At present, the establishment of carbon peaking and carbon neutrality goals has further promoted the development of the new energy industry. Within a day, energy storage tenders suddenly surged! Under the leadership of central enterprises such as China Resources, Huaneng, Huadian, and National Energy Group, the energy storage will start a new journey in the second half of 2022! What surprises are there in Shanxi, where scale is king?

Enterprise effect: central enterprises become the main force

The hot temperature in July "ignited" the energy storage market in the second half of 2022. According to incomplete statistics, only from yesterday to the day before the press release, 17 energy storage project tenders were released.

Judging from the content of the bidding, central enterprises such as China Resources, Huaneng, Huadian, National Energy Group, State Power Investment Corporation, and China Southern Power Grid also shot at the same time. Although the project locations, technology types and applications are different, it can be seen that the central enterprises have become the main players in the game of energy storage, regardless of the task or demand, the central enterprises are indeed the pioneers in promoting the development of energy storage.

From the perspective of the construction mode of energy storage, wind power energy storage and photovoltaic energy storage appear frequently, and shared energy storage is not uncommon. However, Huadian and State Power Investment’s bidding projects are the most special. Xinjiang has already started a new way of using long-term energy storage against new energy. On the one hand, it also promotes energy storage investment in the form of rewarding new energy development indicators. It is to stimulate the support and development of long-term energy storage to solve the demand for peak regulation and consumption brought about by large-scale new energy.

In addition, we also found that hybrid energy storage systems began to appear frequently in newly disclosed projects in 2022. For example, the first wind power energy storage project in Henan Province has ushered in new demand. State Power Investment Corporation plans to add a 5MW/0.175MWh flywheel storage system based on the existing 4.8MW/4.8MWh electrochemical energy storage system in Shiziping Wind Farm. energy system.

400MW/800MWh energy storage power station reappears!

On July 11, Huashuo New Energy released the EPC bidding for the 400MW/800MWh independent energy storage project, which is the largest energy storage project in the recent bidding. This is the seventh 400MW/800MWh energy storage project disclosed by Shanxi. The main investor of the project, Shuozhou Huashuo New Energy Technology Co., Ltd., is backed by Shuozhou State-owned Assets Supervision and Administration Commission, and its strength should not be underestimated. Judging from the opening of bids for the previous large-scale energy storage projects, several units affiliated to China Energy Construction and PowerChina have taken over these projects, and the average winning bid price is about 3.21 yuan/Wh. Who will go to the energy storage project of Shuozhou Economic and Technological Development Zone in this new tender? According to statistics, these are only the tip of the iceberg of Shanxi energy storage.

Shanxi's reserve scale is king

According to statistics, since 2022, Shanxi has filed 34 100MWh energy storage power station projects, with a total investment of over 40.3 billion and a total energy storage scale of over 9.1GW/18.9GWh. According to the filing, these projects are basically planned to start construction in 2022.

The main investors of the project are from 25 companies including State Power Investment Corporation, China Three Gorges Corporation, China Resources, China National Nuclear Corporation, Envision Energy, and Beijing Daowei Energy Storage.

Among them, Beijing Hongshengtong has the largest project scale and the largest number of projects. The energy storage scale of 3 projects reaches 1000MW/2000MWh, accounting for 10.5% of the total share. Envision Energy ranks second, holding the largest energy storage project known to date, with a project scale of 750MW/1500MWh, located in Changzhi City. In addition, Bingsheng Chemical, Fanshi Technology Development, and Zhongxin Electric Energy Technology will also build projects with an energy storage scale of 500MW/1000MWh.

In addition, the Jiufang Gujiao Shared Energy Storage Demonstration Station Project (Phase I) of Shanxi Hongsheng Digital Energy Technology Co., Ltd. is the first batch of "new energy + energy storage" pilot demonstration projects in Shanxi Province. Editor / Xu Shengpeng