两部门发布通知要求 建立电网侧独立新型储能容量电价机制

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a notice to establish an independent capacity pricing mechanism for grid-side new energy storage, aiming to enhance the current capacity pricing mechanisms for coal, gas, and pumped storage power generation to adapt to new market conditions [1][2]. Group 1: Capacity Pricing Mechanism - The notice proposes that local governments can provide capacity pricing for grid-side independent new energy storage power stations that contribute to the safe operation of the power system [1]. - The proportion of fixed cost recovery for coal power units will be increased to no less than 50%, equating to 165 yuan per kilowatt annually [1]. - A gas power capacity pricing mechanism will be established based on the pricing method of coal power capacity [1]. Group 2: Pumped Storage - The notice refines the capacity pricing mechanism for pumped storage, maintaining the existing pricing for projects started before the 2021 guidelines, while new projects will adopt a "one province, one price" approach [2]. - Local governments will set a unified capacity price based on average cost recovery principles, allowing power stations to participate in the electricity market and share the revenue with users [2]. Group 3: Grid-Side Independent New Energy Storage - Local governments can establish a capacity pricing mechanism for grid-side independent new energy storage based on local coal power capacity pricing standards, considering discharge duration and peak contribution [2]. - The new energy storage capacity pricing will reflect the actual contribution to peak load support, linking the pricing to continuous discharge hours and the duration of peak load periods [2][3]. - The commercial model for grid-side independent new energy storage focuses on serving the power system without specific beneficiaries, generating revenue through participation in the electricity spot market and ancillary service market [3].