中能建浙江院：2024浙江省工商業(yè)儲能市場分析報告

劉建劉建江省儲能發(fā)展情況及分析浙江省用戶側(cè)儲能為什么用戶側(cè)儲能開發(fā)建設(shè)一般流程人生四行：2.有人說你行；3.說你行的人，一定得行；–儲能度電成本＝（運維成本+裝機成本+損耗成本）÷循環(huán)次數(shù)–在初始投資成本1.5元/Wh，鋰離子電池循環(huán)壽命為3500-5000次，年均循環(huán)次數(shù)500次，儲能壽命為9年的假設(shè)下，鋰離子電池儲能系統(tǒng)度電成本約為0.67元/kWh。–“到2025年底，鋰電池電化學(xué)儲能度電存儲成本可以降低50%至兩–利用314Ah電芯，能量密度可達(dá)230~300kWh/m2甚至更高。占.浙江省用電需求大，全年電量缺口居全國第二，電量缺口值達(dá)1838.9億千瓦時，相當(dāng)于22臺百萬千瓦煤機全年發(fā)電量。–2023年底，浙江省內(nèi)發(fā)電總裝機13077萬千瓦，其中光伏裝機3357萬千瓦，風(fēng)電裝機584萬千瓦，風(fēng)光等新能源裝機占全省發(fā)電總裝機比例首超三成；定–2023年浙江電力最高負(fù)荷達(dá)到峰度夏電力缺口約800萬千瓦；–2023年全省用電量達(dá)6192億千4186.37億千瓦時，占比67.6%。行–一般工商業(yè)電價用戶執(zhí)行時間：–1-10（20）千伏及以上的：2024年6月1日起。.峰谷時長調(diào)整：11月12月2h10h12h7h7h10h4h7h3h10h充放電價差充放電價差行充放電價差變化計算：以浙江省2024年2月電價為例1-10(20)千伏0.63480.92780.83701.11600.885835千伏0.6070.88720.80041.06720.8471110千伏0.59210.86530.78071.04100.8263220千伏及以上0.58270.85160.76841.02450.81321-10(20)千伏0.48130.8650.73240.88580.781235千伏0.46020.82710.70040.84710.7470110千伏0.4490.80680.68310.82630.7287220千伏及以上0.44180.7940.67230.81320.71710.55130.99080.83901.01470.89491-10(20)千狀0.54230.97460.82520.99810.880235千伏及以上0.51650.92820.78590.95060.8383）；）；）；）；–合同能源管理+融資租賃（融資租賃方持有）–峰谷套利；）；–需量管理；–備用電源；–需求響應(yīng)；–虛擬電廠；浙江省儲能發(fā)展情況及分析1007580711810075807118132718各地市用戶側(cè)儲能項目數(shù)量（個）30025825020015815013113850全省新型儲能裝機容量與投資指標(biāo)統(tǒng)計表（2024年2月）指標(biāo)設(shè)區(qū)市截至2月底累計裝機容量與項目數(shù)量2023年7月-2024年2月新增裝機（萬千瓦）2024年1-2月新增裝機（萬千瓦）用戶側(cè)功率（萬千瓦）容量（萬千瓦時）項目數(shù)杭州12.7725.321318.061.1610.5921.3613818.761.78溫州7.7916.8215820.6310.00湖州13.8287.177517.380.42嘉興14.8323.3225814.421.30紹興5.2310.768014.351.28金華4.209.68713.680.67衢州1.452.97184.341.251.4052.79131.180.082.955.68274.330.260.831.68181.090.06合計75.87207.56987108.2118.2616.0014.83 14.0012.0010.596.0016.0014.83 14.0012.0010.596.005.23各地市用戶側(cè)儲能項目裝機功率（萬千瓦)10.008.007.794.204.002.95杭州寧波溫州湖州嘉興紹興金華臺州各地市用戶側(cè)儲能項目平均規(guī)模（MW/個）0.770.812.001.84 1.80 1.600.770.811.400.600.490.0.600.490.460.570.650.590.800.570.650.590.400.200.00杭州寧波溫州湖州嘉興紹興金華衢州舟山臺州麗水2022年2023年2024年2025年2026年2027年2030年2035年全省最高負(fù)荷1019011360118801243013010136201560018000用電量57996030624064506700696078008900杭州最高負(fù)荷191320772077219823202442256429303260用電量939990103010701112115412801450嘉興最高負(fù)荷113812401240129713551418148116701880用電量634658674690726762870955湖州最高負(fù)荷6497057477908288669801080用電量356375390405424443500575紹興最高負(fù)荷88710451045110811701228128614601640用電量533565590615644673760830最高負(fù)荷180620182018215923002422254429103310用電量9671019106011001154120813701490金華最高負(fù)荷95310341034108711401200126014401650用電量486508524540564588660720衢州最高負(fù)荷359396423450500550570640用電量218230250260280300325350最高負(fù)荷808859905950998104611901300用電量403419429440458476530600最高負(fù)荷252284297310324338380430用電量139145150155162169190220溫州最高負(fù)荷112912021202127613501416148216801880用電量525547563580604628700820最高負(fù)荷278365430496513530580650用電量159202236270297324405520荷荷118808030.881204.63275.8651128.776.30%6.30%21981485.848222.877212.77210.115.73%5.73%1297876.772131.515814.83116.6911.28%11.28%747504.97275.745813.8261.9318.25%18.25%1108749.008112.35125.23107.124.66%4.66%21591459.484218.922610.59208.334.84%4.84%1087734.812110.22184.2106.023.81%3.81%423285.94842.89221.4541.443.38%3.38%905611.7891.7672.9588.823.21%3.21%297200.77230.11580.8329.292.76%2.76%1276862.576129.38647.79121.606.02%6.02%430290.6843.6021.40542.203.22%3.22%春秋季2-6月，9-11月月2h2h10h10h12h12h7h7h7h10h10h4h4h7h7h3h10h10h春秋季2-6月，9-11月月1MW/2MWh電4h2h2h2h2h4h4h4h4h/1MW/3.5MWh2h2h5h5h7h7h4h4h3h3h1MW/4MWh2h2h6h6h7h7h4h4h4h4h1MW/10MWh電10h2h2h8h8h7h7h4h4h6h6h1MW/10MWh2h2h10h10h7h7h4h4h8h8h（萬元）（萬元）分比（*）單一制1MW/2MWh，每天兩充兩放谷充高放2h,谷充尖放2h谷充高放4h谷充尖放4h112.6131.316.55%16.55%1-10(20)平狀谷充高放2h,谷充尖放2h谷充高放4h谷充尖放4h110.8129.116.54%16.54%35千伏及以上谷充高放2h,谷充尖放2h谷充高放4h谷充尖放4h105.512316.55%16.55%1MW/3.5MWh，每天兩充兩放谷充高放5h,谷充尖放2h谷充高放7h谷充高放3h,谷充尖放4h173225.230.19%30.19%1-10(20)平狀谷充高放5h,谷充尖放2h谷充高放7h谷充高放3h,谷充尖放4h170.2221.530.18%30.18%35千伏及以上谷充高放5h,谷充尖放2h谷充高放7h谷充高放3h,谷充尖放4h162.121130.18%30.18%1MW/4MWh，每天兩充兩放谷充高放6h,谷充尖放2h谷充高放7h谷充高放4h,谷充尖放4h193.1236.322.37%22.37%1-10(20)平狀谷充高放6h,谷充尖放2h谷充高放7h谷充高放4h,谷充尖放4h190232.422.36%22.36%35千伏及以上谷充高放6h,谷充尖放2h谷充高放7h谷充高放4h,谷充尖放4h180.9221.422.36%22.36%1MW/10MWh，每天一充一放谷充高放8h,谷充尖放2h谷充高放7h谷充高放6h,谷充尖放4h233.4258.510.77%10.77%1-10(20)平狀谷充高放8h,谷充尖放2h谷充高放7h谷充高放6h,谷充尖放4h229.5254.310.77%10.77%35千伏及以上谷充高放8h,谷充尖放2h谷充高放7h谷充高放6h,谷充尖放4h218.6242.210.76%10.76%1MW/10MWh，每天一充一放谷充高放10h,谷充尖放2h谷充高放7h谷充高放6h,谷充尖放4h273.6258.5-5.52%-5.52%1-10(20)平狀谷充高放10h,谷充尖放2h谷充高放7h谷充高放6h,谷充尖放4h269.1254.3-5.53%-5.53%35千伏及以上谷充高放10h,谷充尖放2h谷充高放7h谷充高放6h,谷充尖放4h256.3242.2-5.53%-5.53%19.27%19.27%25.02%25.03%19.27%19.27%25.02%25.03%元）元）*）（大工業(yè)）1MW/每天兩充1-10(20)114.1136.119.26%35千伏109.1130.1110千伏106.4126.9220千伏104.8124.919.27%1MW/3.5MWh1-10(20)183.6229.625.02%35千伏175.6219.5110千伏171.3214.1220千伏168.6210.725.03%1MW/每天兩充1-10(20)206.8240.516.32%35千伏197.723016.33%元）元）*）（大工業(yè)）1MW/4MWh充兩放110千伏192.9224.416.33%16.33%220千伏189.8220.816.33%1MW/10MWh 充一放（10h)1-10(20)253.1262.53.70%35千伏242.12513.71%3.71%110千伏236.1244.93.71%3.71%220千伏232.42413.71%1MW/10MWh(12h)1-10(20)299.5262.5-12.35%35千伏286.4251-12.34%-12.34%110千伏279.3244.9-12.34%-12.34%220千伏274.9241-12.34%16.55%16.54%30.19%30.17%16.55%16.54%30.19%30.17%元）元）*）（一般工商業(yè)）1MW/每天兩充1-10(20)98.3114.616.54%35千伏94109.6110千伏91.7106.9220千伏90.3105.216.55%1MW/3.5MWh1-10(20)151196.630.18%35千伏144.4188110千伏140.9183.4220千伏138.6180.530.19%1MW/每天兩充1-10(20)168.6206.322.36%35千伏161.2197.322.37%元）元）*）（一般工商業(yè)）1MW/4MWh充兩放110千伏157.3192.422.35%22.35%220千伏154.8189.422.37%1MW/10MWh 充一放（10h)1-10(20)20