【电新】储能规模化建设行动方案发布，储能行业有望加速发展——碳中和领域动态追踪（一百六十二）（殷中枢/和霖）

Core Viewpoint - The article discusses the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" released by the National Development and Reform Commission and the National Energy Administration, emphasizing the importance of new energy storage development in China [4]. Group 1: Installation Goals - The plan sets a target for new energy storage installations to exceed 180 million kilowatts by 2027, with an estimated direct investment of approximately 250 billion yuan [5]. - As of mid-2025, the cumulative installed capacity of new energy storage in China is 95 GW/222 GWh, requiring an additional 85 GW of installations from H2 2025 to 2027 to meet the target [5]. - Assuming an average storage duration of 3 hours, this translates to a need for 255 GWh of new installations, averaging 102 GWh per year [5]. Group 2: Technology Routes - The plan identifies lithium battery technology as the primary route for energy storage, with significant cost reductions expected during the "14th Five-Year Plan" period [6]. - Other technologies such as compressed air storage, flow batteries, sodium-ion batteries, flywheel storage, gravity storage, thermal storage, and hydrogen storage are also recognized for their potential development [6]. Group 3: Utilization Improvement - The plan aims to enhance the utilization levels of new energy storage, addressing previously low utilization rates that hindered industry growth [7]. - It proposes innovative control methods for new energy storage to optimize resource allocation and reduce the frequency of coal power plant adjustments [7]. Group 4: Market Mechanism Enhancement - The plan encourages new energy storage to participate fully in the electricity market, promoting "new energy + storage" as a unified bidding entity [8]. - It aims to guide new energy storage participation in ancillary service markets, including frequency regulation and backup services, while encouraging local adaptations [8]. - The plan also emphasizes the need for a pricing mechanism for new energy storage, including capacity compensation for reliable power system resources [8].