南方电网储能股份有限公司关于抽水蓄能和新型储能价格政策调整及其对公司影响的公告

Core Viewpoint - The announcement discusses the adjustment of pricing policies for pumped storage and new energy storage, as outlined by the National Development and Reform Commission and the National Energy Administration, which will impact the company's operations and revenue generation strategies. Pricing Policy Adjustments - The new pricing policy for pumped storage includes three categories of power stations: 1. First category stations will continue to have government-set pricing based on previous regulations [1] 2. Second category stations will have their capacity prices determined every 3-5 years based on average cost recovery principles [1] 3. Third category stations will participate in market mechanisms and receive all market revenues [1] - For independent new energy storage on the grid side, capacity pricing will be based on local coal power capacity prices, adjusted for peak capacity [1] Impact on the Company - The company has several pumped storage stations classified under the first and second categories, with the pricing policies for new projects yet to be clarified [4] - Existing new energy storage stations will either maintain their original business model or adopt new pricing policies, pending further clarification from authorities [4] - The company expects to generate capacity fee income from new grid-side independent energy storage projects and participate in electricity market transactions [4] Market Execution and Revenue - The company operates and is constructing pumped storage and new energy storage stations across five provinces, with varying market conditions affecting pricing execution [5] - In Guangdong, where the electricity market is continuously operational, pricing will follow market rules, while other provinces are in trial phases [5] - The company will be treated as a user during charging, incurring certain fees, while discharge will reduce transmission fees accordingly [5] Future Strategy - The company plans to leverage the "dual carbon" strategy opportunities and optimize its pumped storage and new energy storage development strategies in line with the new pricing policies [7] - The company aims to enhance its value creation capabilities in the market under the new regulatory framework [7]