Core Viewpoint - The article discusses the release of the "Special Action Plan for the Large-Scale Construction of New Energy Storage (2025-2027)" by the National Development and Reform Commission and the National Energy Administration, aiming to achieve large-scale and market-oriented development of new energy storage by 2027, with a target installed capacity of over 180 million kilowatts and direct investment of approximately 250 billion yuan [1][2][10]. Group 1: Overall Goals - The overall goal is to establish a multi-dimensional energy storage system that supports the stable operation of the new power system, with a focus on technological innovation and equipment manufacturing capabilities [10]. - By 2027, the installed capacity of new energy storage is expected to exceed 180 million kilowatts, driving direct investment of around 250 billion yuan [10]. Group 2: Application Scenario Expansion - The plan emphasizes the expansion of application scenarios for new energy storage, including promoting energy storage applications on the power generation side and grid side, and innovating multi-scenario application models [4][12]. - It encourages the establishment of independent energy storage stations at key grid nodes and the integration of new energy storage with renewable energy sources [12]. Group 3: Utilization Level Improvement - The plan aims to enhance the utilization level of new energy storage by innovating control methods and improving dispatch adaptability [14][15]. - It highlights the need for new energy storage stations to meet safety and stability requirements for power system operations [15]. Group 4: Innovation and Integration - The plan calls for significant technological innovation in new energy storage, supporting key technology breakthroughs and the development of diverse storage technologies [16]. - It promotes the establishment of an innovative ecosystem for the new energy storage industry, encouraging collaboration between upstream and downstream sectors [16]. Group 5: Standard System Construction - The plan outlines the need to accelerate the establishment of a standard system for new energy storage, ensuring that it aligns with existing energy and power standards [6][17]. - It emphasizes the importance of international standardization efforts to enhance the global competitiveness of new energy storage technologies [18]. Group 6: Market Mechanism Improvement - The plan encourages new energy storage to participate fully in the electricity market, promoting integrated participation in energy trading [19]. - It aims to establish a reliable capacity compensation mechanism for new energy storage, ensuring fair compensation for its contributions to the power system [19]. Group 7: Organizational Support - The plan stresses the importance of coordinated efforts among various governmental departments to facilitate the large-scale construction of new energy storage [20]. - It highlights the need for talent development and training in the new energy storage sector to ensure a skilled workforce [21].
刚刚,利好来了!
中国基金报·2025-09-12 03:51