抢滩AIDC、零碳园区，这一轮储能的新空间来了

Core Viewpoint - The energy storage industry is transitioning from being viewed as a cost item to a value asset that generates continuous revenue, driven by policies and emerging scenarios such as green electricity direct connection and data centers [1][3]. Policy and Market Dynamics - The National Development and Reform Commission and the National Energy Administration have issued a notice promoting green electricity direct connection projects, requiring that the self-consumed electricity from renewable sources should account for at least 60% of total available generation and 30% of total electricity consumption, with a target of 35% by 2030 [1][3]. - This high proportion of green electricity consumption presents new challenges for technology and business models, indicating a systemic transformation in the energy sector [1]. Role of Energy Storage - Energy storage is becoming essential to meet the high green electricity consumption targets, with the required renewable energy capacity potentially needing to exceed 1.5 to 2 times the maximum load power of users [3]. - The increasing demand for AI computing power is creating urgent applications for "green electricity + energy storage" systems, as global data center electricity demand is projected to double by 2030, leading to significant increases in carbon emissions [3]. Zero-Carbon Park Development - During the 14th Five-Year Plan, China aims to establish around 100 national-level zero-carbon parks, with policies promoting green electricity direct connection and local renewable energy integration [4]. - Energy storage plays a crucial role in balancing the growing load demands of these parks with ESG requirements, cost control, and supply reliability [4]. - The integration of distributed wind, solar, and energy storage allows parks to achieve refined energy management, enhancing energy autonomy and optimization [4]. Future Directions - The layout of energy storage in national-level zero-carbon parks should focus on specific pain points, considering load characteristics, renewable energy endowments, and grid interaction needs [5]. - Continued policy support is necessary to encourage innovative mechanisms for the large-scale application of "green electricity + energy storage" [5].