CCTV's electricity reform 'new' observation: energy storage is set up on demand, and virtual power p

The release of Document No. 136 is gradually showing its significant impact on China's electricity market. The comprehensive entry of new energy into the market, the realization of energy storage value, and new models and business models such as virtual power plants have all attracted widespread attention. Recently, CCTV Financial and Economic Information Broadcast broadcasted a "new" observation of electricity reform, focusing on multiple fields such as new energy entering the market, energy storage, virtual power plants, AI applications, etc., observing the latest developments in electricity market reform, visiting new energy, energy storage, virtual power plants and other projects in multiple regions, and interviewing multiple experts and practitioners. Some important viewpoints are as follows:

Domestic silicon carbide manufacturers, from 6-inch rolls to 8-inch rolls

With the development of the domestic third-generation semiconductor silicon carbide (SiC) substrate industry, the market is undergoing drastic changes and competition. At present, there are widespread rumors in the industry that the price of 8-inch SiC substrates will significantly decrease by 2025, but there are still few companies that have truly achieved mass production, which makes the market full of uncertainty in achieving this price reduction goal.

Shandan: New energy storage industry sets sail with 'vanadium'

Recently, the 50MW/200MWH Zhongbo Yuan vanadium liquid flow energy storage project was completed and put into use at the million kilowatt photovoltaic power generation base in Dongle Beitan, Shandan County. The storage mode has been activated, and a large "power bank" consisting of 200 sets of containers and 400 storage tanks stands in the photovoltaic array, injecting new power into the stable operation of the power grid.