供(gong)給(gei)(gei)和需求(qiu)的(de)關系,是促使市場經濟運行的(de)核心力量,國民經濟的(de)平穩發展取決于供(gong)給(gei)(gei)與需求(qiu)的(de)相(xiang)(xiang)對平衡。促進(jin)(jin)供(gong)給(gei)(gei)側(ce)與需求(qiu)側(ce)相(xiang)(xiang)互配合(he)、協(xie)調推(tui)進(jin)(jin),是供(gong)給(gei)(gei)側(ce)結構性(xing)改革深入推(tui)進(jin)(jin)、實現(xian)突破(po)的(de)必要條件。
在(zai)電(dian)(dian)力(li)領(ling)域,供需平衡(heng)(heng)是(shi)一項剛性(xing)(xing)約束(shu),電(dian)(dian)力(li)系統對(dui)于“平衡(heng)(heng)”有著比任何其(qi)他經濟領(ling)域都(dou)更(geng)為嚴苛的(de)(de)要(yao)(yao)求(qiu)。在(zai)這樣的(de)(de)剛性(xing)(xing)約束(shu)下,需求(qiu)側管(guan)理(li)(li)的(de)(de)重(zhong)(zhong)(zhong)要(yao)(yao)性(xing)(xing)便(bian)不言而喻。需求(qiu)側管(guan)理(li)(li)這一概念(nian)于上世紀90年(nian)代引進中國,是(shi)調節(jie)供需關系、保障電(dian)(dian)力(li)系統安(an)全穩定運行的(de)(de)重(zhong)(zhong)(zhong)要(yao)(yao)手(shou)段。無論是(shi)電(dian)(dian)力(li)緊張時期保平衡(heng)(heng)、提(ti)能效,還(huan)是(shi)電(dian)(dian)力(li)寬松時期促電(dian)(dian)力(li)結(jie)構優化,電(dian)(dian)力(li)需求(qiu)側管(guan)理(li)(li)都(dou)發揮了重(zhong)(zhong)(zhong)要(yao)(yao)的(de)(de)作(zuo)用(yong),是(shi)系統運行中不可(ke)或缺的(de)(de)資(zi)源。
需(xu)求(qiu)(qiu)(qiu)側(ce)(ce)(ce)管理在中(zhong)(zhong)國(guo)落(luo)地(di)生根的30年中(zhong)(zhong),是(shi)中(zhong)(zhong)國(guo)經(jing)濟(ji)激變的30年,也是(shi)中(zhong)(zhong)國(guo)電(dian)力工業飛躍的30年。當前,“十四五”規劃(hua)即將開(kai)啟(qi),回(hui)顧(gu)需(xu)求(qiu)(qiu)(qiu)側(ce)(ce)(ce)管理的變革(ge)之路(lu)、審視需(xu)求(qiu)(qiu)(qiu)側(ce)(ce)(ce)管理所面(mian)臨的外部(bu)形勢(shi)變化、剖析需(xu)求(qiu)(qiu)(qiu)側(ce)(ce)(ce)管理的當前新(xin)定位,有助于我們(men)更好地(di)理解能(neng)源(yuan)(yuan)轉(zhuan)型(xing)所面(mian)臨的矛盾與痛點。中(zhong)(zhong)國(guo)電(dian)力企(qi)業聯合會專職(zhi)副理事(shi)長(chang)王志軒認(ren)為,電(dian)力需(xu)求(qiu)(qiu)(qiu)側(ce)(ce)(ce)管理變革(ge)的根本(ben)動力來自應(ying)對(dui)氣候變化、實現(xian)低(di)碳發(fa)展(zhan)、追求(qiu)(qiu)(qiu)效益(yi)最(zui)大(da)化等能(neng)源(yuan)(yuan)系統(tong)自我創新(xin)與發(fa)展(zhan)的需(xu)求(qiu)(qiu)(qiu),這(zhe)與能(neng)源(yuan)(yuan)轉(zhuan)型(xing)的內在驅動力是(shi)一致的,需(xu)求(qiu)(qiu)(qiu)側(ce)(ce)(ce)管理變革(ge)的本(ben)質是(shi)能(neng)源(yuan)(yuan)轉(zhuan)型(xing)中(zhong)(zhong)管理手段的變化。
認識需求側管理新定位推動能源電力低碳發展
傳統的需(xu)求側管(guan)理初(chu)入中(zhong)國(guo)時,恰逢(feng)國(guo)內(nei)電(dian)力(li)(li)消費(fei)需(xu)求旺盛但電(dian)力(li)(li)工業發展水平較低、電(dian)力(li)(li)投資(zi)不足、屢(lv)屢(lv)遭遇缺電(dian)之困。需(xu)求側管(guan)理通過能(neng)效管(guan)理、負荷管(guan)理、有序用(yong)電(dian)等來轉移負荷,削減峰谷差,其工作(zuo)的定位(wei)是“提(ti)高電(dian)能(neng)使(shi)用(yong)效率(lv)、保障(zhang)電(dian)力(li)(li)供需(xu)平衡”。
在(zai)傳統的電(dian)(dian)力系(xi)統中,發電(dian)(dian)側和(he)用電(dian)(dian)側之間界限分明,潮流單向傳播,需(xu)(xu)求側只能(neng)根據系(xi)統運行(xing)情況被動地調整負荷。“引(yin)入需(xu)(xu)求側管理最初(chu)主要是為了解決(jue)電(dian)(dian)力短缺問題,通(tong)過(guo)對(dui)需(xu)(xu)求側進行(xing)管理減(jian)少峰谷差,被削減(jian)下來(lai)的電(dian)(dian)力需(xu)(xu)求在(zai)電(dian)(dian)源(yuan)建設規劃(hua)時可作為一種(zhong)資源(yuan)被納(na)入規劃(hua)的考(kao)量(liang)之中。”王志軒說(shuo)。
隨著我(wo)國經(jing)濟發(fa)展(zhan)進入(ru)新常態(tai),用電(dian)(dian)(dian)增(zeng)速放緩(huan),電(dian)(dian)(dian)力(li)供需(xu)(xu)形勢逐漸逆(ni)轉。2018年,天津、江(jiang)蘇、上海等地多(duo)次實施“填谷”需(xu)(xu)求(qiu)(qiu)響(xiang)應,由此(ci)可(ke)(ke)見需(xu)(xu)求(qiu)(qiu)響(xiang)應的工作(zuo)定位已(yi)發(fa)生明顯改變(bian),解決電(dian)(dian)(dian)力(li)短缺(que)已(yi)不再是(shi)需(xu)(xu)求(qiu)(qiu)響(xiang)應的首(shou)要目標。同(tong)時,能(neng)源(yuan)電(dian)(dian)(dian)力(li)進入(ru)低碳戰略轉型期,無論是(shi)宏觀經(jing)濟還是(shi)行業發(fa)展(zhan)都呈現出(chu)新的態(tai)勢。秉承“創新、協調(diao)、綠色、開放、共(gong)享”的發(fa)展(zhan)理(li)念,能(neng)源(yuan)電(dian)(dian)(dian)力(li)轉型步伐加快,可(ke)(ke)再生能(neng)源(yuan)大規模發(fa)展(zhan),這為電(dian)(dian)(dian)力(li)需(xu)(xu)求(qiu)(qiu)側管(guan)理(li)賦予了新的機遇和(he)使命(ming),電(dian)(dian)(dian)力(li)需(xu)(xu)求(qiu)(qiu)側管(guan)理(li)的工作(zuo)重(zhong)心從(cong)保障(zhang)供需(xu)(xu)平(ping)衡(heng)向多(duo)元化目標轉變(bian)。
當(dang)(dang)前(qian)(qian),電(dian)力需(xu)求(qiu)(qiu)(qiu)響(xiang)(xiang)應更多(duo)承(cheng)擔(dan)著推進供(gong)給側(ce)結構性改革、推動能(neng)(neng)源(yuan)消(xiao)費結構優(you)化、促進可(ke)(ke)再生(sheng)能(neng)(neng)源(yuan)消(xiao)納、提高智能(neng)(neng)用(yong)(yong)電(dian)水平的(de)(de)任(ren)務,這(zhe)(zhe)一轉變深刻(ke)地反映了當(dang)(dang)前(qian)(qian)我國(guo)生(sheng)產關系與生(sheng)產力的(de)(de)發(fa)展水平,可(ke)(ke)有效(xiao)對應我國(guo)現階段經(jing)(jing)濟社(she)會發(fa)展特(te)點。“在這(zhe)(zhe)種情況(kuang)之(zhi)下,‘電(dian)力需(xu)求(qiu)(qiu)(qiu)側(ce)管(guan)理’這(zhe)(zhe)個名稱對于描述當(dang)(dang)前(qian)(qian)需(xu)求(qiu)(qiu)(qiu)側(ce)資源(yuan)發(fa)揮(hui)作用(yong)(yong)的(de)(de)方式已(yi)經(jing)(jing)不夠準(zhun)確,應稱其為‘電(dian)力需(xu)求(qiu)(qiu)(qiu)響(xiang)(xiang)應’。‘電(dian)力需(xu)求(qiu)(qiu)(qiu)響(xiang)(xiang)應’和‘電(dian)力需(xu)求(qiu)(qiu)(qiu)側(ce)管(guan)理’在管(guan)理上的(de)(de)本質(zhi)已(yi)發(fa)生(sheng)了變化,‘電(dian)力需(xu)求(qiu)(qiu)(qiu)響(xiang)(xiang)應’亦可(ke)(ke)看作是(shi)廣義上的(de)(de)‘管(guan)理’范疇,但其管(guan)理的(de)(de)主(zhu)要特(te)點非強(qiang)制性的(de)(de)行政手段,而是(shi)通過釋放市場(chang)信號(hao)驅動用(yong)(yong)戶自愿響(xiang)(xiang)應。”王志軒說。
《需(xu)(xu)求(qiu)(qiu)側管(guan)理變(bian)(bian)革》一書中(zhong)對通(tong)常意義(yi)上(shang)的(de)(de)需(xu)(xu)求(qiu)(qiu)響(xiang)應(ying)作出了定(ding)義(yi):需(xu)(xu)求(qiu)(qiu)響(xiang)應(ying)是以(yi)(yi)智能電(dian)(dian)(dian)網為技術支(zhi)撐,電(dian)(dian)(dian)力(li)用(yong)戶根據電(dian)(dian)(dian)力(li)市(shi)場動態價格信號和激(ji)勵(li)機制,以(yi)(yi)及供電(dian)(dian)(dian)方(fang)對負(fu)荷(he)調(diao)(diao)整(zheng)的(de)(de)需(xu)(xu)求(qiu)(qiu)所自(zi)愿做出的(de)(de)響(xiang)應(ying),在滿(man)足用(yong)戶基(ji)本用(yong)電(dian)(dian)(dian)需(xu)(xu)求(qiu)(qiu)的(de)(de)前提(ti)(ti)下,通(tong)過改變(bian)(bian)原有的(de)(de)用(yong)電(dian)(dian)(dian)方(fang)式實現負(fu)荷(he)調(diao)(diao)整(zheng)的(de)(de)需(xu)(xu)求(qiu)(qiu),達到(dao)提(ti)(ti)高系(xi)統消納(na)可再生能源電(dian)(dian)(dian)量并保障電(dian)(dian)(dian)力(li)系(xi)統的(de)(de)穩定(ding)運(yun)行(xing)的(de)(de)目(mu)的(de)(de)。
由以(yi)上定義(yi)可看出,需(xu)求(qiu)(qiu)響應既要(yao)滿足(zu)負荷側(ce)需(xu)求(qiu)(qiu),又要(yao)適應供給側(ce)的(de)(de)特(te)點(dian),還要(yao)保障電(dian)力系統的(de)(de)安全運行。隨著需(xu)求(qiu)(qiu)響應所發(fa)揮的(de)(de)調(diao)節作用越來越大(da),可緩解供應側(ce)容(rong)量資源的(de)(de)壓力,減(jian)少供應側(ce)、電(dian)網(wang)側(ce)尖峰的(de)(de)資源建設(she),實現(xian)資源優化配(pei)置,促進能(neng)源結(jie)構優化、推動能(neng)源供給側(ce)結(jie)構性改革。
“在(zai)每年迎峰(feng)度夏等負(fu)(fu)荷(he)高峰(feng)期(qi),通(tong)過開展需求響應(ying)(ying)來(lai)實現削峰(feng)填谷(gu)、轉(zhuan)移負(fu)(fu)荷(he)是(shi)既經濟又高效的調節手段(duan),有時候(hou)系(xi)統容量離尖(jian)峰(feng)負(fu)(fu)荷(he)只差(cha)2%~3%,如果在(zai)規(gui)劃中(zhong)需要供應(ying)(ying)側(ce)、電網側(ce)根(gen)據(ju)最(zui)大負(fu)(fu)荷(he)來(lai)配套建設相應(ying)(ying)的機組、輸電線路和變電站容量,顯然邊際(ji)經濟成(cheng)(cheng)本(ben)過高,效率水平過低。開展需求響應(ying)(ying),提升的是(shi)全(quan)系(xi)統的效率、節約(yue)的是(shi)全(quan)社會的成(cheng)(cheng)本(ben)。”王志軒(xuan)說。
完善電力市場建設合理體現需求響應價值
電力(li)市場化改革(ge)的推(tui)進、智能(neng)電網技術的發展、需求響(xiang)應技術的革(ge)新,是推(tui)動(dong)需求側管理(li)變(bian)革(ge)的外(wai)部(bu)條件。2017年,國家發改委發布《電力(li)需求側管理(li)辦法(fa)(修訂版)》,其(qi)中明確要求要“逐(zhu)步形成占年度最(zui)大用電負荷(he)3%左(zuo)右的需求側機動(dong)調峰能(neng)力(li)”。從電力(li)體制改革(ge)和能(neng)源(yuan)轉型的趨勢(shi)來看(kan),我(wo)國需求側資源(yuan)可(ke)挖掘的潛力(li)是相當可(ke)觀的。
良好的(de)(de)(de)市(shi)場(chang)機制是需求(qiu)(qiu)(qiu)側(ce)(ce)資(zi)源(yuan)逐步進入市(shi)場(chang)、和其它供應(ying)側(ce)(ce)的(de)(de)(de)調節性資(zi)源(yuan)共(gong)同參(can)與(yu)競爭的(de)(de)(de)基礎。但目前(qian)我國尚(shang)處于電力(li)市(shi)場(chang)建設的(de)(de)(de)初期,需求(qiu)(qiu)(qiu)響應(ying)參(can)與(yu)市(shi)場(chang)的(de)(de)(de)有效(xiao)渠道相對有限(xian),需求(qiu)(qiu)(qiu)響應(ying)的(de)(de)(de)開展主要集(ji)中在(zai)分(fen)時電價(jia)、尖峰電價(jia)、可中斷負荷(he)等(deng)方面,尚(shang)未形成(cheng)多(duo)元化(hua)的(de)(de)(de)終端能(neng)源(yuan)消費模式,用戶參(can)與(yu)度不高,缺(que)少(shao)有效(xiao)的(de)(de)(de)市(shi)場(chang)機制來充分(fen)挖掘(jue)需求(qiu)(qiu)(qiu)側(ce)(ce)資(zi)源(yuan),并對需求(qiu)(qiu)(qiu)響應(ying)的(de)(de)(de)價(jia)值予(yu)以合理體(ti)現。
王志軒(xuan)認為,我國(guo)電(dian)力(li)市(shi)場(chang)(chang)正在加快建(jian)(jian)設(she)之中(zhong),其中(zhong)相(xiang)應(ying)的體制機制尚未成熟,在“十(shi)四五”期間(jian),需(xu)(xu)(xu)求響應(ying)需(xu)(xu)(xu)要配合電(dian)力(li)市(shi)場(chang)(chang)建(jian)(jian)設(she)進(jin)程(cheng),探索建(jian)(jian)立常態化機制,完(wan)善價(jia)格和激勵機制,制定需(xu)(xu)(xu)求響應(ying)交易規范,完(wan)善市(shi)場(chang)(chang)監管(guan)辦法。電(dian)力(li)市(shi)場(chang)(chang)化程(cheng)度越(yue)高,越(yue)有利(li)于電(dian)力(li)需(xu)(xu)(xu)求側資源發揮(hui)作用(yong)。電(dian)力(li)需(xu)(xu)(xu)求響應(ying)要實現其應(ying)有的價(jia)值(zhi),應(ying)在價(jia)格機制、市(shi)場(chang)(chang)主體、平(ping)臺建(jian)(jian)設(she)、技術創(chuang)新等(deng)方面重點發力(li)。
王志軒表示,在價(jia)(jia)格(ge)機制(zhi)上,需求響應電(dian)價(jia)(jia)應是(shi)具有多(duo)樣性的電(dian)價(jia)(jia)機制(zhi),以體現公平為(wei)原則,在適應市場需求的前(qian)(qian)提(ti)下,讓(rang)用(yong)戶有選擇供應商、選擇價(jia)(jia)格(ge)的權利,同時(shi)(shi)兼顧電(dian)力企業(ye)的利益(yi)。我(wo)(wo)國(guo)(guo)目前(qian)(qian)需求響應電(dian)價(jia)(jia)設計(ji)主要(yao)集中(zhong)在分時(shi)(shi)電(dian)價(jia)(jia),而且(qie)主要(yao)集中(zhong)在峰谷分時(shi)(shi)電(dian)價(jia)(jia)的設計(ji)上,這(zhe)符合我(wo)(wo)國(guo)(guo)當前(qian)(qian)的國(guo)(guo)情,等條件成熟(shu)后可(ke)以考慮向實時(shi)(shi)電(dian)價(jia)(jia)過渡(du)。
在市(shi)場(chang)主體方(fang)(fang)面,目前,電(dian)(dian)(dian)力需(xu)求響應參(can)與主體范圍小(xiao)、互動性不強(qiang),實施(shi)主體主要是(shi)電(dian)(dian)(dian)網公司,響應對象(xiang)主要是(shi)工業用戶,在“十四五”期間,在充分發揮(hui)電(dian)(dian)(dian)網實施(shi)主體的(de)(de)作用,以及電(dian)(dian)(dian)網企(qi)業技術、經驗、管理優勢(shi)的(de)(de)基礎上,需(xu)引入(ru)更多(duo)第三方(fang)(fang)的(de)(de)市(shi)場(chang)主體參(can)與需(xu)求響應,形成電(dian)(dian)(dian)網企(qi)業、電(dian)(dian)(dian)能服(fu)務機構、售電(dian)(dian)(dian)企(qi)業、電(dian)(dian)(dian)力用戶等多(duo)主體參(can)與、多(duo)方(fang)(fang)共贏的(de)(de)市(shi)場(chang)局面。
在平臺(tai)建設方(fang)面,需利用大數據、云(yun)計算、智能化(hua)、自動化(hua)等(deng)先進技術(shu),加快(kuai)實(shi)現信息的交互(hu)與(yu)共享,一(yi)方(fang)面加強用戶用電(dian)(dian)(dian)的實(shi)時(shi)監測(ce),及時(shi)掌握負(fu)荷變化(hua);另一(yi)方(fang)面通過大數據對用戶用電(dian)(dian)(dian)特性和(he)行(xing)為(wei)進行(xing)深度分析,為(wei)用戶優(you)化(hua)用電(dian)(dian)(dian)、參與(yu)系統運行(xing)和(he)市場競爭提供決策支(zhi)持(chi)。
在(zai)技(ji)術(shu)創新(xin)(xin)方面,需(xu)重點(dian)關注與(yu)需(xu)求(qiu)(qiu)響(xiang)應(ying)相(xiang)關的(de)(de)分布式(shi)(shi)技(ji)術(shu)、儲(chu)能(neng)技(ji)術(shu)、虛(xu)擬電(dian)(dian)(dian)(dian)(dian)(dian)廠等(deng)技(ji)術(shu)。新(xin)(xin)一輪電(dian)(dian)(dian)(dian)(dian)(dian)力(li)體(ti)制改革提(ti)出要(yao)重視(shi)發(fa)展分布式(shi)(shi)能(neng)源(yuan),分布式(shi)(shi)電(dian)(dian)(dian)(dian)(dian)(dian)源(yuan)的(de)(de)發(fa)展是電(dian)(dian)(dian)(dian)(dian)(dian)力(li)需(xu)求(qiu)(qiu)側參與(yu)能(neng)源(yuan)生產(chan)(chan)的(de)(de)重要(yao)支撐。分布式(shi)(shi)技(ji)術(shu)將用(yong)(yong)(yong)戶(hu)與(yu)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)生產(chan)(chan)、輸(shu)配環節(jie)有(you)效(xiao)(xiao)銜接,改變了(le)傳統電(dian)(dian)(dian)(dian)(dian)(dian)力(li)供(gong)(gong)應(ying)關系(xi),為(wei)緩解(jie)需(xu)求(qiu)(qiu)側日益增長的(de)(de)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)負荷(he)需(xu)求(qiu)(qiu)壓力(li),解(jie)決(jue)能(neng)源(yuan)供(gong)(gong)需(xu)可(ke)持續發(fa)展的(de)(de)內在(zai)矛盾提(ti)供(gong)(gong)了(le)平臺;儲(chu)能(neng)技(ji)術(shu)應(ying)用(yong)(yong)(yong)于(yu)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)系(xi)統中(zhong),可(ke)改變電(dian)(dian)(dian)(dian)(dian)(dian)能(neng)生產(chan)(chan)、輸(shu)送與(yu)消(xiao)費必須同(tong)(tong)步(bu)完(wan)成的(de)(de)傳統模式(shi)(shi),在(zai)需(xu)求(qiu)(qiu)響(xiang)應(ying)中(zhong),除(chu)了(le)各類(lei)通常意義(yi)上的(de)(de)儲(chu)能(neng)設備(bei)外,還應(ying)充分調動(dong)蓄冷空調、儲(chu)熱式(shi)(shi)電(dian)(dian)(dian)(dian)(dian)(dian)熱水(shui)器(qi)、電(dian)(dian)(dian)(dian)(dian)(dian)動(dong)汽車、可(ke)暫時中(zhong)斷用(yong)(yong)(yong)能(neng)的(de)(de)電(dian)(dian)(dian)(dian)(dian)(dian)力(li)設備(bei)等(deng)具(ju)有(you)儲(chu)能(neng)性質的(de)(de)負荷(he)資源(yuan),通過合理的(de)(de)控制策略讓這些廣義(yi)上的(de)(de)儲(chu)能(neng)在(zai)不同(tong)(tong)場景下發(fa)揮更加廣泛的(de)(de)作(zuo)用(yong)(yong)(yong);虛(xu)擬電(dian)(dian)(dian)(dian)(dian)(dian)廠早年(nian)在(zai)中(zhong)國(guo)主(zhu)要(yao)以能(neng)效(xiao)(xiao)電(dian)(dian)(dian)(dian)(dian)(dian)廠的(de)(de)項目(mu)形(xing)式(shi)(shi)體(ti)現(xian),主(zhu)要(yao)用(yong)(yong)(yong)于(yu)需(xu)求(qiu)(qiu)側的(de)(de)有(you)效(xiao)(xiao)節(jie)電(dian)(dian)(dian)(dian)(dian)(dian),實際上,虛(xu)擬電(dian)(dian)(dian)(dian)(dian)(dian)廠技(ji)術(shu)可(ke)應(ying)用(yong)(yong)(yong)于(yu)電(dian)(dian)(dian)(dian)(dian)(dian)源(yuan)側的(de)(de)有(you)效(xiao)(xiao)分配和(he)管理分布式(shi)(shi)發(fa)電(dian)(dian)(dian)(dian)(dian)(dian)、儲(chu)能(neng)充放電(dian)(dian)(dian)(dian)(dian)(dian)與(yu)可(ke)控負荷(he)。王志軒(xuan)認為(wei),新(xin)(xin)技(ji)術(shu)、新(xin)(xin)產(chan)(chan)業的(de)(de)發(fa)展在(zai)初期(qi)離不開(kai)(kai)政策支持,對于(yu)創新(xin)(xin)技(ji)術(shu)的(de)(de)突破、創新(xin)(xin)試驗示范(fan)項目(mu)的(de)(de)開(kai)(kai)發(fa)和(he)商業模式(shi)(shi)的(de)(de)孵化需(xu)要(yao)給予足夠的(de)(de)耐心,營(ying)造良好(hao)的(de)(de)政策環境,鼓勵創新(xin)(xin)和(he)試錯。
適度發展需求側資源建設多元化的新型電力系統
在可再生能源大規模(mo)發展和平價上網(wang)的(de)時(shi)代里,“靈活性(xing)”成(cheng)為(wei)一個在電力(li)系統(tong)中需要單獨衡(heng)量的(de)價值。
受(shou)制于資源(yuan)(yuan)條件,我國(guo)已(yi)探(tan)明(ming)的天然氣(qi)資源(yuan)(yuan)儲(chu)量相對(dui)(dui)不足,價格較高,有限的天然氣(qi)多以民(min)用為主,可用于電力系統中(zhong)的天然氣(qi)資源(yuan)(yuan)極為有限。而靈活(huo)性(xing)電源(yuan)(yuan)相對(dui)(dui)充裕的國(guo)家如美(mei)國(guo),其燃氣(qi)輪機(ji)占比(bi)較高,能夠更加(jia)有效地解決系統穩定運(yun)行和(he)可再(zai)生能源(yuan)(yuan)的大規模入網(wang)。
和國(guo)(guo)外能(neng)源(yuan)轉(zhuan)型的(de)歷程(cheng)不一(yi)樣,西方發達(da)國(guo)(guo)家步入(ru)工業(ye)化(hua)早于(yu)我(wo)(wo)國(guo)(guo)數(shu)百年(nian),有足夠的(de)時(shi)(shi)間讓(rang)社會發展(zhan)平穩進(jin)階,讓(rang)發展(zhan)中(zhong)(zhong)的(de)問(wen)題逐一(yi)解(jie)決,因此,西方國(guo)(guo)家在(zai)(zai)能(neng)源(yuan)轉(zhuan)型中(zhong)(zhong)所面(mian)(mian)臨的(de)矛盾(dun)相對(dui)單(dan)一(yi)。而中(zhong)(zhong)國(guo)(guo)壓縮型工業(ye)化(hua)的(de)特(te)點,使(shi)得我(wo)(wo)國(guo)(guo)需要(yao)在(zai)(zai)短(duan)期內集中(zhong)(zhong)面(mian)(mian)對(dui)多重(zhong)矛盾(dun)疊加的(de)局(ju)面(mian)(mian)。我(wo)(wo)國(guo)(guo)目前(qian)的(de)能(neng)源(yuan)結構(gou)仍然具(ju)有明(ming)顯(xian)的(de)高(gao)碳特(te)征,隨著應對(dui)氣候變化(hua)壓力(li)的(de)日漸增強,低(di)碳發展(zhan)的(de)急迫性和當(dang)前(qian)高(gao)碳能(neng)源(yuan)結構(gou)之(zhi)間的(de)矛盾(dun)在(zai)(zai)“十四五(wu)”期間將更(geng)(geng)加顯(xian)著。“在(zai)(zai)我(wo)(wo)國(guo)(guo)尚未完(wan)全擺脫缺電之(zhi)困(kun)時(shi)(shi),便迎來了應對(dui)氣候變化(hua)的(de)任務(wu),在(zai)(zai)同(tong)一(yi)時(shi)(shi)期既要(yao)解(jie)決短(duan)缺問(wen)題,又要(yao)解(jie)決結構(gou)問(wen)題,”王志軒說,“與此同(tong)時(shi)(shi),我(wo)(wo)國(guo)(guo)能(neng)源(yuan)電力(li)經過幾十年(nian)發展(zhan),形成了一(yi)個(ge)龐大(da)(da)的(de)體(ti)系,在(zai)(zai)如(ru)此規(gui)模(mo)和體(ti)量的(de)能(neng)源(yuan)系統上進(jin)行轉(zhuan)型,面(mian)(mian)臨的(de)現實約束更(geng)(geng)大(da)(da),這也是我(wo)(wo)國(guo)(guo)能(neng)源(yuan)轉(zhuan)型的(de)特(te)殊性所在(zai)(zai)。”
以煤電(dian)(dian)(dian)為(wei)例,王(wang)志軒表示,西方國(guo)家工業(ye)化進(jin)程開始較早,燃(ran)煤發(fa)電(dian)(dian)(dian)機(ji)(ji)(ji)組(zu)普遍老舊(jiu),即將退役,由可(ke)再生能(neng)源(yuan)接替燃(ran)煤機(ji)(ji)(ji)組(zu)是一個(ge)既順(shun)應低碳清潔大(da)勢,又經濟合理的(de)(de)發(fa)展路徑。而中(zhong)國(guo)的(de)(de)煤電(dian)(dian)(dian)機(ji)(ji)(ji)組(zu)普遍服役時間僅(jin)為(wei)十(shi)多(duo)年(nian),擁有一個(ge)非常年(nian)輕(qing)的(de)(de)煤電(dian)(dian)(dian)機(ji)(ji)(ji)組(zu)編制(zhi),但目前利用小(xiao)時數僅(jin)為(wei)4000小(xiao)時左右(you),能(neng)力和效(xiao)益還有很(hen)大(da)的(de)(de)空間未能(neng)發(fa)揮。與(yu)此同時,可(ke)再生能(neng)源(yuan)裝機(ji)(ji)(ji)迅猛增長(chang),發(fa)電(dian)(dian)(dian)成本持續下降(jiang),電(dian)(dian)(dian)源(yuan)側的(de)(de)供給(gei)能(neng)力不(bu)斷(duan)提升,而電(dian)(dian)(dian)量增長(chang)需(xu)求放緩,在這樣的(de)(de)情形下,可(ke)再生能(neng)源(yuan)的(de)(de)消納(na)矛盾不(bu)斷(duan)加(jia)劇(ju),這使得靈(ling)活性(xing)價(jia)值(zhi)在系統中(zhong)的(de)(de)重(zhong)要性(xing)愈(yu)加(jia)凸(tu)顯。
目(mu)前(qian)(qian),我(wo)國(guo)(guo)靈(ling)(ling)活(huo)性電源(yuan)(yuan)在(zai)(zai)系(xi)統(tong)(tong)(tong)中(zhong)(zhong)的(de)(de)裝機占比(bi)(bi)僅為(wei)6%,無(wu)論是(shi)(shi)比(bi)(bi)照(zhao)發(fa)達國(guo)(guo)家靈(ling)(ling)活(huo)性資(zi)(zi)(zi)源(yuan)(yuan)占比(bi)(bi)30%~50%的(de)(de)水平,還(huan)是(shi)(shi)比(bi)(bi)照(zhao)低(di)碳發(fa)展趨勢下(xia)電力系(xi)統(tong)(tong)(tong)安(an)全穩定(ding)運行的(de)(de)需(xu)(xu)(xu)求(qiu)(qiu),這一(yi)比(bi)(bi)例(li)都(dou)是(shi)(shi)明(ming)顯偏低(di)的(de)(de)。王志(zhi)軒認為(wei),在(zai)(zai)理想的(de)(de)情況下(xia),“十四五”期(qi)間,我(wo)國(guo)(guo)靈(ling)(ling)活(huo)性資(zi)(zi)(zi)源(yuan)(yuan)需(xu)(xu)(xu)增(zeng)長(chang)至30%。但(dan)從(cong)目(mu)前(qian)(qian)儲(chu)能的(de)(de)技術造價(jia)、天然(ran)氣價(jia)格及能源(yuan)(yuan)對(dui)外(wai)依存度(du)等方(fang)面(mian)來看,靈(ling)(ling)活(huo)性資(zi)(zi)(zi)源(yuan)(yuan)的(de)(de)增(zeng)長(chang)仍然(ran)存在(zai)(zai)一(yi)定(ding)的(de)(de)限制(zhi)。相(xiang)對(dui)于(yu)供(gong)應側(ce)的(de)(de)靈(ling)(ling)活(huo)性電源(yuan)(yuan)建(jian)設(she)成(cheng)本,需(xu)(xu)(xu)求(qiu)(qiu)側(ce)資(zi)(zi)(zi)源(yuan)(yuan)要(yao)(yao)廉價(jia)得多(duo),因此需(xu)(xu)(xu)求(qiu)(qiu)側(ce)資(zi)(zi)(zi)源(yuan)(yuan)開發(fa)得越充分(fen),未(wei)來整體(ti)資(zi)(zi)(zi)源(yuan)(yuan)優化配置的(de)(de)效果就越好,既可(ke)降(jiang)低(di)電力成(cheng)本,還(huan)能提升供(gong)電可(ke)靠(kao)性。“輔助服(fu)務市場建(jian)立后,在(zai)(zai)調峰方(fang)面(mian)能夠(gou)發(fa)揮(hui)作(zuo)用(yong)最快(kuai)的(de)(de)是(shi)(shi)需(xu)(xu)(xu)求(qiu)(qiu)響應。在(zai)(zai)需(xu)(xu)(xu)求(qiu)(qiu)側(ce)資(zi)(zi)(zi)源(yuan)(yuan)挖掘方(fang)面(mian),我(wo)國(guo)(guo)目(mu)前(qian)(qian)做得還(huan)遠(yuan)遠(yuan)不(bu)夠(gou)”,王志(zhi)軒說,“但(dan)需(xu)(xu)(xu)要(yao)(yao)注意的(de)(de)是(shi)(shi),即便是(shi)(shi)相(xiang)對(dui)廉價(jia)的(de)(de)需(xu)(xu)(xu)求(qiu)(qiu)側(ce)資(zi)(zi)(zi)源(yuan)(yuan),也要(yao)(yao)適度(du)發(fa)展,合理把(ba)握需(xu)(xu)(xu)求(qiu)(qiu)響應的(de)(de)調節幅度(du)。無(wu)論是(shi)(shi)電力體(ti)制(zhi)改革,還(huan)是(shi)(shi)能源(yuan)(yuan)轉型,都(dou)要(yao)(yao)根據國(guo)(guo)情來推進(jin),并兼顧轉型中(zhong)(zhong)的(de)(de)經濟性和社會承(cheng)受力。同時(shi)還(huan)要(yao)(yao)客觀(guan)認識到,從(cong)系(xi)統(tong)(tong)(tong)對(dui)靈(ling)(ling)活(huo)性資(zi)(zi)(zi)源(yuan)(yuan)的(de)(de)需(xu)(xu)(xu)求(qiu)(qiu)來看,需(xu)(xu)(xu)求(qiu)(qiu)響應所發(fa)揮(hui)的(de)(de)作(zuo)用(yong)是(shi)(shi)相(xiang)對(dui)有限的(de)(de),需(xu)(xu)(xu)要(yao)(yao)同時(shi)推進(jin)多(duo)種調節電源(yuan)(yuan)、調節方(fang)式的(de)(de)建(jian)設(she)。”
目前,能(neng)源(yuan)(yuan)行業(ye)正處于急劇變(bian)革(ge)的階段,新技術(shu)、新業(ye)態不斷(duan)涌現,新的行業(ye)格局一(yi)觸即(ji)發。因此(ci),王志軒認為,對于需求響應(ying)如何繼續(xu)推進,需要將此(ci)命(ming)題放在(zai)一(yi)個動態的能(neng)源(yuan)(yuan)環境中進行考量(liang)。青(qing)山遮不住,畢竟東(dong)流去,能(neng)源(yuan)(yuan)的低碳發展(zhan)是歷史(shi)的必(bi)然(ran)(ran),但在(zai)這樣一(yi)個必(bi)然(ran)(ran)的大(da)勢之(zhi)下,變(bian)革(ge)的路(lu)徑仍(reng)然(ran)(ran)處于不確定之(zhi)中。
正因(yin)如此(ci),討論需求(qiu)(qiu)(qiu)側(ce)資(zi)源不可(ke)(ke)只基于眼(yan)前的(de)(de)(de)(de)發展現(xian)狀,應統(tong)(tong)籌全(quan)局、放眼(yan)長(chang)遠(yuan),充分考慮到(dao)(dao)發展中的(de)(de)(de)(de)變量因(yin)素。隨(sui)著新(xin)基建的(de)(de)(de)(de)強勢起飛和“云、大、物、移、智”等新(xin)技術與電(dian)(dian)(dian)(dian)力系統(tong)(tong)不斷融(rong)合(he),將(jiang)(jiang)促使(shi)電(dian)(dian)(dian)(dian)力需求(qiu)(qiu)(qiu)側(ce)管(guan)理逐(zhu)步(bu)過(guo)(guo)渡到(dao)(dao)需求(qiu)(qiu)(qiu)響(xiang)應階(jie)(jie)(jie)(jie)段,再過(guo)(guo)渡到(dao)(dao)供需耦(ou)(ou)合(he)的(de)(de)(de)(de)階(jie)(jie)(jie)(jie)段。在(zai)(zai)供需耦(ou)(ou)合(he)階(jie)(jie)(jie)(jie)段,非(fei)水(shui)可(ke)(ke)再生能(neng)源發電(dian)(dian)(dian)(dian)將(jiang)(jiang)成為(wei)電(dian)(dian)(dian)(dian)力、電(dian)(dian)(dian)(dian)量的(de)(de)(de)(de)主(zhu)體,且與核電(dian)(dian)(dian)(dian)、大型水(shui)電(dian)(dian)(dian)(dian)、氣電(dian)(dian)(dian)(dian)、煤電(dian)(dian)(dian)(dian)、分布式電(dian)(dian)(dian)(dian)源、儲能(neng)等將(jiang)(jiang)共同構成多(duo)元(yuan)化的(de)(de)(de)(de)中國新(xin)型電(dian)(dian)(dian)(dian)力系統(tong)(tong)。“在(zai)(zai)供需耦(ou)(ou)合(he)的(de)(de)(de)(de)階(jie)(jie)(jie)(jie)段,需求(qiu)(qiu)(qiu)響(xiang)應已經(jing)變成電(dian)(dian)(dian)(dian)力系統(tong)(tong)中的(de)(de)(de)(de)常規操(cao)作和電(dian)(dian)(dian)(dian)力用戶的(de)(de)(de)(de)用電(dian)(dian)(dian)(dian)常態”,王志軒說,“但供需耦(ou)(ou)合(he)不是一(yi)個節(jie)點的(de)(de)(de)(de)狀態,而是一(yi)個不斷實現(xian)的(de)(de)(de)(de)過(guo)(guo)程。供需耦(ou)(ou)合(he)階(jie)(jie)(jie)(jie)段是否到(dao)(dao)來(lai),取決于以(yi)智能(neng)電(dian)(dian)(dian)(dian)網(wang)為(wei)基礎、以(yi)可(ke)(ke)再生能(neng)源為(wei)主(zhu)體的(de)(de)(de)(de)能(neng)源互聯(lian)網(wang)是否進(jin)入(ru)成熟階(jie)(jie)(jie)(jie)段。”