虚拟电厂爆发前夜！如何用“源网荷储智”打造绿电生态闭环

Core Viewpoint - The recent policy changes in the photovoltaic industry, particularly the "Notice on Deepening the Market-oriented Reform of New Energy Grid-connected Electricity Prices" (Document No. 136), indicate a shift towards market participation for new energy sources, suggesting that photovoltaic energy is moving towards becoming a mainstay in the energy sector [3][6]. Group 1: Policy Impact - The new policy encourages photovoltaic energy to participate in market transactions, which is a significant step as traditional thermal power has not fully engaged in market trading [3][6]. - The establishment of a "sustainable price settlement mechanism" for new energy indicates a structured approach to pricing, which could enhance the profitability of photovoltaic projects [3][6]. Group 2: Integration of Storage and Photovoltaics - The combination of distributed photovoltaic systems with energy storage is becoming essential due to the intermittent nature of solar power generation [5][6]. - Energy storage can stabilize power supply by storing energy during peak sunlight and releasing it during low sunlight periods, thus increasing energy self-sufficiency and reliability [5][6]. Group 3: Market Dynamics and Cost Management - The market-oriented trading of photovoltaic electricity is expected to lead to a decline in electricity price revenues, necessitating cost reduction strategies within the industry [10][11]. - The industry faces challenges such as high development costs and excessive intermediary channels, which need to be addressed to enhance competitiveness and efficiency [10][11]. Group 4: Technological Development and Innovation - Continuous improvement in inverter efficiency and long-term reliability is crucial for reducing the levelized cost of electricity [11][15]. - The industry is urged to focus on original technological innovations rather than incremental improvements, as true revolutionary advancements are currently scarce [15]. Group 5: Future Directions - The future development of the energy sector should focus on an integrated approach involving "source-network-load-storage-intelligence" [12][13]. - Companies like GoodWe are already positioning themselves in this integrated solution space, with significant achievements in distributed inverter shipments and energy management platforms [13].