136号文后，容量补偿成储能短期增长驱动力

Core Viewpoint - The article discusses the recent developments in the energy storage sector in China, highlighting the shift from mandatory energy storage policies to compensation mechanisms that support independent energy storage projects, particularly in Inner Mongolia and other provinces [1][2]. Group 1: Policy Changes - The cancellation of mandatory energy storage policies has led to a more pessimistic outlook for the sector, but recent notifications from the Inner Mongolia Energy Bureau indicate a positive shift with compensation for independent energy storage stations [2][9]. - The compensation standard for energy storage projects in Inner Mongolia is set at 0.35 yuan per kilowatt-hour, effective for ten years starting from 2025 [2]. Group 2: Capacity Compensation Policies - Various provinces, including Shandong, Gansu, Xinjiang, and Hebei, have introduced capacity compensation policies to support energy storage development [5][6][7]. - Shandong's compensation rate is set at 0.0991 yuan per kilowatt-hour, effective from May 2022 until December 2026 [5]. - Gansu has established a compensation standard of 300 yuan per megawatt per day for peak-shaving capacity market transactions [5]. - Xinjiang's compensation will start at 0.2 yuan per kilowatt-hour in 2023, decreasing by 20% annually until 2025 [6]. - Hebei's capacity compensation is set at 100 yuan per kilowatt, with a phased reduction for projects connected to the grid after specific dates [7]. Group 3: Future Capacity Targets - Inner Mongolia aims to achieve a total of 6,500 megawatts of energy storage capacity by 2025, with specific targets for both power-side and grid-side storage [4]. - The planned capacity for 2024 includes 1,600 megawatt-hours from power-side storage and 1,300 megawatt-hours from grid-side storage [4]. Group 4: Market Dynamics - Despite the removal of mandatory policies, the compensation mechanisms and declining equipment prices (e.g., 0.75 yuan per watt for large-scale independent energy storage projects) suggest that energy storage remains a viable investment opportunity [9].