内蒙古探索独立新型储能多元盈利模式

Core Insights - The Erdos Wan successful 200,000 kW/800,000 kWh energy storage project in the Kubuqi Desert has been operational since June 29, 2023, achieving a total revenue of 37.0443 million yuan and a profit of 9.99 million yuan by the end of August 2023 [1] - Inner Mongolia is transitioning energy storage stations from cost centers to profit centers, with well-performing stations achieving a comprehensive return rate exceeding 20% [1] - The region has issued a total compensation of 355 million yuan for the discharge volume of independent new energy storage stations from January to August 2023 [1] Summary by Sections Project Performance - The energy storage project has completed 83 charge and discharge cycles, with an average peak-valley price difference of 0.15 yuan per kWh [1] - The project is expected to generate a profit of 29 million yuan by 2025 [1] Policy and Market Dynamics - Inner Mongolia's energy bureau has implemented a compensation standard of 0.35 yuan per kWh for discharge volumes from independent new energy storage stations, effective for projects completed by 2025 [2] - These storage stations can also participate in the electricity spot market, allowing them to buy low and sell high, thus capitalizing on price differences [2] Growth Metrics - The installed capacity of new energy storage in Inner Mongolia has reached 9.63 million kW [2] - From January to August 2023, the cumulative charging volume was 2.71 billion kWh (up 422% year-on-year), and the cumulative discharging volume was 2.36 billion kWh (up 439% year-on-year) [2] - The energy storage systems have demonstrated excellent operational status and application efficiency, particularly during peak summer electricity supply periods [2]