Why is Guangdong's next "trillion level" targeting new energy storage? Looking at high-quality development? Manufacturing | Industry | Guangdong

Release time:Apr 14, 2024 05:30 AM

Leading the manufacturing industry.

This is the development experience condensed from Guangdong, the largest province in terms of economic size, over the past 40 years, and it is also the industrial development path that Guangdong still firmly adheres to today.

From the beginning of the manufacturing industry to becoming the leader of the manufacturing industry, Guangdong has also been exploring the "new increment" of the manufacturing industry. In the past year, advanced manufacturing and high-tech manufacturing have accounted for 55.1% and 29.9% of the added value of large-scale industries in Guangdong Province. Where will new momentum sprout in continuing to accelerate the construction of a modern industrial system supported by the real economy?

This year, Guangdong Province issued the "Guiding Opinions on Promoting the High Quality Development of New Energy Storage Industry in Guangdong Province", which clearly proposes to build the new energy storage industry into a strategic pillar industry of Guangdong's "manufacturing industry leader". It is proposed that by 2027, the operating revenue of the new energy storage industry in Guangdong Province will reach 1 trillion yuan. Why is Guangdong anchoring "new energy storage" for the next "trillion level"?

Why is Guangdong's next "trillion level" targeting new energy storage? Looking at high-quality development? Manufacturing | Industry | Guangdong

With these questions in mind, let's search for answers together.

Why is there still a shortage of electricity with "green electricity"?

Entering the peak of summer, accompanied by consecutive days of high temperatures, there is also an increasing demand for electricity from enterprises.

At 16:50 on July 11th, the highest power load in Guangdong, Guangxi, Guizhou, Yunnan, and Hainan provinces and regions reached 227.2 million kilowatts, and the unified load adjustment of the Southern Power Grid reached a historic high for two consecutive days.

Electricity is often the most effective when it is lacking. Worried about "having orders" but "not having electricity to make a profit" is precisely the concern of many large electricity consuming enterprises in Guangdong.

As a major manufacturing province in China, Guangdong not only has to endure the pain of causing enterprises to use electricity off peak to "save", but also needs to "open source" to solve the fundamental problem during the peak electricity consumption period.

In recent years, China has vigorously developed clean energy, including a significant increase in the installed capacity of renewable energy sources such as wind power. As of the end of 2022, China's total installed capacity of renewable energy exceeded that of coal-fired power, achieving a historic leap in energy development.

The scenery is infinitely beautiful, but it is not perfect either.

In 2022, the wind power generation in Guangdong Province was 27.38 billion kilowatt hours, but it only accounted for 4.5% of the total power generation. What is the truth about the insufficient proportion of clean energy, despite the sustained development of clean energy, which has yet to become the backbone of electricity transmission?

Today, Guangdong has the largest number of offshore wind farms under construction in the country. With so many new energy power generation devices, why is it still difficult to form a strong supplement to the electricity consumption of enterprises?

Shenzhen is one of the cities with the most concentrated electricity consumption among enterprises in Guangdong, and the Baoqing Battery Energy Storage Station located here is also the first megawatt level battery energy storage station in China. At the photovoltaic power generation experimental field on the rooftop, a sudden rain seems to confirm our doubts - in power consuming provinces like Guangdong, it is indeed urgent to fully utilize clean energy such as wind and solar energy. However, due to natural factors such as time and season, new energy generation often has to rely on weather and food.

In other words, the total amount of power generation is abundant, but the challenge is how to ensure that green energy can also output stably according to our electricity needs, charging during low electricity consumption or high power generation, and discharging in a timely manner if not.

So, a new type of energy storage that is compatible with clean energy is about to emerge.

How to solve the problem of "difficulty in stabilizing electricity" with new energy storage

New energy storage, in simple terms, is a power bank that charges during periods of high wind and solar power generation or low electricity consumption, and discharges during periods of low wind and solar power output or high electricity consumption. The new type of energy storage can smooth and unstable photovoltaic and wind power generation, increase the proportion of renewable energy, and also cooperate with conventional thermal power, nuclear power and other power sources to regulate peak load and frequency in the power system, improving the flexibility of the power system.

The energy storage technologies used in large-scale power systems include pumped storage and new energy storage. Compared with traditional pumped storage, new energy storage has obvious advantages in the field of new energy development and consumption due to its flexible site selection, short construction period, and fast response speed.

Dongguan, adjacent to Shenzhen, is a manufacturing hub in China. Here, the largest user side energy storage project in the country, jointly built by large electricity consuming enterprises and power companies, has given us a new understanding of new energy storage. While saving costs for enterprises, new energy storage is more important in stabilizing their electricity needs.

Not long ago, Dongguan released "Several Measures to Accelerate the High Quality Development of New Energy Storage Industry in Dongguan City", proposing 20 new policies for new energy storage, hoping to cultivate new energy storage to empower manufacturing enterprises.

For an industrial city that has already formed a complete manufacturing chain, it is self-evident how difficult it is to "convert kinetic energy". However, the "small attempts" of manufacturing and power companies that come together at once have shown more people the "great possibility" of developing new energy storage.

The new energy storage industry in China is still in the early stage of commercialization, and its application scenarios are still in the exploratory stage. The future of the new energy storage industry is uncertain. At this time, Guangdong decided to "bet" on new energy storage and even proposed to develop it into the next trillion level industry after the automobile manufacturing industry within 4 years.

Starting from a manufacturing enterprise producing laptop batteries in Dongguan, a new product integrating photovoltaic and energy storage is prominently displayed in the company's exhibition hall. From popular camping portable energy storage devices in China to popular household energy storage devices overseas, new types of energy storage are moving towards a wider range of consumers.

The needs of enterprises and the potential for industry development are driving the updating of local industrial planning. In the first half of this year, three industrial cities in Guangdong, Foshan, Zhongshan, and Dongguan, issued new policies for "new energy storage", while more cities planned and built more large-scale new energy storage equipment.

Can new energy storage "take advantage of the wind"?

For more enterprises that focus on new energy storage, building a development platform for new energy storage equipment alone is not enough. If "new energy storage" wants to trigger industry transformation, every link in the industry chain is indispensable. And Guangdong, with such an industrial foundation and a well-established industrial chain advantage, can easily facilitate the rapid agglomeration of industrial chain enterprises.

In March of this year, the Guangdong Provincial Government issued the Guiding Opinions on Promoting the High Quality Development of the New Energy Storage Industry in Guangdong Province, planning the development of the energy storage industry with high standards. In fact, behind the big move of Guangdong's new energy storage, there are deeper considerations.

"Under the goal of 'dual carbon', with the construction of a new power system, the new energy storage industry will be built into a strategic pillar industry leading the manufacturing industry in our province. Focusing on Guangzhou, Shenzhen, Zhuhai and other cities, we will build an energy storage battery industry cluster on the east and west sides of the the Pearl River Estuary." Chen Hongzheng, director of the Industrial Development Department of the Guangdong Provincial Development and Reform Commission, introduced that, according to the plan, by 2025, the operating revenue of the new energy storage industry in Guangdong Province will reach 600 billion yuan, with an average annual growth of more than 50%.

Building a new pillar of Guangdong manufacturing, supporting the development of manufacturing enterprises, and opening up new space for the future of the industry is a future industry for high-quality development in Guangdong. It is also a future direction.

From emerging with new energy, to solving electricity demand, promoting the development of manufacturing and new energy storage industries is not just a slogan, but a concrete action, and also a solid breakthrough.

Against the backdrop of fully developing the new energy storage industry, every offshore wind turbine tower that grows in knots shoulders Guangdong's ambition to promote the realization of the "dual carbon" mission, and also carries people's high expectations for the stable transmission of clean energy.

When the wind rises again, how will Guangdong tightly grasp the gifts of nature, light up the lights of every household on the land of southern Guangdong, and play the music of the manufacturing production line? The answer has gradually become clear.

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