转自：成都日报锦观 成都容量最大的客户侧储能项目投入试运营 为智能化工厂提供一个"超级充电宝" 已投运3个储能项目 这个省级产业园区建强要素保障 "超级充电宝"护航龙头企业 作为园区龙头企业之一，通合新能源（金堂）有限公司的智能化生产车间里，光伏电池片正源源不断下线，一旁的货车忙着装车发货——这火 热的生产场景，离不开稳定电力的支撑。 "随着新生产线的陆续投产，用电保障显得尤为重要。"通威新能源通合项目项目部负责人告诉记者，元旦前，分布式储能系统顺利通过验收， 即将进入商业化运营阶段。该系统总功率达25兆瓦，电池容量50兆瓦时，单次满储电量可达5万度，相当于满足企业0.2天的用电需求。 "简单来说，在用电高峰时段为智能化工厂提供了一个'超级充电宝'，相当于给工厂装上了'绿色电池'，有利于降本增效。"该负责人详细解释 到，项目采用磷酸铁锂电池储能技术，具备充放电效率高、运行稳定可靠等特点。结合通合新能源生产用电规律，依托四川明显的尖峰谷电价 差机制，该系统采用"两充两放"智能运行策略，在低谷时段充电、日间高峰时段放电。经测算，项目年均充电量最高可达3000万度，每年最多 可帮助企业节约电费支出近千万元。 此次通 ...

Group 1 - The Yunnan Lu Feng All-Vanadium Flow Energy Storage Project has officially commenced operations, marking the province's first all-vanadium flow energy storage project, completed in just 232 days from construction to production [1] - The total investment for the project is 1.237 billion yuan, covering an area of 53.09 acres, and features a 100 MW/400 MWh all-vanadium flow energy storage system [1] - The project is designed for a 25-year operational period, with an annual charging capacity of approximately 240 million kWh and a discharging capacity of about 168 million kWh, generating an annual output value of 108 million yuan and tax revenue of 13 million yuan [1] Group 2 - After the project is operational, the Chuxiong region will have a total of 1.334 million kW/2.768 million kWh of new energy storage connected to the grid, indicating significant progress in diversified energy storage technology and long-duration energy storage development [2] - The establishment of a new power system demonstration area featuring a "10 million kW-level new energy base + 1 million kW-level energy storage base" has been reinforced and enhanced [2]

Group 1 - The core viewpoint of the news highlights the strong performance and growth potential of the photovoltaic (PV) and energy storage industry, particularly in light of recent events and market trends [1][2] - The PV ETF (159857) experienced significant trading activity with a turnover exceeding 100 million yuan and a net inflow of over 21 million yuan, indicating robust investor interest [1] - The 2025 China International Photovoltaic and Energy Storage Industry Conference announced the "Chengdu Declaration" and the "2025 China and Global New Energy Development White Paper," aimed at promoting healthy industry development [1] Group 2 - Dongguan Securities emphasizes that the "PV + Energy Storage" integration is a necessary direction for technological innovation and product iteration, with the global market showing strong growth momentum [2] - The conference gathered 5,000 industry chain enterprises and numerous overseas buyers, promoting the collaborative development of "source-network-load-storage" and aiding domestic companies in expanding into international markets [2] - The report from CITIC Securities indicates an increase in the proportion of high-efficiency products like heterojunction and BC components in overseas orders, reflecting a scaling demand for efficient PV products globally [1][2]

Core Insights - Guangdong Province has initiated a comprehensive market mechanism for renewable energy pricing, allowing wind and solar projects to participate in both spot and long-term trading, marking a new phase in renewable energy integration [1][4] Group 1: Renewable Energy Capacity - As of September 2025, the installed capacity of wind and solar energy in Guangdong reached 77.43 million kilowatts, representing a year-on-year increase of 50.5%, surpassing coal power as the largest source of installed capacity in the province [2] - The province has been proactive in launching market-oriented reforms for renewable energy, with a pilot program for renewable energy participation in the electricity spot market starting in December 2022 [2][3] Group 2: Market Mechanism and Pricing - The new pricing mechanism distinguishes between existing and new renewable energy projects, with existing projects receiving a fixed price of 0.453 yuan per kilowatt-hour, while new projects will obtain pricing through competitive bidding [4] - The competitive bidding process for new projects allows for a 14-year price lock for offshore wind projects and a 12-year lock for solar projects, incentivizing participation and competition among renewable energy providers [4] Group 3: Digital Integration and Services - Guangdong Electric Power Company is enhancing its digital integration services to streamline the connection and service processes for renewable energy projects, improving customer experience and operational efficiency [3] - The company is implementing a centralized accounting model for electricity purchase settlements, facilitating data interaction across the entire value chain from marketing to finance [3] Group 4: Green Energy Certificates - The issuance and management of green energy certificates are being improved to meet the diverse needs of electricity consumers, with a closed-loop management system established for the lifecycle of these certificates [5] - As of early October, 5,444 new renewable energy projects have registered for the competitive bidding process, indicating strong interest and participation in the market [5]

Core Insights - Yunnan Province has completed the market registration of all 21 shared energy storage enterprises, with a total capacity of 4.355 million kilowatts and 8.71 million kilowatt-hours, enhancing resource allocation and power system regulation capabilities [1] - The province's installed capacity of renewable energy, primarily solar power, has exceeded 65 million kilowatts, accounting for nearly 40% of the total power generation capacity, making it the second-largest source after hydropower [1] - The development of a new energy supply and consumption system is being accelerated by national and provincial policies promoting energy storage [1] Group 1 - The completion of market registration for shared energy storage enterprises optimizes resource allocation in Yunnan's power market [1] - The total installed capacity of new energy storage in Yunnan has reached 5.0164 million kilowatts, with centralized shared storage accounting for 87% of this capacity [1] - The unique characteristics of energy storage enhance the consumption capacity of clean energy and stabilize power supply [2] Group 2 - The Kunming Power Trading Center is actively improving energy storage trading mechanisms and exploring new market participation models [2] - The center provides comprehensive online services and conducts training sessions to assist energy storage enterprises in navigating trading rules [2] - Future efforts will focus on enhancing market flexibility and adaptability to support the construction of a new power system [2]