多地出台分时电价新政 储能产业站上“转型关口”

Core Insights - The article highlights the significant impact of regional electricity pricing policies on the profitability of energy storage projects in China, emphasizing the disparity in policies across provinces like Shandong, Jiangsu, and Zhejiang [1][2][3] Group 1: Electricity Pricing Policies - Shandong's "five-segment" pricing model has increased the peak-valley arbitrage space for energy storage projects, with deep valley prices as low as 0.2 yuan/kWh and peak prices reaching 1.2 yuan/kWh, creating a price difference of nearly 1 yuan [2] - Jiangsu has expanded the implementation of time-of-use pricing to nearly all commercial users and introduced new low valley time slots to encourage electricity consumption during peak solar generation periods [3] - Zhejiang's new pricing policy has led to a significant reduction in expected returns for energy storage projects, with weighted electricity price differences dropping from 0.8337 yuan/kWh to 0.5961 yuan/kWh, a decrease of 28.5% [3] Group 2: Industry Challenges - The energy storage industry is facing a dual challenge of "policy dividend withdrawal" and "market opportunity expansion," as the market undergoes a transformation [4] - Despite the growth in installed capacity, with over 100 million kW of new energy storage capacity by September 2023, the profitability of projects is threatened by low peak prices compared to international standards [5] - Structural bottlenecks persist, including high initial investment costs for small and medium enterprises and challenges in long-duration energy storage technology [5] Group 3: Technological and Mechanism Innovations - Industry experts suggest that technological innovation is essential for reducing costs and improving efficiency, with a target of reaching 180 million kW of new energy storage capacity by 2027 [6][7] - New business models are being explored to enhance profitability, such as demand response participation and integrating energy storage with green electricity trading [7] - Recommendations for policy improvements include establishing dynamic pricing adjustment mechanisms and enhancing cross-regional energy storage trading rules to optimize resource allocation [7]