新型电力系统方案_导读

Financial Data and Key Indicators Changes - The discussion emphasizes the need to accelerate the construction of a new power system to achieve carbon peak and carbon neutrality goals, focusing on optimizing grid structure and enhancing control capabilities [1][2] - The challenges faced include ensuring stable power supply and reasonable electricity pricing while effectively utilizing clean energy [1][3] Business Line Data and Key Indicators Changes - The main issues in promoting large-scale renewable energy bases include unclear pricing mechanisms and difficulties in grid regulation [3][4] - The need for enhancing transmission channel technologies and promoting high-quality development of distribution networks is highlighted [4][5] Market Data and Key Indicators Changes - The discussion points out the significant changes in power supply and demand dynamics, particularly due to extreme weather conditions and global events, leading to increased volatility and uncertainty in electricity supply [8][9] - The necessity for demand-side response capabilities and the construction of virtual power plants is emphasized to improve overall system efficiency and safety [8][27] Company Strategy and Development Direction and Industry Competition - The strategy includes building friendly renewable energy power stations and enhancing the integration of electric vehicles with the grid [6][7] - The focus is on developing shared energy storage technologies to respond to market fluctuations and improve energy utilization efficiency [9][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges in ensuring energy supply and promoting renewable energy sales at the national level, particularly regarding the transmission of energy from large renewable bases [15][16] - The future development of energy storage technologies is expected to play a crucial role in enhancing the flexibility and responsiveness of the power system [9][10] Other Important Information - The need for a robust market mechanism and agent construction mechanism to improve the efficiency of energy storage devices in conjunction with renewable energy is highlighted [6][7] - The discussion includes the importance of establishing a rapid ramp-up market to enhance the profitability of fast-response resources like energy storage [22][23] Q&A Session Summary Question: Why was the 2024-2027 New Power System Action Plan released? - The plan was introduced to address challenges encountered in the construction of the new power system and to provide targeted solutions for current issues [12] Question: What are the main issues in the construction of the new power system? - The core issues include ensuring sufficient power supply, stable electricity prices, and effective utilization of renewable energy [13] Question: What safety issues does the new power system face from the grid perspective? - Key safety issues include the need to expand the grid structure to accommodate more volatile renewable energy sources and the challenges posed by the increasing load from electric vehicles [14] Question: What specific measures are taken to ensure the stability of the power system? - Measures include optimizing the main grid structure, enhancing stability research, and improving energy quality [16] Question: What is the core goal of the high-quality development of the distribution network? - The goal is to ensure that renewable energy can be effectively integrated and to address the limitations of existing distribution networks [17][18] Question: What challenges does the intelligent scheduling system face? - Challenges include the need for a new scheduling model to accommodate the diverse energy sources and the transition from passive to active distribution networks [19] Question: How can the performance of renewable energy power stations be improved? - By implementing actions to enhance system friendliness and optimizing the integration of energy storage with renewable energy [20] Question: What are the environmental issues associated with traditional coal power? - Traditional coal power can lead to significant pollution, and the plan is to use intelligent microgrids to provide energy in these areas [21] Question: Why is the demand-side collaboration action proposed? - It is proposed to address the volatility in electricity supply and demand dynamics observed in recent years [25][26] Question: What is the significance of building virtual power plants? - Virtual power plants aim to optimize the management of various resources to improve the efficiency and safety of the power system [27] Question: What are the expected impacts of a capacity compensation mechanism for energy storage? - The mechanism could provide compensation for energy storage that effectively supports grid capacity, but specific policies are still under exploration [32][33]