源网荷侧新型储能商业模式及成本回收机制研究

  目的  在“双碳”目标下，以新能源为主体的新型电力系统在“源网荷”侧均赋予了储能重要战略地位，在灵活电力市场机制下，挖掘储能商业模式及成本回收机制，完善储能相关市场规则和支撑政策机制，对促进储能可持续发展，推进新型电力系统的建设和双碳目标的实现有着重要意义。  方法  基于国内外储能收益定价经验，采用经营期定价法、成本+合理收益、电力失负荷价值等多种方法对储能收益来源及成本回收机制进行了测算。  结果  基于现有政策路径，全面梳理了“源网荷”侧新型储能应用场景、商业模式及成本回收机制，总结了现存问题及政策建议。  结论  研究成果具备较好的可操作性和参考性，可为储能大规模发展和政策制定提供有益参考。

Research on the Business Model and Cost Recovery Mechanism of New Energy Storage on Source-Grid-Load Side of Power System

  Introduction  Under the goal of "carbon peak and neutrality" goal, the new power system with new energy as the main body has attached great importance to energy storage on the "source-grid-load" side. Exploring the energy storage business model and cost recovery mechanism, and improving the energy storage related market rules and supporting policy mechanism are of great significance to promote the sustainable development of energy storage, the construction of new power system and the realization of the "carbon peak and neutrality" goal.   Method  The source of energy storage income is calculated by using various methods such as operation period pricing method, cost + reasonable income and power load loss value based on energy storage pricing at home and abroad.   Result  The application scenarios, business models and cost recovery mechanism of new energy storage on the "source-grid-load" side were sorted out, and the existing problems and policy suggestions were summarized.   Conclusion  The research results are of good operability and reference value, and can provide useful reference for the development and policy-making of energy storage.