“储能+水泥厂”大爆发!为什么水泥行业急需储能?

2023-09-12 16:03:03

尤其是当前水泥行情低迷,水泥价格处于低位,行业盈亏陷入严峻形势。一季度多数水泥企业利润大幅度下滑,甚至出现亏损。企业生存愈发艰难之际,降低经营成本来增强自身竞争力已成为水泥企业的迫切需求。

近日,中国水泥行业中规模最大的储能系统已全面建成,正式投入使用。

一座投建于其广东英德水泥厂区内的43.2MW/107.3MWh的储能系统,通过搭配厂区建设的7.813MW光伏发电系统,可在夜间用电低谷时段充电,白天用电量高峰时段放电,降低尖峰时段厂区对电网电力的使用。通过调节峰谷用电,这套储能系统预计每年将为厂区节省2130万元的电费支出,同时还可额外获得广东省政府给予的270万元/年的储能项目投资专项补贴。

据了解,前不久另一座5.6MW/33.54MWh储能电站也已经投用使用,每年可储存电能约1100万度,通过调节电力需求,预计一年也能节省500万元人民币的电费支出!

水泥行业为什么急需储能?

01

用电大户,电费支出压力大

对于高耗能企业而言,电价是生产成本的“大头”。资料显示,目前国内吨水泥综合电耗约在90度电左右(含熟料电耗和水泥粉磨电耗),结合水泥行业都已配备余热发电系统可替代1/3的用电量,因此生产每吨水泥外购电在60度左右。粗略测算,每吨水泥电力生产成本为为0.65*60=39元。也就是说,一家100万吨产能的水泥厂,一年电费就达到了4000万元左右。

而2021年10月国家发改委印发《关于进一步深化燃煤发电上网电价市场化改革的通知》,明确高耗能企业燃煤发电市场交易价格不受上浮20%限制以来,多个省份发改委也相继调整了分时电价机制,进一步拉大峰谷电价差,且多地设置尖峰电价机制,对于用电大户水泥企业而言,生产成本随之明显增加。

尤其是当前水泥行情低迷,水泥价格处于低位,行业盈亏陷入严峻形势。一季度多数水泥企业利润大幅度下滑,甚至出现亏损。企业生存愈发艰难之际,降低经营成本来增强自身竞争力已成为水泥企业的迫切需求。

02

受地区限电影响大

除了高昂的电费支出外,水泥行业受季节性区域性限电影响也比较大。据中国水泥网·水泥大数据研究院分析,2021年“能耗双控”下蔓延的全国范围内限电限产,影响直接传达到了水泥价格行情上,一度导致水泥价格持续暴涨;2022年由于极端炎热天气,四川、重庆、浙江等地发生区域性限电,当地水泥厂生产也受到了波及。

今年,四川地区同样受连续高温影响,再次出现大规模缺电的情况。全省工业电力用户经历了近一周的生产全停,放高温假,让电于民。当地水泥企业反馈,受缺电影响,所涉区域内所有水泥企业回转窑和磨机全部停产。

在“限电”风险和电价上涨的情况下,投建储能则为水泥企业节省电费、规避风险打开了新思路。

水泥厂区建储能,优势真不少!

01

节省电费支出:

水泥厂区配建储能系统,可以在低电价时充电,在高电价时释放储存的电能用于生产,从而降低电费支出成本。

近年来,我国多地设立尖峰电价政策,峰谷价差呈现逐年拉大趋势,水泥企业安装储能的经济性也显著增强。根据8月份各地电网企业公布的代理购电价格,上海市峰谷价差为全国最高,最高价差为1.9027元/度,其次为广东珠三角五市1.4366元/度,湖南省1.2972元/度。峰谷电价差超过0.7元的地区达到了24个省市,超过1元的地区有10个省市。

02

作为备用电源和应急供电:

储能系统可以作为水泥厂区的后备电源系统,在电力系统中断或故障时,储能系统能够迅速切换为应急供电模式,保障水泥厂重要设备供电,以免因突然断电造成设备损坏。在短时间缺电困境下,还能支撑厂区生产线的正常运行,避免生产中断和经济损失。

03

与可再生能源整合:

分布式储能系统可以与分布式光伏等可再生能源相结合,解决可再生能源波动性和间歇性的问题,提高厂区绿色电力的利用率,促进厂区低碳生产。

04

补贴丰厚,加快回本:

2022年以来,用户侧储能补贴政策频繁出台,截至目前全国各地正在执行的用户侧储能补贴政策共30余项,补贴方式主要以容量补贴、放电补贴和投资补贴为主。补贴的加持将进一步缩短工商业储能项目的回本周期。

水泥头部企业纷纷抢滩储能赛道!

在“双碳”目标指引和多重利好促进下,用电大户水泥企业的储能布局日益火热。2022年以来,几乎所有的头部水泥企业都有动作。

01

葛洲坝水泥

8月15日,葛洲坝宜城水泥有限公司与湖南赢科储能科技有限公司成功签订储能电站能源管理合同,将利用宜城市板桥店镇园区建设13.6MW/27.52MWh的储能电站,其中一期投入规模为5.1MW/10.32MWh,二期投入为8.5MW/17.2MWh。建成后将基于湖北电网分时电价政策,通过峰谷套利节约电费的模式实现项目收益。

就在今年4月,葛洲坝水泥公司旗下首个储能电站——石门水泥公司储能电站项目也已正式并网成功。据了解,该项目通过“分享型合同能源管理”模式,实现零成本分享收益净额。采用“两充两放”充放电策略,日均最大放电量可达16000千瓦每小时。预计每年将平稳供应400万度电,1年省下200万元的高峰电费,不仅为企业降本增效,也有助于电网稳定运行。

02

海螺水泥

海螺水泥在储能布局这块也走在前列。据了解,截至目前,海螺新能源公司已建成90多个光伏电站和储能项目,实现了水泥工厂分布式光伏项目全覆盖,累计光伏及储能装机容量接近500MW,2022年累计发放电量近3亿度。

其中,张家港储能电站项目是目前国内大型用户侧电化学储能电站,也是2020年国家能源局8个储能示范项目之一,枞阳海螺6MW/36MWh全钒液流电池储能是海螺集团首个全钒液流电池储能示范项目,也是目前行业内规模大型全钒液流电池用户侧储能电站,对国内用户侧储能电站的推广应用起到了引导示范效应。

(全钒液流电池储能电站的电池集装箱)

03

上峰水泥

由美克生能源建设运维的上峰水泥“2MWh储能电站+数字能源”项目于2023年4月正式开工,项目采用美克生能源储能设备与数字化能源管控平台绿电来OS,软硬结合,节能降碳,助力该企业实现高质量绿色发展。

经测算,该项目的2MWh储能电站基于当下电力市场,每天实现“两充两放”,满充满放,预计每年能为上峰水泥节省近20万的电费支出。

04

塔牌水泥

早在2021年,塔牌集团就投资了约13.39亿元建设分布式光伏发电储能一体化项目,其中,蕉岭区域220MW光伏发电储能一体化项目正稳步推进中,计划建设总面积约为219万平方米。塔牌集团对外称,经测算,公司厂区内建设“自发自用、余电上网”光伏发电项目用电成本比当前外购电价节约20%以上。

水泥企业配置储能需要投入多少成本?

水泥企业投资储能好处多多,优势多多,那么配置一套储能系统大概需要投资多少呢?下面我们以一座1MW/2WMh的储能电站为例来算一下:

从8月份国内储能项目EPC中标情况来看,工商业储能电站EPC总承包项目平均中标价为1.596元/Wh,以此为投资单价,则:

一座1MW/2WMh的工商业储能电站投资成本约=2000000Wh*1.596元/Wh=3192000元=319.2万元。

此外,一般情况下,2小时储能系统价格会比4小时储能系统价格略高。

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Correlation

In this journey of green transformation, the cement industry is firmly moving towards a low-carbon future, from technological innovation to management optimization, from the application of clean energy to the promotion of alternative fuels, each initiative is depicting a new journey for the industry. Let us work hand in hand to lead the wave of emission reduction with innovation, fulfill the green mission with practical actions, write a brilliant chapter of green and low-carbon development of the cement industry, and contribute to the construction of a beautiful earth.

2024-10-31 09:43:57

Based on the market situation of the cement industry and the demand for high-quality and low-carbon development of Conch Cement, Conch will strengthen the research and development of technologies such as energy saving and carbon reduction, green environmental protection, clean energy and low-carbon cement. The main research directions of Conch's scientific and technological innovation in the future are as follows: 1. Research and development project of raw material and fuel substitution in the cement industry; 2. Research and development project of cement clinker quality improvement; 3. Energy-saving and carbon-reducing technical equipment R & D project; 4. Clean and green energy R & D and manufacturing project; 5. Future carbon technology industry exploration project.

2024-10-29 16:34:25

On October 24, the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was held in Wuhu, Anhui Province. Gao Dengbang, President of China Cement Association, Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd., Lv Zhijian, President of Xinjiang Building Material Industry Association, Ma Weiping, Chairman of OCC, Jiang Dehong, Vice President and Chief Engineer of Tianshan Materials Co., Ltd., Li Jian, Associate Researcher of Chinese Academy of Environmental Sciences, Fan Yueming, Professor of South China University of Technology, Zhuge Wenda, Chairman of Leishan Cement Co., Ltd., Century Xinfeng, Hubei, Yan Haochun, Technical Director of China National Inspection and Testing Holding Group and General Manager of Certification and Evaluation Center.

2024-10-24 16:55:38

Zhu Shengli said that Conch, as a leading enterprise in the industry, has been actively practicing the responsibility of large enterprises in recent years, keeping a close eye on the "double carbon" goal, adhering to the green and low-carbon transformation, continuously increasing pollution control, continuously promoting energy conservation and carbon reduction, and further developing circular economy, so as to ensure that the clean production of factories, the development and application of carbon emission reduction technology and the scale of green industry development are at the leading level in the industry.

2024-10-24 10:47:24

According to the statistics of China Cement Network, the annual carbon emissions of the cement industry exceed 1.2 billion tons of standard coal, second only to the power and steel industries, including more than 100 cement enterprise groups with annual carbon emissions exceeding one million tons. In the next stage, with the establishment of the carbon trading market, the cement industry will face unprecedented opportunities and challenges. The introduction of carbon trading mechanism will encourage enterprises to take the initiative to reduce emissions, transform the cost of carbon emissions into economic benefits, and promote the industry to develop in a more environmentally friendly and efficient direction. "Double carbon" is not only a responsibility, but also a cost and benefit.

2024-10-24 09:22:35

The semi-annual report of Tapai Group shows that in terms of operating conditions, the cost of cement sales per ton of Tapai Group is 194 yuan, down 33 yuan from the same period last year. On September 12, Tapai Group said that in recent years, cement market demand has been declining, competition has further intensified, and cement prices are low. In order to cope with the market competition, the company strengthened market research and judgment, responded scientifically and implemented precise policies, continued to promote cost reduction and efficiency enhancement, continued to streamline the organization and optimize personnel, continued to slim down and strengthen the body, lightened the burden, went into battle lightly, and paid close attention to cost control.

2024-09-13 11:55:23

We will further strengthen the construction of the carbon market, steadily expand the coverage of the industry, enrich the trading varieties and methods, and improve the national voluntary greenhouse gas emission reduction trading market. By the end of this year, in addition to the existing power industry, the national carbon emission trading market will also include key emission industries such as steel, cement and aluminium smelting. We will further improve the carbon pricing mechanism and accelerate the establishment of a carbon footprint management system.

2024-09-08 17:42:29

The cement industry will soon be incorporated into the carbon trading market, and the importance of green low-carbon transformation has become increasingly apparent. In response to the policy guidance, China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel on October 24-25. The conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon reduction technologies, and how the cement industry can use the carbon trading mechanism to promote its low-carbon transformation.

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In the future, Conch Cement will continue to increase the use of clean energy such as photovoltaic power generation and wind power generation, reduce fossil energy consumption, continuously optimize the energy structure, and practice the concept of green and low-carbon development.

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The planned future aggregate production capacity of Shangfeng Cement can reach about 30 million tons.

2024-04-29 13:39:12

On March 28-29, China Cement Network will hold the "13th China Cement Industry Summit and TOP100 Award Ceremony" in Hangzhou. During the conference, awards will be given to the top 100 cement and supplier enterprises. At the same time, experts and scholars, China Railway and other construction units will be invited to discuss the new development trend of the cement industry in the future, and work together to create the future!

2024-02-27 09:41:58

Opening up a new track has become the same choice for many cement enterprises.

2024-01-31 09:04:18

Since 2023, Xuancheng Conch Photovoltaic Company has focused on the national goal of "double carbon", thoroughly implemented the new high-quality development model of "one base and five industries" of the group company, actively seized the strategic outlet of new energy, constantly shaped new momentum and new advantages for development, and gradually fostered and strengthened the building photovoltaic industry.

2024-01-30 09:15:18

Can the supply and demand of cement industry improve in 2024? Can prices be boosted? How will enterprises break the situation?

2024-01-23 09:30:22

Over the past ten years, Conch Cement has adhered to the new development concept, constructed a new development pattern, closely followed the pulse of the times, seized strategic opportunities, and firmly sailed to the vast new blue sea as a pioneer, drawing a magnificent picture of the high-quality development of the "one belt and one road".

2024-01-03 13:08:45

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2023-12-29 15:02:54

作为行业龙头,大型水泥企业肩负着引领行业方向、推动行业进步的责任。面临“需求下滑、效益萎缩、产能过剩”等行业困局,水泥巨头们又是如何“出招”的呢?

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2023-12-26 15:35:54

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2023-12-06 09:06:24

现在是工业信息化、智能化大爆炸的时代,水泥行业信息化、智能化已经在蓬勃发展,成为行业的必然发展趋势。

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对于后续的投资计划,海螺水泥表示将深耕水泥主业,谨慎推进新建项目,择优实施项目并购,同时大力发展骨料产业,打造新的利润增长点;另外,新能源风光储一体化、国际化战略亦是主要投资方向。

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炎炎夏日,大范围持续高温影响下,全国各省市用电负荷持续走高,对于实体制造业来说,要想在迎峰度夏这一场大“烤”验中取得佳绩。

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目前,水泥行业布局分布式光伏发电、储能等新能源也正处于快速发展阶段,并且越来越多的水泥企业开始入局其中,包括海螺水泥、南方水泥、江西水泥、塔牌水泥等。作为能源消耗大户,水泥行业承担着碳排放的重要使命,正在一步步向着低碳、高效的目标迈进。

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困境之下,寻求水泥行业发展新出路。

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迎着朝阳与晨曦,全国各地的业内人士纷纷赶到大会签到处,报名参会。

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面对处于“寒冬”的行情态势,一些企业撑不住退出了水泥的历史舞台。

2023-07-05 15:33:49

超百家水泥企业已报名前来参会,报名仍在火热持续中

2023-07-03 09:38:39

在如此严峻的市场背景下,水泥企业纷纷采取积极行动,扩展海外市场、整合内部资源、发展新业务等成为水泥企业应对市场下行的重要手段。此外,加强与上下游的联系,不断寻找新的合作机会,也是目前水泥企业正在做的事。

2023-06-29 10:19:18

安徽省属企业积极推动清洁能源替代、低碳技术创新,加快传统产业转型升级步伐,走绿色低碳发展之路。

2023-06-29 10:06:34

截至2022年底,公司在运行光储发电装机容量475兆瓦,2022年全年光储发电2.72亿千瓦时。公司将继续围绕双碳目标任务,加快分布式光伏等新能源产业发展,减少碳排放,降低用电成本,构建清洁能源体系。

2023-06-27 11:27:02

冀东水泥围绕智能制造,与南京凯盛国际工程有限公司、济南大学、西安建筑科技大学共同研究建材智能化成套技术开发 “零员工”工厂应用示范项目;围绕“双碳”目标探索以“余热发电+垃圾焚烧发电+光伏发电+风力发电”多能互补为技术路径的“零外购电”建材工厂。

2023-06-27 09:57:21

当前水泥行业行情低迷、产能过剩局面依旧严峻。供需失衡的格局下,单一的产业结构已无法支撑企业立足当前复杂的市场形势,节能减碳、降本增效、产业转型升级、优化资产配置、增强核心竞争力才能维持水泥行业健康长远发展。

2023-06-26 09:17:57

产能过剩并不是中国水泥价格成为水泥价格低洼的唯一原因。除了产能过剩之外,国内水泥企业数量多,集中度偏低也是造成水泥价格低位,波动率过高的重要因素。

2023-06-21 14:51:41

6月15日,以“聚焦双碳攻坚 加快转型升级 推动行业绿色低碳高质量发展”为主题的水泥行业大型企业领导人高质量发展峰会在北京金隅集团召开。

2023-06-19 17:15:45

6月19日,山东省生态环境厅关于发布2022年度重污染天气重点行业绩效评级结果的公告。

2023-06-19 11:27:56

技术是水泥行业永恒的话题,氢能技术的发展影响着水泥行业的现在与未来。

2023-06-19 09:10:19

近日,海螺水泥在投资者关系平台上答复了投资者关心的问题。

2023-06-18 14:42:00

6月13日,贵州水城海螺盘江公司4000t/d低碳减量项目点火投产。

2023-06-16 16:11:50

6月13日,贵州水城海螺盘江公司日产4000吨低碳减量项目点火投产。项目的建成投产摘掉了“高耗能、高排放”的标签,在打造为行业内绿色低碳、智能化标杆企业的同时,也为地方经济社会高质量发展积蓄动能。

2023-06-16 13:50:58