Not long ago, the high temperature in various places caused power cuts in many places, and the report of Chengdu electric vehicles queuing for charging once rushed to the hot search. The shortage of electricity has indeed caused some places to restrict charging piles, in addition to industrial electricity enterprises affected, new energy vehicle companies and charging pile operators have also been affected; What is the impact of the dilemma under the power crisis on the charging of new energy vehicles? Will the power crisis under high temperature become an obstacle to the promotion of new energy electric vehicles?
The large-scale development of new energy vehicles will inevitably lead to a sharp rise in electricity consumption, especially in power generation, transmission and distribution and infrastructure construction. The demand for charging of new energy vehicles is a random event (also called disorderly charging), which is reflected in the power generation side will have two potential impacts: increase the electricity demand of the whole society and aggravate the peak-valley difference of the grid load. According to the State Grid Research Institute, the disorderly charging of electric vehicles will lead to an increase of 15.3 billion kilowatts in the peak load of the country in 2030.
On the other hand, the distribution network capacity and management mode cannot adapt to the rapid growth of electric vehicles, especially in residential areas and old cities with earlier construction years, and the open capacity of distribution transformers is generally small. Due to the large power capacity required by the charging and replacing power station, it is generally necessary to increase the capacity, but in terms of power expansion, it is greatly constrained by the power grid, and the high cost of capacity expansion and the long approval process increase the capital cost and time cost of building the charging station, thereby missing government subsidies and causing losses.
However, as a special load, new energy electric vehicles can also play a positive role in promoting the power grid, mainly in the form of peak shaving, frequency regulation, supplementing the power grid as a distributed power source, and calming disturbances for new energy access to the power grid.
In this context, "virtual power plant" has entered people's field of vision as a technical means to achieve a balance between supply and demand through precise control. The virtual power plant can integrate distributed power sources, energy storage batteries, electric vehicles, etc. in different spaces, carry out unified management and scheduling, and form a controllable power supply equivalent to the outside world, supply power to the system for peak regulation or load consumption. Industry insiders believe that the completion of the virtual power plant operation platform allows the charging network to reflect new energy value and market value in the efficient aggregation and optimization of distributed resources such as charging and discharging and photovoltaic, energy storage, etc.
Nowadays, in the environment of tight power supply and demand during peak hours of electricity consumption in many places across the country, the energy storage and peak regulation role of new energy vehicle charging networks has begun to appear. As a national open charging platform - Weijingyun, through the certification of Guangzhou virtual power plant, it received instructions to adjust the power of charging piles in Guangzhou, which played the role of "peak shaving and valley filling" and further improving the reliability of power grid operation. For ordinary car owners, just a few minutes of charging time is extended, and the service feeling is almost unchanged.
Recently, Weijing Cloud upgraded the platform with new functions, adding functions such as time-of-use billing, orderly charging, and high-temperature billing, effectively solving the problems of charging operators' difficulty in increasing capacity and profitability, helping stations break through operational bottlenecks and achieve sustainable development of customer revenue increase and brand increment.
At the same time, the Weijing Cloud intelligent monitoring platform monitors the charging terminal in real time, detects all aspects such as safety, charging information, and real-time battery data, and adjusts the charging SOC threshold to prevent overcharging caused by the loss of control of the vehicle BMS system. Establish a carbon credit account for new energy vehicle users, fully record the user's charging and electric travel data, and give incentives to vehicle owners through point redemption and product discounts. In the future, a verification trading mechanism for individual carbon credits will be gradually established, so that individual carbon credits can enter the carbon emission rights trading market.
Weijing Cloud not only provides a "full-dimensional" intelligent platform for government regulatory departments to realize real-time supervision and scheduling of urban charging equipment and operation data, but also helps operators comprehensively link policies and upgrade traditional charging stations to smart integrated energy service carriers.
It can be seen that with the aggregation and development of charging platforms, the gradual improvement of the electricity market mechanism and the construction of the electricity sales market, electricity sales companies with virtual power plants as the core will gradually participate in electricity market-oriented transactions. The virtual power plant value of the new energy vehicle charging network will make investors re-examine the commercial value of charging operations, which will also become an incentive for future charging stations to combine green electricity and explore a variety of charging methods, such as energy storage charging piles, orderly charging piles, supercharging technology, V2G (vehicle-network interaction) charging piles, and the development of various charging products such as smart street lights.
At the policy level, in July 2021, the National Development and Reform Commission and the Energy Administration proposed to actively explore business models such as smart energy and virtual power plants in the Guiding Opinions on Accelerating the Development of New Energy Storage. In February this year, the National Development and Reform Commission and the Energy Administration issued the "Opinions on Improving the Institutional Mechanisms and Policy Measures for the Green and Low-carbon Transition of Energy", which proposed to support user-side adjustable resources such as user-side energy storage, electric vehicle charging facilities, and distributed generation, as well as load aggregators, virtual power plant operators, and integrated energy service providers to participate in electricity market transactions and system operation regulation.
With the basic completion of the national unified electricity market and the further liberalization of the market-oriented electricity price mechanism, some institutions predict that due to the proportion of new energy power generation will further increase to 48% in 2030, and the instability of the power generation end will be further improved, it is expected that the operating market size of virtual power plants will reach 96.8 billion yuan in 2025; By 2030, the operating market size of virtual power plants will exceed 450 billion yuan. The energy storage resources of new energy vehicles mediated by charging networks provide demand response and auxiliary services for the power grid, which has become one of the important supporting factors in the market-oriented development of virtual power plants.
Therefore, in the face of huge energy storage resources of new energy vehicles, how to do a good job in demand response and energy efficiency management, how to achieve in-depth interaction between the power grid and the charging network, and break through the problem of power shortage, is to integrate charging operators, power grid enterprises, electricity sales enterprises, property service enterprises, car companies and users and other stakeholders, in the pile construction and power sales links, give full play to the driving force of virtual power plants, will usher in the innovation of new business models in the charging industry.
