多地积极布局虚拟电厂 行业多元化盈利模式待探索

Core Viewpoint - Multiple regions in China, including Shanghai, Chongqing, and Qinghai, are actively deploying initiatives related to the construction and operation of virtual power plants, which is expected to enhance power supply security and support energy transition [1][2]. Policy Developments - The Qinghai Provincial Development and Reform Commission has released a draft management plan for virtual power plants, open for public consultation from July 22 to August 22 [1]. - The National Development and Reform Commission and the National Energy Administration have set a target for virtual power plants to achieve a regulatory capacity of over 20 million kilowatts by 2027, indicating a shift from pilot projects to large-scale development [2]. Market Trends - The virtual power plant industry is characterized by a clear trend towards large-scale development, with more localities issuing detailed implementation rules and standards for market participation [2]. - The competitive landscape is evolving as state-owned enterprises, listed companies, and private firms increasingly engage in the virtual power plant sector, leading to a more optimized competition structure [2]. Market Outlook - The virtual power plant market in China is projected to reach a scale of 10.2 billion yuan by 2025 and potentially exceed 100 billion yuan by 2030, driven by its role in promoting renewable energy consumption and achieving carbon neutrality goals [3]. - Current revenue models for virtual power plants are primarily based on demand response and ancillary service transactions, with the need for diversified profit models highlighted [3]. - The ongoing construction of distributed energy sources and loads is expected to create more opportunities for flexible and diverse profit models for virtual power plants [3].