2026年度独立新型储能电站向公用电网放电量的补偿标准为0.28元/千瓦时。电网企业要逐日公布电力 供需预测信息，对已建成独立新型储能电站申报的充放电曲线进行校核，原则上清单内储能电站日内全 容量充电次数不得超过1.5次。该行认为，此次2026年的政策是2025年政策的延续，虽对比2025年的0.35 元/kwh而言有所下降，但仍有助于储能经济性走通，极大刺激2026年储能需求。 国泰海通主要观点如下： 两部门：健全容量电价机制，大力推进储能建设。 11月10日，国家发展改革委、国家能源局关于促进新能源消纳和调控的指导意见发布。文件提出：满足 全国每年新增2亿千瓦以上新能源合理消纳需求。健全完善煤电、抽水蓄能、新型储能等调节性资源容 量电价机制。加快推动市场价格信号有效传导至终端用户，完善体现分时价值差异的零售市场价格机 制，研究建立健全居民分时电价机制。完善适应新能源参与电力市场的规则体系：推动建立"沙戈荒"、 水风光新能源基地一体化模式参与市场的交易规则;支持分布式新能源、储能、虚拟电厂等新型主体通 过聚合、直接交易等模式参与电力市场。这是国家首次在正式文件中明确将新型储能纳入容量电价机制 适用范围。该行 ...

文 | 内蒙古自治区能源局 11月10日，内蒙古自治区能源局发布《 关于规范独立新型储能电站管理有关事宜的通知 》。 通知指出，2026年度独立新型储能电站向公用电网 放电量的补偿标准为0.28元/千瓦时 。纳入内蒙古自治区独立新型储能建设项目清单的独立 新型储能电站执行向公用电网放电量补偿的时间，自建成实质性投产当月起开始计算。 今年年初，内蒙古能源局印发了《关于加快新型储能建设的通知》，该通知明确了灵活的容量补偿标准。提出对纳入自治区独立新型储能电站规 划的独立新型储能电站向公用电网的放电量执行补偿，补偿标准一年一定，每年9月底前公布次年补偿标准，补偿标准明确后执行时间为10年。 2025年度独立新型储能电站补偿标准为 0.35元/千瓦时， 2025年6月30日前不能开工的独立新型储能电站项目不执行2025年度补偿标准。 此次发布的通知中还提到，电网企业要逐日公布电力供需预测信息，对已建成独立新型储能电站申报的充放电曲线进行校核，原则上清单内储能 电站 日内全容量充电次数不得超过1.5次。 清单内储能电站不得擅自变更建设内容，在项目建设期内和建成后 2年内不得通过代持、隐性股东或交叉持股等方式改变项目股东 ...

一方面，按照内蒙古自治区能源局2025年3月印发的关于加快新型储能建设的通知，对于纳入自治 区储能规划的独立新型储能电站投产后向公网的放电量，按照一年一定、一定10年的原则实施补偿，其 中2025年及以前建成投产项目的补偿标准为0.35元/千瓦时。另一方面，独立新型储能电站还能参与电 力现货市场交易，在电价低谷时充电储存，在电价高峰时放电卖出，从中赚取差价。 新华社呼和浩特9月26日电（记者安路蒙）在位于库布其沙漠腹地的鄂尔多斯万成功20万千瓦/80万 千瓦时储能电站项目，一列列银白色的储能电池仓整齐排列，宛如一座充满未来科技感的"新能源方 阵"。 该项目负责人李超介绍，电站于今年6月29日正式投产，截至8月末，累计充放电83次，峰谷价差平 均为0.15元/千瓦时，实现收入3704.43万元（含容量补偿0.35元/千瓦时），实现利润999万元，预计2025 年可实现利润2900万元。 记者从内蒙古自治区能源局了解到，内蒙古探索储能可持续商业模式，区内储能电站正从成本中心 变为利润中心，运行较好的储能电站综合收益率超过20%。其中，今年1月至8月，内蒙古对全区纳入规 划的独立新型储能电站累计发放的放电量补偿金额 ...

Group 1: Energy Investment Growth - In the first half of 2025, Inner Mongolia's energy major project investment reached 165.8 billion yuan, a year-on-year increase of 39%, accounting for 52% of the annual planned investment [1] - The progress in coal projects includes the approval of two coal mine area plans, the commencement of two coal mines with a total capacity of 16 million tons per year, and the completion of one coal mine with a capacity of 1.5 million tons per year [1] - Smart coal mines account for 89% of the total coal production capacity in operation [1] Group 2: Power Infrastructure Development - The ±800 kV UHVDC transmission project from Inner Mongolia to Beijing-Tianjin-Hebei has been approved, with 29 cross-municipality power grid projects approved in the first half of the year [1] - Ten 500 kV power grid projects were put into operation, and 43 projects are under construction [1] - The project to electrify 580 remote farming and pastoral households has commenced, with the overall progress of Inner Mongolia Power Group's projects at 58% [1] Group 3: Green Hydrogen Initiatives - Inner Mongolia has introduced nine policies to promote green hydrogen project construction and consumption, extending the 40% online electricity ratio policy for wind-solar hydrogen projects until 2027 [2] - The 150,000 kW integrated wind-solar hydrogen demonstration project by Datang Duolun has been put into operation, facilitating the coupling of green hydrogen with coal chemical applications [2] - The construction of the hydrogen long-distance pipeline from Damao Banner to Baotou City has begun, and the demonstration project for hydrogen transportation from Ulanqab City to the Beijing-Tianjin-Hebei region has been approved [2] Group 4: Energy Storage Development - Inner Mongolia has implemented compensation policies for independent new energy storage power stations, stabilizing investment return expectations for enterprises [2] - By the end of June, grid companies had paid a total of 16.6 million yuan in compensation to nine independent new energy storage power stations [2] - A total of 34 new energy storage projects with an installed capacity of approximately 14.8 million kW have commenced construction in the first half of the year [2]

Core Viewpoint - The acceleration of new energy storage projects in Inner Mongolia is crucial for enhancing grid stability and supporting the construction of a new power system, addressing renewable energy consumption issues [2]. Group 1: New Energy Storage Projects - By the first half of 2025, Inner Mongolia plans to start construction on 34 independent new energy storage stations, with a total installed capacity of 14.8 million kilowatts [1]. - Recent projects include a 1 million kilowatt/600 megawatt-hour storage station in Ulanqab and a 300 megawatt/1280 megawatt-hour project in Ordos, among others [1]. - The new energy storage stations will utilize various technologies, including lithium iron phosphate, all-vanadium flow batteries, compressed air storage, and molten salt storage [1]. Group 2: Importance of New Energy Storage - New energy storage acts as a "stabilizer" and "regulator" for the power system, playing a vital role in the construction of a new power system [2]. - The rapid development of new energy storage stations will not only help in the consumption of renewable energy but also enhance the stability and flexibility of the power grid [2].