分布式储能商业模式分析与展望

在“双碳”政策背景下,构建新型电力系统已经成为我国一项重要战略性工程。储能因其对新能源消纳的促进作用已经成为构建新型电力系统的重要支撑手段。相较于集中式储能,分布式储能更加灵活便利,更易实现分布式能源的就地消纳。虽然分布式储能对于构建新型电力系统有众多益处,但是目前国内仍缺少可靠的商业运营模式使得分布式储能得到商业规模化发展。因此,有必要对分布式储能的商业运营模式进行探讨分析。首先从政策层面以及项目实践层面上论述当下分布式储能被市场认可的商业价值。其次结合国内的政策环境以及国内外相关项目的实践经验,对分布式储能较为成熟的4种商业模式进行梳理探讨。最后,基于分布式储能的核心商业价值以及其资源分散的物理特点,对分布式储能未来的商业运营模式作出进一步地展望。

Analysis and prospect of distributed energy storage bussiness modes

Under the background of the "dual carbon" policy, the construction of a new power system has become an important strategic project in China. Energy storage has become an important support means for building a new power system because of its promotion of new energy consumption. Compared with centralized energy storage, distributed energy storage is more flexible and convenient, and it is easier to realize local consumption of distributed energy. Although distributed energy storage has many benefits for building new power systems, there is still a lack of reliable commercial operation modes in China to enable distributed energy storage to develop on a commercial scale. Therefore, it is necessary to discuss and analyze the commercial operation mode of distributed energy storage. Firstly, the commercial value of distributed energy storage recognized by the market is discussed from the policy level and the project practice level. Secondly, based on the domestic policy environment and the practical experience of related projects at home and abroad, the four mature business models of distributed energy storage are reviewed and discussed. Finally, based on the core commercial value of distributed energy storage and its physical characteristics of resource decentralization, the commercial operation mode of distributed energy storage is further prospected.