21世纪经济报道记者费心懿 成都报道 目前，电力行业正迎来从规模扩张向高质量发展的深刻转型。光伏与储能作为新型电力系统的核心支柱，其融合发展已从"选择 题"升级为"必答题"。 11月19日下午，由南方财经全媒体集团指导、21世纪经济报道主办、中国国际光伏与储能产业大会组委会支持的2025第八届中 国国际光伏与储能产业大会暨21世纪·新能新质绿色能源发展论坛在四川成都举行。 在聚焦"'十五五'迎来电力新周期，光储融合生态如何打造"的圆桌对话中，通威股份、阳光电源、天合光能、博达新能、海目 星、西清能源等行业领军企业代表，围绕行业趋势、场景应用、技术创新与新质生产力转化等核心议题展开深度探讨，为光储 融合生态的构建路径提供了多元视角。 从规模扩张到精耕细作 邱艾松指出，电力市场化改革不仅影响社会生产生活成本，更关乎行业健康发展。"基础产品交易市场之外，亟需加快电力衍生 品市场建设，让行业主体能够有效管理价格风险，避免恶性竞争。" 阳光电源光储集团中国大区解决方案总监孙海波认为，"十五五"的核心关键词是"高质量"。"全球新能源装机仍将保持高速增 长，但行业需求已从'求快'转向'又快又好'。" 孙海波指出，新型储能， ...

Core Viewpoint - The article highlights the significant growth potential of the energy storage market in Latin America, driven by supportive policies, grid development needs, and increasing market demand, particularly in countries like Brazil, Mexico, and Chile [2][14]. Group 1: Brazil's Energy Storage Initiatives - Brazil is set to hold its first battery storage auction in December, actively seeking partnerships with Chinese companies such as Huawei, BYD, and CATL to discuss investment opportunities and technology collaborations [3]. - The battery storage procurement will be part of Brazil's reserve capacity auction framework, with winning bids expected to provide maximum power output for 4 hours daily over a 10-year contract, operational by July 2029 [3]. - Approximately 18GW of battery projects have completed auction registration preparations, with signed contracts for 2GW expected to attract investments of around 10 billion Brazilian Reais (approximately 1.85 billion USD) [3]. Group 2: Collaborative Projects in Chile and Mexico - Trina Storage is partnering with Atlas Renewable Energy to develop a 233MW/1003MWh grid-forming storage project in Chile, addressing stability issues in power systems with high renewable energy integration [4][7]. - BYD has collaborated with Skysense in Mexico to deploy a 300MWh battery storage system by 2026, equivalent to 5,000 electric vehicle batteries, aimed at providing various energy management services [9][11]. Group 3: Market Growth Projections - The Latin American energy storage market is projected to grow significantly, with a compound annual growth rate (CAGR) of 8% expected to exceed 23GW by 2034, driven by supportive regulatory frameworks and the proliferation of hybrid energy projects [14]. - Chile is leading the region in energy storage capacity, with forecasts indicating over 5GW of new storage installations between 2025 and 2030, and an additional 25GW from 2030 to 2060 [14][16]. - Mexico is anticipated to deploy approximately 4.505GW of storage systems by 2036, despite facing regulatory challenges [14][16].

Core Insights - Trina Storage has secured a significant overseas GWh-level energy storage contract, partnering with Atlas Renewable Energy to develop a 233MW/1003MWh grid-connected storage project in Chile [1] Group 1: Project Details - The project aims to construct a large photovoltaic and energy storage complex to provide clean energy for the mining sector in Chile [1] - This initiative follows Atlas Renewable Energy's recent completion of a $475 million financing, which will support the project's development [1] Group 2: Strategic Importance - The project is designed to enhance the resilience of the national grid in Chile, addressing the growing demand for sustainable energy solutions [1]

Core Insights - The first grid-type energy storage project built within a substation in Hubei Province has successfully commenced operation, capable of outputting up to 20,000 kWh to the main grid during peak electricity usage, effectively alleviating load pressure on electrical equipment and ensuring reliable power supply during high-temperature periods [1][7]. Group 1: Project Overview - The energy storage project at the 110 kV Bao'an Substation has a total capacity of 10,000 kVA and can output a maximum of 20,000 kWh to the main grid, supporting 10% of the load of the substation's main transformer during peak times [7]. - The project consists of four energy storage battery units, inverters, and a storage control room, all housed within approximately 500 square meters of the substation [4][7]. Group 2: Operational Mechanism - Unlike traditional energy storage systems that passively receive instructions, the grid-type energy storage system acts as a "virtual generator," using power electronics and control algorithms to simulate synchronous generator characteristics, thus actively participating in grid regulation [4]. - The energy storage system charges during low load periods and discharges during peak times, seamlessly integrating with the main grid to reduce load pressure on the substation's main transformer [8]. Group 3: Implementation Challenges and Achievements - The project faced various challenges, including tight construction timelines, adverse weather conditions, and difficulties in equipment transportation, but the company employed strategies such as pre-set foundations and cross-operation to ensure timely operation [8]. - As of July 22, the energy storage project has completed four safe charge and discharge cycles, delivering a total of 80,000 kWh, significantly enhancing reliable power supply during peak load periods [8].