我国抽水蓄能装机连续9年居世界首位

Core Insights - China's pumped storage capacity has ranked first in the world for nine consecutive years, with Japan and the United States following in second and third place respectively [1] - The rapid growth of renewable energy sources like wind and solar has led to significant decarbonization in the power system, but it also presents new technical challenges that require advanced solutions like pumped storage [1] - The development of pumped storage is crucial for supporting the transition to a new power system and achieving high-quality growth in the sector [1] Group 1: Industry Development - As of the end of 2024, China's total installed capacity of pumped storage power stations is expected to reach 58.69 million kilowatts, with the East China region having the largest capacity [1] - The total approved and under-construction capacity of pumped storage power stations nationwide is approximately 200 million kilowatts [1] - The report indicates that there are about 160 million kilowatts of potential pumped storage sites across the country, considering various geographical and technical factors [2] Group 2: Market Mechanisms - The current two-part pricing policy for pumped storage has positively impacted investment returns and industry growth, but a gradual transition to market-based pricing is necessary [3] - The establishment of a "capacity benchmark price + difference contract" mechanism based on resource zoning is suggested to facilitate the transition to market pricing [3] - The development of a market-oriented operation mechanism for pumped storage is a key focus, especially in regions like Guangdong and Shandong that are piloting market transactions [2] Group 3: Technological and Regulatory Recommendations - Continuous technological innovation and investment in R&D are essential for enhancing the competitiveness of pumped storage in the new power system [3] - The implementation of a regular scheduling mechanism for optimizing provincial layouts from 2024 to 2028 is recommended to ensure orderly development [2] - The Energy Law emphasizes the need for reasonable planning and orderly development of pumped storage stations to meet future demands [2]