能源存储正在成为中国社会关注的焦点，它所引发的热情超出了迪士尼乐园的人气。预计本周在上海市的一家会展中心会有超过17万人涌入参观，观赏从鞋盒到集装箱大小的各种能源储存装配，每天平均出席人数将超越去年上海迪士尼主题公园的日均人流。展会开幕当天便弥漫着热烈欢快的氛围：各企业以提供咖啡、冰淇淋及组织互动视频游戏的方式吸引访客至其展台；漂亮的女装主持人分发伞、笔记本等赠品，以及当然少不了便携充电器。
这个盛况凸显了在加速能源转型的过程中，存储技术登上了重要舞台。中国年度风能和太阳能安装量持续高速增长，可能让全球最大的排放国在不久的将来达到峰值，因此从制造清洁能源转向确保其得以利用成为了新焦点。目前，中国已累积超过的风电与光电装机容量，在去年创纪录的增长后。同时，储能能力达到了兆瓦时，但今年前半年增长了40%。
“能源存储是下一步实现碳达峰和碳中和目标的关键因素。”国家电力投资集团前任董事长在展会之前召开的一个会议上表示，“到2030年，中国预计拥有超过2700吉瓦的可再生能源以及超过300吉瓦的电池储能”。
预计届时，中国将分别拥有超2700吉瓦的可再生能源和300多吉瓦的电池储能能力。
根据技术的不同，能源存储可以呈现各种形状、大小与形态——气体、液体或固体。目前最关键的是电池技术，这是唯一能跟上中国可再生能源快速扩张步伐并适应大容量需求的技术路径。
部分原因是电池制造商在近年内过度投资于工厂建设，导致行业面临巨大过剩产能问题。虽然对希望购买系统的企业而言是个好消息，但对于制造商来说却是个坏消息，一些企业因被迫以低于成本价出售而陷入亏损境地。中国电力行业协会会长王思强表示：“在这个竞争激烈的市场环境中盈利变得极为艰难，整个产业正处于一场即将展开的重组危机之中。”
能源储存系统的建设无法再拖了。间歇性的太阳能和风能发电正在给电网带来压力，今年电网官员不得不调整更多涡轮机和面板的输出量以避免电力线路过载。在一些尝试引入电力市场机制的地区，白天的价格跌至负数水平，导致利润流失并阻碍新项目的发展。
GCL Technologies Ltd. 太阳能制造商主席郑春平说：“如果现在加入能源存储系统的话，这个问题就能得到解决。”
投资者正在纷纷购买中国股票，押注于中国的刺激计划可以提振全球第二大经济体的增长。该政府宣布将在周二之前直接向极度贫困人群发放一次性现金补助，这是罕见的直接援助措施，仅在宣布大规模经济刺激方案之后的一天便做出。
中国政府还公开进行了一次洲际弹道导弹试射，似乎是对过去几十年首度公开展示，此举可能加剧美国寻求在联合国大会期间影响世界各国领导人会议的压力。
本周事件如下：
星期四，9月26日
星期五，9月27日
新闻来源：www.bloomberg.com
原文地址：In China’s Green Energy Transition, Focus Turns to Batteries and Storage
新闻日期：2024-09-26
原文摘要：
Energy storage is becoming so important in China that it’s drawing bigger crowds than Disneyland.More than 170,000 visitors are expected to descend on a Shanghai convention center over three days this week to view assemblies ranging in size from a shoe box to a shipping container. On a daily average, that would be higher than attendance at the city’s Disney-themed amusement park last year. A carnival atmosphere pervaded the event when it kicked off on Wednesday. Companies offered coffee and ice cream and organized interactive video games to draw people to their booths. Hostesses in sequined dresses handed out merchandise like umbrellas, notebooks and, of course, portable chargers.The excitement shows that storage technology is moving into the spotlight as China’s accelerates its energy transition. With annual wind and solar installations booming and potentially allowing for an early peak in emissions in the world’s biggest polluter, the focus has shifted from generating clean energy to making sure it can be used.The country has of combined wind and solar capacity after installations surged to records last year. Meanwhile, battery storage capacity is at , though it jumped 40% in the first half of the year. “The most important factor is energy storage, which enables the rapid growth of new energy in the next step to achieve our carbon peak and carbon neutrality,” , the former chairman of utility giant State Power Investment Corp., said Tuesday at a conference preceding the exhibition. By 2030, China is expected to have 2,700 gigawatts of renewables and more than 300 gigawatts of battery storage, he said. Depending on the technology, energy storage can come in all shapes, sizes and forms of matter — air, liquids and solids. But it’s all about batteries right now, as that’s the only technology with any chance of keeping up with the size and speed of China’s renewables roll-out. That’s in large part because battery makers have over-invested in factories in recent years, leaving the industry with massive overcapacity. While it’s good for companies wanting to buy systems, it’s bad news for manufacturers, some of whom are being forced to sell at a loss, said Wang Siqiang, president of the China Electric Power Construction Association.“It’s difficult to profit amid the price competition,” Wang said. “There’s a looming crisis of an industry reshuffle.”A storage build-out can’t come any sooner. Intermittent solar and wind generation is putting a strain on the system. Grid officials are having to output from more turbines and panels this year to avoid overloading power lines. In some regions experimenting with electricity markets, prices are falling to negative levels in the middle of the day, sapping profits and halting new developments, said , chairman of solar manufacturer GCL Technology Holdings Ltd.“If we add energy storage at this time, this problem will be solved,” he said. rushed to buy Chinese equities in a bet that the country’s new stimulus program can boost growth in the world’s second-largest economy. it will give one-off cash handouts to people in extreme poverty before Tuesday, in a rare announcement of direct aid just a day after unveiling a sweeping program to stimulate the world’s second-largest economy. an intercontinental ballistic missile into the Pacific Ocean in what appeared to be its first such public test in some four decades, a move likely to rattle the US as it seeks to sway world leaders at a meeting of the United Nations General Assembly. Thursday, Sept. 26:Friday, Sept. 27:
