1.8亿千瓦、2500亿元，黄金发展期！多元增收打造新型储能“储得进、放得出、能盈利”健康生态

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration of China have released a special action plan aiming for a new energy storage capacity of over 180 million kilowatts by 2027, which is expected to create significant market demand and investment opportunities in the energy storage sector [1][2]. Group 1: Market Demand and Investment - The new action plan is projected to drive an additional investment of approximately 250 billion yuan in energy storage projects by 2027 [2]. - The demand for energy storage cells is currently very strong, with leading battery manufacturers operating at full capacity and some orders extending into early 2026 [2][4]. - The rapid growth in demand for high-quality energy storage devices has been observed in both domestic and international markets since 2025 [2]. Group 2: Operational Developments - A large independent energy storage station in Xinjiang is in the final stages of installation and is expected to be operational by the end of October 2025 [6]. - The Southern Power Grid's energy storage station in Yunnan is actively participating in energy trading, optimizing its capacity during peak solar generation times to maximize revenue [10][11]. Group 3: Revenue Models and Economic Impact - The new action plan encourages energy storage to participate fully in the electricity market, promoting a diversified revenue model that includes capacity leasing and market trading [4][11]. - The establishment of a clear and sustainable market-based profit model for energy storage projects is expected to boost investor confidence and stimulate the entire industry chain from battery manufacturing to system integration and operation [15][19]. Group 4: Technological and Material Considerations - The lithium battery storage sector is currently the mainstay of new energy storage, with fluctuations in lithium carbonate prices impacting production costs [20][23]. - A lithium production facility in Sichuan is set to increase its output to 23,000 tons by 2026, which will support the growing demand for electric vehicles and energy storage batteries [22]. - The expected growth in wind and solar power installations in China will create substantial demand for energy storage systems, with projections indicating a need for an additional 190 million kilowatts over the next decade [23][25].