The CP of new energy and energy storage will exist for a long time, but it will show people in a different way.

On February 9, the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) jointly issued the Notice on Deepening the Market-oriented Reform of New Energy Feed-in Tariffs and Promoting the High-quality Development of New Energy (hereinafter referred to as "Circular No. 136"), which clearly states that "the allocation of energy storage shall not be used as a precondition for the approval, grid connection and grid connection of new new energy projects". After the policy was introduced, it immediately caused an uproar in the energy storage industry, triggering market concerns about shrinking energy storage demand.

It

has been more than a month since the policy was issued, and the current observation of Huaxia Energy Network & Huaxia Energy Storage (public number hxcn3060) shows a completely different picture - local governments have successively introduced policies to encourage new energy distribution and storage, and the integrated project of source-grid-load-storage has been valued, and the demand for energy storage for distributed photovoltaic is ......increasing day by day

On the whole, the energy storage industry is rapidly changing from "policy-driven" to "market-driven", and a new era of stamina has ushered in after short-term pain.

The willingness of local distribution and storage has risen instead of falling

After the suspension of the compulsory distribution and storage policy, Yunnan, Guizhou and other provinces quickly launched a new version of the distribution and storage policy.

On February 10, the day after the issuance of Document No. 136, the Guizhou Provincial Energy Bureau issued the Guizhou Provincial Wind and Photovoltaic Power Generation Project Management Measures (Draft for Comments) (hereinafter referred to as the "Guizhou Wind and Solar Power Generation Management Measures"). It mentions that "projects that are included in the annual construction scale plan of wind power and photovoltaic power generation in our province and completed in accordance with the prescribed schedule shall be connected to the grid with guaranteed grid connection, and energy storage or energy storage services of more than 10% of the installed capacity of the project construction (to meet the requirements of 2-hour operation) shall be configured as required...... The part that has not been completed for more than one year beyond the prescribed time sequence shall not be connected to the grid".

At the same time, the document mentions that the orderly planning and construction of new energy storage projects in accordance with the scale of regional new energy construction, power load level, and power grid demand are encouraged; New energy storage projects in areas with limited consumption and end of the power grid are put into operation simultaneously with new energy projects; Project investors are encouraged to voluntarily increase the proportion of wind power and photovoltaic power generation projects allocating energy storage and purchasing energy storage services。

At the beginning of March, the Yunnan Provincial Energy Bureau issued the "Yunnan Province New Energy Allocation and Energy Storage Project Construction and Operation Management Measures (Draft for Comments)", which mentioned that a total of 175 projects will be included in the first batch of new energy project development and construction plans in Yunnan Province in 2025, with an installed capacity of 14,489,050 kilowatts...... At the same time, 10% of the installed capacity can be allocated and adjusted resources, which can be achieved through the purchase of shared energy storage services.

Yongren, the largest independent energy storage project in Yunnan, sent a letter to the 300 MW/600 MWh independent energy storage demonstration project (Source: Yongren County Rong Media Center).

Less than a month after the issuance of Circular No. 136, two provinces have issued policies to encourage new energy distribution and storage, and whether other provinces will follow suit in the future is worth paying attention to.

The purpose of the state's suspension of compulsory distribution and storage is to return the energy storage industry to the essence of the market and let the real demand speak. However, for local governments, energy storage is still an important starting point for improving new energy consumption and ensuring energy security. Local governments have introduced more flexible distribution and storage policies in an attempt to find a new balance between policy guidance and market drive.

It is worth mentioning that previously, most of the projects requiring distribution and storage were centralized new energy projects. Nowadays, the policies to encourage the distribution and storage of distributed new energy power generation projects are also gradually increasing.

On February 10, the supporting policy "Implementation Rules for the Development and Construction of Distributed Photovoltaic Power Generation in Guizhou Province (Draft for Comments)" issued at the same time as the "Guizhou Wind and Solar Power Generation Management Measures" mentioned that the county-level energy authorities can guide investment entities to voluntarily build or lease distributed energy storage facilities according to the development of distributed photovoltaic in the region, and coordinate the construction in the mode of aggregation and co-construction, leasing and sharing.

On March 17, the Ningxia Development and Reform Commission issued the "Implementation Rules for the Development and Construction of Distributed Photovoltaic Power Generation in Ningxia Hui Autonomous Region (Draft for Comments)", which mentioned that it will support in-depth cooperation with photovoltaic upstream and downstream development enterprises and financial institutions to promote the construction of diversified application scenarios such as "photovoltaic + energy storage" and the integration of optical storage and charging.

Leverage the "source-grid-load-storage integration".

Since the promulgation of Circular No. 136, the "integration of source, grid, load and storage" has increasingly appeared in the working documents of central power enterprises and local governments.

Just take March as an example. On the 5th, Shandong issued the "Notice on Printing and Distributing the Implementation Rules for the Pilot Implementation of the Integration of Source, Grid, Load and Storage" to encourage the implementation of the integration of source, grid, load and storage in order to promote the consumption and utilization of new energy and help the construction of new power systems; On the 7th, China Energy Construction announced that the company is integrating the entire energy and computing power industry chain through the "source-grid-load-storage integration" method; On the 12th, Luoyang, Henan Province released the 2025 government work report, which mentioned that 40 "source-grid-load-storage" integration projects will be implemented throughout the year; On the 18th, the Lingbao Municipal Government of Henan Province released the 2025 government work report, which also mentioned that the Baoxin Electronics and Huaxin copper foil source-grid-load-storage integration projects with a total investment of 1 billion yuan will be put into use before the end of the year, and then plan to strive for more than 14 source-grid-load-storage projects.

The country's first "source-grid-load-storage" integrated demonstration project is located in Ulanqab, Inner Mongolia (Source: Central Radio Network).

The integration of source, grid, load and storage is a new type of power operation mode that plans and operates the power supply, power grid, load and energy storage as a whole. It's a win-win situation for all parties:

For the local government, the project effectively reduces carbon emissions, opens up a new path for new energy power consumption, and helps the local government achieve green and sustainable development goals. For power generation enterprises, it is a new attempt to cope with the market-oriented reform of new energy feed-in tariffs, and explores a new development model under the new policy environment; For power enterprises, it is like building a new energy captive power plant, which greatly reduces the cost of electricity and enhances market competitiveness.

It is worth mentioning that the financial industry is also eyeing the "fat" of the source-grid-load-storage integration project.

Recently, Bank of China Weihai Branch launched the first loan for the pilot project of source-grid-load-storage integration in Shandong Province. The integration of source, grid, load and storage is costly, has a long construction period, and requires a large amount of financial support. With the intervention of financial institutions, the financial pressure on the investors and builders of the project has been alleviated; For banks, it can optimize the credit structure and enhance the ability to provide financial services to the real economy.

To sum up, for such a multi-favorable project as the integration of source, grid, load and storage, it is inevitable that it will be actively promoted by all localities.

The integration of photovoltaic energy and storage is unstoppable

Circular No. 136 clarifies that all new energy power generation commissions put into operation after June 1, 2025 must participate in market-oriented competition. In this regard, Liu Yafang, an adjunct professor at Zhejiang University, recently said in a number of forums that if new energy companies want to obtain ideal benefits in the future power market competition, they must consider the cost of system regulation and power quality control, and energy storage will become a strategic partner for the high-quality development of new energy in the future.

On March 23, GCL-ET (SZ:002015) said in a reception and research announcement that green power generation companies will shift from "subsidy dependence" to market competition, and the importance of technological innovation (such as wind and solar power forecasting and energy storage integration) is becoming increasingly prominent.

Because the characteristics of PV diurnal fluctuations and daytime regulated energy storage are more compatible, the integration of photovoltaic energy storage has attracted more and more attention from the industry. On March 5, at the first large-scale new energy exhibition in China after the issuance of document No. 136 - China Jinan Solar Energy Comprehensive Energy Exhibition, Huaxia Energy Network visited the exhibition on site and saw that both photovoltaic companies and energy storage companies took photovoltaic and storage integrated products and solutions as the main promotion.

For example, Sungrow Power Supply (SZ:300274) has launched an integrated solution for optical storage and charging in three application scenarios: "zero-carbon park, zero-carbon home, and zero-carbon industry", achieving full coverage in products, scenarios, data, and services through the integration technology of light, storage, charging, and cloud. JA Solar (SZ:002459) has launched a full-scenario PV module solution covering seven extreme environments, including deserts, oceans, and extreme cold, and has launched a supporting energy storage system.

Energy storage companies have also launched energy storage products that are specially adapted to photovoltaic scenarios. Paineng Technology (SH: 688063) is a leading household storage company in China, and has launched energy storage products for photovoltaic application scenarios, such as photovoltaic distribution and storage needs in small industrial and commercial parks, low-voltage station areas and other scenarios, and has launched a 113kWh air-cooled energy storage integrated cabinet; In response to the photovoltaic distribution and storage needs of large-scale industrial and commercial parks, a 417kWh energy storage DC cabinet was launched. Sigo New Energy, which is impacting the Hong Kong stock market listing, has launched a Sigo industrial and commercial optical storage system that can support the "charge and discharge" function, which can flexibly carry out charge and discharge scheduling according to the real-time changes of on-site photovoltaic power generation and electricity load.

Growatt NEXA 2000 Balcony Photovoltaic Storage Unit (Source: Growatt).

In addition, among the new products launched by various photovoltaic and energy storage companies recently, there are also many optical storage products for the electricity spot market. For example, the new NEXA 2000 balcony photovoltaic storage product released by Growatt integrates inverter function and scalable energy storage function. "The NEXA 2000 includes time-of-use optimization features that help reduce electricity costs by AC charging from the grid during periods of low price and releasing stored power when electricity prices are high, resulting in significant cost savings." According to the company's introduction.

The

two-way rush of photovoltaic enterprises and energy storage enterprises is to see that photovoltaic must obtain more benefits in the electricity spot market through distribution and storage, and the integration of photovoltaic and storage has opened the door to a broad market for the two major industries.

(Please indicate the source for reprinting, article source: Huaxia Energy Network, WeChat ID: hxny3060).