适配收益模式的源网荷侧新型储能成本机理及经济性分析

杨 迎1, 刘睿妍2, 赵得玮3, 徐 黎4, 周 瑜3, 张昊承4, 刘德旭1, 李基源4

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分布式能源 ›› 0 DOI: 10.16513/J.2096-2185.DE.26110070

适配收益模式的源网荷侧新型储能成本机理及经济性分析

  • 杨 迎1*,刘睿妍2,赵得玮3,徐 黎4,周 瑜3,张昊承4,刘德旭1,李基源4
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Revenue-Model-Tailored Cost Mechanism and Economic Analysis of New-Type Energy Storage for Generation, Grid, and Demand Sides

  • YANG Ying1*, LIU Ruiyan2, ZHAO Dewei3, XU Li4, ZHOU Yu3, ZHANG Haocheng4, LIU Dexu1, LI Jiyuan4
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摘要

为解决新型储能项目面临的成本疏导问题,揭示不同应用场景下新型储能经济性的关键影响因素,提出了一种适配收益模式的源网荷侧新型储能成本机理分析框架和项目经济性量化方法。首先采用经营期定价法推导了适配不同应用场景收益模式的新型储能单位电量/容量成本表征模型;其次,在传统收益模式上考虑了市场营收,构建了涵盖多渠道的新型储能多维收益量化模型;最后,通过年均净收益、动态投资回收期和内部收益率等指标开展案例实证和敏感性分析。结果表明,网侧独立储能中成熟的电化学储能经济性更优,但受电力市场品种显著影响,未来取消调峰市场将导致收益大幅下滑;源侧新能源通过增加配置储能时长可以提升新能源上网电量和并网友好性,进而增加电量收益和两个细则(《电力并网运行管理实施细则》和《电力辅助服务管理实施细则》)收益;荷侧电力用户配储的经济性取决于电价结构(单一制/两部制)与负荷特性,负荷稳定的两部制大工业用户需要优化储能功率和能量配置,避免需量电费增加导致亏损。文章从投资运营主体视角,系统梳理了适配收益模式的源网荷侧新型储能的成本机理和经济性分析方法,全面考虑了还贷、税金等关键现金流要素,实现了精准的动态经济性评价,为市场化环境下成本管控和运营决策提供了切实可行的理论依据和实践指导。

Abstract

To address the cost recovery challenges of new-type energy storage projects and to identify the key economic determinants across different application scenarios, a cost analysis framework and economic quantification methodology tailored to revenue models for new-type energy storage applied at the generation, grid, and demand sides are proposed. Unit energy/capacity cost characterization models are derived using the operational-period pricing method, which are compatible with revenue models across different application scenarios. Multidimensional revenue quantification models are established by incorporating market-based income alongside traditional income. Case studies and sensitivity analyses are conducted using indicators such as annualized net revenue, dynamic payback period, and internal rate of return. The results indicate that while mature electrochemical energy storage demonstrates better economic performance in grid-side independent energy storage, its financial viability is significantly impacted by electricity market products, and the potential discontinuation of peak-shaving markets would lead to a substantial decline in revenue. For generation-side renewable energy stations, increasing the storage duration of energy storage can increase its grid electricity and enhance grid compatibility, thereby enhancing both electricity revenue and "Two Rules" (the grid compliance and ancillary service compensation mechanisms) revenue. The economics of demand-side energy storage depend on tariff structures (single-rate vs. two-part) and load characteristics. For large industrial customers with stable loads under two-part tariffs, optimal sizing of storage power and energy capacity is required to avoid losses caused by increased demand charges. From the perspective of investors and operators, this study systematically outlines a cost mechanism and economic analysis approach for new-type energy storage across generation, grid, and demand sides that are aligned with revenue models. By comprehensively incorporating key cash flow elements such as loan repayments and tax liabilities, it enables accurate dynamic economic assessment, providing a practical theoretical basis and operational guidance for cost control and decision-making in market-oriented environments.

关键词

新型储能 / 独立储能 / 新能源配储 / 用户侧储能 / 收益模式 / 成本机理

Key words

new-type energy storage / independent energy storage / renewable generation-side energy storage / demand-side energy storage / revenue model / cost mechanism

引用本文

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杨 迎1, 刘睿妍2, 赵得玮3, 徐 黎4, 周 瑜3, 张昊承4, 刘德旭1, 李基源4. 适配收益模式的源网荷侧新型储能成本机理及经济性分析[J]. 分布式能源, 0 https://doi.org/10.16513/J.2096-2185.DE.26110070.
YANG Ying1, LIU Ruiyan2, ZHAO Dewei3, XU Li4, ZHOU Yu3, ZHANG Haocheng4, LIU Dexu1, LI Jiyuan4. Revenue-Model-Tailored Cost Mechanism and Economic Analysis of New-Type Energy Storage for Generation, Grid, and Demand Sides[J]. Distributed Energy, 0 https://doi.org/10.16513/J.2096-2185.DE.26110070.

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