新型电力系统催生新业态，千亿虚拟电厂市场待启

Core Insights - The energy transition in China is accelerating, with a new goal set for non-fossil energy consumption to reach over 30% of total energy consumption by 2035 [1][3] - The construction of a new power system dominated by renewable energy is crucial, with emerging business models like virtual power plants and distributed energy storage facing both opportunities and challenges [1][3] Group 1: Energy Transition and New Power Systems - China's annual installed capacity for wind and solar power has reached a scale of over 100 million kilowatts since the 14th Five-Year Plan, but challenges remain regarding supply stability and market dynamics [3] - Experts emphasize the need to maintain a steadfast commitment to green transition, highlighting the significant investments already made and the necessity to address existing issues [3][4] - The emergence of new entities such as virtual power plants and smart microgrids is transforming load characteristics, complicating interactions between users and the grid [3][4] Group 2: Virtual Power Plants - The market size for virtual power plants in China is projected to reach 10.2 billion yuan by 2025 and could potentially reach 100 billion yuan by 2030 [3] - Key challenges for virtual power plants include difficulties in resource aggregation, an incomplete revenue mechanism, and a lack of unified technical standards [3][4] - Local practices indicate that virtual power plants primarily aggregate distributed energy and adjustable production equipment, playing a vital role in renewable energy consumption [4] Group 3: Distributed Energy Storage - Distributed energy storage is expected to play a central role in future virtual power plants, enhancing response speed and precision in load adjustments [5] - Investments in user-side energy storage can improve the accuracy and speed of responses to virtual power plant dispatch, thereby increasing potential revenue [5]