中能建浙江院：2024浙江省工商业储能市场分析报告

刘建刘建江省储能发展情况及分析浙江省用户侧储能为什么用户侧储能开发建设一般流程人生四行：2.有人说你行；3.说你行的人，一定得行；–储能度电成本＝（运维成本+装机成本+损耗成本）÷循环次数–在初始投资成本1.5元/Wh，锂离子电池循环寿命为3500-5000次，年均循环次数500次，储能寿命为9年的假设下，锂离子电池储能系统度电成本约为0.67元/kWh。–“到2025年底，锂电池电化学储能度电存储成本可以降低50%至两–利用314Ah电芯，能量密度可达230~300kWh/m2甚至更高。占.浙江省用电需求大，全年电量缺口居全国第二，电量缺口值达1838.9亿千瓦时，相当于22台百万千瓦煤机全年发电量。–2023年底，浙江省内发电总装机13077万千瓦，其中光伏装机3357万千瓦，风电装机584万千瓦，风光等新能源装机占全省发电总装机比例首超三成；定–2023年浙江电力最高负荷达到峰度夏电力缺口约800万千瓦；–2023年全省用电量达6192亿千4186.37亿千瓦时，占比67.6%。行–一般工商业电价用户执行时间：–1-10（20）千伏及以上的：2024年6月1日起。.峰谷时长调整：11月12月2h10h12h7h7h10h4h7h3h10h充放电价差充放电价差行充放电价差变化计算：以浙江省2024年2月电价为例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)千状0.54230.97460.82520.99810.880235千伏及以上0.51650.92820.78590.95060.8383）；）；）；）；–合同能源管理+融资租赁（融资租赁方持有）–峰谷套利；）；–需量管理；–备用电源；–需求响应；–虚拟电厂；浙江省储能发展情况及分析1007580711810075807118132718各地市用户侧储能项目数量（个）30025825020015815013113850全省新型储能装机容量与投资指标统计表（2024年2月）指标设区市截至2月底累计装机容量与项目数量2023年7月-2024年2月新增装机（万千瓦）2024年1-2月新增装机（万千瓦）用户侧功率（万千瓦）容量（万千瓦时）项目数杭州12.7725.321318.061.1610.5921.3613818.761.78温州7.7916.8215820.6310.00湖州13.8287.177517.380.42嘉兴14.8323.3225814.421.30绍兴5.2310.768014.351.28金华4.209.68713.680.67衢州1.452.97184.341.251.4052.79131.180.082.955.68274.330.260.831.68181.090.06合计75.87207.56987108.2118.2616.0014.83 14.0012.0010.596.0016.0014.83 14.0012.0010.596.005.23各地市用户侧储能项目装机功率（万千瓦)10.008.007.794.204.002.95杭州宁波温州湖州嘉兴绍兴金华台州各地市用户侧储能项目平均规模（MW/个）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杭州宁波温州湖州嘉兴绍兴金华衢州舟山台州丽水2022年2023年2024年2025年2026年2027年2030年2035年全省最高负荷1019011360118801243013010136201560018000用电量57996030624064506700696078008900杭州最高负荷191320772077219823202442256429303260用电量939990103010701112115412801450嘉兴最高负荷113812401240129713551418148116701880用电量634658674690726762870955湖州最高负荷6497057477908288669801080用电量356375390405424443500575绍兴最高负荷88710451045110811701228128614601640用电量533565590615644673760830最高负荷180620182018215923002422254429103310用电量9671019106011001154120813701490金华最高负荷95310341034108711401200126014401650用电量486508524540564588660720衢州最高负荷359396423450500550570640用电量218230250260280300325350最高负荷808859905950998104611901300用电量403419429440458476530600最高负荷252284297310324338380430用电量139145150155162169190220温州最高负荷112912021202127613501416148216801880用电量525547563580604628700820最高负荷278365430496513530580650用电量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电4h2h2h2h2h4h4h4h4h/1MW/3.5MWh2h2h5h5h7h7h4h4h3h3h1MW/4MWh2h2h6h6h7h7h4h4h4h4h1MW/10MWh电10h2h2h8h8h7h7h4h4h6h6h1MW/10MWh2h2h10h10h7h7h4h4h8h8h（万元）（万元）分比（*）单一制1MW/2MWh，每天两充两放谷充高放2h,谷充尖放2h谷充高放4h谷充尖放4h112.6131.316.55%16.55%1-10(20)平状谷充高放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，每天两充两放谷充高放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)平状谷充高放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，每天两充两放谷充高放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)平状谷充高放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)平状谷充高放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)平状谷充高放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）*）（大工业）1MW/每天两充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/每天两充1-10(20)206.8240.516.32%35千伏197.723016.33%元）元）*）（大工业）1MW/4MWh充两放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）*）（一般工商业）1MW/每天两充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/每天两充1-10(20)168.6206.322.36%35千伏161.2197.322.37%元）元）*）（一般工商业）1MW/4MWh充两放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