【华源大能源】抽水蓄能进入高峰期 电力市场成储能发展决定因素

华源大能源研究
Jul 30

核心观点由于新能源发电曲线取决于风、光资源的实际情况,造成发电曲线与用电曲线无法匹配(新能源出力较大时可能需求偏少、需求增加时新能源供给不足),这是新能源相比于火电、水电等传统电源最大的劣势之一,就需要储能技术来解决这一问题。因此双碳战略提出后,储能也随着光伏、风电行情表现突出,产业内配储战略也使得储能的需求相对明确。然而与电源不同,储能本身并不生产电能,其价值通过何种方式体现一直是过去几年困扰...

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