标签： 上海夜网

　　Jiangsu Jintan salt cave compressed air energy storage project location, which is the world’s first non-afterburning compressed air energy storage power station.

　　Photo courtesy of China Huaneng Group

　　The container energy storage system developed by Shandong Dongying Kunyu Power Technology Co., Ltd. integrates energy storage, battery management and other technologies, and has recently achieved the first batch of secondary exports. The picture shows the company’s workers testing the energy storage containers that will be delivered soon.

　　Photo by Zhou Guangxue (People’s Vision)

　　When electricity consumption is low, it is "charged" and stored through the power grid, and the stored electric energy is released until the peak of electricity consumption to ensure the stability of the power system — — This kind of energy storage power station, whose principle is similar to "charging treasure", has been widely used in China in recent years, which has played an important role in stabilizing power supply.

　　A few days ago, the National Development and Reform Commission and the National Energy Administration issued the Notice on Further Promoting the New Energy Storage to Participate in the Electricity Market and Dispatch (hereinafter referred to as the Notice), clarifying that the new energy storage can participate in the electricity market as an independent energy storage, and making arrangements for its market mechanism, price mechanism and operation mechanism. According to industry analysts, this move will strongly promote the development of new energy storage industry, and then provide strong support for China to build a new power system.

　　What is new energy storage?

　　— — Besides pumped storage, new energy storage technologies include new lithium ion batteries, flow batteries, compressed air, etc.

　　Have you ever seen a power station that doesn’t burn coal or natural gas, but lets the air "show its talents"?

　　On May 26th, Jiangsu Jintan Salt Cave Compressed Air Energy Storage Project was officially put into operation. Cao Qingwei, the chairman of Jiangsu Company of China Huaneng Group, who is responsible for the construction and operation of the project, told this reporter that as the world’s first non-afterburning compressed air energy storage power station, the power station does not burn coal or natural gas, but drives the turbine generator set to rotate and generate electricity through compressed air. When the electricity consumption is low, the air is compressed into the salt cave by electric energy, and the air is released at the peak of electricity consumption to generate electricity. After the project is put into production, it can provide 60,000 kilowatts of peak-shaving capacity for local power grids, and can store 300,000 kWh of electricity in one energy storage cycle, and increase the peak-shaving power by about 100 million kWh every year, thus realizing "peak-shaving and valley-filling" of power supply and demand.

　　Compressed air energy storage is a new energy storage technology, and its function can be commonly understood as "charging treasure". As the power is ready to use, it is often necessary to increase the power investment according to the peak load demand, which is not only costly, but also prone to surplus power supply. Using energy storage technology to store power at the low power consumption and release it at the peak power consumption can effectively avoid the "uneven busy and idle" of power system and ensure the stability of power supply.

　　"New energy storage is relative to traditional energy storage." Ceng Ming, director of the Energy Internet Research Center of North China Electric Power University, told this reporter that the main representative of traditional energy storage is pumped storage power stations, while new energy storage refers to new energy storage technologies other than pumped storage, including new lithium-ion batteries, flow batteries, compressed air and mechanical energy storage.

　　"In recent years, the traditional energy storage represented by pumped storage power stations has developed rapidly, and the technology is relatively mature and widely used." Ceng Ming said that promoting the development of new energy storage on this basis is closely related to its characteristics of quick response, wide functions, flexible configuration and short construction period. From the site selection and layout, the new energy storage has more space to be laid out and stronger environmental adaptability. It can be deployed on the power generation side, power grid side and user side, and can be laid out in a large scale or distributed manner. From the function point of view, the new energy storage can play the role of peak regulation and frequency modulation, and can also be used as a backup power supply to smooth the fluctuation of wind power generation and photovoltaic power generation.

　　In recent years, China has accelerated the development and utilization of renewable energy, and the concept of green and low carbon has been deeply rooted in people’s hearts. However, wind power and photovoltaic have the characteristics of "looking at the sky and eating". When it is "extremely hot without wind" and "extremely cold without light", it will easily lead to fluctuations in power supply. "To maintain the stability of frequency and voltage, it is necessary to systematically schedule energy storage resources to smooth the fluctuation of new energy power generation." Ceng Ming said that this includes unified dispatching of power system and optimized dispatching of distributed new energy storage within its own scope. In recent years, new formats such as virtual power plants can also ensure power stability by dispatching energy storage resources.

　　Clarify the identity of market subject

　　— — New energy storage can participate in the power market as an independent energy storage; If an independent energy storage power station sends electricity to the power grid, the corresponding charging amount will not bear the transmission and distribution price, government funds and surcharges.

　　With the accelerated development of renewable energy, the construction of new energy storage projects in China has obviously accelerated. By the end of 2021, the cumulative installed capacity of new energy storage in China has exceeded 4 million kilowatts, and application scenarios such as "new energy+energy storage", conventional thermal power configuration energy storage, and smart microgrid are constantly emerging, and the business model is gradually expanding, which initially shows its supporting role for energy transformation.

　　However, due to the lack of clarity in the identity positioning and investment return mechanism of new energy storage in the power market, the enthusiasm of market participants for investment and construction has been affected to some extent. "In the past, the relevant market rules mainly clarified that energy storage participated in the auxiliary service market of peak shaving and frequency modulation. However, the design of rules for energy storage participating in medium and long-term transactions, spot transactions and other markets, especially the access standards and registration, trading and settlement rules, still needs to be refined and improved." Huang Bibin, deputy director of the Institute of New Energy and Statistics of State Grid Energy Research Institute, told this reporter.

　　From the power generation side, at present, most of the new energy storage in China is combined with new energy or thermal power generating units, and the adjustment function of energy storage is used to improve the frequency modulation performance of thermal power, and the compensation for frequency modulation auxiliary services is obtained, and the related benefits are not high. In terms of independent energy storage, if the charging and discharging price mechanism is not clear, if it is implemented with reference to the traditional price mechanism of power users and generator sets, the power station, as a power user, needs to pay the on-grid price, transmission and distribution price, government funds and additional and related taxes and fees; However, when discharging to the power grid, independent energy storage is equivalent to a generator set, and only benefits such as electricity price and auxiliary services are obtained. When the power grid sells the electricity released by independent energy storage to the end users, the buyers still have to pay the transmission and distribution price, government funds and surcharges.

　　In order to better promote the development of new energy storage industry, the Notice issued this time proposes that new energy storage can participate in the power market as an independent energy storage. At the same time, accelerate the promotion of independent energy storage to participate in the power market and cooperate with the peak shaving of the power grid. If an independent energy storage power station sends electricity to the power grid, the corresponding charging amount will not bear the transmission and distribution price, government funds and surcharges.

　　"Encourage the signing of market contracts during peak hours and low hours, and refine the profit mode of independent energy storage participating in the power market; It is clear that the charging amount does not bear the transmission and distribution price, government funds and surcharges, etc., which solves the problem that the original charging amount price mechanism is unclear, and is conducive to promoting the development of independent energy storage and making profits in a market way. " Huang Bibin said.

　　Taking Shandong Province with independent energy storage power station as an example, according to the purchasing electricity price released by Shandong Electric Power Company of State Grid in March this year, the electricity transmission and distribution price for power users of 220kV and above is 0.1169 yuan/kWh, and the government funds and surcharges are about 0.027 yuan/kWh. According to industry insiders, after the implementation of the new policy, the independent energy storage participating in the spot market in Shandong will benefit directly, and the income from power consumption is expected to increase from 0.1 yuan to 0.2 yuan/kWh.

　　Promote the development of large-scale "charging treasure"

　　— — New energy storage on power generation side, user side and power grid side can participate in market transactions; Accelerate technical support and promote new energy storage to achieve high-quality development

　　On May 27th, the civil engineering of flywheel energy storage project of Ningxia Electric Power Lingwu Company, the national energy group, was completed, becoming the first full-capacity flywheel energy storage project in China — The project of combined frequency modulation of thermal power is also the project with the largest power of flywheel energy storage unit and the largest total energy storage in the world. "The biggest feature of this project is full magnetic levitation, low energy consumption and fast response. The life cycle can be designed as 25 years, and more than 10 million times of storage and discharge can be realized during this life cycle. The conversion between charging and discharge can reach millisecond level, which can effectively meet the needs of rapid frequency modulation of power grid." Diao Shijun, deputy general manager of Ningxia Electric Power Lingwu Company of National Energy Group, told the reporter.

　　At present, the new type of energy storage with configuration is mainly used to adjust the instability of power generation. The Notice proposes that new energy storage projects in the form of distribution and construction should be encouraged to be combined with other types of power supplies and regarded as a whole, and participate in the power market in accordance with existing relevant rules. At the same time, encourage new energy stations and energy storage facilities to jointly participate in the market, use energy storage to improve the network-related performance of new energy, and ensure the efficient consumption and utilization of new energy.

　　"Encouraging the joint participation of new energy distribution and its affiliated power sources in the power market will help the new energy storage to better carry out medium and long-term time-sharing curve trading, improve the performance of new energy in the spot market, and provide more support for power system regulation, which will further promote the development of new energy storage technologies on the new energy side." Huang Bibin said.

　　In addition to the power generation side, the Notice also puts forward requirements for the market-oriented construction of new energy storage on the user side and the power grid side, clearly further supporting the development of energy storage on the user side, "moderately increasing the peak-valley price difference to create space for the development of energy storage on the user side" and "encouraging further increasing the upper and lower prices of the medium and long-term power market and the spot market, guiding the user side to actively allocate new energy storage, and increasing the revenue channels for energy storage on the user side". At the same time, it is required to establish a price mechanism for energy storage on the grid side.

　　Huang Bibin told reporters that taking lithium-ion battery energy storage, which has developed rapidly in recent years, as an example, the current system construction cost is about 1,500 yuan ~ 2,000 yuan/kWh, but the life-cycle electricity cost is still 2-mdash of pumped storage; Three times. "The promulgation of the Notice will create conditions for new energy storage such as lithium-ion battery energy storage to participate in various power markets and obtain reasonable income."

　　The growth of the new energy storage industry is also inseparable from technological innovation. Huang Bibin believes that the new energy storage technology in China has made great progress at present, but the core indexes such as efficiency, capacity and service life still need to be broken, especially when the output time of new energy is limited under extreme weather conditions, there is a lack of new energy storage technology with large capacity and long period for system regulation. He suggested that in the future, with the goal of ensuring power supply and the safe and stable operation of the power grid, we should focus on promoting the research and development and system integration of new energy storage core technologies and equipment with large capacity, long period, low cost and high safety by deepening collaborative innovation of Industry-University-Research users and developing demonstration applications, so as to help the new energy storage industry achieve high-quality development.

　　[Aika Auto New Energy Channel Original]

　　A few weeks ago, when I received the invitation letter for the test drive of Tengshi 400 pure electric vehicle, I was really surprised. Tengshi actually set the test drive in Manzhouli, where the temperature was only -20℃. As we all know, low temperature has a great negative impact on battery performance. In a cold environment, the cruising range of electric vehicles will be greatly reduced. For Tengshi 400, an electric car, Manzhouli in February is obviously not a good place to go.

　　Then the question is coming. Where did Tengshi 400 get its confidence? When it first appeared, did it challenge the low temperature?

First, the model introduction

　　Tengshi is a joint venture between BYD and Mercedes-Benz, and its first model was personally operated by Oliver Bray, the head of Mercedes-Benz China Design Center. Tengshi is positioned as a luxury pure electric vehicle, aiming at the market of 300,000 yuan, and its space, configuration and cruising range are better than many China brand models.

　　In the market, Tengshi has no direct competitors. The price of imported models is high and has not yet reached the range of 300,000 yuan; The price of China brand cars is mostly less than 150,000 yuan, and the competitiveness is insufficient. Tengshi has achieved some success because it has grasped the blank of the market.

　　However, the development of new energy vehicles is very fast, and Tengshi’s advantages in cruising range and configuration are being quickly caught up by the lower-level China brand models, so it is urgent to bring forth the new. Tengshi 400 is an upgrade to meet this demand.

　　Compared with the current models, what upgrades do Tengshi 400 have?

1. The cruising range is improved.

　　By using a battery with higher energy density, Tengshi 400 increased the battery capacity from 47.5kWh to 62kWh while keeping the shape and size of the battery pack unchanged. At the same time, the cruising range under comprehensive working conditions has also increased from 253km to 352km.

　　It should be noted that the model of this new car is Tengshi 400, but its cruising range is not 400km. At a constant speed of 60km/h, the cruising range of Tengshi 400 can reach 473km；; Under the working conditions of the Ministry of Industry and Information Technology (comprehensive working conditions), the cruising range of Tengshi 400 is 352km.

　　According to our past experience, the actual cruising range of Tengshi 400 is not difficult to reach 350km in a conventional environment (without air conditioning). If the driving habits are good, the cruising range of 400km can also be achieved.

2. Power improvement

　　Tengshi 400 Glory Edition adopts a new motor with a maximum power of 135kW and a maximum torque of 300Nm. The official acceleration time of 0-100km/h is 10.5s, and the power is obviously improved.

　　Unfortunately, the fashionable and distinguished models still use the old motors, with the maximum power of 86kW, the maximum torque of 290Nm and the acceleration time of 0-100km/h of 14.0s s.

3. Configuration upgrade

　　In terms of configuration, the biggest improvement of Tengshi 400 is the addition of seat heating and panoramic sunroof.

　　For electric vehicles, it consumes a lot of power to turn on the warm air in winter, but the heating effect is not obvious enough, while the heating of the seat is relatively energy-saving, which can provide good comfort for the occupants, so it is a very practical configuration. The front seats of Tengshi 400 Premium Edition and Glory Edition models are equipped with three-speed adjustable seat heating function, while the fashion version models do not have this configuration.

　　Panoramic skylight can effectively improve the vision of the occupants in the car, and its benefits are self-evident. Tengshi’s old models can’t provide skylights, which makes many car owners feel very sorry. Tengshi 400 Glory Edition is equipped with a panoramic sunroof with a maximum opening range of 55cm.

4. Price of Tengshi 400

　　As early as the first public appearance of Tengshi 400 in September 2016, Tengshi announced the pre-sale price of the car: 415,800 yuan for the distinguished version and 432,800 yuan for the glory version. As for the fashion version with the lowest configuration, the price has not yet been announced, and it may lower the threshold at a lower price.

　　In 2017, the state introduced new regulations on subsidies for new energy vehicles, and the subsidies for Tengshi 400 models decreased from 110,000 yuan to 66,000 yuan. In this way, the terminal price of Tengshi 400 Glory Edition will reach 366,800 yuan, which greatly exceeds the price of the old models.

　　Regarding the issue of shrinking subsidies, Tengshi said that the final selling price is still under study. We guess Tengshi officials may introduce some preferential measures.

Second, the appearance is basically unchanged.

　　In terms of appearance, Tengshi 400 has no change compared with the old models. On the one hand, this upgrade is mainly to enhance the inner; On the other hand, Tengshi was designed by Oliver Bray. Although some people don’t like it very much, they have to admit that it is still very difficult to change the master’s design. If you are not careful, you will gild the lily.

　　Two days after Xiaomi’s first model SU7 went on sale, Huawei’s smart car selection cooperation with car companies also ushered in significant progress.

　　On the morning of March 30th, Yu Chengdong, managing director of Huawei, CEO of BG and chairman of BU, a smart car solution, issued a document on his Weibo platform, saying that Zhijie S7 started large-scale delivery. "A large number of Xinzhijie S7 have left the production line and are on their way to delivery to users!"

　　Previously, Huawei and Chery’s smart car selection, the delivery of Zhijie S7, has been criticized by the market. Yu Chengdong recently publicly responded at the committee of 100, and the vehicle delivery will return to normal in April.

　　In addition to the large-scale delivery of Zhijie S7, Huawei and BAIC’s first smart car, Enjoy the World S9, has also made significant progress. According to informed sources, the model will be publicly unveiled at the Beijing Auto Show at the end of April.

　　Zhijie S7 opens mass delivery.

　　Yu Chengdong issued a document in Weibo, saying that Zhijie S7 has started mass delivery, and a large number of new Zhijie S7 have left the production line and are on their way to delivery to users.

　　He said that as the first smart car in HarmonyOS Zhixing, Zhijie S7 is a C-class medium and large luxury car that young people like very much. "In addition to the ultra-high’ room rate’, the luxurious Zhijie S7 also carries eight Huawei black technologies, including Turing chassis, parking and driving, etc. It is an ultra-safe smart car equipped with super black technology."

　　It is reported that Zhijie S7 is the first smart choice model jointly developed by Huawei and Chery. It is positioned as a medium-sized and large-sized pure electric coupe. It was officially launched on November 28, 2023, and four versions of models were launched, with the price range of 249,800 ~ 349,800 yuan.

　　According to the data, Zhijie S7 is equipped with Huawei’s technologies or functions, such as Huawei ADS2.0 advanced intelligent driving system, a new generation of HUAWEI DriveONE power platform, Huawei Turing intelligent chassis, HUAWEI xMotion intelligent body collaborative control system, etc., with high "Chinese content".

　　However, after the listing, the delivery status of Zhijie S7 has been unsatisfactory, and the market has also criticized it.

　　At the China Electric Vehicle committee of 100 Forum (2024) in mid-March, Yu Chengdong publicly responded to the reasons for the slow delivery of Zhijie S7. He said that the reason why Huawei cooperated with Chery in Zhijie S7 was that the chip was out of stock and the factory moved, which delayed the listing and mass production. He expected that it would return to normal in April.

　　Enjoy the world S9 or make an appearance soon.

　　In addition to the breakthrough in the delivery bottleneck of Zhijie S7, the first intelligent selection model of Huawei and BAIC, Enjoy the World S9, also sent important information.

　　On March 29th, the official Weibo of Xiangjie Automobile was launched, and it has been certified by the official organization (Blue V). However, at present, the account has not published anything. A person familiar with the matter told reporters that Enjoy the World S9 will be officially released in the near future, and will be publicly unveiled at the Beijing Auto Show at the end of April.

　　On March 13th, the Ministry of Industry and Information Technology announced the announcement of new products for road motor vehicle manufacturers and products, and enjoyed the first public appearance of S9.

　　At that time, the model declared a total of three models, all of which were pure electric car models. In the declaration drawing, the word "Enjoy the Bound S9" appears at the position of the sign at the rear of the vehicle. According to the application information, the car is positioned in a medium and large car, and the length, width and height of its new car are 5160/1987/1486mm and the wheelbase is 3050mm respectively.

　　On the other hand, in terms of appearance, Enjoy the World S9 has very obvious characteristics of HarmonyOS’s intellectual family, and many people call it the "enlarged version" of Intellectual World S7. According to a previous survey, the internal pricing of Enjoy World S9 is 300,000 ~ 500,000 yuan, and the follow-up model planning of Enjoy World includes but is not limited to recreational cars, SUVs and other products. () The planned annual production capacity of smart cars is 300,000.

　　The harvest period of smart car business comes.

　　In the industry’s view, Huawei’s smart car business has gradually entered the harvest period.

　　On March 29th, Huawei announced its 2023 financial report. The data shows that in the past year, Huawei’s smart car solution business achieved sales revenue of 4.7 billion yuan, a year-on-year increase of 128.1%.

　　This is also the largest increase among Huawei’s five business segments. In this regard, Huawei said that "the smart car solution business has begun to enter the stage of scale delivery".

　　It is worth noting that Huawei’s financial report data for the first half of 2023 shows that its smart car solution business revenue in the first half of the year was only 1 billion yuan. This also means that Huawei’s business segment achieved explosive growth in the second half of last year.

　　In fact, this is closely related to the surge in brand sales since the second half of last year. Before September last year, Huawei and () cooperated with the smart car brand to stand on the edge of the cliff. However, with the launch of the new M7 in September last year, the world has successfully achieved a "counterattack" and sales have been rising all the way. Yu Chengdong then commented on the sales of Huawei’s new M7 with "It’s not easy to come back to life".

　　According to the latest delivery data, in February this year, Wenjie brand delivered a total of 21,142 new cars, surpassing LI for two consecutive months, becoming the new domestic sales champion. The cumulative order of the new model M9 from listing to now is close to 60,000.

　　Founder Securities predicts that with the start of scale delivery on February 26th, the sales volume of its brand is expected to continue to climb upward from March to June, and start to contribute to stable sales. The agency estimates that the comprehensive average price of this model is expected to reach 518,000 yuan, which will greatly boost the overall brand average price and profitability.

　　At the Auto committee of 100 Forum (2024), Yu Chengdong revealed the latest operation of the smart car selection business: Thanks to the hot sales of models developed in cooperation with car companies, Yuehua’s smart car selection business has turned losses into profits in the first three months of this year, and the car BU is close to breakeven. It is expected to turn losses into profits after April.