《新型储能规模化建设专项行动方案（2025—2027年）》政策解读

Investment Rating - The report indicates a positive outlook for the new energy storage industry, emphasizing its critical role in achieving China's dual carbon goals and the transition to a new power system [2][4]. Core Insights - The "New Energy Storage Scale Construction Special Action Plan (2025-2027)" provides a clear roadmap for the industry, shifting from subsidies to a market-driven approach, which is expected to significantly boost investment and development in energy storage [4][5]. - By 2027, the target is to reach a new energy storage capacity of over 180 million kilowatts, with an annual addition of approximately 35GW during the 2025-2027 period, which will create substantial demand for leading battery manufacturers and technology companies [6][10]. Summary by Sections Policy Background and Main Content - The rapid growth of renewable energy installations in China necessitates large-scale energy storage solutions to address issues of intermittency and grid stability, with renewable energy expected to account for 42% of total installed capacity by the end of 2024 [4][5]. - The action plan aims to enhance the standardization of energy storage and establish a robust market mechanism to facilitate effective investment conversion [4][5]. Policy Analysis - The report highlights the significant increase in energy storage capacity, with a national total of 74GW/168 million KWh by the end of 2024, representing over 40% of global new energy storage installations [5][6]. - The action plan encourages diverse technology pathways and application scenarios for energy storage, promoting independent storage and integration with renewable energy sources [7][8]. Mechanism Construction Assurance - To ensure the stable operation of new energy storage systems, the action plan emphasizes the need for a comprehensive standard system and market mechanisms, allowing energy storage to participate as an independent entity in various energy markets [8][9]. - The plan also promotes innovative business models for energy storage, enabling better integration of renewable energy and reducing waste from curtailment [9][10]. Market Opportunities and Challenges - The action plan is expected to create new market opportunities for energy management software, intelligent operations, and safety services, while raising the entry barriers for companies lacking core technology and scale advantages [10]. - The competitive landscape will shift from price competition to a focus on technology, safety, and operational service capabilities, leading to potential consolidation in the industry [10].