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机构称这类公司是天然负荷聚合商 或充分受益于电力市场化改革

Agencies say such companies are natural load aggregators or are fully benefiting from electricity marketization reforms

cls.cn ·  May 28 07:50

① The National Development and Reform Commission announced the “Electricity Market Supervision Measures” to increase electricity trading companies, energy storage companies, virtual power plants, and load aggregators. ② CITIC Construction Investment Zhu Yue believes that charging pile operators are natural load aggregators. Load aggregators can integrate user resources, participate in the electricity market, respond to grid needs, and operate traditional businesses such as wholesale and retail of electricity.

The National Development and Reform Commission announced the “Electricity Market Supervision Measures” (hereinafter referred to as the “Measures”), which will take effect on June 1, 2024. According to the website of the National Development and Reform Commission, a relevant person in charge of the National Energy Administration said in response to reporters' questions about the “Measures” that the current revision clearly targets electricity market members such as power trading entities, power market operators, and power grid companies providing transmission and distribution services. Electricity traders will increase electricity sales companies, energy storage companies, virtual power plants, and load aggregators.

In the context of demand response development, load aggregators are emerging service enterprises formed by power sales companies registered through demand response management platforms. They are one of the participants in demand-side response. They can aggregate demand response resources of 3,000 kilowatts or more. Their main responsibility is to act as intermediary agents to provide load curves and other information of polymerized power users to power trading centers, participate in demand response bidding transactions, and sign and execute various transaction contracts. Zhu Yue of CITIC Construction Investment believes that charging pile operators are natural load aggregators. Load aggregators can integrate user resources, participate in the electricity market, respond to grid needs, and operate traditional businesses such as wholesale and retail of electricity.

According to the Finance Federation's theme library, among the relevant listed companies:

By the end of June 2023, Teride had operated 428,000 public charging stations, ranking first in the country. The company's products incorporate information, data, and intelligence features such as cloud platforms, IoT, big data, load control and scheduling, battery charging safety protection, and intelligent operation and maintenance on the basis of basic charging functions.

In the field of smart charging for new energy vehicles, Seksung Electronics has launched a series of products such as smart charging equipment, integrated monitoring systems for charging stations, and charging operation management platforms with industry technical characteristics. It is one of the few one-stop smart charging solution service providers in China.

The translation is provided by third-party software.


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