摘要: 随着城市化进程的加快和商业活动的日益繁荣，商业步行街区作为城市经济活力的重要载体，其能源需求呈现出快速增长的趋势。与此同时，全球能源结构的转型和碳中和目标的推进，对商业步行街区的能源管理提出了更高要求。共享储能作为一种新兴的能源管理模式，通过整合分散的储能资源，实现能源的优化配置和高效利用，为商业步行街区的可持续发展提供了新的解决方案。本研究以上海南京路、成都春熙路等典型商业街区为研究对象，综合运用商业模式画布、PESTEL分析法和案例对比法，深入探讨共享储能在商业步行街区的应用模式及其优化路径。 研究发现，商业步行街区的能源需求具有显著的时空差异性和业态关联性。不同业态的用电负荷特征各异。这种多元化的能源需求模式为共享储能的应用提供了广阔空间，同时也对储能系统的灵活性和响应速度提出了更高要求。共享储能在商业步行街区的价值主要体现在：通过峰谷电价套利降低商户的用电成本、为商户提供应急电力保障和通过提升清洁能源利用率，帮助商户获得绿色认证，增强品牌形象和市场竞争力。在商业模式方面，其收入来源主要包括峰谷电价差套利、储能容量租赁和政府补贴。其中，敏感性分析表明，电价波动对项目收益影响显著。研究还发现，商业步行街区的空间布局对储能部署具有显著影响。紧凑型街区可通过集中配置储能设备降低线路损耗，而分散型街区则更适合采用模块化储能单元动态调配的方式。在政策与经济层面，地方文旅补贴与储能政策的协同效应为项目落地提供了有力支持。在实施路径上，轻资产模式展现出独特优势：其避免了高额的初期投资。 展望未来，商业步行街区共享储能模式的发展需重点关注以下方向：一是加强街区储能系统与城市微电网的协同；二是利用大数据和人工智能优化储能系统的运行策略；三是完善政策支持体系，通过补贴机制和碳交易市场增强商户的参与意愿。本研究为商业步行街区推广共享储能提供了理论依据和实践参考。

Abstract: With the acceleration of urbanization and the increasing prosperity of commercial activities, commercial pedestrian blocks, as important carriers of urban economic vitality, have seen a rapid growth in energy demand. At the same time, the global energy structure transformation and the advancement of carbon neutrality goals have put forward higher requirements for energy management in commercial pedestrian blocks. As an emerging energy management model, shared energy storage provides a new solution for the sustainable development of commercial pedestrian blocks by integrating dispersed energy storage resources to achieve optimal energy allocation and efficient utilization. This study takes typical commercial blocks such as Nanjing Road in Shanghai and Chunxi Road in Chengdu as research objects, and comprehensively uses the Business Model Canvas, PESTEL analysis method, and case comparison method to deeply explore the application models and optimization paths of shared energy storage in commercial pedestrian blocks. The study finds that the energy demand of commercial pedestrian blocks has significant spatio-temporal differences and business-type relevance. Different business types have distinct characteristics in electricity load profiles. This diversified energy demand model provides a broad space for the application of shared energy storage, while also placing higher demands on the flexibility and response speed of energy storage systems. The value of shared energy storage in commercial pedestrian blocks is mainly reflected in: reducing electricity costs for merchants through peak-valley price arbitrage, providing emergency power support, and helping merchants obtain green certifications by improving the utilization rate of clean energy, thereby enhancing brand image and market competitiveness. In terms of business models, its revenue sources mainly include peak-valley price difference arbitrage, energy storage capacity leasing, and government subsidies. Among them, sensitivity analysis shows that electricity price fluctuations have a significant impact on project returns. The study also reveals that the spatial layout of commercial pedestrian blocks has a significant influence on energy storage deployment. Compact blocks can reduce line losses through centralized configuration of energy storage equipment, while decentralized blocks are more suitable for dynamic deployment of modular energy storage units. At the policy and economic levels, the synergistic effect of local cultural tourism subsidies and energy storage policies provides strong support for project implementation. In terms of implementation paths, the light asset model demonstrates unique advantages by avoiding high initial investment. Looking to the future, the development of shared energy storage models in commercial pedestrian blocks requires focusing on the following directions: first, strengthening the coordination between block energy storage systems and urban microgrids; second, using big data and artificial intelligence to optimize the operation strategies of energy storage systems; third, improving the policy support system to enhance merchants' willingness to participate through subsidy mechanisms and carbon trading markets. This study provides a theoretical basis and practical reference for the promotion of shared energy storage in commercial pedestrian blocks.