The policies on power auxiliary services and power grid connection were issued, and the market-oriented price competition mechanism was improved
In the past, the main body of power auxiliary services was traditional power plants, and the new documents added new energy, electrochemical energy storage, electric vehicle charging pile and other user side loads; The content of auxiliary services is richer, with new auxiliary services such as moment of inertia, climbing, stable machine cutting and stable load cutting; The competitive marketization of auxiliary services is divided into basic power auxiliary services and paid power auxiliary services, which are not pure voluntary labor; The main body of the bill is clear. According to the principle of “who benefits, who bears”, the generator and the user share the bill together.
The southern region issued detailed rules for power auxiliary services and deepened the compensation and allocation mechanism for power auxiliary services
The detailed rules for the management and implementation of power auxiliary services in the southern region further defines the compensation mode and the main body of the sharing mechanism. According to the principle of “who provides, who makes profits; who benefits, who bears”, in principle, for the power auxiliary services that serve the overall operation of the power system, the compensation cost shall be shared by the grid connected entities at the generation side, market-oriented power users and other grid connected entities; For the power auxiliary services that serve the grid connected entities at the specific generation side, the compensation cost shall be shared by the grid connected entities at the relevant generation side; For power auxiliary services serving specific power users, the compensation expenses shall be shared by relevant power users.
Independent energy storage power stations participate in grid connected operation and auxiliary services, and establish an independent market position
The independent energy storage power station directly signs the grid connection dispatching agreement with the power dispatching organization as an independent subject, which is not limited by the access location and is included in the power grid connection operation and auxiliary service management. From the perspective of compensation method, if the independent energy storage power station independently participates in the relevant auxiliary service market, it shall be compensated in accordance with the above detailed rules for the implementation of auxiliary services, and the frequency modulation, peak shaving and reactive power regulation of non market independent energy storage power station shall be compensated in accordance with the detailed rules for the compensation of independent energy storage.
Investment advice
The policy in the southern region actually establishes the independent market position of new energy storage participating in auxiliary services, and also improves the expectation of energy storage accelerating its entry into market-oriented trading fields such as medium and long-term trading, bidding trading and futures trading. Focus on leading companies in the fields of energy storage batteries, energy storage inverters, energy storage integrators, energy storage operators, energy storage temperature control, energy storage fire protection: Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Sunwoda Electronic Co.Ltd(300207) , Gotion High-Tech Co.Ltd(002074) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Zhejiang Narada Power Source Co.Ltd(300068) 3 Shandong Xiantan Co.Ltd(002746) 88390 Ginlong Technologies Co.Ltd(300763) Ningbo Deye Technology Co.Ltd(605117) Shenzhen Sinexcel Electric Co.Ltd(300693) Kehua Data Co.Ltd(002335) Guangzhou Zhiguang Electric Co.Ltd(002169) Windsun Science Technology Co.Ltd(688663) Shenzhen Hopewind Electric Co.Ltd(603063) Shenzhen Kstar Science & Technology Co.Ltd(002518) Fujian Nebula Electronics.Ltd(300648) Jilin Jinguan Electric Co.Ltd(300510) Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) ； Yunnan Wenshan Electric Power Co.Ltd(600995) ； Fujian Yongfu Power Engineering Co.Ltd(300712) ； Shenzhen Envicool Technology Co.Ltd(002837) Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) ； Guoanda Co.Ltd(300902) , Jade Bird Fire Co.Ltd(002960) etc.
Risk tips
The installed capacity of energy storage is less than expected, covid-19 epidemic factors, global political and military risks
