180GW 2500亿！为何“规模化”成为新型储能发展下一个重点

Core Viewpoint - The article discusses the "Action Plan for the Large-Scale Development of New Energy Storage (2025-2027)" issued by the National Development and Reform Commission and the National Energy Administration, highlighting the goal of achieving large-scale and market-oriented development of new energy storage by 2027 [2][3]. Group 1: Development Goals - By 2027, the installed capacity of new energy storage in China is expected to exceed 180 GW, driving project investments of approximately 250 billion yuan [3]. - The cumulative installed capacity of new energy storage reached 101.3 GW by mid-2025, marking a 32-fold increase compared to the end of the 13th Five-Year Plan [3]. - In a conservative scenario, the cumulative installed capacity of new energy storage in China is projected to reach 236.1 GW by 2030, with an ideal scenario exceeding 291 GW, indicating a compound annual growth rate of over 20% in the next five years [3]. Group 2: Action Directions - The "Action Plan" outlines action directions including expanding application scenarios, enhancing utilization levels, leading innovation integration, strengthening standard system construction, and improving market mechanisms [5]. - The plan emphasizes the need to improve market mechanisms, such as establishing a reliable capacity compensation mechanism for the power system, which lays the foundation for future storage capacity compensation policies [5]. - It requires local energy authorities to scientifically assess the demand for adjustment capacity and to balance the development of new energy storage with other adjustment resources, which is crucial for setting storage installation targets [5].