重磅预告丨ESIE2025高端对话：新能源全面市场化给新型储能带来的机遇与挑战（深度解读136号文）

Core Viewpoint - The article emphasizes the need for the energy storage industry to explore sustainable development models in the context of the comprehensive marketization of new energy, which has become a focal point for the entire sector [2][8]. Group 1: Event Overview - The 13th International Energy Storage Summit and Exhibition (ESIE2025) will take place on April 10, 2025, focusing on the opportunities and challenges presented by the marketization of new energy for the energy storage sector [3][15]. - The main forum will feature eight industry experts and business leaders discussing strategies and future directions for the energy storage industry in the context of new energy marketization [2][9]. Group 2: Policy Impact - The "136 Document," released on February 9, 2025, by the National Development and Reform Commission and the National Energy Administration, marks a significant turning point in the new energy sector, stating that all new energy projects must enter the electricity market, with prices determined through market transactions [5][6]. - The document prohibits making energy storage configuration a prerequisite for the approval, grid connection, and online access of new energy projects, which will profoundly change the development and revenue models of both energy storage and independent energy storage stations [7][9]. Group 3: Market Dynamics - According to the CNESA Global Energy Storage Database, the planned and contracted energy storage project capacity for 2024 is expected to reach 73.9 GW/219.8 GWh, with independent energy storage accounting for 88% and new energy storage accounting for 8% [7]. - The revenue model for independent energy storage will primarily depend on the electricity market, which is subject to price fluctuations and capacity price design, leading to high uncertainty and risk for future energy storage revenues [7][9]. Group 4: Industry Challenges - The energy storage industry urgently needs to establish sustainable business models and a reasonable electricity pricing system to restore the value of new energy storage through market mechanisms, enhancing the economic viability and sustainability of energy storage systems [9][10]. - The upcoming high-level dialogue at ESIE2025 aims to provide strategic development and operational recommendations for the sustainable growth of the energy storage industry [9][10].