储能价值加速兑现中，中国燃气凸显盈利弹性与确定性

Core Viewpoint - The global energy system is undergoing significant transformation, with energy storage becoming a crucial component in building a new power system, driven by dual forces of "dual carbon" goals and accelerated market reforms [1] Group 1: Company Initiatives - China Gas has strategically positioned itself as a "green city operator" and is actively implementing a comprehensive "source-network-load-storage" integration layout, providing practical examples for the sustainable evolution of energy storage business models [1] - The company has established a diverse project matrix in the energy storage sector, collaborating with various industries and regions, including a smart energy storage station developed with BASF, which can store a total capacity of 80 MWh, equivalent to the daily electricity consumption of approximately 10,000 households [1][2] - China Gas has successfully penetrated multiple high-energy-consuming industries, such as lithium batteries and chemicals, demonstrating the extensive application value of energy storage across different scenarios [2] Group 2: Technological and Economic Impact - The "source-network-load-storage" integrated model promoted by China Gas enhances the stability and economic efficiency of regional power grids, improving the acceptance of intermittent power sources like distributed photovoltaics and reducing voltage fluctuations [3] - The implementation of optimized energy dispatch strategies allows for balanced management of electricity loads, effectively controlling overall electricity costs and mitigating the impact of peak electricity prices [3] - The deployment of digital technologies in these projects accelerates the development of smart grids, enhancing automation and intelligence levels within the power grid [3] Group 3: Industry Perspective - Recent local policies, such as the "Sichuan Electric Power Market Settlement Rules V1.0," clarify the rules and value realization paths for energy storage participation in the electricity market, attracting more participants to the sector [4] - China Gas has established several competitive advantages to address potential revenue fluctuations, including large-scale procurement and refined design to lower initial investment and operational costs [4] - The company’s comprehensive service and safety control system covering the entire project lifecycle ensures reliable long-term operation, allowing it to maintain superior economic performance even amid market adjustments [4]