分布式储能有望从“单一套利模式”向“源荷互动模式”演进

Core Insights - The report titled "Research on Business Models for Distributed Energy Storage Development" indicates a significant acceleration in the development of distributed energy storage in China, with installed capacity increasing over fivefold from 570 MW in 2019 to 3,638 MW by the third quarter of 2025 [1][2] Group 1: Market Trends - The six major application scenarios for distributed energy storage include industrial and commercial storage, distributed photovoltaic storage, green electricity direct connection, area storage, virtual power plants, and charging and swapping stations [1][2] - Industrial and commercial storage is the most mature model, primarily relying on time-of-use electricity price arbitrage, but its economic viability is significantly influenced by regional price difference policies [2] Group 2: Challenges and Recommendations - The current business models for distributed energy storage are still in the exploratory phase, facing challenges such as insufficient policy continuity, single revenue sources, inadequate safety standards, and lack of cost guidance mechanisms [2][3] - To enhance the utilization and economic viability of distributed energy storage, the report recommends widening the time-of-use electricity price gap, improving demand response mechanisms, and strengthening safety standards and fiscal support from 2025 to 2027 [3] Group 3: Future Development - From 2028 to 2030, the focus will shift towards deepening electricity market reforms, improving dynamic adjustment mechanisms for time-of-use pricing, and exploring the capacity and ancillary service values of distributed energy storage [3] - Experts at the seminar believe that with advancements in technology, economics, and safety, distributed energy storage will see widespread application during the 14th Five-Year Plan period, playing a crucial role in enhancing China's new power system and overall national strength [3][4] Group 4: Industry Perspectives - The value of distributed energy storage is becoming increasingly diverse, transitioning from simple peak-valley arbitrage to supporting distributed renewable energy consumption and grid stability [4] - Distributed energy storage is recognized as a key link connecting sources, grids, and loads, moving from demonstration projects to large-scale applications, thus becoming an important force in promoting energy transition and enhancing grid flexibility [4]