A few days ago, Guangdong Zhaoqing High-tech Zone released the \”Zhaoqing High-tech Zone Saving Rules (Draft)\” proposed, based on the total installed capacity of the project, according to 150 yuan / kWh standard, the subsidy is given, The total amount of each company’s project subsidy is not more than 1 million yuan. In the case where the current power market and the energy storage price recycling mechanism are not yet perfect, the profitability is a key crux that plasmids the scale development of the energy storage industry. Therefore, \”subsidies\” is considered an important means of improving the enthusiasm of energy storage investment. According to incomplete statistics, in order to promote renewable energy, more than 20 provinces and cities currently have issued new energy configuration energy storage policies, as well as corresponding energy storage subsidies or encourage policies. However, the subsidies of all localities are not the same, and the differences in subsidies are also very different. What is the reason? 01 Investment Risk Industry Calls for an increase in policy incentive new energy configuration storage capacity while relieving abandonment, and suppressing power network fluctuations, it has also improved corporate investment costs. \”The current energy storage policy is insufficient.\” General Manager of a storage company in Jiangsu Province frankly, currently, local policies focus on encouraging or enforce new energy stations to configure certain proportional energy storage, to obtain project access, scheduling, etc. right. However, in the case where the electricity and the auxiliary service market mechanism is still imperfect, it is difficult for energy storage and utilization of hours to be effective, and the investment risk of energy storage power stations is still large. It has always called for energy storage subsidy policy. In January 202, Qinghai Province took the lead in issuing \”Notice on Printing and Distributing Several Measures (Trial) of the Development of Energy Industry\”, spontaneous self-storage facilities The province’s electric grid power is given to 0.1 yuan / kWh operation subsidies. At the same time, it is guaranteed that the energy storage facilities utilize the hourly number of not less than 540 hours, which has become the first province for subsidizing the new energy storage capacity for new energy storage energy. Since then, Zhejiang, Ningxia, Sichuan, Suzhou, etc. have also released the storage subsidy policy. \”Some policies are in order to support photovoltaic, ice storage and other projects. Some policy starting points are local to invest in investment, attracting relevant corporate investment; and some subsidy policies are only available for streets and industrial parks.\” An unwilling name Industry experts said to reporters that overall, the subsidies of the energy storage industry are more dispersed, and the quantity and amount are small. The above-mentioned Jiangsu respondents calculated a bill, if the \”14th Five-Year Plan\” period arranged for 1 billion yuan per year, the electric subsidies 1 yuan / kWh, the guaranteed annual utilization hours 540 hours, the subsidy period 5 years In the case of, 20GW photovoltaic and 2GW / 4GWH energy storage project can be increased each year, each year can increase the internal energy power of 1 billion kWh. 02 The national unified standards of various local subsidies is difficult to develop reporters to comb their subsidy policies have found that different indicators such as venting capacity, total investment, capacity electricity price, and peaks are given, and the spread is very large. For example, the same charge is subsidized standard, Xi’an gives investors 1 yuan / kWh subsidy, the Qinghai is only 0.1 yuan / kWh. \”From the perspective of investmentDifferent land costs, Qinghai land, relatively cheap manpower, the initial investment is different. Xi’an has electricity local gas reliability, and Qinghai basically relies on delivery. \”The above-mentioned industry experts pointed out that there are many current storage technology routes, electrochemical energy storage, physical energy storage and other technologies have not occupied absolute dominance, and new technologies are constantly emerging, and the investment in energy storage in different application scenarios is quite large. The effect of the way is different. Therefore, the storage subsidies and prices are difficult to unify. Han Wenco, the original Director of the National Development and Reform Commission Energy Research Institute, further stated that the subsidy policy of the localities is also related to local financial, investment promotion, and the demand for energy storage. In recent years, the industry has been exploring the national unified subsidy standard, but it has not been able to land. The above-mentioned industry experts have admitted to the reporter, and the storage subsidy policy is extremely complex, involving a wide range of lights as a lithium battery. To a large extent, the new energy automotive industry has developed. In the process of promoting new energy cars, there will be repeated subsidies when they have been subsidized during the development of new energy vehicles. In addition, they are different from new energy and new energy. Car, energy storage is essentially an energy conversion technology, it is itself difficult to reflect environmental protection value. \”Before 2015, the industry is still in the early stages of development, and it is not necessary to give some subsidies, but the current industrial development has a certain scale, in order to subsidize There is no very good exit mechanism, will bring a big burden on finance. It can be said that the current national energy storage subsidy policy has passed. \”03 subsidies should have a focus on business model and technology.\” The currently introduced capacity electricity price, peak subsidy, essentially gives energy storage, energy and electricity market services, rather than health subsidies. \”In Han Wenke, in addition to incentive in technology research and development, investment investment, enterprises are unlikely to be completely met. The above industry experts also believe that the energy storage industry Subsidies should be placed in technology research and business model, rather than subsidies. \”For example, compressed air energy storage does not reflect the advantages of long energy storage under existing electricity price mechanism, sodium ion battery, liquid flow battery, etc. New technology current market is small, or can be considered. \”The energy storage industry is still in the process of product chain and the development of business models. There are not many enterprises with advanced technology and mature business model. The energy storage industry in the growth process requires capital support, but cannot be fully pinned on subsidies. \”Han Wenke further said that the overall viewing will show a shortage of surgery. In this case, the overall idea of \u200b\u200bindustrial development should be to further improve policies and market mechanisms, and give marketization of energy storage and power services, Divided costs. It is worth mentioning that in December last year, the National Energy Administration issued the \”Power Computer Management Regulations\” and \”Administrative Measures for Power Assistance Service\”, and was regarded as promoting the coordinated development of the source and storage, establishing a shared sharing Program of mechanism. The above experts revealed that the operational rules of energy storage participation in electric auxiliary services are being developed, and the energy storage value is expected to be better than it. He further recommended that the industry encourages photovoltaicLeading technology demonstration applications such as storage, and promoting the integrated project, innovation of joint operations, sharing energy storage, etc., and realizes the optimal energy storage operation system.

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