Energy storage market attention continues to heat up, many governments and enterprises to accelerate the layout of the energy storage industry. Among them, industrial and commercial energy storage as a distributed energy storage system in the user side of the typical application, the investment attribute is also gradually apparent.
For enterprises, the application of energy storage is like a huge "rechargeable treasure", the most intuitive benefit is of course, special circumstances as an emergency back-up power supply to use as well as for the enterprise to bring revenue, saving electricity costs. Of course, the benefits go far beyond that.
Today, we will take you to analyze the commercial and industrial energy storage profit channels.
Close distance to the source and load end
high stability and reliability requirements, frequent operation, focus on revenue
Rich application modes and application scenarios, high customization rate
Reduce the cost of electricity for enterprises
Enhance the level of distributed energy consumption
Reduce the impact of "pulling gates and limiting power".
Enhance the available transformer capacity
General industrial and commercial power consumption enterprises
The industrial and commercial energy storage value of the following enterprises can be maximized:
General industrial and commercial enterprises implementing peak and valley time-sharing tariffs
General industrial and commercial enterprises with operating days ≥ 300 days or more
General industrial and commercial enterprises with certain volatility of electricity consumption loads in peak and valley leveling time periods
peak and valley tariff difference and the average value of the peak and level tariff difference ≥ 0.65 yuan / kWh of the general industrial and commercial enterprises
annual electricity consumption ≥ 2 million kWh of general industrial and commercial enterprises
Including but not limited to manufacturing enterprises, industrial and commercial parks, office buildings, shopping malls, distributed photovoltaic, optical storage charging and checking power stations, distribution substations, microgrids, data centers, island microgrids, villages, groups, and enterprises.
According to the latest data from the National Energy Administration, the installed capacity of industrial and commercial PV in the first half of 2022 was 10.74GW, exceeding household PV for the first time, and becoming a hotter development direction for distributed PV.
However, the industrial and commercial PV power generation curve and load consumption curve there is a mismatch in space and time, when the PV power generation exceeds the load consumption capacity of the time period to let the excess power sold cheaply to the grid company; and in the PV power generation output is insufficient, industrial and commercial users have to buy high-priced electricity from the grid, resulting in the industrial and commercial users in the even if the installation of photovoltaic case, but still have to use a part of the grid's high-priced electricity, the cost of electricity has not been maximized, the cost of electricity. The cost of electricity has not been minimized.
The energy storage system is like a "reservoir", in the PV power generation output is large, will not be able to temporarily self-use of electricity stored in the battery, in the PV power generation output is insufficient, will be released to the power load battery power to use, to realize the PV power supply "peak shaving fill valley "This maximizes the proportion of self-generation and self-consumption of PV power generation, reduces the cost of electricity consumption, and helps enterprises to reduce carbon emissions.
China's industrial and commercial sectors generally implement time-sharing tariff policies and peak tariff policies. Taking Shenzhen as an example, starting from 2022, the electricity price in Shenzhen increases the peak period and the corresponding time period is adjusted accordingly. Peak periods are 10-12pm and 14-19pm; valley periods are 0-8pm; and the rest of the time is flat. The peak-to-valley ratio in Shenzhen is 1.53:1:0.32, and the peak-to-valley ratio in non-Shenzhen areas is 1.7:1:0.38. The implementation of the tariffs for the peak period is for the three full months of July, August and September, as well as for the high temperature days of other months when the daily maximum air temperature reaches 35℃ and above.
The implementation hours are 11-12 hours and 15-17 hours. The tariff for the sharp section is 25% higher than the peak section tariff of the above peak and valley time-sharing tariff. The industrial and commercial energy storage system purchases low-priced electricity from the grid in the valley of the tariff and supplies it to the loads for use in the peak or sharp section of the tariff, thus reducing the expenditure of the enterprise's electricity bill.
China adopts a two-part tariff system for large-scale industrial electricity consumption with a receiving transformer capacity of 315 kVA and above. The two-part tariff system consists of a power tariff and a capacity tariff, which is calculated based on the user's actual electricity consumption, and the capacity tariff can be chosen to be calculated according to the fixed capacity of the transformer or according to the maximum demand of the transformer. The capacity tariff can be calculated according to the fixed capacity of the transformer or according to the maximum demand of the transformer.
Industrial and commercial energy storage system power can be in the peak load power consumption, can replace the transformer capacity, reduce the role of the overall capacity requirements of the transformer, so as to reduce the construction cost of transformer capacity expansion and later fixed capacity tariffs or maximum demand tariffs. For the power load capacity is not sufficient, but also new charging pile construction of the old industrial and commercial scene, but also can be exempted from the transformer expansion brought about by the long cycle and high cost, through the energy storage system can be realized by dynamic expansion.
Higher requirements for grid continuity applications, industrial and commercial energy storage system in the grid blackout, can be used as a backup power supply, can replace the traditional UPS power supply function, for industrial and commercial parks in the key uninterruptible loads to provide backup power to protect, to cope with unexpected power outages, can be part of the industrial and commercial owners to save the cost of investment in UPS power supply equipment.
The current southern regional power market has been launched trial operation, is expected soon after the national unified power market will also start running, the relevant policy has been clear that will be introduced in due course of energy storage and other market players to participate in green power trading. It should be noted that distributed energy storage systems are difficult to meet the buyer's demand for one-time call volume in the power trading market due to their small capacity, and they can participate in the power market trading in an aggregated manner through virtual power plants (VPP).
Auxiliary services in the power market refer to the services provided by power generation enterprises, grid operators and power users in addition to the normal production, transmission and use of electric energy, in order to maintain the safe and stable operation of the power system and ensure the quality of electric energy.
