工商业储能收益不确定性增加 远景推新评价标准

Core Insights - The new power system construction accelerates the establishment of commercial and industrial energy storage as a key flexible adjustment resource, but recent policy changes have introduced uncertainty in the domestic market [1] - Envision Technology Group has launched the first systematic evaluation standard for the industry, the "Envision Formula," which emphasizes a comprehensive assessment of various factors beyond just battery decay or energy density [1] - Recent adjustments in electricity pricing policies in provinces like Jiangsu, Guangdong, and Shandong have significantly weakened the arbitrage opportunities for energy storage [1] Group 1 - The Envision Formula calculates station revenue based on multiple factors including energy value, conversion efficiency, state of health (SOH), availability, confidence, and interest, aiming to maximize investment returns from the user's perspective [1] - Envision believes that the economic value created by the same kilowatt-hour of electricity varies significantly across different applications such as peak-valley arbitrage, demand management, and ancillary services [2] - The company’s energy storage cabinets can utilize a self-developed EGC microgrid controller for real-time interaction with the EnOS energy management platform, enabling various strategies to maximize local electricity revenue [2] Group 2 - The current market often emphasizes single hardware parameters for evaluating energy storage cabinet performance, but Envision argues that competition has shifted from hardware performance to system-level comprehensive capabilities [2] - Future commercial energy storage products will require more reliable hardware, smarter software, and flexible scheduling to participate in multiple markets, indicating a shift from traditional product logic [3] - Envision's Chief Sustainability Officer emphasizes that understanding customer needs and possessing system capabilities are essential for creating long-term value in uncertain market conditions [3]