工商业储能“有救”了？431家虚拟电厂完成注册

Core Viewpoint - The article discusses the ongoing transformation in the commercial energy storage sector, highlighting the shift from traditional profit models to diversified revenue streams due to policy changes and the emergence of virtual power plants [2][3]. Group 1: Current Challenges and Opportunities - The cancellation of time-of-use pricing is expected to reflect the true commodity nature of electricity, leading to dynamic pricing that requires real-time updates to revenue models for energy storage projects [3]. - The current profit model for commercial energy storage is under pressure, with traditional peak-valley arbitrage opportunities diminishing and new revenue mechanisms still being developed [3]. - The industry is at a critical juncture, transitioning from old to new models, with virtual power plants providing a pathway for growth and overcoming existing bottlenecks [2][3]. Group 2: Revenue Models - Basic revenue models include peak-valley arbitrage, which has seen a decline in profitability by 30%-40% in some regions, and solar-storage synergy, which can increase self-consumption rates above 30% [5]. - Advanced revenue models encompass dynamic capacity expansion, demand-side response, and participation in the electricity spot market, with potential earnings ranging from 0.5 to 1.2 yuan per kWh [5]. - Virtual power plants can aggregate resources for market trading, potentially increasing annual revenue by 15%-25% through auxiliary services and green certificate trading [5][9]. Group 3: Virtual Power Plant Development - As of December 2025, 431 virtual power plants have been registered across various provinces, with significant concentrations in economically developed coastal regions like Guangdong, Shanghai, and Jiangsu [6][9]. - The integration of energy storage within virtual power plants is crucial, as demonstrated by projects in Shanghai, where over 300 user-side storage projects have been connected to the VPP platform [9]. - The Shenzhen VPP project exemplifies the potential for energy storage to generate stable market revenues while enhancing the VPP's regulatory capabilities [10]. Group 4: Industry Perspectives - Industry experts emphasize the need for technological, market, policy, economic, and operational advancements to facilitate the large-scale implementation of virtual power plants [11][12]. - The role of aggregators in the electricity market is highlighted as essential for transforming distributed user resources into flexible resources for the grid, thereby improving system efficiency and creating additional revenue streams [13].