The Government Should Coordinate the Special Planning of Energy Storage and Further Improve the Price Mechanism of New Energy Storage.
September 25, 2024 SNEC 9th International energy storage and battery technology and Equipment (Shanghai) conference opening ceremony was held in Shanghai, president of China Electric Power Construction Enterprise Association, co-chairman of the International Financial Forum (IFF) energy transformation and development committee, wang Siqiang, the first secretary general of the National Energy Expert Advisory Committee, delivered a speech.
Wang Siqiang said that in recent years, the world's demands for green development and low-carbon energy transformation have become increasingly urgent. Energy storage, hydrogen energy and battery technology and equipment, as key elements of transformation and development, play a vital role. China is also the biggest contributor to the global energy storage market, occupying almost half of the country.
With the proposal of carbon neutralization target of 3060 carbon peaks, China has raised the development of green and low carbon to the level of national strategy, and the new power system has entered an unprecedented stage of development, as a key element of building a new power system, new energy storage has been developing rapidly since this year.
However, he also pointed out that with the energy storage industry officially entering the stage of large-scale development, the development of new energy storage is also facing many challenges. First, the development orientation needs to be further clarified. Second, the planning and operation are not standardized enough. Third, there are many hidden dangers in industrial development, especially in the current competition for new technologies. The danger of elimination cannot be ignored, the quality of the equipment is uneven, and the safety problem is often red light; The fourth is that the price is involution, which makes it difficult for enterprises to make profits. As the price war in the industry intensifies, the price of energy storage equipment has approached or even lower than the cost price, the differentiation of enterprises has intensified, the profitability of some enterprises is worrying, and the risk of industry reshuffle is plus-sized.
At the government level, it is necessary to carry out the special planning of energy storage as a whole, further clarify the main position of the independent market of new energy storage, further improve the price mechanism of new energy storage, new energy plus energy storage project incentive mechanism and energy storage technology standards and management system; To vigorously promote the construction of power side Energy Storage Project, actively promote the rational planning and layout of power grid side energy storage, we strongly support the diversified development of user-side energy storage.
At the enterprise level, it is necessary to carry out forward-looking, systematic and strategic research and development of key energy storage technologies, promote the research and development of key materials, units, modules and strategic key technologies, and concentrate on overcoming shortcomings. To accelerate the realization of core technology autonomy, adhere to the diversification of energy storage technology, promote the cost of relatively mature energy storage technologies such as lithium ion batteries to continue to decline and commercial scale application, and realize compressed air, liquid flow battery and other long-term energy storage technology entered the early stage of commercial development, accelerate flywheel energy storage, sodium ion battery and other technologies to carry out large-scale experimental demonstration, demand-oriented, explore the research and demonstration application of new energy storage and other innovative energy storage technologies.
At the social level, we should actively promote the cultivation of professional talents in energy storage technology discipline, help the construction of innovative platform for energy storage technology production and education integration, actively promote the transformation of innovative achievements, and help to carry out demonstration of energy storage industrialization, the first set of major technical equipment demonstration and scientific and technological innovation experiment demonstration. Strengthen the analysis and evaluation of new energy storage demonstration projects, provide scientific data support for the practical application effect of new technologies, new products and new schemes, and provide basis for the country to formulate industrial policies and technical standards, create a good situation for industrial enterprises to promote each other and develop together.
(The above content is sorted out according to the on-site speech, not reviewed by the guests)