我国压缩空气储能技术经济性分析及展望  

Economic Analysis and Outlook of Compressed Air Energy Storage Technology in China

作　　者：陈前 郑步高 崔宇 詹湲 Chen Qian;Zheng Bugao;Cui Yu;Zhan Yuan

机构地区：[1]中国石化集团经济技术研究院有限公司,北京100029 [2]中国石油化工集团有限公司,北京100728

出　　处：《中国能源》2024年第5期46-56,共11页Energy of China

摘　　要：随着新型电力系统“双高”特性日益凸显,对长周期、高安全性以及具备物理转动惯量的新型储能需求愈发迫切。压缩空气储能具有规模大、可靠性高、寿命长、成本低等优势,我国压缩空气储能单机规模已达到300MW,是抽水蓄能的有益补充。本文重点分析了压缩空气储能的技术原理和特点,测算了平准化储能成本,基于双因素学习曲线模型测算了未来的降本空间,预计到2030年百兆瓦级压缩空气储能度电成本可降至0.35~0.4元/千瓦时,各环节均存在降本空间。我国压缩空气储能技术要得到长足发展,需要在顶层设计、技术研发、商业模式等方面进一步探索。With the increasingly prominent'double high'characteristics of the new power system,the demand for new energy storage with long cycle,high security and physical rotational inertia is becoming more and more urgent.Compressed air energy storage has advantages such as large scale,high reliability,long lifespan,and low cost.The single-unit scale of compressed air energy storage in China has reached 300MW,which is a useful supplement to pumped hydro longterm energy storage.This paper focuses on analyzing the technical principles and characteristics of compressed air energy storage,calculates the levelized cost of energy storage,and estimates the cost reduction space in the future based on the two-factor learning curve model.It is expected that by 2030,the electricity cost per kilowatt-hour of hundreds of megawatts level compressed air energy storage can be reduced to 0.35 to 0.4 Yuan/kWh,and there is a cost reduction space in all links.The compressed air energy storage technology in China needs to explore in aspects such as top-level design,technology research and development,and business model in order to achieve considerable development.

关 键 词：长时储能 压缩空气 LCOS 发展建议 

分 类 号：F426[经济管理—产业经济]