon. The key is that “Opinions” clearly confirms the positioning of virtual power plants and its main effect in the future power system construction. At the same time, the policy document focuses on strengthening the responsibility of provincial-level agencies in the construction of virtual power plants. These all express that virtual power plants will usher in the “spring” of large-scale development.
Wu YiyuSugar daddy:First, “Opinions” laid a solid foundation for the development of virtual power plants, and will provide the most basic compliance and system guidance for virtual power plants. Second, “Opinions” clearly confirms the construction principles of virtual power plants participating in market mechanism foundation construction, and will contribute to the development of a unified power market in the country. Third, “Opinions” 》 has confirmed the key points of virtual power plants participating in power system operation mechanism, and will be achieved by ensuring power supply and new power consumption. We will contribute to the potential of scale. Fourth, “Opinions” advocates the cooperation of multiple subjects in cooperation with virtual power plants to build operation, and will lead to the development of high and low-rise tourism of the industry chain and build a prosperous industry.
Yu Qing:The “Opinions” fills out policy vacancy, and the industry’s development has policy guaranteed. First, the definition of virtual power plants is unified, and there is no longer too much confusion; second, the market component of virtual power plants is clearly confirmed, and the prosperity and innovation of business forms is encouraged; third, the business is encouraged, including civilian enterprises. All kinds of market entities participate, and a sentence introduction: The warm and cool little sweet article will bring it to the support range of green finance; fourth, allow provinces to transform and form development paths at any time; fifth, they have made further steps in technical specifications, market progress, talent requests, market construction and supervision.
Multiple tests are needed
“China Power Enterprise Governance”: The current potential of virtual power plants has not been fully explored, and the actual implementation results are not stable. How do you treat this phenomenon?
Fan Zi Fei: Currently, the proportion of virtual power plant aggregation resource adjustment can account for too low to the total aggregation resource scale. From the perspective of the country, this proportion lacks 20%, and some research cases show that departmental projects even lack 10%. On the one hand, this is the current virtual project in my country.The important thing about the aggregation of power plants is the adjustable load, and there is a lack of more adjustable resource types such as new energy intake and distributed combustion engines. For example, the 15 virtual power plants in a certain province are designed to build test projects, all of which are mainly aggregated industrial production loads. On the other hand, it is also related to technical maturity, market mechanism and favor formats, such as the focus aggregation adjustment, the market format is not useful, and the profit and capital reduction are reduced, which is a stage-by-stage characteristic of the current development of virtual power plants.
Gao Qianwei:The current virtual power plants lack sufficient market environment. Today, virtual power plants should actively rely on the power demand response implemented by Internet companies, and demand response should be a “no force under the circumstances of supply-side resource use”. You can imagine this very short-term situation, which also means that it is impossible to implement it normally. Confirmity is the basis of corporate investment. If a business is implemented this year but not at the age of age, it is still unknown whether it can be implemented in the next year. How can such a business allow companies to invest in long-term personnel, technology and more resources? Today, the area where virtual power plants are developed according to demand is not large, and it lacks the ability to support the development of a industry. A city has built several ten virtual power plants, but the market capitalization in a year is only 5 million yuan, and it is a simple and simple salary. In the short term, Sugar babyThe concept can attract some social funds to be built in virtual power plants, but if the market does not receive market returns in the long term, it will definitely not be long-term to promote development by relying on feelings and connections.
Wu Yiyu: There are three reasons for this situation. First, many researches on the scale of virtual power plants have used aggregate capacity as a balance. This will lead to the scale of virtual power plants on the account being very large, and the actual amount of actual adjustable amount is not much. For example, some operators will also be included in the capacity. Second, the market is still developing, and the market that can realize the market and provide services, which can achieve the market with virtual power plants.In many provinces, there is no operation or no access to virtual power plants. When this market is constantly transformed to provide virtual power plants with sufficient profit space, virtual power plants with strong adjustment will naturally survive and lose those “unrealized” virtual power plants. Third, the industry has given too much connotation and waiting for virtual power plants. This has both good and bad sides. The disadvantage is that too TC: