独家解读｜湖南31家储能电站“亏损”真相

Core Viewpoint - The reported loss of over 21.27 million yuan for 31 independent energy storage stations in Hunan Province is misleading, as it stems from a price mechanism adjustment rather than actual operational losses [2][5][8]. Group 1: Financial Performance of Energy Storage Stations - Hunan Province's 31 independent energy storage stations reported a total charging and discharging revenue of -21.27 million yuan for June, indicating a "high charging, low discharging" price inversion [5][8]. - The loss reported is not due to the independent storage projects' operational inefficiencies but is a result of the price mechanism dictated by the grid's operational needs [2][5][8]. Group 2: Compliance with Energy Storage Requirements - As of June 2025, Hunan Province had 322 renewable energy projects that should have configured energy storage, with a total installed capacity of approximately 19 GW and a required energy storage capacity of about 2.18 GW [3]. - Out of these, 291 projects met the energy storage requirements, achieving a total storage capacity of 2.08 GW, while 31 projects failed to meet the required storage configuration [3]. Group 3: Policy and Market Context - The financial discrepancies are governed by a policy established in April 2024, which allows for the adjustment of charging and discharging price differences, with the losses being shared among renewable energy projects that did not meet storage requirements [8][9]. - This policy is part of a transitional mechanism aimed at ensuring that independent energy storage does not incur losses while the spot electricity market is not yet operational [8][9]. Group 4: Future Market Developments - The independent energy storage projects in Hunan can participate in peak-shaving auxiliary service markets, with storage revenue accounting for 19.6% as of June [9]. - The continuous settlement trial for the electricity spot market is expected to begin by the end of this year, which will further clarify the value of independent energy storage as market conditions evolve [9].