11月10日，國家能源局和國家發改委聯合發布《關于建立煤電容量電價機(ji)制的通(tong)知》，正式將現行(xing)煤電(dian)(dian)單(dan)一制電(dian)(dian)價調整為兩部制電(dian)(dian)價，其中電(dian)(dian)量(liang)電(dian)(dian)價通(tong)過市場化(hua)方(fang)式形成，靈敏反(fan)映電(dian)(dian)力(li)(li)市場供需、燃(ran)料成本變化(hua)等情況；容量(liang)電(dian)(dian)價水平根(gen)據(ju)轉型進度(du)等實際情況合理確定并逐步調整，充分體現煤電(dian)(dian)對電(dian)(dian)力(li)(li)系統的支(zhi)撐調節價值，確保煤電(dian)(dian)行(xing)業持續健康(kang)運(yun)行(xing)。

煤電(dian)(dian)(dian)(dian)(dian)容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)價按照回收(shou)煤電(dian)(dian)(dian)(dian)(dian)機組一(yi)定比例固定成(cheng)本(ben)(ben)(ben)的方(fang)(fang)式確(que)定。其(qi)中，用于計算容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)價的煤電(dian)(dian)(dian)(dian)(dian)機組固定成(cheng)本(ben)(ben)(ben)實(shi)行全國(guo)統(tong)一(yi)標準，為(wei)每年每千瓦330元(yuan)；通(tong)過(guo)容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)價回收(shou)的固定成(cheng)本(ben)(ben)(ben)比例，綜合考(kao)慮各(ge)地電(dian)(dian)(dian)(dian)(dian)力系統(tong)需要、煤電(dian)(dian)(dian)(dian)(dian)功(gong)能轉型(xing)情況等因(yin)素確(que)定，2024～2025年多數地方(fang)(fang)為(wei)30%左(zuo)右，部(bu)分煤電(dian)(dian)(dian)(dian)(dian)功(gong)能轉型(xing)較快的地方(fang)(fang)適當高一(yi)些(xie)，為(wei)50%左(zuo)右（各(ge)省級電(dian)(dian)(dian)(dian)(dian)網煤電(dian)(dian)(dian)(dian)(dian)容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)價水平具體見(jian)附件）。2026年起，將各(ge)地通(tong)過(guo)容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)價回收(shou)固定成(cheng)本(ben)(ben)(ben)的比例提(ti)升至(zhi)不低于50%。

至此煤電(dian)(dian)(dian)(dian)(dian)容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)千(qian)呼(hu)萬喚始(shi)出(chu)來。更早(zao)之前，抽(chou)水(shui)蓄(xu)能容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)也已公布(bu)。2023年(nian)5月15日(ri)，國(guo)(guo)家發展(zhan)改革(ge)委發布(bu)《國(guo)(guo)家發展(zhan)改革(ge)委關于(yu)抽(chou)水(shui)蓄(xu)能電(dian)(dian)(dian)(dian)(dian)站(zhan)(zhan)容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)及(ji)有關事項的(de)通(tong)知》，明確抽(chou)水(shui)蓄(xu)能容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)費從“納(na)入輸配電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)回收”改為(wei)在(zai)輸配電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)外(wai)單列，并核定在(zai)運(yun)及(ji)2025年(nian)底前擬投運(yun)的(de)48座抽(chou)水(shui)蓄(xu)能電(dian)(dian)(dian)(dian)(dian)站(zhan)(zhan)容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)。其中(zhong)存量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)站(zhan)(zhan)31個(ge)，合(he)計容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)3050萬千(qian)瓦、平均容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)427元(yuan)/千(qian)瓦·年(nian)。對于(yu)100萬千(qian)瓦以(yi)上電(dian)(dian)(dian)(dian)(dian)站(zhan)(zhan)，容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)在(zai)324元(yuan)（廣東惠(hui)州）和576元(yuan)（江蘇溧陽）之間。新增電(dian)(dian)(dian)(dian)(dian)站(zhan)(zhan)17個(ge)，合(he)計容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)2550萬千(qian)瓦、平均容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)566元(yuan)/千(qian)瓦·年(nian)，容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)較存量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)站(zhan)(zhan)高33%。受站(zhan)(zhan)址資源(yuan)及(ji)造價(jia)(jia)(jia)(jia)影(ying)響，各電(dian)(dian)(dian)(dian)(dian)站(zhan)(zhan)容(rong)(rong)(rong)(rong)(rong)量(liang)(liang)電(dian)(dian)(dian)(dian)(dian)價(jia)(jia)(jia)(jia)在(zai)511元(yuan)（豐寧二期）和690元(yuan)（新疆阜康）之間。

無論是煤電還是抽水蓄能，容量電價政策對其都有實質性利好，但是新型儲能電價政策一直未出臺。

2021年7月，國家發(fa)展改(gai)革委、國家能(neng)源局聯合發(fa)布(bu)《關于加快推動新(xin)型(xing)儲能(neng)發(fa)展的指導意見》，明確了(le)2025年實現新(xin)型(xing)儲能(neng)裝機容量3000萬千瓦以上，2030年實現全面市場化的目標，并明確了(le)支(zhi)持新(xin)型(xing)儲能(neng)作為獨立市場主體參與電力(li)中長期市場、現貨(huo)市場和輔(fu)助(zhu)服務市場。

現階(jie)國內(nei)新型儲(chu)能(neng)(neng)電(dian)(dian)(dian)站的商(shang)業模式較為單一。發(fa)電(dian)(dian)(dian)側配置(zhi)儲(chu)能(neng)(neng)電(dian)(dian)(dian)站主要依(yi)靠減少(shao)棄電(dian)(dian)(dian)率，提升發(fa)電(dian)(dian)(dian)效(xiao)率增加收益；用戶側共享儲(chu)能(neng)(neng)電(dian)(dian)(dian)站收益主要來(lai)自峰(feng)(feng)谷價差(cha)，由于峰(feng)(feng)谷價差(cha)受(shou)到(dao)電(dian)(dian)(dian)價波動以及電(dian)(dian)(dian)網代購電(dian)(dian)(dian)的影響，整體收益不穩定。

早在2022年兩會期間(jian)(jian)，全(quan)國政協(xie)委員、寧德時代(dai)董(dong)事長曾毓(yu)群就曾在提案中(zhong)提出，針(zhen)對抽(chou)水(shui)蓄能(neng)，國家(jia)已(yi)經出臺了容量(liang)(liang)電(dian)價(jia)機制。但發展(zhan)(zhan)空間(jian)(jian)更大的(de)(de)新型儲能(neng)，卻(que)無(wu)法(fa)同等享(xiang)受(shou)容量(liang)(liang)電(dian)價(jia)政策(ce)，面(mian)臨不公平競爭，發展(zhan)(zhan)速度(du)和質量(liang)(liang)嚴重受(shou)限。建議參照抽(chou)水(shui)蓄能(neng)建立適(shi)用新型儲能(neng)特點(dian)的(de)(de)容量(liang)(liang)電(dian)價(jia)政策(ce)，給企業形成(cheng)穩定合理的(de)(de)收益空間(jian)(jian)。

根據「儲能之音」了解，國家發改委和國家能源局正在醞釀和制定國家層面的新型儲能容量電價政策，并召開了(le)多次會議，有望在今年年內出(chu)臺。

雖(sui)然國(guo)家尚未(wei)出(chu)臺(tai)新(xin)(xin)型(xing)儲(chu)能(neng)容(rong)(rong)(rong)量(liang)電(dian)(dian)價(jia)政策，但部分地方政府在新(xin)(xin)型(xing)儲(chu)能(neng)容(rong)(rong)(rong)量(liang)電(dian)(dian)價(jia)探索方面已經邁出(chu)了一(yi)步。今年(nian)6月，新(xin)(xin)疆(jiang)發(fa)改委印發(fa)《關于建立(li)健全(quan)支持(chi)新(xin)(xin)型(xing)儲(chu)能(neng)健康有序發(fa)展配套政策的(de)(de)通知》，提(ti)出(chu)建立(li)獨立(li)儲(chu)能(neng)容(rong)(rong)(rong)量(liang)電(dian)(dian)價(jia)補(bu)償機制，在國(guo)家出(chu)臺(tai)統一(yi)新(xin)(xin)型(xing)儲(chu)能(neng)容(rong)(rong)(rong)量(liang)電(dian)(dian)價(jia)政策前，對新(xin)(xin)疆(jiang)投(tou)運的(de)(de)獨立(li)儲(chu)能(neng)先按照放電(dian)(dian)量(liang)實(shi)施0.2元(yuan)/千瓦時(shi)的(de)(de)容(rong)(rong)(rong)量(liang)補(bu)償。