分时电价取消进行时，储能站收益转身

Core Viewpoint - The cancellation of time-of-use pricing is a significant step in the construction of the electricity spot market, transitioning from government-led pricing mechanisms to market-driven ones [2][3]. Group 1: Policy Changes - The National Development and Reform Commission and the National Energy Administration have issued a notice regarding the signing and performance of medium- and long-term electricity contracts for 2026, emphasizing the alignment of peak and valley pricing policies with market trading prices [2]. - The Shaanxi Electricity Trading Center has announced that from 2026, market users will no longer follow the peak-valley floating policy, with electricity prices primarily determined by the wholesale average price between all electricity companies and power plants [2]. - The cancellation of time-of-use pricing mainly affects industrial and commercial users, while residential electricity remains unaffected [2]. Group 2: Market Dynamics - The construction of the electricity spot market has accelerated this year, with 28 provinces continuously conducting spot trading, and 7 of them have transitioned to formal operations [2]. - The shift to a market-driven pricing mechanism is expected to lead to a more efficient allocation of resources, as the previous time-of-use pricing was primarily designed to guide user behavior based on government-set prices [4][7]. Group 3: Impact on Energy Storage - The adjustment of time-of-use pricing will significantly impact commercial energy storage stations, which previously relied on price differentials between peak and valley periods for profitability [8]. - Companies like Trina Storage are adapting to this shift by focusing on flexible resource management rather than solely relying on price arbitrage [8][12]. - The cancellation of time-of-use pricing may lead to decreased predictability of revenue for energy storage stations, prompting companies to enhance their trading capabilities or collaborate with more capable electricity trading firms [9][10]. Group 4: Regional Variations - Different provinces are progressing at varying speeds regarding the cancellation of time-of-use pricing, with Shaanxi being the first to implement this change [13]. - In contrast, Sichuan has opted to delay the cancellation due to its unique hydropower resources and the need for market participants to familiarize themselves with the new trading environment [13][14]. - The feedback from local electricity companies indicates concerns about reduced profitability following the cancellation of time-of-use pricing, highlighting the need for careful consideration of market dynamics [14][16].