发电企业如何布局储能业务？

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the energy storage business layout for power generation companies in the context of the energy sector, particularly focusing on the implications of policy changes and market dynamics related to energy storage systems [1][3][4]. Core Insights and Arguments - Policy Changes: The cancellation of mandatory energy storage requirements (Document 136) has led to varied regional responses, with some areas still imposing storage requirements through alternative means. Companies are optimizing existing storage facilities and planning long-term modifications starting in 2025 [1][3]. - Market Growth: The early deployment of energy storage devices is expected to face a significant demand for battery replacements around 2026-2027, which could create new growth opportunities in the energy storage market [1][3]. - Limited Willingness for Large-Scale Storage: Power generation companies show limited willingness to invest in large-scale energy storage despite high profitability, as it is not their core business. Even with capacity compensation and pricing incentives, large-scale construction is unlikely [4][5]. - Grid Dispatch Authority: The key to resolving renewable energy consumption issues lies in the authority of grid dispatch. Some regions, like Liaoning, are trialing decentralized dispatch authority to alleviate issues of renewable energy waste [1][6][10]. - Capacity Pricing Policies: The national government is considering implementing capacity pricing policies to address the worsening rates of renewable energy waste. Discussions are ongoing regarding the calculation of energy storage capacity pricing [10][11]. - Revenue Sources: Energy storage capacity pricing primarily derives from electricity sales revenue, with the costs of regulation borne by society. For instance, Gansu province plans to increase coal power capacity pricing to 330 RMB per kilowatt, although this is still under discussion due to rising electricity costs [11][14]. Additional Important Insights - Independent Storage Advantages: Independent energy storage systems are favored over self-built systems due to guaranteed usage frequency and stronger frequency modulation capabilities, despite higher initial investment costs [2][14]. - Future Trends: As the profitability of renewable energy projects declines, a shift towards autonomous dispatch could significantly improve economic outcomes. Some sites are beginning to implement storage systems in a manner similar to previous mandatory configurations [7][10]. - Impact of Grid Dispatch on Distributed Energy: The authority of grid dispatch is crucial for the autonomous regulation of distributed energy sources. Current regulations require grid approval for the construction and operation of storage facilities [8][9]. - Government Response to Energy Waste: The government is exploring measures to mitigate the significant waste rates of wind and solar energy, including the potential decentralization of dispatch authority and the implementation of capacity pricing [10][12]. This summary encapsulates the key points discussed in the conference call, highlighting the current state and future outlook of the energy storage market within the power generation industry.