基于六要素模型的储能商业模式研究

Research on Business Model of Energy Storage Based on Six-Element Model

储能是一种高效的提升新型电力系统灵活性和平稳源荷随机波动的重要资源,但目前对储能明确的大量需求与其商业模式的模糊形成了鲜明对比。基于此,首先给出商业模式的概念,然后结合储能应用场景对储能商业模式进行详细阐述;在此基础上,基于六要素模型对储能商业模式从定位、业务系统、盈利模式、关键资源能力、现金流结构、实现价值等6方面进行总体到细节的重构分析,梳理储能商业模式各关键环节的重要因素;为把握储能商业模式设计的出发点、明确储能可参与的电力市场业务、发现储能商业模式构建的内在逻辑关系、促进储能商业模式可持续性发展与改善,探究性地提出一个贯穿储能全寿命周期的整体性分析模式。

Energy storage is an efficient resource to improve the flexibility of power system and stabilize the power and loads random fluctuation.However,the current clear high demand for energy storage is in sharp contrast with the ambiguity of the energy storage business model.Based on this,the concept of business model is first given,and then the energy storage business model is elaborated in combination with energy storage application scenarios.On this basis,based on the six-element model,the energy storage business model is reconstructed from overall to detailed analysis.And it is reconstructed from six aspects,including positioning,business system,profit model,key resource capabilities,cash flow structure,realized value and so on.The important factors in each key link of energy storage business model are sorted out in this paper.An integrated analysis model throughout the full life cycle is proposed to grasp the starting point of energy storage business model design,identify the electricity market business that energy storage can participate in,discover the internal logical relationship of energy storage business model construction,and promote the sustainable development and improvement of energy storage business model.