行家说储能·2025-08-01 09:59Core Viewpoint - The article highlights the emergence of a golden period for commercial energy storage investment in Sichuan, driven by policy, market, and mechanism changes, with significant growth in user-side storage projects expected by 2025 [7][8]. Group 1: Project Developments - A large-scale user-side lithium battery storage project with a capacity of 428.48MWh has commenced in Sichuan, developed by Penghui Energy and Sichuan Zhongfu [3][5]. - The project aims to innovate energy efficiency in the electrolytic aluminum industry through a new technology that integrates photovoltaic systems with energy storage [5]. - The project is expected to be operational by November 30, 2025, with the first units planned to be operational by September 30, 2025 [5]. Group 2: Market Dynamics - Sichuan is experiencing a unique development path in energy storage due to its status as a hydropower-rich province, characterized by a "water surplus in wet seasons and electricity shortage in dry seasons" [7]. - The province has implemented policies such as demand charge reductions and time-of-use pricing to encourage energy storage adoption [7]. - As of May, over 200 user-side new energy storage projects have been registered in Sichuan, indicating a robust growth trajectory [7][8]. Group 3: Future Projections - User-side storage capacity in Sichuan is projected to grow at an annual rate of 150% from 2025 to 2026, potentially exceeding 500 billion yuan in the local energy storage industry [8]. - The article notes that the total capacity of various commercial storage projects in Sichuan has reached nearly 1GWh in 2023, with a significant increase compared to the previous year [2][8].