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“136号文”重塑光储生态:SNEC上,新能源大佬们如何看待未来市场走向?
Mei Ri Jing Ji Xin Wen·2025-06-16 15:07

Core Viewpoint - The "Notice on Deepening the Market-oriented Reform of New Energy Grid Connection Prices" (referred to as "Document No. 136") significantly impacts the new energy market, influencing trends such as the rush for photovoltaic installations and the cancellation of mandatory energy storage requirements [1][2]. Group 1: Market Dynamics - The implementation of Document No. 136 introduces a price difference settlement mechanism for new energy, with existing projects before June 1, 2025, aligning with local coal power benchmark prices, while new projects post this date will have their pricing determined through market competition [2]. - The announcement of Document No. 136 has led to a surge in photovoltaic installations as companies rush to capitalize on the existing pricing structure before changes take effect [2]. Group 2: Industry Perspectives - Industry experts emphasize the need for new energy to integrate into comprehensive energy services, utilizing models such as energy storage, virtual power plants, and integrated source-grid-load-storage systems to enhance competitiveness and maximize value [1]. - The chairman of Zhengtai Aneng views the document as a recognition of clean energy's primary power source status, advocating for a strategic shift towards becoming a global leader in comprehensive energy services [2]. Group 3: Energy Storage Insights - The Secretary-General of the Energy Storage Leaders Alliance highlights the increasing autonomy of market participants, suggesting that as the market matures, the value of energy storage products will become more certain [3]. - Initially perceived as a negative for the energy storage sector, the cancellation of mandatory energy storage is now seen as a potential benefit as the value of storage becomes more recognized [3]. - Experts predict that as renewable energy penetration increases, the reliance on traditional power sources will diminish, necessitating a higher frequency of new energy storage dispatches to maintain system stability [3][4].