报告：为促进分布式储能发展，建议未来两年合理拉大分时电价峰谷价差

Core Viewpoint - The report emphasizes the need to enhance the utilization and economic viability of distributed energy storage, recommending measures such as widening time-of-use electricity price differences and strengthening fiscal support from 2025 to 2027 to ensure basic returns and safe operation of distributed storage projects [1] Group 1: Industry Overview - Distributed energy storage refers to small-scale storage systems located on the user side (homes, factories, shopping malls, etc.), distribution network side, or near distributed renewable energy sources, which can store surplus electricity locally and significantly improve local renewable energy self-consumption and grid absorption capacity [1] - From 2019 to the third quarter of 2025, the cumulative installed capacity of distributed energy storage in China has increased by over five times, although it initially lagged behind centralized storage due to smaller project sizes and higher development difficulties [1] - As of September 2025, commercial and industrial energy storage accounts for 68.70% of the domestic distributed energy storage market, driven by time-of-use electricity price arbitrage and influenced by different provincial pricing policies [1] Group 2: Regional Insights - The report indicates that provinces such as Jiangsu, Guangdong, and Zhejiang, which are economically developed, rank high in cumulative installed capacity of distributed energy storage, benefiting from higher time-of-use price differences and a larger number of large commercial users [2] - Local governments have implemented various measures to support the development of distributed energy storage, including widening peak and valley price differences and providing subsidies in certain provinces [2] Group 3: Recommendations for Development - In the short term, the report suggests that time-of-use price arbitrage will remain the primary source of revenue for commercial and industrial energy storage, recommending provinces with lower price differences to reasonably widen these gaps [3] - It also advises setting appropriate demand response compensation levels, differentiating between daily and real-time demand responses, with higher compensation for real-time responses to leverage the flexibility and rapid response capabilities of distributed energy storage [3] - For long-term development, the report recommends improving dynamic adjustment mechanisms for time-of-use pricing, promoting participation in the spot market, and exploring the value of distributed energy storage in green electricity, green certificates, and carbon markets to create diversified revenue channels and enhance economic viability and market competitiveness [3]