中金公司研报表示，混合储能快速发展，大型化趋势确立，长时储能有望在新能源装机规模大或资源禀 赋好的区域率先发展。1）锂电池混合其他长时路线的项目应用陆续出现，多种新型储能技术互补以适 用多元场景诉求；2）受到政策和经济性驱动，长时储能大型化趋势确立；3）新能源装机规模大或资源 禀赋好的区域，我们认为长时储能项目有望率先快速发展。 ...

Core Viewpoint - The article highlights the launch of Shandong's first "lithium battery + supercapacitor" hybrid energy storage project, the Lushan Longyuan Energy Storage Power Station, which aims to enhance renewable energy consumption and improve grid stability [1][2]. Group 1: Project Overview - The Lushan Longyuan Energy Storage Power Station is located in Yantai, Zhaoyuan City, and has a total capacity of 320 MW/640.2 MWh, consisting of 120 MW/240 MWh lithium iron phosphate batteries and 2 MW/0.2 MWh supercapacitors [1]. - The project is designed to meet the electricity needs of 1,000 households for 100 days with a full charge and is expected to increase renewable energy consumption by approximately 200 million kWh annually [1]. Group 2: Technical Features - The first phase of the project, with a capacity of 200 MW/400 MWh, is set to be operational by November 28, 2024, and features 120 PCS-9567 type grid-forming inverters [2]. - The energy storage station can operate in both grid-following and grid-forming modes, enhancing grid stability and providing power to critical loads during grid disturbances [2]. Group 3: Regional Impact - With the integration of the Lushan Longyuan Energy Storage Power Station, Yantai now has 17 energy storage stations, bringing the total storage capacity to 1.4328 million kW [2]. - By 2025, the Yantai grid is projected to facilitate the consumption of 1.93 billion kWh of renewable energy through the utilization of energy storage facilities [2]. Group 4: Policy and Market Developments - Shandong aims to exceed 10 GW of new energy storage capacity by the end of the year, supported by various policies including the introduction of a time-of-use pricing model to promote market-oriented operations of energy storage stations [4]. - Recent policies encourage virtual power plants to participate in the electricity market, providing support for demonstration projects [4].

Core Viewpoint - The successful operation of the first fire-storage frequency modulation project in Shaanxi Province marks a significant step in integrating flexible transformation of thermal power and new energy storage technologies [1][3]. Group 1: Project Overview - The project, built by Shaanxi Comprehensive Energy Group and Huaneng Tongchuan Zhaojin Coal Power Co., features a mixed energy storage system composed of a 15MW/15MWh lithium iron phosphate battery and a 5MW/6min supercapacitor [1]. - This demonstration project represents a key advancement in the application of new energy storage technologies in the region [1]. Group 2: Technical Advancements - Traditional thermal power units face challenges such as slow response times (in minutes), low adjustment precision, and high return delays, which hinder their ability to effectively manage the volatility brought by large-scale integration of renewable energy [3]. - The project enables deep coupling of thermal power and energy storage, utilizing high-rate power storage cells that provide millisecond-level response speed, ±0.01Hz adjustment precision, and over 10,000 cycles of lifespan [3]. - After commissioning, the frequency modulation response speed of the power plant is expected to improve to seconds, with adjustment errors reduced by over 80%, significantly lowering grid frequency deviations [3]. Group 3: Performance Metrics - The K-value of thermal power unit frequency modulation performance indicators is projected to increase by more than two times, effectively addressing issues related to long response times and low ramp-up rates of thermal power units [3].