澳洲電池儲能市場介紹及Greenpower南澳項目概覽

1澳洲電池儲能市場介紹及Greenpower南澳項目概覽

Australia

EnergyStorage

Market澳洲儲能市場

Government

PolicyandSupports政府政策及支持

Greenpower

Energy

Storage

Projects

in

SouthAustralia

(SA)Greenpower公司位于南澳的儲能項目

GridConnected

BESS:200MW/100MWh

200MW/100MWh電網側儲能系統(tǒng)

Residential:Virtual

Power

Plant

(VPP)for

50,000

Homes

50000戶基于虛擬電網連接的分布式光伏儲能項目2Agenda澳洲是全球儲能市場增長速度最快的國家之一3Australia

Battery

Energy

Storage

(BESS)

Market

isoneofthefastestgrowing

markets

inthe

worldBESS

Deployment

by

market

in

2017

55

Projects

Total

BESS

is4

GWh

現(xiàn)有55個項目，共4GWh4LargeScale

BESSCurrent

Project

ListResidentialandCommercial

BESScould

be

upto450,000

unitsand3GWh

intotal

by

20205戶用及商用電池儲能系統(tǒng)預計到2020年將增至450000個以及3GWhAustralianGovernment

committedto

ParisAgreementNational

policy:50%

RE

targetby

2030Energy

Policy

isStates

Policy

inAustralia,States

SetRenewable

Energytarget澳洲政府對巴黎協(xié)定十分重視國家政策：

2030年前達到50%

可再生能源占比澳洲各州亦有各州的能源政策，

如右圖所示SouthAustralia:TargetZero

Net

Emission

by

2050,Currently

using50%

Renewable

Energy南澳州目標為到2050年前達到0凈排放，現(xiàn)可再生能源使用

率為50%

6FederalGovernmentSupportSolarthroughCarbonTax

Scheme聯(lián)邦政府通過收取碳排放稅支持光伏能源發(fā)展

LGC–

Large-scale

generation

certificate（大規(guī)模發(fā)電許可） Solar

installation>

100

KW

裝機總功率大于100KW Annual

base

rebate

政策每年調整

1LGC

price

is

AU$34at

current

market,equal

to

1

MWh

solar

power

generated

per

year1LGC相當于1年周期內每發(fā)電1MWh的補貼，現(xiàn)市場價格1LGC=34澳元

For

example,

install

1MW

Solar

farm

can

receive$49,640

Federal

Government

rebate

in

2018,

如2018年，每1兆瓦的光伏電廠可獲取聯(lián)邦政府49640澳元的政策補貼

STC–Small-scale

Renewable

Energy

certificates（小規(guī)?？稍偕茉丛S可）

Solar

installation<

100KW

裝機總功率小于100KW

One

time

rebate

一次性補貼政策

1STC

=

AU$37

For

example,

install

6.5

KW

Solar

PV

can

receive$4,088

rebate

from

Federal

Government

如安裝6.5KW的光伏板可獲得聯(lián)邦政府4088澳元的政策補貼GovernmentSupport–Solar

政府光伏支持政策7State/TerritoryPolicy/IncentiveSouthAustraliaHome

Battery

Scheme

(HBS):$100

million

rebate

and$100

million

CEFC

loan,

$500/WKh

up

to$6000

(12WKh)

per

homeVictoriaSolar

Homes

Package:

50%of

Battery

installation

cost,

up

to$4,835

per

home,for100,000

homes

which

annual

income

less$180,000QueenslandUp

to

$3000

rebate

and$10,000

interest

free

loan,for

1000

homesACT$825/

KWh

installed

battery

rebate,

up

to

5,000

home

battery

systemFederalGovtIf

Labour

government

elected,$200

million

fund

for

home

battery

rebate,for

100,000homes,

up

to$2000

per

homeGovernmentSupport-

BatteryStorage

政府電池儲能支持政策

LargeScale

Battery–StateandARENAfunding大規(guī)模儲能電站各州及ARENA補貼

South

Australia:$50

million

for

large

scale

storage

fund

(GSSF)

南澳州補貼基金5000萬澳元

ARENAR:$110

million

ARP

fund

for

South

Australia

ARENA針對南澳州的1.

1億澳元補貼基金8

Residential

Battery各州戶用電池儲能系統(tǒng)補貼政策National

Energy

Market

(NEM)

國家能源市場Australian

Energy

MarketOperator(AEMO)is

responsibleforoperationofwholesalenationalelectricitymarketAEMO是澳洲國家電能批發(fā)市場的管控機構平臺9Project

nameBESS

SizeSystemTesla

Hornsdale

Power

Reserve,SA100MW/129MWhTeslaLake

Bonney

Wind

Farm,SA25MW/52MWhTeslaDalrymple,SA30MW/8MWhSamsungGannawarra,Vic25MW/50MWhTeslaBallarat,Vic30MW/30MWhFluence–Siemens&AESLargeScale

BESSinstalled

projects已安裝交付使用的大型儲能電站項目10*Tesla’s

project

was

installed

in

Nov

2017,all

of

other

projects

were

installed

in

2018 Tesla:The

largest

battery

in

the

world The

Project

of

Tesla–

Neoen–SA

Government

Nov

2017commissioned,

built

in

100days2017年11月投運，

100日內建成

Capex:$90

million

in

total,$54

million

forBattery

總投資9000萬澳元，其中電池5400萬

Net

income

in

12

month:$25-26

million

(ABCNews

report))

1年內凈收益：25-26萬澳元11Hornsdale

Power

Reserve

(HPR)

BatterySupplier:Samsung's

cells

Batterysize:

100MW/129MWh

Powerpack

normalC

rating0.53

SAGovernment

Contract:

NeoenWind

Farm

uses:

Powerpack

lifespan:

15years1270KW/30KWh,when

Price

inSA

hitsmarketcapof

>$14,000/MWh30MW/99MWh

(0.303C)Tesla’ssystem

AEMO

Reportconfirmedthe

BESS

hasexcellent

FCAS

performance AEMO報告確認儲能系統(tǒng)的輔助調頻表現(xiàn)優(yōu)異

Chart:The

Battery

responded

accidentaltripofgeneration

in

NSW

左圖為Tesla項目在2017年12月

18日響應一次來自新南威爾士州

的調頻調度需求的表現(xiàn)13FCAS

Performance

輔助調頻表現(xiàn)IncomeStreamActual

Income,AU$

millionFCAS

Service

輔助調頻服務15.7EnergyArbitrage

峰谷套利3.3Government

Contract政府合約4.0Others其他2.5Total25.5ABC

New

Report:Thetotal

investmentwas$90

million,

net

incomewas$25.5

million;Smart

EnergyCouncil

Report:the

project

payback

period

is

2.8years根據ABC報告：項目總投資9000萬澳元，第一年凈利潤2550萬澳元根據澳洲智慧能源協(xié)會估算：項目回本周期為2.8年14HPR

Net

Incomes

breakdown,

infirst

12

month

Tesla

HPR項目前12個月凈收益來源拆分HPRFCAS

IncomeAnalysisTeslaHPR項目輔助

調頻收入分析15*Source:Greenpower

InvestmentGreenpower

Investment

Project

inSouthAustralia200MW/100MWh

Grid

Connect

BESS Greenpower

Investment位于南澳州的200MW/100MWh的電網側儲能項目

16

Energy

Mix–

Renewable48.5%7

Days

Actual:7/14April

2019

SolarandWindare

becoming

majorenergy

source

in

SA光伏及風能正成為南澳州的主要電力來源

SAGovernmentsupportsthe

LargeScale

EnergyStorage

systeminvestment,

provide$50

millionGSSF+ARENA$110

million

supporting

funds南澳州政府支持政策較好，政府5000萬+ARENA1.1億澳元基金支持

Tesla’a

HPR

project

has

provedthe

boththe

largescale

BESStechnical

performanceandfinancial

returnsThe

BESSOpportunities

inSouthAustralia南澳的儲能市場機會17Tesla

HPR項目已經為大型儲能項目于當?shù)氐募夹g及財務表現(xiàn)提供了

例證

北控清潔能源-70MWsolarfarmand

150MWh

BESS

project

inSA

Greenpower

isthe

projectdeveloperGreenpower為此項目的開發(fā)商

Project

issupported

bySAGovernment項目已獲得南澳州政府支持

ProjectScope:

200MW/100MWh

LFP

Battery,2Csystem

Location:TemplersWestSwitchYard,direct

connectto

275KVgrid直聯(lián)275KV電網

OperateonAEMOwholesale

National

Energy

Market

在AEMO國家能源批發(fā)平臺運營交易

Major

Income:

FCASand

EnergyArbitrage

主要收入來源為輔助調頻及峰谷套利交易18The

BESS

ProjectYearFCAS

MarketValue,$

million201612320172142018217Average18519

Highvolatility不穩(wěn)定性高

$15

million

per4weeks

inaverage平均每4周1500萬澳元

FCAS/Spot

Market=

1.8%FCAS

Market0.5C1C

2CArbitrage峰谷套利交易

Averagedaily

netearning

price

of

6

x

5

mins

(30

mins)dispatch 右圖為按照6×5分鐘的調度模式，平均

每天的凈收益情況

Basedon

past

19years

data

analysis 基于過往19年的數(shù)據分析

Average

Daily

Earning

(2Cand

30

mins): 按照2C系統(tǒng)及30分鐘模式計算，平均收

2C

Battery

has

higher

dailyearningthan

1C

Battery

2C電池每天獲利表現(xiàn)優(yōu)于1C電池$400/MWh/Day入為400澳元/MWh/天Source:Greenpower

Investment20AU$millionNoteSystem

Cost80Include

BESSsystemand

Inverterin

40ft

container&shipment包括40尺集裝箱式電池、逆變器等設備（含運輸）Equipment&

EngineeringCost,Connection

to

275KV17Transformer

PCS

to33KV

and

33KV

to

275KV,SwitchGear,

Connection變壓器，開關設備，連接設備等System

Installation&

EngineeringCost8Site

cost,

installation

and

connection

to

11KVtransformerSystemCommissioningCost7Modellingtest,tradingplatformdeveloping

andCommissioning

模型測試、平臺開發(fā)、認證等Contingency8Total120The

Project

Capital

Expenses

(Capex)

Budget項目預算*System

Cost

budged

RMB4000/

KWh

21Sourceof

FundsAU$

millionSAGSSFandARENAARP

Funds州政府及ARENA補貼20CEFC(Clear

Energy

FinancialCorporation),

Loan*

清潔能源基金會低息貸款30Commercial

Bank,

Loan

商業(yè)銀行貸款20PE

Investment私募股權投資50Total120CapitalStructureofthe

Project

項目資本結構22*CEFC:low

interest

loan–3.5%

interest

rateIncomeStreamAU$

millionFCAC

Service

輔助調頻12Energy

Arbitrage

套利交易10Others

其他5Total27Income

Estimationand

Payback

Period收入預計及回報周期23oBaseontheCapitalStructure

and

Income

Estimation,the

project

paybackperiod

will

be

within3years

根據資本結構及收入預計，

項目回報周期會

在3年以內oGreenpowerwelcomes

potential

investorsandsystem

providerstoparticipate

project

我司歡迎國內潛在的投資者及系統(tǒng)供應商參與項目Project

MilestoneKey

DateFilethe

ProjectApplicationFeb

2019SAGSSFandARENA

FundAnnouncementMay

2019Invitation-

Expressionof

InterestsJune

2019InvitationforTenderofsupplyAug

2019Close

FinancingSept

2019CommercialContractofSupplyNov

2019SystemAssemblyandTest

preshipmentMar

2020Site

PreparationandconstructionMar

2020System

InstallationJune

2020SystemCommissioningAug

2020SystemConnectto

GridSept

2020System

HandovertooperationDec

2020

Scopeof

Supply

EPC

and

projectmanagement

BatterySystem

Container

System

(40ft)

PCS

System

EMS

Systemo

Greenpowerwillconsignthe

reputable

institutionto

managethe

EOIandTender

processo

Greenpowerwill

recruitqualified

project

managersandengineerstojointhe

project,

will

work

inAustraliafor

2years,

potentially,employer

nomination24Project

Schedule項目里程碑時間節(jié)點遞交項目申請2019.2SA及ARENA補貼的落實2019.5項目意向邀請2019.6投標邀請2019.8CloseFinancing2019.9簽訂供貨合同2019.

11系統(tǒng)預組裝及出貨前測試2020.3場地準備及建設2020.3系統(tǒng)安裝2020.6系統(tǒng)認證2020.8系統(tǒng)并網2020.9系統(tǒng)移交運營2020.

12項目進度計劃

產品及服務需求

EPC及項目管理

電池系統(tǒng)

40尺集裝箱系統(tǒng)

PCS

EMSo

Greenpower將會委托權威機構負責EOI及投標事宜o

Greenpower將會在國內招聘有經驗的項目經理及工程師參與我司項目，相關人員將在澳

洲工作兩年，

并有機會獲得雇主提名辦理澳洲綠卡25Greenpower’s

Project

inSouthAustraliaVPPfor50,000

Homes50000戶基于虛擬電網連接的分布式光伏儲能項目26The

Futurewill

be

Distributed分布式能源的未來Virtual

Power

Plant

(VPP)虛擬電網Distributed

Energy

Resource

(DER)分布式能源SouthAustraliahasthe

highestresidential

retailelectricity

price

in

theworld南澳為全球戶用

電費最貴的地區(qū)27TeslasignedtheVPP

projectwithSA

Government2018Tesla與南澳政府

于2018年簽訂了

虛擬電網的項目

100

homestrialwassuccessful

100戶測試已經成功

1000

homestrial

ison

the

way

正在做1000戶的測試28澳洲光伏資源豐富，

1KW的光伏板每天可產出4KWh的電力29Australia–abundantsunshineI

I

II

IAustralia

has

rich

sunlight1KWSolar

PVcan

produce4KWhelectricity

per

dayo

Australia

hasa

highest

rooftopspace

percapitaintheworldAustralia

has9.5

million

households,80%

people

livesin

houseLargest

housespace

per

households–214

m2inaverage

new

home澳洲擁有全球最高的戶均屋頂面積，

澳洲共有950萬戶家庭，80%的人口是生活

在獨棟房屋里，世界最高的戶均面積-214平方米。30By2040,Solar

and

DER

become

keyenergy

source

inAustralia

到2040年

，光伏及分布式能源將會成為澳洲主要的電力來源

52GWSolar

PV

will

be

installed,

and

it

makes

up

38%oftotalpowersupply.預計光伏組件的市場容量將達到52GW，

占澳洲總能源供給的38%

37GWsolar

power

will

be

DER

(Home&Commercial)

其中37GW的光伏將會是分布式戶用

或商用系統(tǒng)

40GWh

Battery

Storage 儲能電池市場規(guī)模搭40GWh31Source:

Bloomberg

New

Energy

Finance來源：

彭博社新能源財經

Saletheelectricityfrom

DERto

homeowners,at

a

discountprice

(10%or

more)

以-10%的折扣向用戶售電

ThroughVPP

platform,trade

Energyatwholesaleenergymarket

通過VPP平臺，加入AEMO平臺售電

The

project

issupported

bySAgovernment,

HBS

provides Total

solar

PV

to

be

installed:

325

MW

總光伏組件功率

Total

batteryto

be

installed:

700MWh

LFP

home

batterysystem

總磷酸鐵鋰家庭儲能系統(tǒng)容量 Total

investment

will

be

AUS1

billion,40%from

governmentrebate

and

60%from

PE

investment

and

bank

finance

總投資

10億澳元，40%來自政府補貼，60來自私募股權投資及銀

行融資

It

would

be

the

first

VPP

for50,000

homes

in

the

world全球

首個萬戶規(guī)模的戶用分布式虛擬電網儲能項目VPPfor50,000

homes

Investing

6.5kw

rooftops

Solar

PV+

14

KWh

battery

for

eachhome

as

DER

投資6.5KW光伏板+14KWh電池32$6000

per

home

rebate,

project

will

be

rolled

out

within4/5Greenpoweryears

南澳政府提供每戶6000澳元的補貼，此項目將在4-5年內完成VPPTechnology

Partner

SwitchDin

istechstart

upcompany,

focusingonVPPdevelopment.

One

of

the

bestVPPsystem

onthe

market Switch

Din是一家科技創(chuàng)業(yè)公司，主要針對虛擬電網開發(fā)。是市場上

最好的虛擬電網系統(tǒng)開發(fā)商之一。

Greenpower

invests

intheVPPthroughstrategic

partnershipwith

SwitchDin

我司通過投資與Switch

Din達成戰(zhàn)

略合作伙伴協(xié)議

SwitchDinVPP

platform

isfor

both

residential

marketand

largescaleBESS

marketVPP平臺在戶用及大型

儲能電站均可使用331000

HomesUnitAmountTotal

investmentfully

installed總投資$

million-21.00STC

Rebate聯(lián)邦政府STC補貼$

million3.50HBS

Rebate

州政府HBS補貼$

million6.00Bank

Financing銀行低息貸款$

million6.00Capital

investment

資本投資$

million5.50NetOperation

Income凈收入$

million2.36Loan

Payment,5.8%&

7years

貸款周期及利息$

million1.05Project

IRR項目內部收益率%34.1Payback

Period

回報周期Year4.19

Capital

investment$5.5million,

實際資本投資550萬

澳元

It

could

be

in

the

form

oflease

contract

以融資租賃方

式投資

Payback