新型储能迈向规模化发展新阶段

Core Insights - The National Development and Reform Commission and the National Energy Administration have jointly issued the "New Energy Storage Scale Construction Special Action Plan (2025-2027)", aiming for significant advancements in energy storage by 2027 [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, driven by rapid development during the 14th Five-Year Plan period [2] - The new energy storage system is increasingly recognized as a crucial resource for flexibility regulation, especially with the growing pressure on power supply and peak regulation [2] - A regional energy storage peak regulation system has been established in Jiangsu, integrating various storage technologies to stabilize grid load fluctuations [2] Group 2: Impact and Benefits - The Jiangsu energy storage system has already demonstrated significant capabilities, with over 14,000 instances of resource utilization and a total charge and discharge volume exceeding 25 billion kilowatt-hours during the summer peak [2] - This system can provide peak regulation power exceeding 10 million kilowatts, equivalent to adding 10 million-kilowatt coal-fired power units, addressing varying grid demand effectively [2] - It is projected that the system will facilitate the consumption of over 3.8 billion kilowatt-hours of renewable energy annually, reducing standard coal consumption by 1.11 million tons and cutting carbon dioxide emissions by 2.78 million tons [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 10 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 exploration of auxiliary service varieties [3] - It aims to enhance the pricing mechanism for storage resources, promoting a more efficient and integrated energy market [3]