装机容量连续9年居世界首位—— 我国抽水蓄能发展步入快车道

Core Insights - China's pumped storage capacity has ranked first globally 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 power 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 highlights that the resource endowment for pumped storage in China is exceptional, with a total potential capacity of about 160 million kilowatts identified across various provinces [2] Group 2: Market Mechanisms - Regions like Guangdong and Shandong have initiated pilot projects for pumped storage to participate in electricity market transactions, indicating a shift towards market-oriented operations [2] - The current two-part pricing policy for pumped storage has been beneficial for investment returns, but there is a need to transition towards a market-based pricing mechanism as the electricity market evolves [3] - A proposed pricing mechanism includes a "benchmark capacity price + difference contract" model to facilitate a gradual transition to market pricing [3] Group 3: Technological Advancements - Continuous technological innovation is essential for enhancing the competitiveness of pumped storage, focusing on areas such as design, construction, and operational management [3] - Increased investment in research and development within the pumped storage sector is necessary to lower costs and improve economic performance throughout the project lifecycle [3]