价差收窄？10企眼中工商储的黄金区

Core Viewpoint - The adjustment of time-of-use electricity pricing policies across various regions in China presents both opportunities and challenges for the commercial energy storage industry, necessitating a nuanced analysis based on regional specifics and business models [2][3]. Group 1: Impact of Time-of-Use Pricing Adjustments - The recent adjustments in time-of-use pricing, such as in Jiangsu, have led to a reduction in peak-valley price differences, negatively impacting the economic viability of energy storage investments [2][5]. - In contrast, regions like Anhui have made adjustments that favor the development of commercial energy storage by altering peak and valley time slots [2]. - The overall trend indicates a shift away from traditional peak-valley arbitrage models, pushing energy storage systems to explore multi-value applications and operational strategies [3][7]. Group 2: Regional Insights and Company Perspectives - Companies like Sunpower and Haier New Energy have noted that the adjustments in time-of-use pricing are not uniform and can lead to different outcomes depending on the region [2][3]. - For instance, in Jiangsu, the new pricing policy has significantly impacted the return on investment for energy storage projects, with a projected decrease in annual generation by at least 41.2% [8]. - Conversely, companies like Penghui Energy view the new policies as largely beneficial, as they allow for more flexible energy management and increased utilization of solar energy [9]. Group 3: Strategic Responses and Future Directions - Companies are adapting to the new pricing landscape by shifting their operational strategies, such as moving towards longer-duration energy storage systems and optimizing charging and discharging schedules [8][10]. - The introduction of new pricing structures, such as the five-segment time-of-use pricing in Shandong, is seen as a way to enhance the profitability of energy storage projects by allowing for more dynamic energy management [16][17]. - The emphasis on "light-storage synergy" and dynamic charging strategies is becoming a focal point for companies looking to maximize returns in a changing regulatory environment [16][17].