超2亿！浙江等地储能重大利好

Core Insights - The article discusses the transition of China's energy market from local "capacity compensation" trials to a nationwide standardized "capacity pricing" mechanism, with recent policies promoting market-oriented revenue mechanisms for energy storage [2] Group 1: Capacity Compensation Policies - Zhejiang Province has announced capacity compensation for 17 new energy storage projects, totaling 1.164 GW, with a first-year compensation amount of 232.8 million yuan [3] - Hubei Province will implement a capacity compensation mechanism starting February 1, 2026, with an annual capacity price set at 165 yuan per kW per year [8] - Gansu Province has established a reliable capacity compensation mechanism with a standard of 330 yuan per kW per year, effective January 1, 2026 [9] Group 2: Project Details - The compensation projects in Zhejiang include various energy storage facilities, such as an 80 MW/160 MWh storage station in Hangzhou and a 200 MW/400 MWh grid-side storage project in Wuyi [6][7] - Yunnan Province has released a list of 8.955 GW/20.36 GWh of energy storage projects, aiming to enhance the integration of renewable energy and storage [11] Group 3: Market Mechanisms - The article highlights the establishment of a market price mechanism for energy storage, with a price range set between 0.04 yuan and 0.5 yuan per kWh, effective January 1, 2026 [10] - Yunnan's plan includes promoting energy storage to participate in the energy market and optimizing mechanisms for frequency regulation and auxiliary services [11]