广东省2025储能项目建设计划209个，规模共计41.81GW/84.59GWh

Core Viewpoint - The article discusses the construction and integration of new energy storage projects in Guangdong Province for the year 2025, highlighting the significant increase in project applications and the need for careful planning and management to address potential issues in capacity and integration [1][3][4]. New Energy Storage Demand Analysis - The demand for frequency regulation in Guangdong is limited, with a total market size of approximately 100-150 thousand kilowatts, accounting for 1% of the total load. The frequency regulation market is expected to gradually saturate as independent storage integration increases [2]. - Peak shaving demand is projected to be the primary focus for new energy storage, with an immediate total demand of about 5 million kilowatts and a long-term demand of 8-10 million kilowatts by 2030 [2]. Project Evaluation Results - A total of 209 projects have applied for inclusion in the 2025 construction plan, with a total scale of 41.81 GW/84.59 GWh, representing a 147.6% increase compared to the 2024 application scale of 16.93 GW/34.17 GWh [3]. - Among these, 5 projects are on the power side with a total scale of 65 MW/180 MWh, while 204 projects on the grid side have a total scale of 41.745 GW/84.41 GWh [3]. Existing Issues - The large number of applications and total scale of projects face limitations due to factors such as power generation capacity, grid structure, and load development, leading to localized access issues. Some regions have applications that exceed local load capacities [4]. - There are instances of multiple projects clustered in the same supply area, exceeding the system's allowable integration capacity [4]. Recommendations - Strengthen planning guidance by clarifying the overall demand scale for the province, estimated at 8-10 million kilowatts, and specifying demand scales for each city [5]. - Optimize the annual construction plan management mechanism, suggesting an annual construction scale of 2-3 million kilowatts [6]. - Encourage local governments to coordinate projects effectively and guide reasonable investment decisions based on system integration capabilities [7]. - Conduct a cleanup of existing projects to release valuable system integration resources, as many approved projects have not commenced as scheduled [8].