南方电网PPT：南方电网新型储能运营模式及调度运用情况

Core Insights - The report discusses the new energy storage operation and scheduling model of China Southern Power Grid, highlighting its integration and operational rules across five provinces, with a focus on market mechanisms and development strategies [1][2]. Group 1: Energy Storage Capacity and Technology - As of now, the installed capacity of new energy storage in Southern Power Grid has reached 8.878 million kW / 17 million kWh, with 166 energy storage stations, including 7.718 million kW / 14.48 million kWh from grid-side and power-side storage [1][12]. - The technology primarily involves lithium-ion battery storage, with emerging projects in compressed air, flow batteries, and other new technologies, indicating a diversification trend [1][11]. - The expected installed capacity by the end of 2025 is projected to exceed 15 million kW [1][11]. Group 2: Operational Efficiency and Utilization - In 2024, the average daily cycle of new energy storage in the Southern region is 0.76 times, with an average utilization hour of 2.87 hours, where Guangdong shows the highest efficiency with 1.14 cycles and 4.3 hours [1][13]. - During the 2025 Spring Festival, the maximum discharge power of grid-side storage reached 3.39 million kW, with a maximum discharge rate of 67.6% [1][13]. Group 3: Scheduling and Market Mechanisms - New energy storage is categorized into five types: grid-side, power-side, user-side, independent shared storage, and joint storage, with specific operational rules for each type [2][19]. - The operational models across the five provinces are distinct, with Guangdong focusing on capacity leasing and market participation, while Guangxi and Yunnan are exploring various market modes for profitability [2][34][35]. - To promote new energy storage development, it is essential to establish a capacity pricing mechanism, optimize the operation of the spot market, and expand the frequency regulation market [2][2].