业界：促进分布式储能多元化和市场化发展

Core Viewpoint - Distributed energy storage is rapidly developing as a key component in building a new power system driven by "dual carbon" goals, with significant growth expected in the coming years [1][3]. Group 1: Market Trends and Growth - Distributed energy storage, defined as small-scale storage systems located on the user side or at distribution network nodes, is becoming crucial for addressing the challenges of local renewable energy consumption [3]. - From 2019 to the third quarter of 2025, China's cumulative installed capacity of distributed energy storage is projected to grow over fivefold, from 570 MW to 3,638 MW [3]. - Six major application scenarios have emerged, including industrial and commercial storage, distributed photovoltaic storage, green electricity direct connection, area storage, virtual power plants, and charging and swapping stations [3][4]. Group 2: Application Scenarios - The most mature application is industrial and commercial storage, which relies on time-of-use electricity price arbitrage, significantly influenced by regional price differences [4]. - Green electricity direct connection projects include both grid-connected and off-grid types, with storage playing a dual role in reducing electricity wastage and participating in price arbitrage [4]. - Recent policies have driven rapid growth in scenarios like green electricity direct connection and zero-carbon parks, emphasizing the need for stable power supply from renewable sources [4]. Group 3: Economic and Technological Factors - The gradual opening of market mechanisms for user-side participation and diversified revenue streams are key factors promoting the development of distributed energy storage [5]. - Future trends indicate a shift towards market-oriented investments, diverse technological routes, localized microgrid development, convenience in deployment, and the integration of AI for load and price forecasting [6][7]. Group 4: Challenges and Recommendations - The current commercial model for distributed energy storage is still in the exploratory phase, facing challenges such as insufficient policy continuity, single revenue sources, and inadequate safety standards [8]. - Recommendations for enhancing the utilization and economic viability of distributed energy storage include widening time-of-use price differences, improving demand response mechanisms, and deepening electricity market reforms by 2030 [8][9]. - The industry aims to build a diversified revenue channel to enhance the economic competitiveness of distributed energy storage [8][9].