新能安 区域总监 全一斯：中国工商业储能可持续发展（2025-2027）：复盘、思考与期待

Core Viewpoint - The article discusses the sustainable development of commercial energy storage in China from 2025 to 2027, highlighting the challenges and opportunities in the sector, particularly in light of recent policy changes and market dynamics [2][18]. Group 1: Industry Overview - The 2025-2027 action plan by the National Energy Administration aims to add 100 million kilowatts of new energy storage capacity, potentially reaching 180 million kilowatts by the end of 2027 [18]. - The commercial energy storage market in China has been developing since 2017, with a more defined pricing structure and decreasing system prices driving growth [19][20]. - Different regional markets exhibit varying characteristics, with East China experiencing significant policy impacts leading to reduced overall returns, while markets in Anhui and Guangdong show more favorable conditions [20]. Group 2: Challenges and Considerations - Investment firms face increasing uncertainty in financial models due to factors such as the state of storage equipment and changes in pricing structures, particularly with the diminishing role of administrative time-of-use pricing [21][22]. - The reliance on administrative time-of-use pricing for profit is becoming less viable, as evidenced by a 25% drop in price differentials in Jiangsu following new policies [22][23]. - The transition from fixed to variable pricing structures in retail electricity markets is expected to significantly impact the development of user-side energy storage [22][23]. Group 3: Future Outlook - The integration of commercial energy storage with retail electricity sales and wholesale market strategies is becoming more prevalent, with a focus on managing capacity and demand [25]. - New products with enhanced cycle life, such as those capable of 15,000 cycles without replacement, are being introduced to reduce operational costs and improve efficiency [25]. - The collaboration between energy storage developers, investors, users, and electricity sales companies is crucial for navigating the evolving market landscape [24][25].