NARI-TECH(SH:600406) 中关村储能产业技术联盟·2025-08-22 10:41Core Viewpoint - The article emphasizes the strategic significance of new energy storage in supporting the construction of a new power system and achieving "dual carbon" goals, highlighting the achievements and trends in China's new energy storage development [2][8]. Group 1: Achievements in New Energy Storage Development - The State Grid Corporation has significantly enhanced new energy storage technology innovation and mechanism construction, achieving substantial growth in both scale and quality [3]. - By the end of 2024, the cumulative installed capacity of new energy storage projects in China is expected to reach 73.76 million kilowatts, representing over a 130% increase from the end of 2023 [4]. - As of June 2025, the installed capacity in the State Grid's operating area reached 76.24 million kilowatts, with an annual increase of 17.48 million kilowatts, a year-on-year growth of 100.34% [4]. Group 2: Technological Advancements - The State Grid Corporation is leading the establishment of a technology innovation hub, promoting diverse technological innovations and demonstration applications, including lithium-ion and sodium-ion batteries [6]. - Over 40 national standards for new energy storage have been released or implemented, contributing to the continuous improvement of the standard system [6]. Group 3: Market Mechanism Improvements - The State Grid Corporation has pioneered the construction of a market-oriented mechanism for new energy storage, facilitating the release of its value [7]. - In 2024, the trading volume of new energy storage in the operating area reached 7.12 billion kilowatt-hours, a year-on-year increase of 2.7 times [7]. Group 4: Future Directions for New Energy Storage - The report outlines the need for new energy storage to evolve into a core system regulation component, clarifying its functional positioning within the new energy system [9]. - There is a focus on breakthroughs in long-duration energy storage technologies, with current applications dominated by lithium-ion batteries, which accounted for 96.4% of installed capacity in 2024 [10]. - The establishment of a multi-layered unified electricity market system is essential to enhance the market mechanisms for new energy storage, ensuring reasonable returns and cost distribution [11]. Group 5: Key Initiatives for High-Quality Development - The State Grid Corporation aims to strengthen top-level design and optimize resource allocation to support the implementation of the new energy storage plan [13]. - There is a commitment to tackle core technology challenges and promote the large-scale application of innovative storage technologies [14]. - The corporation will provide technical support for the construction of a unified national electricity market, enhancing the profitability pathways for new energy storage [15].