2017年(nian)發改委等五(wu)部門聯合發布《關(guan)于(yu)促進(jin)儲(chu)(chu)(chu)能(neng)技術(shu)與產(chan)業(ye)(ye)(ye)發展的(de)指導意見》,其(qi)中明確提到“十(shi)三五(wu)”期(qi)(qi)間,儲(chu)(chu)(chu)能(neng)行(xing)業(ye)(ye)(ye)處于(yu)商業(ye)(ye)(ye)化發展初期(qi)(qi);而在“十(shi)四五(wu)”期(qi)(qi)間,儲(chu)(chu)(chu)能(neng)項目(mu)廣泛應用將成為(wei)能(neng)源(yuan)領(ling)域(yu)經(jing)濟(ji)新增長(chang)點,儲(chu)(chu)(chu)能(neng)行(xing)業(ye)(ye)(ye)進(jin)入規模化發展階段。曾鳴對我國能(neng)源(yuan)與電(dian)力(li)“十(shi)四五(wu)”規劃(hua)提出了需(xu)要配置儲(chu)(chu)(chu)能(neng)的(de)相關(guan)建議。
“十四五”我國電力特點:負荷峰谷差持續加大
我國(guo)“十四(si)五”期間電(dian)力(li)(li)平衡(heng)情況是當前業(ye)(ye)界十分(fen)關切、具有(you)一定爭議(yi)的(de)話題(ti)。國(guo)網能(neng)源研(yan)究(jiu)院(yuan)初(chu)步(bu)(bu)測(ce)算(suan),預計“十四(si)五”期間全社會用(yong)(yong)(yong)電(dian)量增長(chang)率(lv)為4%—5%,電(dian)力(li)(li)彈(dan)性系數(shu)小于(yu)1,電(dian)力(li)(li)負荷(he)峰(feng)谷差持續加(jia)(jia)大,冬季(ji)采暖范圍擴大導致(zhi)冬季(ji)用(yong)(yong)(yong)電(dian)峰(feng)值上升較快,夏季(ji)日負荷(he)雙峰(feng)特征更(geng)加(jia)(jia)明顯(xian)。國(guo)網能(neng)源研(yan)究(jiu)院(yuan)院(yuan)長(chang)張運洲分(fen)析,一方面,受第二產業(ye)(ye)用(yong)(yong)(yong)電(dian)比重(zhong)穩步(bu)(bu)下降(jiang)、第三(san)產業(ye)(ye)和居民用(yong)(yong)(yong)電(dian)占(zhan)比逐年提高影響(xiang),國(guo)家電(dian)網經(jing)營區域最大負荷(he)增速(su)(su)將高于(yu)用(yong)(yong)(yong)電(dian)量增速(su)(su),預測(ce)2025年達到(dao)13.3億千瓦,年均增速(su)(su)5.5%,高于(yu)用(yong)(yong)(yong)電(dian)量增速(su)(su)約(yue)1個百分(fen)點。最大日峰(feng)谷差率(lv)預計將增至35%,最大日峰(feng)谷差達到(dao)4億千瓦,電(dian)力(li)(li)系統調(diao)峰(feng)壓(ya)力(li)(li)進一步(bu)(bu)增大。“另一方面,東(dong)中部地區夏季(ji)日負荷(he)更(geng)多地呈現雙峰(feng)特征,增加(jia)(jia)了電(dian)力(li)(li)平衡(heng)的(de)難度。尤(you)其是晚高峰(feng)期間光(guang)伏出(chu)力(li)(li)幾乎(hu)為0,電(dian)力(li)(li)晚高峰(feng)平衡(heng)問題(ti)需要高度重(zhong)視并加(jia)(jia)以解(jie)決。”
據國網能(neng)源研究(jiu)院初(chu)步測(ce)算,如果僅考慮已明確(que)的(de)“十(shi)四五”期間投(tou)產電(dian)源和(he)跨(kua)區輸電(dian)通(tong)道,2025年國網公(gong)司經營區東(dong)(dong)中部地(di)區高峰時段電(dian)力(li)供應能(neng)力(li)明顯不足,其中,華(hua)(hua)北受端、華(hua)(hua)東(dong)(dong)、華(hua)(hua)中等地(di)區的(de)電(dian)力(li)缺口將分別(bie)達(da)到(dao)2400萬(wan)、3400萬(wan)和(he)2800萬(wan)千(qian)瓦。需(xu)要多措并舉,包括增加有效(xiao)電(dian)源、跨(kua)區調劑以(yi)及加大需(xu)求側(ce)響應力(li)度等手段保證(zheng)電(dian)力(li)供應。
我國能源與電力“十四五”規劃應考慮的儲能應用相關建議
開展綜合能源服務
當前我國以單一系(xi)(xi)統(tong)(tong)(tong)縱向延伸為主的(de)(de)(de)傳統(tong)(tong)(tong)能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)系(xi)(xi)統(tong)(tong)(tong)發(fa)展模式已不能(neng)(neng)(neng)(neng)滿足(zu)能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)革命戰略在(zai)提(ti)高(gao)能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)效(xiao)率、保障能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安(an)全(quan)、促進(jin)新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)消納(na)和(he)(he)(he)推動環境保護等方(fang)面的(de)(de)(de)要求,亟(ji)須通過構建綜(zong)合能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)系(xi)(xi)統(tong)(tong)(tong)打(da)通電(dian)(dian)、熱、氣多(duo)(duo)種能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)子系(xi)(xi)統(tong)(tong)(tong)間的(de)(de)(de)技術壁(bi)壘、體(ti)制壁(bi)壘和(he)(he)(he)市場壁(bi)壘,促進(jin)多(duo)(duo)種能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)互補互濟(ji)和(he)(he)(he)多(duo)(duo)系(xi)(xi)統(tong)(tong)(tong)協調優化(hua),在(zai)保障能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)安(an)全(quan)的(de)(de)(de)基礎上推動能(neng)(neng)(neng)(neng)效(xiao)提(ti)升和(he)(he)(he)新能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)消納(na)。因此,如(ru)何圍繞“兩高(gao)三低”目標,即實現系(xi)(xi)統(tong)(tong)(tong)綜(zong)合能(neng)(neng)(neng)(neng)效(xiao)的(de)(de)(de)提(ti)高(gao)、系(xi)(xi)統(tong)(tong)(tong)運(yun)行可靠性的(de)(de)(de)提(ti)高(gao)、用戶(hu)用能(neng)(neng)(neng)(neng)成本的(de)(de)(de)降低、系(xi)(xi)統(tong)(tong)(tong)碳排放(fang)的(de)(de)(de)降低和(he)(he)(he)系(xi)(xi)統(tong)(tong)(tong)其他污染物排放(fang)的(de)(de)(de)降低,合理(li)規劃建設與運(yun)行綜(zong)合能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)系(xi)(xi)統(tong)(tong)(tong)、開展綜(zong)合能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)服務是能(neng)(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)與電(dian)(dian)力“十四(si)五”規劃需要重點考慮的(de)(de)(de)問題。
建議“十四五”期間進(jin)(jin)一步推進(jin)(jin)源(yuan)(yuan)(yuan)端(duan)基地(di)(di)及終端(duan)消費綜合(he)(he)(he)能(neng)(neng)源(yuan)(yuan)(yuan)系(xi)統規(gui)劃建設,利用(yong)先進(jin)(jin)的(de)(de)(de)物(wu)理信息(xi)技術和創新管理模(mo)式(shi)(shi),配(pei)置冷熱電三(san)聯供(gong)、電制氫、儲能(neng)(neng)等能(neng)(neng)源(yuan)(yuan)(yuan)轉(zhuan)(zhuan)換與儲存設備,推進(jin)(jin)以(yi)電為核心的(de)(de)(de)多能(neng)(neng)源(yuan)(yuan)(yuan)系(xi)統之(zhi)間的(de)(de)(de)協調(diao)規(gui)劃、優化運行(xing)、協同管理、交(jiao)互響應和互補互濟(ji),并建立多異質(zhi)能(neng)(neng)源(yuan)(yuan)(yuan)之(zhi)間的(de)(de)(de)價(jia)值(zhi)(zhi)(zhi)轉(zhuan)(zhuan)換媒介,形成(cheng)統一的(de)(de)(de)市場價(jia)值(zhi)(zhi)(zhi)衡量標準,促(cu)進(jin)(jin)西部可再生能(neng)(neng)源(yuan)(yuan)(yuan)基地(di)(di)的(de)(de)(de)電力外送與就地(di)(di)轉(zhuan)(zhuan)化利用(yong),以(yi)及中東部分布式(shi)(shi)可再生能(neng)(neng)源(yuan)(yuan)(yuan)的(de)(de)(de)開發利用(yong)。同時建議推動國家電網、南方(fang)電網等國有(you)供(gong)電企(qi)業(ye)將綜合(he)(he)(he)能(neng)(neng)源(yuan)(yuan)(yuan)服(fu)務(wu)(wu)作為主(zhu)營業(ye)務(wu)(wu)之(zhi)一,向綜合(he)(he)(he)能(neng)(neng)源(yuan)(yuan)(yuan)服(fu)務(wu)(wu)商轉(zhuan)(zhuan)型,通過PPP、BOT、BT等模(mo)式(shi)(shi)引入其他主(zhu)體、資本共(gong)同開展綜合(he)(he)(he)能(neng)(neng)源(yuan)(yuan)(yuan)服(fu)務(wu)(wu)相關業(ye)務(wu)(wu),以(yi)信息(xi)共(gong)享、技術共(gong)享、價(jia)值(zhi)(zhi)(zhi)共(gong)享的(de)(de)(de)方(fang)式(shi)(shi)實(shi)現綜合(he)(he)(he)能(neng)(neng)源(yuan)(yuan)(yuan)服(fu)務(wu)(wu)快速、有(you)效落地(di)(di)。
綜合利用退役火電機組
隨(sui)著(zhu)能(neng)源結(jie)構的調整與(yu)可再生能(neng)源的大規模(mo)發展,“十四五”期(qi)間(jian)煤(mei)電(dian)機組生存空間(jian)將持續被壓縮(suo),供給(gei)側改革任務艱巨(ju),一大批火(huo)電(dian)機組面臨(lin)退役。因(yin)此,如何妥善處理(li)退役火(huo)電(dian)、有效(xiao)利用退役機組設備與(yu)廠址是能(neng)源與(yu)電(dian)力“十四五”規劃需要(yao)重點考慮(lv)的問題(ti)。
建議(yi)“十四五”期間推(tui)進通(tong)過退(tui)役(yi)(yi)火電機(ji)(ji)組(zu)技(ji)術(shu)改造(zao)與原有廠(chang)(chang)址再建開展(zhan)綜合(he)能(neng)(neng)(neng)源(yuan)(yuan)供(gong)應(ying)的(de)方式來解(jie)決火電機(ji)(ji)組(zu)退(tui)役(yi)(yi)問題。鼓勵(li)(li)落后產能(neng)(neng)(neng)小火電機(ji)(ji)組(zu)開展(zhan)低熱(re)值煤(mei)綜合(he)利用發(fa)電技(ji)術(shu)改造(zao)、生物質(zhi)發(fa)電技(ji)術(shu)改造(zao)以及燃煤(mei)耦合(he)生物質(zhi)發(fa)電技(ji)術(shu)改造(zao),增加不需要(yao)調峰調頻調壓等配(pei)套調節措施的(de)優(you)質(zhi)可(ke)再生能(neng)(neng)(neng)源(yuan)(yuan)供(gong)應(ying),促進煤(mei)電的(de)低碳(tan)清潔發(fa)展(zhan);鼓勵(li)(li)在靠近負荷區域的(de)退(tui)役(yi)(yi)火電原廠(chang)(chang)址上(shang)新建包括分布(bu)式冷(leng)熱(re)電三聯供(gong)燃氣機(ji)(ji)組(zu)、分布(bu)式光伏、儲能(neng)(neng)(neng)、電制氫等在內的(de)綜合(he)能(neng)(neng)(neng)源(yuan)(yuan)系統,為用戶提供(gong)電、熱(re)、氣、冷(leng)等多種(zhong)能(neng)(neng)(neng)源(yuan)(yuan)的(de)綜合(he)供(gong)應(ying)。
激發用戶側可再生能源電力使用
當(dang)前我國(guo)用(yong)(yong)戶(hu)(hu)側(ce)(ce)可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)電力(li)(li)使用(yong)(yong)需求(qiu)較低(di)、負荷靈活響應(ying)可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)出力(li)(li)波動的(de)(de)(de)(de)潛(qian)力(li)(li)未被充分(fen)挖掘,可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)電力(li)(li)供需難以匹配是造成大規模可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)消(xiao)納困難的(de)(de)(de)(de)關鍵原(yuan)因。隨著(zhu)發(fa)電側(ce)(ce)的(de)(de)(de)(de)補貼退坡(po)和平(ping)價(jia)上網,以風電、光伏發(fa)電為主的(de)(de)(de)(de)可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)全額消(xiao)納需要考慮(lv)面(mian)(mian)對(dui)用(yong)(yong)戶(hu)(hu)的(de)(de)(de)(de)直接供應(ying),一方(fang)面(mian)(mian)發(fa)電側(ce)(ce)應(ying)在現有(you)西北可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)地(di)遠距離輸送的(de)(de)(de)(de)基(ji)(ji)礎上,大力(li)(li)發(fa)展中(zhong)東部負荷中(zhong)心的(de)(de)(de)(de)分(fen)布式可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan),另一方(fang)面(mian)(mian)用(yong)(yong)戶(hu)(hu)側(ce)(ce)應(ying)著(zhu)力(li)(li)培養負荷調節靈活、用(yong)(yong)電模式匹配的(de)(de)(de)(de)綠色電力(li)(li)消(xiao)費(fei)用(yong)(yong)戶(hu)(hu),實(shi)現可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)供需平(ping)衡。因此,如何激發(fa)用(yong)(yong)戶(hu)(hu)側(ce)(ce)可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)電力(li)(li)使用(yong)(yong)需求(qiu)、實(shi)現非水可(ke)再(zai)生(sheng)能(neng)(neng)(neng)(neng)源(yuan)(yuan)直接面(mian)(mian)對(dui)用(yong)(yong)戶(hu)(hu)供應(ying),是能(neng)(neng)(neng)(neng)源(yuan)(yuan)與電力(li)(li)“十四五(wu)”規劃(hua)需要重點考慮(lv)的(de)(de)(de)(de)問題。
建議“十四五”期(qi)間將國家可(ke)(ke)(ke)再(zai)(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)政策重點由長期(qi)以來的(de)供應側法律政策支持逐漸(jian)轉(zhuan)向需(xu)求側,將現階段發(fa)電(dian)側補(bu)貼(tie)(tie)(tie)模式(shi)改為用(yong)(yong)戶(hu)(hu)側補(bu)貼(tie)(tie)(tie),以激(ji)發(fa)用(yong)(yong)戶(hu)(hu)使(shi)(shi)用(yong)(yong)可(ke)(ke)(ke)再(zai)(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)電(dian)力的(de)積極性,鼓勵用(yong)(yong)戶(hu)(hu)通過技(ji)術改造、配置儲能(neng)(neng)(neng)、分布式(shi)電(dian)源(yuan)(yuan)等方(fang)式(shi)實現對可(ke)(ke)(ke)再(zai)(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)出力的(de)靈(ling)活響應與直接消納(na)。建議用(yong)(yong)戶(hu)(hu)側可(ke)(ke)(ke)再(zai)(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)電(dian)價(jia)(jia)補(bu)貼(tie)(tie)(tie)由容(rong)量(liang)電(dian)價(jia)(jia)補(bu)貼(tie)(tie)(tie)和電(dian)量(liang)電(dian)價(jia)(jia)補(bu)貼(tie)(tie)(tie)兩部(bu)分構成,其中,容(rong)量(liang)電(dian)價(jia)(jia)補(bu)貼(tie)(tie)(tie)按照用(yong)(yong)戶(hu)(hu)承(cheng)諾全部(bu)使(shi)(shi)用(yong)(yong)可(ke)(ke)(ke)再(zai)(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)、且可(ke)(ke)(ke)隨(sui)可(ke)(ke)(ke)再(zai)(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)出力情況(kuang)靈(ling)活調(diao)節(jie)的(de)負荷水平按月或一次性補(bu)貼(tie)(tie)(tie),電(dian)量(liang)電(dian)價(jia)(jia)補(bu)貼(tie)(tie)(tie)按照用(yong)(yong)戶(hu)(hu)實際使(shi)(shi)用(yong)(yong)的(de)可(ke)(ke)(ke)再(zai)(zai)(zai)生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)電(dian)量(liang)進(jin)行補(bu)貼(tie)(tie)(tie)。
充分發揮需求響應資源作用
當前(qian)國際上許多國家已從能(neng)(neng)(neng)(neng)源(yuan)戰(zhan)略高度將需(xu)(xu)求(qiu)響(xiang)(xiang)(xiang)應資(zi)(zi)源(yuan)置于與(yu)(yu)發(fa)電(dian)側(ce)(ce)資(zi)(zi)源(yuan)同等甚(shen)至優先的(de)地位(wei),需(xu)(xu)求(qiu)側(ce)(ce)彈性(xing)負荷、分(fen)布式電(dian)源(yuan)、電(dian)動汽車、儲能(neng)(neng)(neng)(neng)等資(zi)(zi)源(yuan)可(ke)通(tong)過(guo)對價(jia)格信號的(de)響(xiang)(xiang)(xiang)應實(shi)現削峰(feng)填谷、追蹤可(ke)再生(sheng)(sheng)能(neng)(neng)(neng)(neng)源(yuan)出力(li)(li)、為(wei)系(xi)統(tong)提(ti)供調(diao)(diao)頻輔助服務等功能(neng)(neng)(neng)(neng),與(yu)(yu)供應側(ce)(ce)深度調(diao)(diao)峰(feng)、配置儲能(neng)(neng)(neng)(neng)等系(xi)統(tong)調(diao)(diao)節方式相比成本(ben)更低(di)、效(xiao)果(guo)更好(hao),如(ru)與(yu)(yu)熱(re)電(dian)廠加裝(zhuang)電(dian)蓄熱(re)鍋爐相比,化工生(sheng)(sheng)產企業(ye)通(tong)過(guo)技術改造參與(yu)(yu)需(xu)(xu)求(qiu)響(xiang)(xiang)(xiang)應可(ke)節約(yue)(yue)調(diao)(diao)峰(feng)成本(ben)約(yue)(yue)0.05元(yuan)/千瓦時。我國雖于2012年開(kai)始開(kai)展了一(yi)系(xi)列(lie)電(dian)力(li)(li)需(xu)(xu)求(qiu)側(ce)(ce)管(guan)理(li)城市綜合試點,“十(shi)三五(wu)”電(dian)力(li)(li)規(gui)劃中也有(you)提(ti)到大(da)力(li)(li)提(ti)高電(dian)力(li)(li)需(xu)(xu)求(qiu)側(ce)(ce)響(xiang)(xiang)(xiang)應能(neng)(neng)(neng)(neng)力(li)(li),但由于目(mu)前(qian)市場價(jia)格激勵機制尚未(wei)健全,需(xu)(xu)求(qiu)響(xiang)(xiang)(xiang)應方面的(de)實(shi)質性(xing)工作并(bing)不多,實(shi)施效(xiao)果(guo)也并(bing)不盡(jin)如(ru)人意,需(xu)(xu)求(qiu)響(xiang)(xiang)(xiang)應資(zi)(zi)源(yuan)價(jia)值需(xu)(xu)在“十(shi)四(si)五(wu)”期間進(jin)一(yi)步挖掘。因此,如(ru)何充分(fen)發(fa)揮需(xu)(xu)求(qiu)響(xiang)(xiang)(xiang)應資(zi)(zi)源(yuan)在提(ti)升(sheng)系(xi)統(tong)可(ke)靠(kao)性(xing)、促進(jin)可(ke)再生(sheng)(sheng)能(neng)(neng)(neng)(neng)源(yuan)消(xiao)納方面的(de)應有(you)作用(yong),是能(neng)(neng)(neng)(neng)源(yuan)與(yu)(yu)電(dian)力(li)(li)“十(shi)四(si)五(wu)”規(gui)劃需(xu)(xu)重點考慮的(de)問題(ti)。
建(jian)議“十(shi)四五”期間從加快構(gou)建(jian)市場(chang)(chang)化電(dian)(dian)價機制、建(jian)設(she)以(yi)需(xu)(xu)求側為重點的泛在(zai)電(dian)(dian)力(li)物聯(lian)網(wang)(wang)兩個方面(mian)支持需(xu)(xu)求響應資(zi)源(yuan)發揮(hui)其應有的作用。一(yi)方面(mian),加快電(dian)(dian)力(li)現貨(huo)市場(chang)(chang)與(yu)輔(fu)助服務(wu)市場(chang)(chang)建(jian)設(she)步伐,以(yi)可反映電(dian)(dian)力(li)供(gong)需(xu)(xu)情況的實時(shi)電(dian)(dian)價信(xin)號激(ji)發需(xu)(xu)求響應資(zi)源(yuan)潛力(li);另一(yi)方面(mian),通過廣(guang)泛部署用戶信(xin)息(xi)、電(dian)(dian)網(wang)(wang)信(xin)息(xi)與(yu)發電(dian)(dian)信(xin)息(xi)等數(shu)(shu)據(ju)(ju)采集(ji)終端,建(jian)設(she)泛在(zai)電(dian)(dian)力(li)物聯(lian)網(wang)(wang),打破源(yuan)—網(wang)(wang)—荷—儲(chu)數(shu)(shu)據(ju)(ju)壁壘,整合系統運行、市場(chang)(chang)交易和用戶用電(dian)(dian)數(shu)(shu)據(ju)(ju),提高需(xu)(xu)求側大數(shu)(shu)據(ju)(ju)分析能力(li),實現需(xu)(xu)求響應資(zi)源(yuan)的智能調(diao)控。