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新能源全面入市背景下储能的价值体现,智光储能提出“智能构网+场景融合”模式
中关村储能产业技术联盟· 2025-04-21 09:52
Core Viewpoint - The article emphasizes the importance of energy storage in the context of the new energy market, highlighting the innovative solutions provided by Zhiguang Energy Storage to meet the urgent demand for energy storage as renewable energy sources become more prevalent [1][3]. Group 1: Market Opportunities - The implementation of the National Development and Reform Commission's notice on market-oriented pricing for renewable energy in 2025 will enhance the value of energy storage as a key resource for balancing the volatility of renewable energy and improving grid flexibility [6]. - The policy shift requires renewable energy to bear system adjustment costs, promoting a multi-energy complementarity model, making new energy storage essential for power supply-demand balance and grid security [6]. Group 2: Technological Innovations - The Grid-forming Energy Storage System showcased by Zhiguang Energy Storage has three core advantages: - It actively supports grid stability by simulating the "inertia response" of traditional synchronous generators, providing rapid power support during sudden drops in renewable output or grid faults [8]. - The AI-driven intelligent trading system optimizes charging and discharging strategies based on real-time market price fluctuations and load demands, maximizing station revenue [8]. - It offers multi-scenario compatibility, catering to high-energy consumption scenarios such as industrial parks and zero-carbon microgrids, supporting integrated solar-storage charging and virtual power plant aggregation [8]. Group 3: Strategic Layout - Prior to the exhibition, Zhiguang Energy Storage established a two-year strategic cooperation with Haichen Energy Storage for the procurement of 15 GWh battery cells, ensuring supply chain stability for future product delivery [10]. - The company is adopting a "storage + AI + scenario-based" strategy to optimize lifecycle costs through digital technology [10]. - The value of energy storage is shifting from "policy-mandated storage" to "market-oriented revenue generation," with Zhiguang's grid-forming system achieving value closure through auxiliary service revenue, peak-valley arbitrage optimization, and system synergy enhancement [11][12][13]. Group 4: Future Outlook - As the national electricity spot market unification accelerates, energy storage companies must leverage technological innovation to address price volatility risks [14]. - Zhiguang Energy Storage's "intelligent grid formation + scenario integration" model serves as a benchmark for breaking through "involutionary competition" in the industry, facilitating the transition from a single equipment supplier to an energy system service provider [14]. - The successful implementation of the grid-forming cascade high-voltage energy storage demonstration project underscores the irreplaceable role of energy storage in the new power system dominated by renewable energy, acting as both a "stabilizer" for the grid and an "accelerator" for the energy revolution [16].