又有3个项目投运！江苏工商业储能还能投？

Core Viewpoint - The article discusses the impact of new commercial electricity pricing policies in Jiangsu Province on the industrial and commercial energy storage market, highlighting both challenges and opportunities for investment in energy storage projects [2][10]. Group 1: Policy Changes and Market Response - Starting June 2025, Jiangsu will implement new time-of-use electricity pricing and distributed energy policies, which will test the economic viability and technical requirements of commercial energy storage projects [2]. - Some companies have paused investments due to altered revenue expectations, while others have temporarily halted ongoing projects, facing potential contract risks [2]. - Despite these challenges, several user-side energy storage projects have been successfully launched in Jiangsu, indicating resilience and long-term confidence in the market [2]. Group 2: Project Highlights - CATL has launched a 1.99MW/4.66MWh energy storage project in Jiangsu, expected to save over one million yuan in electricity costs annually, with a payback period of under five years [4]. - Yunji Huisheng has successfully connected a 3.7MW/7.955MWh distributed energy storage project in Yangzhou, enhancing green energy consumption and reducing electricity costs [6]. - China Shipbuilding Industry Corporation has completed a 2MW/6MWh energy storage project, utilizing intelligent string storage technology to optimize performance and extend system lifespan [7]. Group 3: Financial Analysis and Investment Viability - A comparison of old and new policies shows that under the new pricing, the payback period for energy storage projects increases by 9.5 years, with the overall investment return rate dropping to 4.93% [10][11]. - Despite reduced profit margins from peak-valley arbitrage, the energy storage market in Jiangsu remains viable, with potential for diversified revenue models [12]. - Strategies such as operational optimization and dynamic demand control can enhance the comprehensive return rate of energy storage projects by 48%, increasing average annual returns [13]. Group 4: Future Outlook - The article suggests that the new policies represent a strategic turning point for the commercial energy storage sector, pushing for higher-level advancements and multi-dimensional value extraction [19]. - The upcoming "2025 Global User-side Energy Storage Industry Value Summit" will gather industry leaders to discuss the implications of the new policies and explore future development paths [19].