新型储能建设三年方案发布2027年装机望超1.8亿千瓦

Core Insights - The National Development and Reform Commission and the National Energy Administration issued the "Special Action Plan for Large-Scale Construction of New Energy Storage (2025-2027)" aiming for significant advancements in energy storage by 2027 [1] Group 1: Development Goals - By 2027, the overall goal for new energy storage is to achieve large-scale and market-oriented development, with technological innovation and manufacturing capabilities ranking among the top globally [1] - The installed capacity of new energy storage nationwide is expected to exceed 180 million kilowatts, driving direct project investments of approximately 250 billion yuan [1] Group 2: Technological Focus - The primary technology route for new energy storage will continue to be lithium-ion battery storage, with a further diversification of technology routes and application scenarios [1] - The plan aims to cultivate a number of pilot application projects and create typical application scenarios [1] Group 3: Application Expansion - The plan outlines four major application expansion paths focusing on industrial parks, computing facilities, solar-storage charging stations, and communication base stations [2] - Innovative models such as direct green electricity connection, virtual power plants, integrated source-grid-load-storage systems, and vehicle-grid interaction will be developed [2] - The integration of big data and artificial intelligence technologies will create innovative scenarios for "AI + Energy Storage," fostering replicable pilot projects [2]