以政策协同，驱动广东新型储能高质量发展

Core Viewpoint - Guangdong's new energy storage industry is experiencing rapid manufacturing expansion but faces challenges in local installation and consumption, leading to a "high capacity, low utilization" phenomenon. The province needs to enhance policy coordination and performance orientation to transition from rapid expansion to high-quality development [2][7]. Group 1: Policy Evolution and Key Analysis - Guangdong has established a leading "1+N+N" policy system for new energy storage, shifting from initial catalytic support to market-oriented arrangements since the release of the "Guiding Opinions" in 2023 [3][4]. - The development of energy storage in Guangdong has gone through three phases: early cultivation (2022 to early 2023), scale expansion (2023), and quality enhancement (post-2024) [4][5]. Group 2: Industry Logic Upgrade - The province has developed battery industry clusters in cities like Guangzhou and Shenzhen, but the market application scenarios for energy storage products remain underdeveloped, leading to a disconnect between supply and demand [5][6]. - To address this, Guangdong is promoting diverse application scenarios for energy storage, such as low-carbon industrial parks and data centers, to expand demand [6][7]. Group 3: Market Rules and Safety Standards - As Guangdong enters the quality enhancement phase, the focus has shifted from expanding scale to validating the value of energy storage through quantifiable system benefits and performance [8][9]. - The province is also strengthening safety management for energy storage stations, establishing a comprehensive lifecycle management system [10]. Group 4: Policy and Electricity Policy Coordination - There is a misalignment between the aggressive push of industrial policies and the slower pull of electricity policies, leading to structural contradictions in the energy storage sector [11][12]. - The industrial policy emphasizes scale and capacity, while electricity policy focuses on the actual value and contribution of energy storage to the power system [13][14]. Group 5: Recommendations - To resolve the "high investment, low consumption" dilemma, Guangdong should create a more systematic and coordinated policy framework that integrates both push and pull mechanisms [18][22]. - Establishing a planning and evaluation system based on the actual value of energy storage in the power system is essential for guiding investment and ensuring operational efficiency [19][20].