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 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, including market-oriented development and technological innovation [1][3] 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 in power regulation, especially with the growing pressure on power supply and demand [2] Group 2: Regional Energy Storage Systems - Jiangsu has established China's first regional energy storage peak regulation system, integrating various storage technologies to stabilize grid load fluctuations [2] - During the summer peak period, this 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 [2] Group 3: Future Goals and Market Mechanisms - The action plan outlines a target of adding over 100 million kilowatts of new energy storage capacity within three years, aiming for a total of over 180 million kilowatts by the end of 2027 [3] - The plan emphasizes the need for improved market mechanisms, including the integration of "new energy + storage" in market transactions and the development of auxiliary service varieties tailored to regional conditions [3]