锂离子电池出口列首位装机容量第九 广东如何破解储能“收益之困”

Core Viewpoint - The Chinese new energy storage industry is at a critical turning point as the government cancels mandatory energy storage policies, shifting from policy-driven growth to market-driven dynamics, particularly impacting Guangdong Province, which must address the challenge of profitability and local application demand [2][3][5]. Market Changes - The cancellation of mandatory energy storage policies marks a fundamental shift towards a fully market-oriented phase for the storage industry, requiring projects to demonstrate their value in the electricity system through market transactions [3][5]. - This transition may lead to short-term pain for some storage equipment manufacturers due to reduced orders from local mandatory storage requirements [3][5]. Long-term Benefits - Experts suggest that the removal of mandatory storage could foster higher quality, market-driven energy storage solutions that align with actual system needs, enhancing the motivation for voluntary energy storage configurations [4]. Revenue Challenges - The primary challenge for Guangdong's energy storage projects is the reliance on a single revenue model, leading to unstable earnings. Current market conditions yield insufficient profits from energy trading to cover costs [6][7]. - The auxiliary services, particularly frequency regulation, currently provide better returns, but the market is becoming saturated, making this revenue model increasingly fragile [6][7]. Guangdong Paradox - Despite being a leader in energy storage manufacturing and exports, Guangdong lags in local application scale, with a significant disparity between production and actual deployment [8][9]. - The province's energy storage capacity ranks ninth nationally, with a decline in utilization rates for already connected storage systems, indicating a disconnect between policy-driven growth and market demand [8][9]. Path to Resolution - Experts emphasize the need for innovation in market mechanisms, including the introduction of new service markets and compensation mechanisms to reflect the value of storage as a reliability resource [11]. - Expanding diverse application scenarios beyond traditional uses is crucial for stimulating local demand and creating new revenue streams [11][12]. - The industry must evolve from merely exporting products to establishing standards and ecosystems that enhance value in international markets [12].