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用户侧储能如何破局?“源网荷储智,‘姑苏’聚能沙龙”揭晓三大趋势
中关村储能产业技术联盟· 2025-07-27 08:43
Core Viewpoint - The event focused on the development path of user-side energy storage under the new power system construction, providing solutions for energy transition in load center areas through research results and multi-scenario applications [1][2]. Group 1: Research Reports - Four research reports were released, analyzing low-carbon supply and flexibility resource potential in eastern and southern regions, emphasizing the value and development path of new energy storage [2][4]. - The reports suggest optimizing regional resource allocation and supporting mechanisms to enhance energy structure optimization and green transition [2]. Group 2: Market and Policy Analysis - As of June 2025, user-side energy storage installations reached 7.24 GW/19.27 GWh, with a year-on-year growth of 74%/63%, primarily in Jiangsu, Guangdong, and Zhejiang [4]. - The commercial model for user-side energy storage is evolving from simple peak-valley arbitrage to integrated solutions like virtual power plants, although policy fluctuations are compressing profit margins [4]. Group 3: Market Mechanism Design - The entry of renewable energy into the market will accelerate the multi-entity market process, necessitating the integration of user-side energy storage into competitive mechanisms [6]. - Current market pricing faces challenges such as renewable energy revenue risks and the need for optimized trading mechanisms [6]. Group 4: User-side Energy Storage Solutions - The company has launched three user-side energy storage solutions: home green power systems, commercial storage solutions, and large-scale storage using string inverter technology [8]. - These solutions aim to create an integrated energy ecosystem covering a power range from 5 kW to 5 MW [8]. Group 5: Investment and Financing - The company focuses on innovative financing models to support user-side energy storage projects, particularly in unique scenarios like virtual power plants and zero-carbon parks [10]. - Investment opportunities are identified in innovative scenarios and standardized commercial storage projects with a 3-5 year payback period [10]. Group 6: Zero-Carbon Park Development - The development of zero-carbon parks in Suzhou presents significant market potential, although challenges such as fluctuating enterprise numbers and high adaptation costs remain [12]. - The integration of energy storage in these parks is currently low, and there is a need for diversified profit models to mitigate risks [12]. Group 7: Key Trends and Recommendations - The event identified three key trends: the shift from single-price arbitrage to diversified models, the restructuring of storage value assessment systems, and the importance of technological innovation [12]. - Recommendations include short-term responses to policy adjustments and long-term market mechanism planning to facilitate the transition from policy-driven to market-driven development [12].