Multi-market resource management method and system for battery type energy storage resources
By using a time-slice granularity locking and verification mechanism, the problem of improper resource allocation in the power market trading system is solved, enabling refined management and automated risk compensation of battery-type energy storage resources, and ensuring the reliability of secure resource allocation and high-concurrency trading.
Patent Information
- Application Number
- CN202610036963.X
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2026-01-13
- Publication Date
- 2026-02-10
- Estimated Expiration
- 2046-01-13
AI Technical Summary
The existing electricity market trading system lacks a sophisticated resource locking mechanism, making it unable to allocate resources quickly and securely under high-concurrency trading. This leads to risks such as overbuying, overselling, exceeding the SOC limit, and resource shortages. Furthermore, it fails to effectively manage the time-segmented and decaying characteristics of battery energy.
By adopting a time-slice granular locking and verification mechanism, transaction information is acquired in real time, decomposed into fixed-granularity time slices, and future lock records are created. Combined with risk calculation and verification, automated risk compensation and resource scheduling are achieved to ensure secure resource allocation and refined management.
It improved resource utilization, reduced scheduling deviations, achieved full-process automation, supported continuous operation 24/7, and improved market execution efficiency.
Smart Images

Figure CN121504097A_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the field of resource management technology, and in particular to a multi-market resource management method and system for battery-type energy storage resources. Background Technology
[0002] With the widespread application of energy storage battery systems in the electricity market, battery resources have become important assets supporting day-ahead (DA) and intraday continuous (IDC) trading. Existing electricity market trading systems mainly rely on static capacity and power constraints, lacking the ability to manage dynamic resources in a time-sliced manner and verify real-time availability under high-concurrency trading.
[0003] The problems include: 1. Lack of a refined resource locking mechanism. Traditional systems often only check resource usage during the transaction execution phase, which may lead to "overbuying" or "overselling" during bidding and matching, ultimately resulting in risks such as SOC exceeding limits and insufficient resources. 2. Inability to detect concurrent transaction conflicts in advance. When multiple sites and multiple portfolios participate in the market in parallel, existing technologies cannot quickly and safely allocate resources under high concurrency, which may cause transaction failures or resource mismatches. 3. Lack of modeling energy continuity and decay characteristics. Battery energy has continuity and decay characteristics over time. Existing trading systems do not consider the energy transfer and decay characteristics between time slices, resulting in deviations between calculated results and actual operation. 4. Lack of overbuying / overselling risk management. Because day-ahead bids cover the entire day at once, and the settlement results may not accept all charge and discharge plans, the system often experiences negative SOC values or exceeds the upper limit. Currently, this usually relies on manual intervention and lacks automated risk warning and compensation mechanisms. Summary of the Invention
[0004] Technical Objective: To address the shortcomings of existing technologies, this invention discloses a multi-market resource management method and system for battery-based energy storage resources. It enables time-slice management, lock verification, and automated risk compensation for resources across DA and IDC markets, ensuring the security and feasibility of transaction execution. Based on a time-slice granularity locking and verification mechanism, this invention can respond to multiple market requests in milliseconds, ensuring secure resource allocation, refined management, and high concurrency protection.
[0005] Technical solution: To achieve the above technical objectives, the present invention adopts the following technical solution.
[0006] A multi-market resource management method for battery-based energy storage resources, the method comprising: Real-time acquisition of new transaction information from multiple markets; each transaction information includes: transaction site, transaction timeline, and transaction details. For each site-level energy management system (EMS), a corresponding future lock is created for each new transaction: For each site-level energy management system (EMS), the transaction timeline in the transaction information is divided into several fixed-granularity time slices, and the energy demand in the transaction information is created according to each fixed-granularity time slice. The future lock record is used to maintain the total energy change in each fixed-granularity time slice. For each new transaction, risk calculation is performed in conjunction with lock records to obtain the risk result for each fixed-granularity time slice; Upon receiving an alarm, risk mitigation is carried out; delivery is completed according to the transaction timeline; the EMS at each site level is controlled for scheduling; and actual power adjustments are executed.
[0007] Furthermore, for each site-level energy management system (EMS), the formula for calculating the total energy change for each fixed-granularity time slice includes: , in, Let N be the total energy change over the t-th fixed-granularity time slice, and N be the total number of service types accessed by the system. Let be the energy change of the i-th transaction in the t-th fixed-granularity time slice.
[0008] Furthermore, the risk calculation process for each fixed-granularity time slice includes: (1) Calculate the initial energy of the target fixed-granularity time slice; (2) Calculate the maximum charge / discharge energy: First calculate the theoretical upper limit of the target chip when there is no future lock effect, then repeat the above calculation for all time chips with future locks, and take the minimum value including the current chip as the final usable upper limit of the current chip; (3) Future lock verification and creation; if the maximum chargeable / dischargeable energy meets the verification formula, future lock creation is allowed but an alarm is triggered; lock creation / update is entered into the database on a site-by-site and time-slice basis to ensure controllable concurrency; (4) Lock release and expiration cleanup.
[0009] Furthermore, the initial energy on the t-th fixed-granularity time slice The calculation formula includes: , in, Let t be the system's stored energy at the fixed-granularity time slice. Let be the total energy change over the t-th fixed-granularity time slice. is the weighting coefficient for the t-th fixed-granularity time slice.
[0010] Furthermore, The calculation process includes: If t is a future complete time slice, then: , If t is the current time slice, then: , in, 'now' represents the end time of the t-th time slice; 'now' represents the current query time.
[0011] Furthermore, the formula for calculating the theoretical upper limit of the target piece when there is no future lock influence includes: , in, Let be the maximum rechargeable energy on the nth fixed-granularity time slice. This represents the maximum dischargeable energy on the nth fixed-granularity time slice. Let the initial energy be the energy at the nth fixed-granularity time slice. The energy locked on the nth fixed-granularity time slice. These represent the upper and lower limits of battery capacity. These represent the upper limits of charging / discharging power, It is 0.25.
[0012] Furthermore, the verification formula includes: , in, The charging energy to be locked on the t-th fixed-granularity time slice; This represents the discharge energy requested for locking on the t-th fixed-granularity time slice. Let be the maximum rechargeable energy on the t-th fixed-granularity time slice. Let be the maximum dischargeable energy on the t-th fixed-granularity time slice.
[0013] This invention also discloses a multi-market resource management system for battery-based energy storage resources, used to implement the multi-market resource management method for battery-based energy storage resources described above. It includes a cloud system and several site-level energy management systems (EMS). The cloud system and all EMS constitute a cloud-site collaborative distributed microservice architecture. The cloud system includes several independent microservice units, each corresponding to several site-level EMS, and achieves loosely coupled communication through a message bus. Each microservice unit includes a market transaction service unit, a resource management service unit, a risk control service unit, and a data synchronization and message bus service unit. The market transaction service unit is used to acquire new transaction information from multiple markets in real time. Each transaction information includes: the transaction site, the transaction... The system comprises several components: a timeline and transaction content; for each site-level energy management system (EMS), a corresponding future lock is created for each new transaction; the resource management service unit performs risk calculations based on lock records for each new transaction to obtain the risk result for each fixed-granularity time slice; the risk control service unit mitigates risks upon receiving alarms and completes delivery according to the transaction timeline, controls scheduling for each site-level EMS, and executes actual power adjustments; the data synchronization and message bus service unit enables communication between the cloud system and several site-level EMSs; and the site-level EMSs report site status to the cloud system, receive locking or scheduling commands from the cloud system, and execute actual power adjustments.
[0014] Beneficial effects: 1. This invention improves the utilization rate of multi-site resources based on time slice granularity locking and verification mechanism so that more resources can participate in multiple markets, ensures the safe allocation of resources, and achieves refined management. In the interaction with each site-level energy management system (EMS), unnecessary instructions are avoided from being sent to the EMS. 2. This invention directly references the energy storage SOC, power, and capacity constraints of each site-level energy management system (EMS) to ensure that the calculation results are consistent with the actual physical state of the battery, reducing scheduling deviations and ensuring strong physical consistency. 3. This invention automates the entire process, effectively reducing manual verification and recalculation work, supports continuous operation 24 / 7, reduces human intervention, and improves market execution efficiency. Attached Figure Description
[0015] Figure 1 This is a flowchart of a multi-market resource management method for battery-type energy storage resources according to an embodiment of the present invention; Figure 2 This is a schematic diagram of a multi-market resource management system structure for battery-based energy storage resources according to an embodiment of the present invention. Detailed Implementation
[0016] To enable those skilled in the art to better understand the present application, the technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present application, and not all embodiments. Based on the embodiments in the present application, all other embodiments obtained by those of ordinary skill in the art without creative effort are within the scope of protection of the present application.
[0017] Example As attached Figure 1 As shown in the figure, a multi-market resource management method for battery-type energy storage resources in this embodiment includes the following steps: Step 1: Obtain new trading information from multiple markets in real time. Each piece of trading information includes: trading site, trading timeline, market type, and energy requirement. The trading market type includes day-ahead market, real-time market, independently controlled trading, and ancillary service market. The trading timeline is a future time range.
[0018] Traders execute different trades across multiple markets within the Market Service. The actions and results of these trades trigger lock creation in the Resource Management Service. This step requires real-time access to all trade information.
[0019] Step 2: For each site-level energy management system (EMS), create a corresponding future lock for each new transaction: For each site-level energy management system (EMS), divide the transaction timeline in the transaction information into several fixed-granularity time slices, and create a future lock record for the energy demand in the transaction information according to each fixed-granularity time slice. The future lock record is used to maintain the total energy change in each fixed-granularity time slice.
[0020] All transactions or outcomes involve changes in energy that will need to be delivered in the future. For example, in the day-ahead market, if a transaction is made to purchase 1MW of energy for a contract between 10:00 and 11:00 tomorrow, then that 1MW of energy must be charged between 10:00 and 11:00 tomorrow, otherwise a penalty will be imposed. In the Resource Management Service, the transaction timeline is divided into fixed-granularity time slices (default 15 minutes), and the transaction results in the market transaction service are divided into corresponding lock records according to time slices, and the total energy change for each slice is maintained.
[0021] In this embodiment, the length of the fixed-granularity time slice is 15 minutes. The formula for calculating the total energy change of each fixed-granularity time slice after a new transaction is as follows: , in, Let N be the total energy change over the t-th fixed-granularity time slice, and N be the total number of service types accessed by the system. This represents the energy change of the i-th transaction at the t-th fixed-granularity time slice, expressed in kWh.
[0022] Step 3: For each site-level Energy Management System (EMS), perform risk calculations for each new transaction information in conjunction with lock records to obtain the risk results for each fixed-granularity time slice; Each transaction triggers a recalculation of risk by the Risk Control Service. The risk calculation process for each fixed-granularity time slice is as follows: 1. Calculate the initial energy of the target fixed-granularity time slice. This needs to be based on energy continuity (the energy at the end of the time slice becomes the initial energy of the next slice; a natural decay / efficiency factor can be optionally introduced). The initial energy at the t-th fixed-granularity time slice. The calculation formula includes: , in, To obtain the system's stored energy for the t-th fixed-granularity time slice, the real-time energy data reported by the site's Energy Management System (EMS) is obtained through the Data Bus / Sync Service. This means obtaining the system's stored energy for the t-th fixed-granularity time slice of the site-level Energy Management System (EMS). Let be the total energy change over the t-th fixed-granularity time slice. is the weighting coefficient for the t-th fixed-granularity time slice.
[0023] If t is a complete future time slice, then: , If t is the current time slice, i.e., t=1, then: , in, `t` represents the end time of the t-th time slice, in seconds; `now` represents the current query time, in seconds. The denominator 900 represents the total number of seconds in a time slice, i.e., the length of a fixed-granularity time slice is 15 minutes.
[0024] 2. Calculate the maximum charge / discharge energy (recursively from the last to the first). First, calculate the theoretical upper limit of the last locked time slice n. The calculation formula is: , in, Let be the maximum rechargeable energy on the nth fixed-granularity time slice. This represents the maximum dischargeable energy on the nth fixed-granularity time slice. Let the initial energy be the energy at the nth fixed-granularity time slice. The energy locked on the nth fixed-granularity time slice is obtained through step two; These represent the upper and lower limits of battery capacity. The battery capacity information is obtained from the device data reported by the Energy Management System (EMS) via the Data Bus / Sync Service; that is, the battery capacity information of the EMS. These are the upper limits for charging / discharging power, respectively. The charging / discharging power information is obtained from the device data reported by the Energy Management System (EMS) via Data Bus / Sync Service. It is 0.25, in hours, corresponding to a fixed granularity time slice length of 15 minutes.
[0025] Then, calculate the theoretical upper limit of the second-to-last time slice n-1 from the end (i.e., repeat the above calculation process). However, the theoretical upper limit of the second-to-last time slice is affected by the last time slice n. Therefore, take the minimum value of time slice n and n-1 as the final usable upper limit of the current slice (to avoid conflicts with future locks).
[0026] Repeat the above calculation process until nx = t, and calculate the available upper limit of the target time slice t.
[0027] 3. Future Lock Verification and Creation. If the maximum chargeable / dischargeable energy meets the verification formula, future lock creation is allowed, but an alarm is triggered. Lock creation / updates are entered into the database on a site-by-site, time-slice basis to ensure controllable concurrency. The verification formula is as follows: , in, The charging energy to be locked on the t-th fixed-granularity time slice; This represents the discharge energy requested for locking on the t-th fixed-granularity time slice, in kWh. Let be the maximum rechargeable energy on the t-th fixed-granularity time slice. Let be the maximum dischargeable energy on the t-th fixed-granularity time slice.
[0028] 4. Lock Release and Expiration Cleanup. A scheduled task (recommended every 1–5 minutes) scans for expired locks, releases them in batches, triggers a recalculation of energy changes for affected chips, and determines overbought / oversold conditions for affected chips and their successors, triggering alarms.
[0029] Step 4: After receiving the alarm, mitigate the risk and complete the delivery according to the transaction timeline. Control the energy management system (EMS) at each site level to schedule and execute actual power adjustments.
[0030] Upon receiving an alert, the Risk Control Service will notify the trader and automatically take risk control measures, such as canceling or adding trades in the Market Service, and reducing or increasing the trading volume to ensure that the trading volume can be delivered normally in the future.
[0031] When the delivery time arrives, the Resource Management Service sends a delivery instruction to the Energy Management System (EMS) through the Data Bus / Sync Service so that the EMS can carry out delivery normally.
[0032] This invention also discloses a multi-market resource management system for battery-based energy storage resources, including a cloud system and several site-level energy management systems (EMS). The cloud system and all EMS constitute a cloud-site collaborative distributed microservice architecture.
[0033] The cloud system comprises several independent microservice units, which communicate loosely via a message bus. Each microservice unit corresponds to several site-level energy management systems (EMS), enabling the implementation of the multi-market resource management method for battery-based energy storage resources described above. The number of microservices is determined by the performance requirements of the business and the performance that a single microservice can provide.
[0034] Each microservice unit includes a market transaction service unit, a resource management service unit, a risk control service unit, and a data synchronization and message bus service unit. The market transaction service unit interfaces with external market platforms, such as the day-ahead market (DA) and the intraday continuous market (IDC). It is responsible for receiving market orders, triggering lock creation, and standardizing transaction energy data before transmitting it to the resource management service unit. This involves executing steps one and two, with step two referring to the standardization process. In other words, the market transaction service unit acquires new transaction information from multiple markets in real time. Each transaction information includes: transaction site, transaction timeline, and transaction content. Within each site-level energy management system (EMS), it creates corresponding future locks for each new transaction.
[0035] The Resource Management Service unit is used to implement the core services of the system, and is responsible for managing the time slice allocation, energy availability calculation and lock management of resources at each site. Step three of the present invention is implemented in this service, that is, the Resource Management Service unit is used to perform risk calculation for each new transaction information in combination with lock records to obtain the risk result of each fixed-granularity time slice.
[0036] The Risk Control Service is used to subscribe to market transaction and resource management event streams; detect overbuying / overselling of energy and SOC out-of-bounds; and trigger compensation strategies, such as IDC buyback and standby capacity call-up, when risks are detected. The Risk Control Service is used to mitigate risks after receiving alarms; and to complete delivery according to the transaction timeline, control the scheduling of each site-level Energy Management System (EMS), and execute actual power adjustments. The Data Bus / Sync Service unit is responsible for asynchronous communication and event distribution between various cloud services; it provides a secure data channel with the EMS system, supporting protocols such as HTTPS, MQTT, or IEC 61850, to achieve real-time data reporting and control command issuance. The Data Bus / Sync Service unit also enables communication between the cloud system and several site-level energy management systems (EMS).
[0037] The site-level energy management system (EMS) is deployed at each energy storage station and is responsible for collecting real-time operating data such as the state of charge (SOC), capacity, and power of the battery system; periodically reporting the site status to the cloud system; receiving locking or scheduling instructions from the cloud resource management service; and executing actual power adjustments.
[0038] During the system operation of this invention, after receiving external transaction information, the market transaction service unit transmits the order to the resource management service unit; the resource management service unit performs time-slice energy modeling; the risk control service unit subscribes to event streams for real-time risk analysis and compensation; finally, locking and scheduling instructions are sent to the EMS via the data bus to complete physical execution. Through the cloud-site collaboration mechanism, the system achieves unified energy modeling and locking management across markets and sites, ensuring optimal energy security constraints and resource allocation under multi-market parallel trading.
[0039] The system in this embodiment can be deployed on any cloud platform that supports containerization. Each microservice can be independently scaled and disaster recovery is possible, making it suitable for battery resource aggregation scenarios across multiple markets and sites.
[0040] The above description is only a preferred embodiment of the present invention. It should be noted that for those skilled in the art, several improvements and modifications can be made without departing from the principle of the present invention, and these improvements and modifications should also be considered within the scope of protection of the present invention.
Claims
1. A multi-market resource management method for battery-based energy storage resources, characterized in that, The methods include: Real-time acquisition of new transaction information from multiple markets; each transaction information includes: transaction site, transaction timeline, and transaction details. For each site-level energy management system (EMS), a corresponding future lock is created for each new transaction: For each site-level energy management system (EMS), the transaction timeline in the transaction information is divided into several fixed-granularity time slices, and the energy demand in the transaction information is created according to each fixed-granularity time slice. The future lock record is used to maintain the total energy change in each fixed-granularity time slice. For each new transaction, risk calculation is performed in conjunction with lock records to obtain the risk result for each fixed-granularity time slice; Upon receiving an alarm, risk mitigation is carried out; delivery is completed according to the transaction timeline; the EMS at each site level is controlled for scheduling; and actual power adjustments are executed.
2. The multi-market resource management method for battery-type energy storage resources according to claim 1, characterized in that: For each site-level energy management system (EMS), the formula for calculating the total energy change for each fixed-granularity time slice includes: , in, Let N be the total energy change over the t-th fixed-granularity time slice, and N be the total number of service types accessed by the system. Let be the energy change of the i-th transaction in the t-th fixed-granularity time slice.
3. The multi-market resource management method for battery-type energy storage resources according to claim 1, characterized in that: The risk calculation process for each fixed-granularity time slice includes: (1) Calculate the initial energy of the target fixed-granularity time slice; (2) Calculate the maximum chargeable and dischargeable energy: First, calculate the theoretical upper limit of the target chip when there is no future lock. Then, repeat the above calculation for all time chips with future locks and take the minimum value including the current chip as the final usable upper limit of the current chip. (3) Future lock verification and creation; if the maximum chargeable and dischargeable energy meets the verification formula, the creation of future locks is allowed but an alarm is triggered; lock creation or updates are entered into the database on a site-by-site and time-slice basis to ensure controllable concurrency; (4) Lock release and expiration cleanup.
4. A multi-market resource management method for battery-type energy storage resources according to claim 3, characterized in that: Initial energy at the t-th fixed-granularity time slice The calculation formula includes: , in, Let t be the system's stored energy at the fixed-granularity time slice. Let be the total energy change over the t-th fixed-granularity time slice. is the weighting coefficient for the t-th fixed-granularity time slice.
5. A multi-market resource management method for battery-type energy storage resources according to claim 4, characterized in that: The calculation process includes: If t is a future complete time slice, then: , If t is the current time slice, then: , in, 'now' represents the end time of the t-th time slice; 'now' represents the current query time.
6. A multi-market resource management method for battery-type energy storage resources according to claim 3, characterized in that: The formula for calculating the theoretical upper limit of the target piece without the influence of future locking includes: , in, Let be the maximum rechargeable energy on the nth fixed-granularity time slice. This represents the maximum dischargeable energy on the nth fixed-granularity time slice. Let the initial energy be the energy at the nth fixed-granularity time slice. The energy locked on the nth fixed-granularity time slice. These represent the upper and lower limits of battery capacity. These are the upper limits for charging and discharging power, respectively. It is 0.
25.
7. A multi-market resource management method for battery-type energy storage resources according to claim 3, characterized in that: The verification formulas include: , in, The charging energy to be locked on the t-th fixed-granularity time slice; This represents the discharge energy requested for locking on the t-th fixed-granularity time slice. Let be the maximum rechargeable energy on the t-th fixed-granularity time slice. Let be the maximum dischargeable energy on the t-th fixed-granularity time slice.
8. A multi-market resource management system for battery-type energy storage resources, used to implement the multi-market resource management method for battery-type energy storage resources as described in any one of claims 1-7, characterized in that: It includes a cloud system and several site-level energy management systems (EMS). The cloud system and all EMS constitute a distributed microservice architecture with cloud-site collaboration. The cloud system includes several independent microservice units, with one microservice unit corresponding to several site-level energy management systems (EMS) and achieving loosely coupled communication through a message bus. Each microservice unit includes a market transaction service unit, a resource management service unit, a risk control service unit, and a data synchronization and message bus service unit. The Market Transaction Service Unit is used to acquire new transaction information from multiple markets in real time. Each transaction information includes: transaction site, transaction timeline, and transaction content. For each site-level Energy Management System (EMS), it completes the creation of corresponding future locks for each new transaction information. The Resource Management Service Unit is used to perform risk calculations for each new transaction information in conjunction with lock records to obtain the risk result for each fixed-granularity time slice. The Risk Control Service Unit is used to mitigate risks upon receiving alarms and complete delivery according to the transaction timeline, control each site-level EMS for scheduling, and execute actual power adjustments. The Data Synchronization and Message Bus Service Unit is used to realize communication between the cloud system and several site-level EMS. The site-level EMS is used to report site status to the cloud system, receive locking or scheduling instructions issued by the cloud system, and execute actual power adjustments.
Citation Information
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