Advanced compressed air energy storage technology of 100MW or above is the best power level for the industrialization of large-scale and long-term energy storage market, which is of great significance to promote the development and wide application of the whole compressed air energy storage industry in China.
Jintan salt cave compressed air energy storage project
qualified for commercial transportation
According to the official website of Jiangsu development and Reform Commission, recently, the complete set of equipment of Jintan 60MW / 300mwh salt cavern compressed air energy storage national test and demonstration project was successfully started, and the continuous full load trial operation was successful. The network related tests such as primary frequency modulation performance and AGC function were completed. All indicators are excellent and have the conditions for commercial operation.
It is reported that Jintan Yanxue compressed air energy storage national pilot demonstration project is a key project promoted by the national energy administration and Jiangsu energy administration. It is the only national demonstration project in the field of compressed air energy storage and a major project in Jiangsu Province in 2019 and 2020 the project adopts the non supplementary combustion compressed air energy storage technology developed by Tsinghua University. It is the first large-scale non supplementary combustion compressed air energy storage power station in the world
The commissioning of the project is an important milestone in the R & D and application of compressed air energy storage technology, which will lay a solid foundation for Jiangsu Province to promote the development of high safety, low cost and long-term energy storage. It is of great significance for Jiangsu Province to build a new power system and promote the realization of carbon peak and carbon neutralization goals.
Compressed air energy storage has the advantages of large installed capacity, long energy storage cycle and high system efficiency, and can generally store and release energy for tens of thousands of times, with a service life of 40-50 years. It is considered to be one of the most promising large-scale energy storage technologies, which can be comparable to pumped storage at present, the investment cost per unit capacity of 100MW compressed air energy storage is about 1000 yuan / kWh, which is expected to be reduced by more than 30% after large-scale industrialization
Orient Securities Company Limited(600958) research report points out that the intermittence of photovoltaic and wind power can be managed to a certain extent through “short-term” energy storage systems such as lithium battery energy storage system, but the battery energy storage system is difficult to meet the power demand for a longer time. Therefore, it is also necessary to configure long-term energy storage system in the new power system. Advanced compressed air energy storage technology of 100MW or above is the best power level for the industrialization of large-scale and long-term energy storage market at present, which is of great significance to promote the development and wide application of the whole compressed air energy storage industry in China
concept stocks rose across the board since May
faucet two connecting sectors
According to the statistics of securities times · databao, there are only 10 companies with compressed air energy storage related technologies or businesses in the A-share market. As of the closing on May 20, the shares of these companies have risen across the board since May, with an average increase of 9.19%.
Snowsky Salt Industry Group Co.Ltd(600929) , Yunnan Energy Investment Co.Ltd(002053) increased by more than 10%, of which Yunnan Energy Investment Co.Ltd(002053) Sinosteel New Materials Co.Ltd(002057) recorded the limit for two consecutive days. In the first quarter of this year, the net profit of three of these companies doubled, namely Jiangsu Suyan Jingshen Co.Ltd(603299) , Snowsky Salt Industry Group Co.Ltd(600929) , Fujian Snowman Co.Ltd(002639) .
Shandong Sunway Chemical Group Co.Ltd(002469) has relevant technical reserves and application experience in energy storage, and participated in the design of Jiangsu Jintan salt cave compressed air energy storage national test demonstration project.
Jin Tong Ling Technology Group Co.Ltd(300091) and the Institute of Engineering Thermophysics of the Chinese Academy of sciences are strategic partners. At present, they have cooperated with other types of compressed air energy storage projects.
Xi’An Shaangu Power Co.Ltd(601369) continuously optimize and launch high parameter compressor unit technology, including large high temperature and low temperature compressor technology, high pressure ratio axial compressor technology and large domestic multi shaft gearbox design technology. At present, the company has the design and supply capacity of providing large-scale compressor unit and large-scale expansion generator unit to rock cave air energy storage system.
Snowsky Salt Industry Group Co.Ltd(600929) belongs to five important production enterprises, including Xiangheng salinization, Xiangli salinization, 92 salt industry, Yongda table salt and Xiangyu salinization, with a total recoverable area of 15.84 square kilometers, sodium chloride reserves of 1.315 billion tons and Glauber’s salt reserves of 333 million tons. SOTE salt chemical, a subsidiary of Hunan Chongqing salt chemical holding company acquired in 2021, has a well salt production capacity of 1 million tons / year. The company is rich in salt cave resources and is actively promoting salt cave related projects.
The control system of Nanjing Sciyon Wisdom Technology Group Co.Ltd(002380) has continued to increase its market share in the energy industry, and successively achieved the first set of breakthrough of 9h gas turbine unit in ningzhou, Dongguan, a new breakthrough of one million units in zheneng Yueqing, and the first set of breakthrough of self controllable PLC for wind power. In September 2021, the Jintan salt cavern compressed air energy storage national test and demonstration project provided by the company with distributed control system solution was successfully connected to the grid.
