Core Insights - The National Development and Reform Commission and the National Energy Administration have issued a new action plan for large-scale construction of new energy storage from 2025 to 2027, aiming for an installed capacity of over 180 GW by 2027, with expectations that actual installations may exceed this lower limit [1] Group 1: Policy and Market Dynamics - The plan encourages new energy storage to fully participate in the electricity market and accelerate the development of pricing mechanisms [1] - Following the end of the new energy rush in May, domestic energy storage demand remains strong, with a record high of 25.8 GW/69.4 GWh tendered in August [1] Group 2: Economic Implications - Future revenue sources for energy storage will include the electricity market, ancillary services market, and capacity pricing/compensation, which are expected to enhance storage profitability [1] - The company anticipates rapid growth in new energy storage installations driven by economic factors [1]
交银国际：料内地储能新增装机将快速增长 5月储能需求保持强劲