2027年底新型储能装机将超1.8亿千瓦—— 新型储能迈向规模化发展新阶段

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have jointly issued the "Special Action Plan for the Large-Scale Construction of New Energy Storage (2025-2027)", aiming for significant advancements in new energy storage by 2027, including market-oriented development and technological innovation [1] Group 1: New Energy Storage Development - By the end of 2024, the installed capacity of new energy storage in China is expected to reach 73.76 million kilowatts, reflecting rapid growth since the 14th Five-Year Plan [1] - The new energy storage system is increasingly recognized as a crucial resource for flexibility regulation, especially with the rapid development of renewable energy [1] Group 2: Regional Energy Storage System in Jiangsu - Jiangsu's maximum electricity load has exceeded 156 million kilowatts, with over 100 million kilowatts of renewable energy connected to the grid, leading to significant challenges in grid stability due to fluctuating load characteristics [2] - The newly established regional energy storage peak-shaving system in Jiangsu has already demonstrated its effectiveness, with over 14,000 calls for various storage resources and a total charge and discharge volume exceeding 25 billion kilowatt-hours [2] - This system is projected to facilitate the consumption of over 3.8 billion kilowatt-hours of renewable energy annually, equivalent to a reduction of 1.11 million tons of standard coal and a decrease of 2.78 million tons of carbon dioxide emissions [2] Group 3: Future Goals and Market Mechanisms - The action plan outlines goals for new energy storage development from 2025 to 2027, with an expected addition of over 100 million kilowatts of installed capacity, reaching over 180 million kilowatts by the end of 2027 [3] - The plan emphasizes the need for a robust market mechanism to support the integration of "new energy + storage" in electricity market transactions and encourages local regions to explore auxiliary service varieties [3]