Today, Typhoon "Terry" raided the market, Hong Kong stocks directly stopped, A shares are in the doldrums, looking at a large area of "green".
On the disk, games, coal, medicine, spirits, cars, semiconductor stocks all fell, only the virtual power plant,Power grid equipment,A few concepts, such as communications equipment, are strong against the market.
By lunchtime closingCanaan intelligent 20cm rose by the daily limit, Wansheng intelligence by more than 15%, Zhong Zhi technology by more than 10%, Guodian Nanzi, Huatong cable and integrated electronics by the daily limit, Xinlian Electronics, Anxue Smart Power and so on.
On the face of the newsRecently, a series of documents such as "Shenzhen Virtual Power Plant accurate response implementation rules", "Shenzhen Virtual Power Plant accurate response Management measures" and "Shenzhen Virtual Power Plant accurate response commitment" were officially released, which is the first set of guidance documents for the operation of Shenzhen virtual power plant.
The document stipulates that the price of real-time accurate response in Shenzhen is fixed at 5 yuan per kilowatt-hour, which is about 8 times the price of residential electricity in Shenzhen, which will help stimulate virtual power plant operators to improve their technical level and achieve the goal of real-time regulation and control of the power grid.
Concept take-off of virtual power plant
At the momentThere are two main factors contributing to the popularity of virtual power plants.
On the one hand, under El Ni ñ o, high temperature alarms are sounded frequently, and the highest power loads in many places are repeatedly refreshed.
At the beginning of this month, the World Meteorological Organization announced that El Ni ñ o conditions have been formed in the tropical Pacific for the first time in seven years, and temperatures in most parts of the world are expected to rise further in the future, possibly with record high temperatures within five years.The World Meteorological Organization also expectsThe probability that an El Ni ñ o event will occur between July and September 2023 and last until the end of the year is 90%, and at least of medium intensity.
On the domestic side, hot weather is also sweeping many places. The national average temperature in June was the second highest since 1961, and temperatures in most parts of the country are expected to be close to the same period of the year to high in the midsummer of 2023 (July to August), according to a report by the National Climate Center.
At the same time, under the continuous high temperature, the power supply and demand ushered in a round of explosion.From January to June this year, the electricity consumption of the whole society totaled 4.3076 trillion kilowatt-hours, an increase of 5 percent over the same period last year, according to data disclosed by the National Energy Administration. Among them, the electricity consumption of the whole society in June was 775.1 billion kilowatt-hours, an increase of 3.9 percent over the same period last year. Liang Changxin, director of the General Department of the National Energy Administration, has also said publicly that it is expected that the maximum power load in the country this year may exceed 1.36 billion kilowatts, a large increase over last year.
On the other hand, the continuous catalysis on the policy side.Since mid-MayNotice on the Transmission and Distribution Price of Provincial Power Grid and related matters in the third Supervision cycle, measures on Power demand side Management (draft for soliciting opinions), measures on Power load Management (draft for soliciting opinions), Blue Book on the Development of New Power system and other policies have been issued one after another.
Last week (July 11), the meeting of the Central Deep Reform Commission examined and approved the guidance on deepening the Reform of the Electric Power system and speeding up the Construction of a New Electric Power system, emphasizing the need to deepen the reform of the electric power system. we will speed up the construction of a new power system that is clean and low-carbon, safe and adequate, economically efficient, coordinated between supply and demand, flexible and intelligent, so as to better promote the revolution in energy production and consumption and ensure national energy security.
Thus it can be seen that withThe policy trend is obvious.Intensive catalysis is still expected in the future.The construction of a new type of power system is also entering an accelerated transition period.
And under the resonance of the above factorsAs an important part of stable power supply, virtual power plant has quickly become an important part of the A-share market this summer."Hot fashion style".
At the right time?
With the outbreak of virtual power plant, how big is its market space?There are organizations that expectThe overall market space of virtual power plant is expected to reach 72.3 billion yuan by 2025 and 196.1 billion yuan by 2030.
From the perspective of the secondary marketThe strengthening of the concept of virtual power plant may also drive the development of the industrial chain.
The industrial chain of virtual power plant is mainly composed of three links: upstream basic resources (distributed power, energy storage, controllable load), midstream system aggregation platform, downstream power demand side (power grid company, power sales company).
Source:Guojin Securities
Guojin Securities believes that in the context of the accelerated construction of new power systems, virtual power plants, as an important regulation means to coordinate distributed resources to participate in power transactions and demand response, benefit from increasing industrial policies and power grid demands. is expected to usher in the rapid development of the industry, it is recommended to pay attention to:
1) Virtual power plant resource aggregators: Guoneng Rixin, Tracy
2) Software platform providers: SinoCom, Dongfang Electronics
3) hardware and solution system provider: Ankeri.
China International Capital Corporation also pointed out that it is estimated that by 2025, China's virtual power plants can aggregate resource space or reach more than 500GW. With the continuous improvement of the electricity market, the business model is expected to improve.
In the early stage of development, it is optimistic that the software and hardware demand of virtual power plant will increase the performance of relevant manufacturers, and in the long run, focus on the improvement of profit model to drive virtual power plant operators to benefit.