容量电价机制更新 储能电站从重规模走向重质量

Core Viewpoint - The inclusion of new energy storage in the capacity price mechanism marks the formation of a complete revenue landscape for independent new energy storage, with 2026 expected to be the year of market-oriented development for independent new energy storage [1][3]. Group 1: Capacity Price Mechanism - The National Development and Reform Commission and the National Energy Administration have introduced a new capacity price mechanism that includes new energy storage stations, allowing them to earn fixed revenue [2][3]. - A typical 100MW energy storage station can earn over 10 million yuan under the capacity price mechanism [4][16]. - The capacity price mechanism is shifting from a fixed income model to one that considers market dynamics, requiring energy storage stations to enhance operational capabilities and technology to maximize earnings [5][7][19]. Group 2: Market Dynamics and Competition - The energy storage industry has faced irrational price wars, leading to a focus on cost-cutting that jeopardizes long-term operational efficiency and safety [5][20]. - The new capacity price mechanism encourages energy storage companies to invest in research and development, transitioning the industry from a scale-driven model to one focused on technology and reliability [5][20]. - The demand for flexibility in the power system is increasing due to the rapid growth of renewable energy installations, necessitating a robust energy storage capacity [9][10]. Group 3: Future Projections and Requirements - By 2030, approximately 300GW of new energy storage capacity will be needed to meet the power system's requirements [10]. - The capacity price mechanism will evolve to reflect regional reliability capacity rather than a national benchmark, emphasizing the importance of stable power supply during peak periods [7][8]. - The quality of energy storage systems will be critical for earning capacity payments, with a focus on high-quality equipment and operational efficiency [18][20].