北京理工大学经济学院特聘教授李金铠：新型储能要从分散试点走向系统性、市场化、产业化发展

Core Viewpoint - The "New Energy Storage Scale Construction Special Action Plan (2025-2027)" aims to transition new energy storage from pilot projects to systematic, market-oriented, and industrialized development, emphasizing its role as an independent flexible resource in energy transition [1][2] Group 1: Action Plan Goals - The plan sets a clear quantitative target of achieving a new energy storage installed capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [1] - The primary technology route for new energy storage will continue to focus on lithium-ion battery storage, while diversifying various technology routes and application scenarios [1] Group 2: Market Mechanisms and Policy - The plan emphasizes the establishment of a pricing mechanism for new energy storage, promoting the development of a reliable capacity compensation mechanism to ensure reasonable compensation for the power system's reliable capacity [2] - It highlights the importance of market-oriented mechanisms and business model development to guide new energy storage in expanding application scenarios and obtaining reasonable returns through power spot markets, auxiliary services, and capacity compensation, gradually reducing reliance on subsidies [2]