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 issued an action plan for the large-scale development of new energy storage from 2025 to 2027, aiming for a mature and market-oriented new energy storage system by 2027, which will support the green energy transition [1] Group 1: New Energy Storage Development - New energy storage has rapidly developed since the 14th Five-Year Plan, with installed capacity expected to reach 73.76 million kilowatts by the end of 2024 [2] - The new energy storage system is increasingly recognized as a crucial resource for flexibility in power regulation, especially with the growing pressure on power supply and demand [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 power exceeding 10 million kilowatts, equivalent to adding ten 1-million-kilowatt thermal power units, meeting diverse grid peak regulation needs [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 - To promote high-quality development of the new energy storage industry, clear measures for application expansion, innovation integration, and market mechanisms are needed [3] - The action plan sets a target of adding over 10 million kilowatts of new installed capacity nationwide within three years, aiming for a total of over 180 million kilowatts by the end of 2027 [3] - The plan encourages the integration of "new energy + storage" as a unified pricing entity in the electricity market and aims to improve the pricing mechanism for storage capacity [3]