储能科学与技术 ›› 2022, Vol. 11 ›› Issue (12): 4077-4083.doi: 10.19799/j.cnki.2095-4239.2022.0510

• 储能技术经济性分析 • 上一篇    下一篇

独立储能电站在湖南的商业投资价值分析

封开1(), 林佳荔1(), 李绘1, 连莲2   

  1. 1.华能天成融资租赁有限公司，北京 100007
    2.华能资本服务有限公司，北京 100031
  • 收稿日期:2022-09-07 修回日期:2022-09-14 出版日期:2022-12-05 发布日期:2022-12-29
  • 通讯作者: 林佳荔 E-mail:fengkai@huanengleasing.com;linjiali@huanengleasing.com
  • 作者简介:封开（1989—），男，硕士，研究方向为新能源投资，E-mail：fengkai@huanengleasing.com；

Commercial investment value analysis of independent energy storage power station in Hunan Province

Kai FENG1(), Jiali LIN1(), Hui LI1, Lian LIAN2   

  1. 1.Huaneng Tiancheng Financial Leasing Co. , Ltd. , Beijing 100007, China
    2.Huaneng Capital Services Limited, Beijing 100031, China
  • Received:2022-09-07 Revised:2022-09-14 Online:2022-12-05 Published:2022-12-29
  • Contact: Jiali LIN E-mail:fengkai@huanengleasing.com;linjiali@huanengleasing.com

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摘要：

笔者通过现场调研以及对各省出台的储能政策、辅助服务规则深入分析及独立储能电站运营模式实证研究，认为湖南省目前独立储能电站已经具备商业投资价值，即该区域的独立储能可以通过容量租赁收入以及辅助服务收入使得项目具备经济可行性，并具有稳定性及持续性：一是在容量租赁收入方面，基于目前湖南省的电网结构，湖南省需要大规模储能电站作为支撑性电源，当前已经出台强配储能政策，使得容量租赁具有政策强制性，同时，考虑到在一定的电力系统结构下220 kV变电站数量及其间隔侧数量有限的情况下，容量资源具有稀缺性，当前湖南省已规划储能仅能勉强满足存量项目及“十四五”期间原规划新增项目租赁需求，为长期需求规划的抽水蓄能电站需要在2030年前后才能投产，故可以判断短期容量租赁市场将呈现供不应求的态势，长期来看在抽水蓄能电站大规模投产前，容量租赁市场将维持供需基本平衡的情况；二是在辅助服务收入方面，目前湖南省储能参与辅助服务获利规则较为清晰，且采用充电模式计量对于储能电站较为有利，展望未来电力现货市场，储能电力现货交易收入将出现爆发式的增长。基于调研情况进行测算与评估，在当前收入水平下湖南省独立储能电站已经具备商业投资价值。

关键词: 独立储能电站, 容量租赁收入, 辅助服务收入, 商业投资价值

Abstract:

The author believes that independent energy storage power stations in Hunan Province have commercial investment value; that is, they can make the project economic, stable and sustainable through capacity lease income and auxiliary service income based on on-site investigation, in-depth analysis of energy storage policies and auxiliary service rules issued by various provinces, and empirical research on the operation mode of independent energy storage power stations. Regarding capacity lease income, Hunan need large-scale energy storage power stations as supporting power sources based on the current power grid structure of Hunan Province. Presently, the policy of mandatory configuration of energy storage has been issued, which makes the capacity lease mandatory. Simultaneously, the capacity resources are scarce considering the limited number of 220 kV substations under a particular power system structure. The planned energy storage in Hunan Province presently can barely meet only the rental demand of the existing and newly planned projects during the "14th five-year plan." The pumped storage power stations planned for long-term demand should be operational by 2030. Therefore, the short-term capacity leasing market is expected to show supply exceeding demand. Finally, the capacity leasing market will maintain a basic balance between supply and demand before the large-scale production of pumped storage power stations. Presently, regarding auxiliary service income, the profit rules of Hunan energy storage participating in auxiliary services are relatively clear; the charging mode measurement is favorable for the energy storage power station. Furthermore, looking forward to the future power spot market, the spot trading income of energy storage power will show explosive growth. According to the survey, Hunan's independent energy storage power station has a commercial investment value at the current income level.

Key words: independent energy storage power station, auxiliary service income, auxiliary service income, commercial investment value

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