南網儲能(600995.SH):目前南方電網區域抽水蓄能電站尚未參與電力市場
格隆匯1月17日丨南網儲能(600995.SH)披露投資者關係活動記錄表顯示,抽水蓄能方面,目前南方電網區域抽水蓄能電站尚未參與電力市場(電力市場包括輔助服務市場和電能量市場)。我們將密切關注電力市場規則的政策變化,積極研究抽水蓄能電站參與電力市場的策略。新型儲能方面,公司梅州寶湖儲能電站於2023年10月1日起參與廣東電力現貨市場交易,日等效充放電循環次數最高可達到“兩充兩放”,初步實現儲能充放電行為與系統調節需求的精準匹配,有利提升地區電力供應能力和保障電網安全穩定運行。目前新型儲能參與電能量市場交易尚處於試點階段,寶湖儲能站的收益模式沒有發生根本變化,還是以收取租賃費為主。
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