输配电定价将变，新型储能电站成本如何疏导？

Core Viewpoint - The recent announcement of four revised pricing methods for electricity transmission and distribution has garnered significant attention from electricity users, power sales companies, and investors in the renewable energy sector, focusing on the cost-sharing mechanisms within the new power system [1][2]. Summary by Sections Revision Details - The revised methods include the "Cost Monitoring and Audit Method for Transmission and Distribution Pricing," the "Provincial Grid Transmission and Distribution Pricing Method," the "Regional Grid Transmission Pricing Method," and the "Cross-Province and Cross-Region Special Project Transmission Pricing Method." The "Cost Monitoring and Audit Method" has the broadest applicability and highest attention, with its validity period extended from 3 years to 10 years compared to the previous version published in 2019 [1][3][4]. Cost Structure Changes - The revision clarifies which costs are considered "reasonable expenses" for grid companies, adding items such as "leasing fees," "safety fees," "environmental protection taxes," and "water resource taxes" to the allowable costs, while excluding costs related to pumped storage power stations and new energy storage stations [3][4]. Implications for Pricing and Regulation - The extended validity period and synchronized pricing audits across different grid levels are expected to enhance regulatory efficiency and clarity in asset categorization, thereby improving investment and management effectiveness in the electricity grid sector [4][5]. Industry Concerns - Key concerns raised by industry stakeholders include the definition of "sales electricity" in relation to line losses and the exclusion of new energy storage station costs from transmission pricing, prompting discussions on how to manage these costs effectively [5][6]. Capacity Compensation Mechanisms - Various provinces have begun implementing capacity compensation and pricing mechanisms for new energy storage stations, with compensation rates varying significantly. For instance, Inner Mongolia has set a compensation standard of 0.35 yuan/kWh, while Hebei and Gansu have established capacity pricing standards of 100 yuan/kW and 330 yuan/kW, respectively [7][8]. Future Considerations - The need for a balanced approach to compensating new energy storage resources is emphasized, as under-compensation could hinder sustainable development, while over-compensation could lead to inefficiencies. The industry calls for a comprehensive capacity compensation policy to stabilize investor confidence and ensure system reliability [9][10][11].