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制的通(tong)知》，正式將現(xian)行煤電單一制電價(jia)(jia)調整(zheng)為兩部制電價(jia)(jia)，其中電量(liang)電價(jia)(jia)通(tong)過市場(chang)化方式形成(cheng)，靈敏反映電力市場(chang)供(gong)需、燃料成(cheng)本變化等(deng)情況；容量(liang)電價(jia)(jia)水平根據轉型(xing)進(jin)度等(deng)實際情況合理確(que)定并逐步調整(zheng)，充(chong)分體現(xian)煤電對電力系(xi)統的支撐調節(jie)價(jia)(jia)值(zhi)，確(que)保煤電行業持(chi)續健康(kang)運行。

煤(mei)電(dian)(dian)(dian)(dian)(dian)(dian)容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)(dian)價按照回(hui)收煤(mei)電(dian)(dian)(dian)(dian)(dian)(dian)機組(zu)一定(ding)(ding)比例固(gu)定(ding)(ding)成(cheng)(cheng)本(ben)的(de)方式確定(ding)(ding)。其(qi)中(zhong)，用于計算容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)(dian)價的(de)煤(mei)電(dian)(dian)(dian)(dian)(dian)(dian)機組(zu)固(gu)定(ding)(ding)成(cheng)(cheng)本(ben)實行全國統(tong)一標準，為(wei)(wei)每(mei)年(nian)(nian)每(mei)千瓦(wa)330元(yuan)；通過(guo)容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)(dian)價回(hui)收的(de)固(gu)定(ding)(ding)成(cheng)(cheng)本(ben)比例，綜合考慮各地(di)電(dian)(dian)(dian)(dian)(dian)(dian)力系統(tong)需要、煤(mei)電(dian)(dian)(dian)(dian)(dian)(dian)功能轉(zhuan)型(xing)情(qing)況等因(yin)素(su)確定(ding)(ding)，2024～2025年(nian)(nian)多(duo)數地(di)方為(wei)(wei)30%左右(you)，部分(fen)煤(mei)電(dian)(dian)(dian)(dian)(dian)(dian)功能轉(zhuan)型(xing)較快(kuai)的(de)地(di)方適當高一些，為(wei)(wei)50%左右(you)（各省級電(dian)(dian)(dian)(dian)(dian)(dian)網煤(mei)電(dian)(dian)(dian)(dian)(dian)(dian)容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)(dian)價水平(ping)具體見附(fu)件）。2026年(nian)(nian)起(qi)，將各地(di)通過(guo)容(rong)量(liang)電(dian)(dian)(dian)(dian)(dian)(dian)價回(hui)收固(gu)定(ding)(ding)成(cheng)(cheng)本(ben)的(de)比例提(ti)升(sheng)至(zhi)不低于50%。

至此煤電(dian)(dian)容(rong)量(liang)(liang)電(dian)(dian)價千(qian)(qian)呼萬(wan)喚始出來。更早之前，抽水(shui)蓄(xu)能(neng)容(rong)量(liang)(liang)電(dian)(dian)價也已公布。2023年(nian)5月(yue)15日(ri)，國(guo)家發(fa)展改革(ge)委(wei)發(fa)布《國(guo)家發(fa)展改革(ge)委(wei)關(guan)于抽水(shui)蓄(xu)能(neng)電(dian)(dian)站(zhan)容(rong)量(liang)(liang)電(dian)(dian)價及有關(guan)事項的通知》，明確抽水(shui)蓄(xu)能(neng)容(rong)量(liang)(liang)電(dian)(dian)費(fei)從“納(na)入輸配電(dian)(dian)價回收”改為在(zai)輸配電(dian)(dian)價外單列(lie)，并核定在(zai)運及2025年(nian)底前擬投運的48座抽水(shui)蓄(xu)能(neng)電(dian)(dian)站(zhan)容(rong)量(liang)(liang)電(dian)(dian)價。其中存(cun)量(liang)(liang)電(dian)(dian)站(zhan)31個(ge)，合計容(rong)量(liang)(liang)3050萬(wan)千(qian)(qian)瓦、平均容(rong)量(liang)(liang)電(dian)(dian)價427元(yuan)(yuan)(yuan)/千(qian)(qian)瓦·年(nian)。對(dui)于100萬(wan)千(qian)(qian)瓦以(yi)上電(dian)(dian)站(zhan)，容(rong)量(liang)(liang)電(dian)(dian)價在(zai)324元(yuan)(yuan)(yuan)（廣(guang)東惠州(zhou)）和576元(yuan)(yuan)(yuan)（江(jiang)蘇溧陽）之間(jian)。新(xin)(xin)增電(dian)(dian)站(zhan)17個(ge)，合計容(rong)量(liang)(liang)2550萬(wan)千(qian)(qian)瓦、平均容(rong)量(liang)(liang)電(dian)(dian)價566元(yuan)(yuan)(yuan)/千(qian)(qian)瓦·年(nian)，容(rong)量(liang)(liang)電(dian)(dian)價較存(cun)量(liang)(liang)電(dian)(dian)站(zhan)高33%。受站(zhan)址資源及造價影響，各電(dian)(dian)站(zhan)容(rong)量(liang)(liang)電(dian)(dian)價在(zai)511元(yuan)(yuan)(yuan)（豐寧(ning)二期）和690元(yuan)(yuan)(yuan)（新(xin)(xin)疆阜(fu)康）之間(jian)。

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(nian)(nian)7月，國家發(fa)(fa)展改革委、國家能(neng)源局(ju)聯合發(fa)(fa)布《關于(yu)加(jia)快推動新(xin)(xin)型儲能(neng)發(fa)(fa)展的指(zhi)導意見》，明確(que)了(le)2025年(nian)(nian)實現(xian)新(xin)(xin)型儲能(neng)裝機容量(liang)3000萬(wan)千瓦(wa)以上，2030年(nian)(nian)實現(xian)全面市場(chang)化的目(mu)標(biao)，并明確(que)了(le)支持(chi)新(xin)(xin)型儲能(neng)作為獨立市場(chang)主體參與電力中(zhong)長期(qi)市場(chang)、現(xian)貨市場(chang)和輔(fu)助服務市場(chang)。

現階國內新型儲(chu)能電(dian)(dian)(dian)(dian)站的(de)商(shang)業模式較為單一。發電(dian)(dian)(dian)(dian)側(ce)配置(zhi)儲(chu)能電(dian)(dian)(dian)(dian)站主(zhu)要(yao)依靠減少棄(qi)電(dian)(dian)(dian)(dian)率(lv)，提(ti)升(sheng)發電(dian)(dian)(dian)(dian)效率(lv)增加收(shou)益(yi)；用戶側(ce)共享儲(chu)能電(dian)(dian)(dian)(dian)站收(shou)益(yi)主(zhu)要(yao)來自峰谷價差，由于峰谷價差受到(dao)電(dian)(dian)(dian)(dian)價波動(dong)以(yi)及電(dian)(dian)(dian)(dian)網(wang)代購(gou)電(dian)(dian)(dian)(dian)的(de)影響，整體收(shou)益(yi)不(bu)穩定(ding)。

早在(zai)2022年兩會期間(jian)，全國(guo)政(zheng)協委(wei)員、寧(ning)德時代(dai)董事長曾毓群就曾在(zai)提案中提出(chu)，針(zhen)對抽水蓄能，國(guo)家已(yi)經(jing)出(chu)臺(tai)了容量(liang)電(dian)價(jia)(jia)機制。但發(fa)展(zhan)空(kong)間(jian)更(geng)大(da)的(de)新(xin)型(xing)儲能，卻(que)無法(fa)同等享受容量(liang)電(dian)價(jia)(jia)政(zheng)策(ce)(ce)，面臨(lin)不公平(ping)競爭(zheng)，發(fa)展(zhan)速度和質量(liang)嚴(yan)重受限。建(jian)議(yi)參照抽水蓄能建(jian)立(li)適(shi)用新(xin)型(xing)儲能特點的(de)容量(liang)電(dian)價(jia)(jia)政(zheng)策(ce)(ce)，給企業形成穩(wen)定(ding)合理的(de)收(shou)益空(kong)間(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(zheng)策，并召(zhao)開了(le)多次會議，有望在今(jin)年(nian)年(nian)內出臺。

雖然國家尚未出臺(tai)新(xin)(xin)型(xing)(xing)儲(chu)(chu)能(neng)容量電價政(zheng)(zheng)策，但部分地方政(zheng)(zheng)府在(zai)(zai)新(xin)(xin)型(xing)(xing)儲(chu)(chu)能(neng)容量電價探索(suo)方面已經(jing)邁出了一步(bu)。今年6月，新(xin)(xin)疆發改委印(yin)發《關于建(jian)立(li)健全支(zhi)持新(xin)(xin)型(xing)(xing)儲(chu)(chu)能(neng)健康有序發展配(pei)套政(zheng)(zheng)策的通知》，提出建(jian)立(li)獨(du)立(li)儲(chu)(chu)能(neng)容量電價補(bu)償(chang)機(ji)制，在(zai)(zai)國家出臺(tai)統一新(xin)(xin)型(xing)(xing)儲(chu)(chu)能(neng)容量電價政(zheng)(zheng)策前，對(dui)新(xin)(xin)疆投運的獨(du)立(li)儲(chu)(chu)能(neng)先按(an)照放電量實施(shi)0.2元(yuan)/千瓦時的容量補(bu)償(chang)。