弘正储能 广东公司营销总监 王睛武：工商业储能在华南地区的应用趋势

Core Viewpoint - The article discusses the trends and challenges in commercial energy storage in South China, emphasizing the impact of recent policies on market dynamics and the necessity for diversified revenue models in the energy storage sector [6][9]. Group 1: Market and Policy Trends - The core drivers of trends in commercial energy storage are market dynamics and policy changes, particularly the introduction of the 136 document, which marks the beginning of a fully market-oriented pricing era for new energy [6]. - The 1192 document has elevated the necessity of energy storage from an optional to a mandatory component, presenting challenges for system integrators in the commercial energy storage sector [6]. Group 2: Challenges Faced - The end of the single-scenario era due to the 136 document requires diversified revenue assurance strategies for energy storage systems [6]. - There is a growing concern regarding the safety of energy storage systems, including the need for timely after-sales service and low operational costs [7]. - Increasing demands for interaction with electricity trading platforms and Virtual Power Plant (VPP) platforms present additional challenges for energy storage providers [8]. Group 3: Future Changes in Energy Storage - By 2026, commercial energy storage manufacturers are expected to focus on minimizing lifecycle costs while ensuring safety and accommodating multiple scenarios [9]. - The industry is shifting from a "two charge, two discharge" model to a "one charge, one discharge" model with longer storage durations, which will facilitate peak-valley arbitrage and other needs [9]. - The introduction of larger battery cells may lead to a rapid replacement of existing cells, potentially reducing system costs [9]. Group 4: Digitalization and System Integration - The future of energy storage will require a strong digital capability, aiming to provide a product-as-a-service model that integrates full lifecycle management through smart cloud platforms [11]. - Key characteristics for competitive energy storage players include high efficiency, lifecycle management capabilities, and the ability to handle multiple interactions and scenarios [18]. - The 5S system product view emphasizes simplicity, intelligence, speed, safety, and sustainability in energy storage solutions [21]. Group 5: Specific Applications and Innovations - The article highlights specific applications such as renewable energy consumption, voltage management, and user-side solutions, all driven by digitalization to achieve functions like peak-valley arbitrage and capacity management [28]. - The company emphasizes the importance of AI algorithms for battery state estimation and market trading strategies, which can enhance efficiency by 10% compared to fixed charging and discharging strategies [29].