广东省1-4月份工商业储能项目

Core Viewpoint - The commercial energy storage market in Guangdong Province is experiencing rapid growth, driven by policy enhancements, innovative business models, and technological advancements, with installed capacity and project economics improving significantly [2][5]. Policy and Market Dynamics - The total registered commercial energy storage projects in Guangdong exceeded 400 MWh, representing a year-on-year growth of approximately 100% compared to 2024, with over 70% of projects located in the Pearl River Delta region [5]. - The peak-valley price difference in certain areas of the Pearl River Delta is expected to exceed 1 yuan/kWh by 2025, with Shenzhen's peak-valley price difference reaching 1.2 yuan/kWh [5]. - High energy-consuming industries are now required to have a storage capacity of at least 15% [5]. Investment and Economic Impact - Typical projects include a 20 MWh energy storage project in Dongguan's electronics industrial park, which is expected to save over 3 million yuan annually [5]. - The investment payback period for energy storage projects has generally shortened to 4-6 years, with high-quality projects achieving payback in as little as 3 years [5]. - The forecast for 2025 indicates that new installed capacity for commercial energy storage in Guangdong could reach 3-4 GWh, accounting for 25%-30% of the national total [5]. Project Registrations and Capacity - In January, several companies registered projects, with Shenzhen Ronde New Energy Technology Co., Ltd. leading with 22 projects totaling 46.297 MWh and an investment of 38.25 million yuan [4]. - In March, the same company registered 63 projects with a total capacity of 89.96 MWh and an investment of 54.75 million yuan [8]. - The April registrations included companies like Guangdong Huangding Energy Storage Technology Co., Ltd. with 15 projects totaling 6.757 MWh [9].