NARI-TECH(SH:600406) Zhong Yang Ji Wei Guo Jia Jian Wei Wang Zhan·2025-09-22 00:48Core Insights - The article discusses the role of virtual power plants (VPPs) in managing electricity demand and supply in Shanghai, highlighting their ability to aggregate distributed energy resources to stabilize the grid during peak demand periods [2][3][4]. Group 1: Virtual Power Plant Operations - The Shanghai Virtual Power Plant Management Center effectively activated resources across the city to reduce peak electricity load by nearly 200,000 kilowatts without impacting daily life [2][5]. - On August 20, the center received a demand response notification predicting a peak load, prompting the immediate activation of the VPP demand response plan [3][5]. - The VPPs successfully cleared a total of 246,800 kilowatts of electricity during the peak demand period, demonstrating their capacity to manage significant load fluctuations [5][6]. Group 2: Benefits and Impact - VPPs play a crucial role in "peak shaving" and "valley filling," contributing to the stability and safety of the power grid, with past instances of peak shaving exceeding 1 million kilowatts [8]. - As of mid-2023, there are 240 operational VPP projects in the State Grid's service area, representing a year-on-year increase of 147.4%, with an aggregated resource capacity of 24.81 million kilowatts, up 148.7% [8]. - VPPs allow users to transition from being mere consumers to active participants in the energy market, enabling them to earn revenue while reducing electricity costs [8]. Group 3: Technological and Market Developments - VPPs utilize digital technology to coordinate and optimize distributed energy resources, providing a flexible adjustment capability that traditional power plants cannot offer [9][10]. - The rapid growth of non-fossil energy sources, which accounted for 84% of new power generation capacity in the past four years, has increased the need for flexible demand-side resources like VPPs to maintain grid stability [10][11]. - The development of VPPs is supported by national policies aimed at establishing a robust operational framework and market mechanisms, with a target of achieving over 50 million kilowatts of adjustment capacity by 2030 [17][18]. Group 4: Future Outlook - The future of VPPs is focused on scaling up from pilot projects to widespread commercial applications, with expectations for enhanced participation from diverse market players, including private enterprises [17][18]. - By 2027, the goal is to have a mature management mechanism for VPPs, with a target adjustment capacity of over 20 million kilowatts, further expanding the role of VPPs in energy supply and renewable energy integration [17][18].