告别“单腿走路” 分布式储能盈利模式向多元化演进

Core Viewpoint - The distributed energy storage sector in China is expected to enter a golden development period by 2025, with cumulative installed capacity projected to grow over five times from 570 MW in 2019 to 3,638 MW by the third quarter of 2025, driven by declining costs, extensive development of distributed energy, and supportive policies [1]. Group 1: Development Trends - The rapid growth of distributed energy storage is attributed to the decrease in construction and operational costs, extensive development of distributed energy, and various policy supports [1]. - Distributed energy storage is transitioning from demonstration projects to large-scale applications, becoming a crucial element in energy transition and enhancing grid flexibility [2]. - As of September 2025, commercial and industrial energy storage applications account for 68.7% of the cumulative installed capacity in China, indicating a mature application scenario [2]. Group 2: Application Scenarios - Six major application scenarios for distributed energy storage have been identified: commercial and industrial energy storage, distributed photovoltaic storage, green electricity direct connection, area storage, virtual power plants, and charging and swapping stations [2]. - Green electricity direct connection projects, which allow renewable energy to supply power directly to users without going through the public grid, have been approved in over 50 projects across more than 20 provinces [3]. Group 3: Challenges and Recommendations - The commercial model for distributed energy storage is still in the exploratory phase, facing challenges such as insufficient policy continuity, limited revenue sources, and inadequate safety standards [4]. - The report suggests that provinces with lower peak-valley price differences should adjust their pricing strategies to enhance the economic viability of distributed energy storage [7]. - Recommendations include improving fiscal and tax support, encouraging technological advancements, and refining market participation mechanisms for various application scenarios [7]. Group 4: Future Outlook - The commercial model of distributed energy storage is expected to evolve from a single arbitrage model to a more interactive model that includes market trading, auxiliary services, and local subsidies [6]. - The implementation of new policies, such as the basic rules for electricity market operations, is anticipated to provide a solid foundation for the high-quality development of distributed energy storage [5]. - Experts believe that the future will see a shift from simple peak-valley price arbitrage to a model that reflects the true energy value of distributed energy storage [8].