From the scenic bases in the Gobi desert in the northwest to the pumped storage power stations in the northeast, a number of major new energy projects have recently started intensively. Many places are seizing the "window", and new trends in industrial layout are emerging. Trillion-level tracks such as hydrogen energy and energy storage are slowly unfolding, which not only provide a strong guarantee for energy security, but also inject impetus into economic growth.

A number of major projects are under construction

In March, the Gobi Desert not far from the bank of the Yellow River was covered by a "photovoltaic ocean" at an accelerated pace.

As the first batch of large-scale wind power and photovoltaic bases in the country, the 2 million kilowatt composite photovoltaic base project of the National Energy Group Ningxia Electric Power Company realized the first phase of grid-connected power generation at the end of last year. Not long ago, its supporting 100 MW/200 MWh energy storage The power station was successfully connected to the grid and became the largest centralized electrochemical energy storage power station of the National Energy Group.

At present, new energy has surpassed thermal power to become the largest power source in Ningxia. Since being identified as the country's first comprehensive new energy demonstration zone in 2012, Ningxia's wind power and photovoltaic installed capacity have exceeded 10 million kilowatts.

In the context of global energy accelerating the transition to low carbon, my country's new energy industry has become a bright spot in economic development. In recent days, a number of major projects have been intensively started in the north and south of the country, and there are fiery scenes everywhere.

At the "standard site" construction site of the 1 million kilowatt pilot project of the new energy base in the central and northern Kubuqi Desert of Inner Mongolia, the sound of rumbling machinery can be heard endlessly. Hundreds of engineering vehicles shuttle back and forth, intensifying site leveling operations. This project is the world's largest wind power photovoltaic base project developed and constructed in desert, Gobi and desert areas. The total planned investment of the project exceeds 80 billion yuan and the total installed capacity is 16 million kilowatts.

On March 18, Liaoning's two pumped storage power stations in Dayahe and Xingcheng and 55 major power grid projects started intensively, with a total investment of 33.8 billion yuan. It is expected to stimulate social investment of more than 70 billion yuan and provide more than 20,000 jobs of various types. indivual.

Previously, the State Grid Corporation of China's Longdong-Shandong ±800 kV UHV DC transmission project and Yumen pumped storage power station started construction. The former is my country's first "wind, solar, thermal and storage integrated" large-scale integrated energy base outbound project, and the latter is The first large-scale pumped storage project in ground power plants in China, the total investment of the two projects is 30.4 billion yuan. After being put into operation, it can replace 6 million tons of coal consumption and reduce carbon dioxide emissions by 16 million tons every year.

Hydrogen energy storage has become a popular track

New energy is an inevitable choice for accelerating the construction of new energy systems and achieving sustainable development in the future. The hot construction of major projects has played a symphony of accelerated development.

Consolidate the leading position in advantageous industries such as photovoltaics; develop the hydrogen energy industry; actively promote the construction of the second batch of large-scale wind power and photovoltaic base projects, advance the approval and construction of the third batch of projects in an orderly manner, develop the energy storage industry, and vigorously promote the construction of pumped storage power stations... Turning over the recently released "Report on the Implementation of the National Economic and Social Development Plan in 2022 and the Draft National Economic and Social Development Plan in 2023", this year's industrial development context and opportunities emerge vividly on the paper.

Many places are also seizing the opportunity to accelerate the layout of the new energy industry, and the coupling development of "new energy + coal power" and "new energy + energy storage and hydrogen energy" has become an important direction. According to incomplete statistics, nearly 30 provinces across the country have issued new energy storage plans or new energy allocation energy storage documents for the "14th Five-Year Plan", and dozens of provinces (cities) and regions have released hydrogen energy industry development plans and implementation plans. Or action plan.

For example, according to the recently released "Ningxia Hui Autonomous Region Carbon Peaking Implementation Plan in the Energy Sector", by 2025, the region's new energy power generation installed capacity will exceed 50 million kilowatts, and strive to reach 55 million kilowatts. At the same time, we will coordinate and promote the development of the entire chain of hydrogen energy production, transportation, storage and use. By 2025, the production scale of green hydrogen will reach 80,000 tons/year, and we will strive to build 10 hydrogenation stations with a daily hydrogenation capacity of 500 kilograms or more.

New energy storage that can improve power regulation and support capabilities has also become an important support for the development of new energy. At the beginning of this year, Ningxia's grid-side energy storage and grid-connected capacity took the lead in the country to exceed one million kilowatts. "It is expected that by the end of the 14th Five-Year Plan, Ningxia's new energy power generation installed capacity is expected to reach 60 million kilowatts, and the proportion of power generation installed capacity is expected to exceed 60%. We are guiding the layout and construction of energy storage power stations, and unified dispatching ensures the efficient use of energy storage facilities. To ensure that the target of new energy utilization is achieved and the power is balanced throughout the period," said Min Ning, deputy chief engineer of State Grid Ningxia Electric Power Co., Ltd.

Many links in the industrial chain need to be improved

According to the plan, my country's total installed capacity of wind power and solar power will reach more than 1.2 billion kilowatts by 2030. Among them, the total scale of large-scale wind power and photovoltaic bases focusing on the "Shagohuang" area reaches 455 million kilowatts, which is equivalent to the installed capacity of 20 Three Gorges Hydropower Stations.

Correspondingly, by 2025, my country's new energy storage installed capacity will reach more than 30 million kilowatts. By 2025, the total scale of pumped storage energy production in my country will reach more than 62 million kilowatts, and by 2030 it will reach about 120 million kilowatts.

Song Hailiang, chairman of China Energy Construction Group, said that entering the "14th Five-Year Plan", my country's new energy storage has moved from the research and development demonstration stage to the early stage of rapid commercial development. There is an urgent need to accelerate the focus on major common issues in improving the new energy storage policy system, breaking through and forming a core technology system, improving the standard system, and forming a stable business model, so as to cultivate mature new energy storage integrated solutions and integration as soon as possible. technology.

The development potential of the hydrogen energy industry is also gradually released. Gan Yong, an academician of the Chinese Academy of Engineering, said that conservative estimates suggest that hydrogen will account for about 10% of my country's terminal energy system in 2050 and will account for 15% in 2060, becoming an important part of my country's energy strategy. Hydrogen energy will be synergistic and complementary with electricity. Together they will become the main consumer of my country's terminal energy system and drive the formation of a ten-trillion-level emerging industry.

Zhang Guoqiang, chairman of Beijing Yihuatong Technology Co., Ltd., suggested expanding the number of fuel cell vehicle demonstration city clusters to improve quality and reduce costs through demonstration operations; explore diversified hydrogen source supply models to promote the development of renewable energy green hydrogen; promote the foundation of hydrogen energy Facilities construction will support the development of the hydrogen energy production, storage, transportation and processing industry chain; financial support and carbon trading policies and measures will be explored. (Reporter Wang Lu Yuyao)