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中国不同区域独立储能经济性分析及发展建议

Analysis of economic viability and development recommendations for independent energy storage in different regions of China

  • 摘要: 随着中国能源低碳转型步伐加快,独立储能作为源网荷储的重要组成,已成为新型电力系统建设不可或缺的一部分。2025年是全国统一电力市场的初步建成之年,在新能源全面入市的政策背景下,各地电力现货市场加速推进,辅助服务市场品种不断丰富,容量市场开展试点探索,为独立储能的发展带来新的机遇。基于当前电力市场发展现状,结合各省(区域)独立储能发展进度,对19个省份(区域)独立储能的经济性进行测算,分析不同省份发展进度差异的深层次原因,并就未来现货市场运行、容量租赁退出等两大关键因素影响进行量化分析,以期为中国独立储能发展提供参考。

     

    Abstract: With the accelerating pace of China's low-carbon energy transition, independent energy storage, as a key component of the generation, grid, load, and storage, has become an indispensable part of the construction of the new power system. 2025 marks the year for the preliminary establishment of a unified national power market. Against the backdrop of policies enabling the full market entry of new energy sources, regional electricity spot markets are advancing rapidly, ancillary service markets are expanding in variety, and capacity markets are undergoing pilot explorations—all presenting new opportunities for independent energy storage. Based on the current development status of the electricity market, integrating the progress of independent energy storage development in each province (regions), it conducts an economic assessment for 19 provinces (regions), examines the underlying reasons for disparities in development progress, and offers a quantitative analysis of the impacts of two critical factors: the operation of future spot markets and the impact of capacity leasing exit mechanisms. The study aims to provide insights and references for the development of independent energy storage in China.

     

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