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工商业储能:如何跨越“政策断奶期”?
行家说储能· 2025-12-16 09:21
对此, 长期深耕数字技术应用的弘正储能给出了自己的思路:"工商业储能收益逻辑的转变既体现在表前及表后用户侧的价值重构,也依赖于技术创新的硬核支 撑。储能本质为调节性资源,数字化技术是其提升调节效能的关键支撑,更是保障安全运行与经济性的核心。" 新型储能产业如何把握电力市场改革与数智化机遇?行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业, 编撰 《2025电力市场与数智化储能调研报告》,该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与,共抓产业风口。 2025年临近尾声,站在十四五收官与十五五开局的交汇点上回望,作为国内最早步入市场化的储能细分领域,工商业储能自2022年起维持高速增长态势,其盈利模 式始终高度依赖峰谷电价差。 回顾2025年, 在电力市场化改革深化与新能源消纳需求升级的双重驱动下,多地分时电价调整政策密集落地,整体呈现多维度收紧趋势: 江苏峰谷价差缩窄约 25%;浙江收缩夏冬高峰时段并将午间低谷延长至 3 小时,投资回报率下滑超 30%;冀北的电价调整使得春秋季无法实现 "两充两放",峰谷套利收益缩水。 随着价差红利逐渐消退,工商业储能传统收益模式亟待 ...
又一工商储并网!江浙粤后的下一个投资热土
行家说储能· 2025-05-15 10:16
Core Insights - The article discusses the significant developments in the commercial energy storage sector in Anhui province, highlighting the successful commissioning of a 2.25MW/4.698MWh energy storage project by Anhui Yangfan Copper Industry, supported by Hongzheng Energy [2][3] - The new time-of-use electricity pricing policy in Anhui is expected to accelerate the expansion of commercial energy storage projects, particularly benefiting high energy-consuming enterprises [11][14] Summary by Sections Project Developments - Anhui Yangfan Copper Industry's energy storage project utilizes a "1 master 17 slaves" architecture for coordinated control, optimizing energy efficiency and allowing for modular expansion to meet varying electricity demands [3][7] - The project employs the D-Cube 2.0 series liquid-cooled energy storage cabinets and the COSMOS 2.0 digital energy storage system, integrating big data and AI for precise load forecasting and tailored charging strategies [7][10] Policy Impact - The Anhui provincial government has issued a new implementation plan to promote user-side energy storage, focusing on high energy-consuming enterprises and exploring various new energy storage applications and business models [11][14] - The introduction of a new time-of-use pricing policy includes an extension of low-cost periods, enhancing the stability of revenue for energy storage projects participating in the electricity market [11][14] Financial Analysis - A comparison of the old and new policies shows a projected increase in total charging and discharging revenue by 3.1836 million yuan over 15 years, with a reduction in payback period by 18 months [14][16] - The total capacity of user-side energy storage projects in Anhui reached approximately 757.298MW/1748.378MWh in the first quarter of 2025, accounting for 72.72% of the total capacity registered in the previous year [16][18]