科华数能：储能角色从“跟网”到“构网”升级，构网型储能出海提速

Core Viewpoint - The emergence of grid-forming energy storage technology is crucial for addressing the challenges posed by high penetration of renewable energy sources and the instability of power grids, characterized by high penetration ratios and low inertia [1][3]. Group 1: Grid-Forming Energy Storage Technology - Grid-forming energy storage provides essential support to the power grid by simulating synchronous generator characteristics, enabling active frequency and voltage regulation, and inertia support [3]. - Without grid-forming technology, renewable energy generation can only "passively follow" the grid, making reliable grid connection difficult; this technology allows renewable energy to actively support grid operations [3]. - Key capabilities of grid-forming energy storage systems include voltage and frequency support, fast frequency regulation, oscillation suppression, and adaptability to weak grids, with the ability to achieve black start in complete power outage scenarios [3][7]. Group 2: Market Opportunities and Policy Guidance - The rapid development of the energy storage industry is driven by policy and standards, with grid-forming capability becoming a prerequisite for energy storage stations [5]. - Various countries, including the UK, Germany, the US, Australia, and Chile, have introduced regulations regarding grid-forming capabilities, indicating a shift from "able to connect to the grid" to "able to support the grid" [5]. - The future of the new power system will involve collaboration between grid-forming and grid-following technologies, with grid-forming playing a critical role in key scenarios such as renewable energy bases and weak grids [5]. Group 3: Company Achievements and Global Presence - The company has achieved significant milestones in grid-forming energy storage technology, transitioning from laboratory research to GW-level engineering applications, and has developed the second generation of grid-forming PCS [7]. - The company’s grid-forming energy storage shipment has exceeded 3 GW, with successful demonstrations in various countries, including projects in Pakistan and Europe that operate stably under weak grid conditions [7]. - The company aims to continue technological innovation and integrate grid-forming energy storage technology with complex application scenarios to promote high-quality development in the energy storage industry [7].