PPT分享 | 2025年储能政策半年观察

Core Viewpoint - The article discusses the rapid development and transformation of the energy storage industry in China, highlighting the shift from a "strong allocation-driven" model to a "market-driven" approach, driven by new policies and market mechanisms [4][20][68]. Group 1: National Macro Policy Analysis - The introduction of the "Document No. 136" prohibits unreasonable cost allocation to new energy and makes energy storage configuration non-mandatory for new projects, promoting a market-driven demand for energy storage [4][20]. - The establishment of the "1+6" electricity market system is underway, which includes basic rules for electricity market operations and various trading mechanisms [4][23]. - The innovation of market operation models is accelerating, with energy storage being encouraged in applications like virtual power plants and zero-carbon parks under the 2030 carbon peak target [4][29]. Group 2: Various Energy Storage Policies - The participation of energy storage in the spot market is accelerating, with several provinces transitioning to formal operations and conducting trial runs [5][46]. - Significant adjustments in auxiliary service market prices have been observed, with many regions lowering peak compensation prices and transitioning to a single compensation mechanism [5][47]. - The "Document No. 136" has led to the cancellation of mandatory energy storage configurations, resulting in a decline in revenue for independent energy storage stations [5][49]. Group 3: Market Development and Subsidies - Over 200 energy storage subsidy policies have been released across more than 20 provinces, with 19 new policies introduced by mid-2025 [6][56]. - The development of virtual power plants is gaining momentum, with several provinces issuing specific policies and achieving significant dispatch capabilities [6][56]. Group 4: Regional Policy and Economic Analysis - By mid-2025, 26 provinces have set energy storage targets exceeding 86.6 GW, with several provinces already surpassing their "14th Five-Year Plan" installation goals [38]. - The total production value target for energy storage across nearly 30 provinces is over 3 trillion yuan, with some provinces setting additional targets for 2027 [38]. Group 5: Safety Management and International Competition - The national level has emphasized the importance of safety management in energy storage, with multiple policies released to enhance safety standards and regulatory responsibilities [31][72]. - The international market is becoming increasingly competitive, with tariffs and green trade policies affecting the energy storage supply chain [33][72].