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两充两放+虚拟电厂!海博思创解锁28.5MW/100MWh工商储最大经济价值

Core Viewpoint - Under the "dual carbon" goals, user-side commercial energy storage is becoming a key factor for enterprise transformation [2] Group 1: Project Overview - The Zhuhai user-side commercial energy storage project, a collaboration between Haibo Sichuang and subsidiaries of Zhuhai Technology Industry Group and Gaojing Solar, has established a 28.5MW/100MWh energy storage project at the Zhuhai Jinwan base [2] - The project employs an innovative model of "peak shaving and valley filling + photovoltaic consumption + virtual power plant," aligning with Haibo Sichuang's "energy storage + X" strategic layout [3] Group 2: Cost Reduction Strategy - The project utilizes Haibo Sichuang's advanced liquid cooling energy storage system to reduce Gaojing Solar's electricity costs through a "peak shaving and valley filling" approach [5] - With the upcoming adjustment of time-of-use electricity pricing in Guangdong in 2025, peak electricity prices are expected to exceed 1 yuan per kWh, while valley prices will be around 0.27 yuan per kWh, providing a new opportunity for high-energy-consuming enterprises to alleviate energy costs [3] Group 3: Technological Innovations - The energy storage system features high charging and discharging efficiency and long battery life, along with a comprehensive fire safety solution tailored for high-temperature, high-humidity, and high-salt environments [5] - The project integrates with Gaojing Solar's photovoltaic operations to utilize excess generated power, enhancing generation stability and officially operating as a virtual power plant to flexibly participate in auxiliary service markets, thereby continuously increasing project revenue [5] Group 4: Industry Trends - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with off-peak electricity usage shifting from a flexible choice to a rigid necessity [5] - Haibo Sichuang aims to deepen its customized "energy storage + X" strategic layout to empower enterprises in optimizing both energy utilization efficiency and operational costs [5]