储能竞争下半场：唤醒“沉睡资产”，运营为王时代来临

Core Insights - The Chinese energy storage industry is shifting from a focus on installation scale to operational efficiency and market value, as indicated by the latest national policy directives [1][6]. - The new action plan aims for a national energy storage capacity of over 180 million kilowatts by 2027, requiring an average annual increase of over 33 million kilowatts [5][6]. - The transition from mandatory energy storage requirements to market-driven mechanisms is a significant policy shift, emphasizing the importance of market participation for new energy storage projects [7]. Group 1: Industry Development - By the end of 2024, China's installed new energy storage capacity is projected to reach 73.76 million kilowatts, accounting for over 40% of the global total [4]. - The new action plan is expected to drive direct investment of approximately 250 billion yuan in energy storage projects [5]. - The focus is now on enhancing the utilization level and innovating control methods for new energy storage, marking a transition to high-quality development [6]. Group 2: Market Dynamics - The previous policy of mandatory energy storage for new renewable projects has been replaced by a market-driven approach, allowing for more flexible pricing mechanisms [7]. - The market share of energy storage driven by renewable energy indicators was 74.6% in 2024, highlighting the previous reliance on mandatory policies [7]. - The new framework encourages energy storage projects to participate in energy market transactions as independent entities, promoting a more competitive environment [7]. Group 3: Technological Innovation - The traditional peak-valley price arbitrage model for energy storage is facing challenges due to recent pricing adjustments, leading to a significant reduction in profit margins [8]. - AI technology is identified as a key tool for optimizing energy storage operations, enabling real-time adjustments to charging and discharging strategies [9]. - The action plan emphasizes the integration of AI and other advanced technologies to create innovative applications in energy storage, fostering a new wave of development in the industry [8][9].