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源网荷储一体化项目参与市场的现状分析与前景展望

Market Participation of Integrated Source-Grid-Load-Storage Projects: Status and Prospects

  • 摘要: 在“双碳”目标驱动下,源网荷储一体化项目因其具有新能源就地消纳的能力而受到广泛关注。然而,其内部的源荷平衡与现有电价机制不匹配,存在输配电价少缴、系统运行成本错配等风险,从而可能导致电网收益受损。针对上述问题,首先系统梳理源网荷储一体化项目的建设与运营机制,辨析源网荷储一体化项目与其他聚合类主体的异同;其次总结其参与市场的机制情况,剖析现行准入规则与市场化交易机制中存在的不足;再次梳理当前内部成员收益分配模式;最后结合国家及地方政策导向,提出市场准入机制的设计框架,为源网荷储一体化项目的规范化发展及电力市场机制完善提供理论支撑与实践路径。

     

    Abstract: Under the drive of the "Dual Carbon" goals, integrated source-grid-load-storage projects, with their capacity for localized renewable energy consumption, have garnered significant attention. However, the inherent source-load balance within these projects conflicts with existing electricity pricing mechanisms, posing risks such as underpayment of transmission and distribution tariffs and mismatched system operating costs, which may compromise grid revenues. To address these challenges, this paper first systematically examines the construction and operational mechanisms of integrated source-grid-load-storage projects, distinguishing their similarities and differences from other aggregated entities. Secondly, it summarizes their market participation mechanisms and proceeds to dissect the shortcomings present in existing market access regulations and market-based trading systems. Furthermore, the study analyzes existing benefit distribution models among internal stakeholders. Finally, guided by national and regional policy directions, a design framework for market access mechanisms is proposed, offering theoretical foundations and practical pathways for standardizing the development of integrated source-grid-load-storage projects and refining electricity market mechanisms.

     

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