政策解读 | “规模化建设”——新型储能发展迈向新阶段

Core Viewpoint - The article discusses the release of the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the National Energy Administration, marking a new phase in the development of new energy storage in China, with a target of achieving a scale of 180 million kilowatts and attracting direct investment of approximately 250 billion yuan by 2027 [2][4]. Demand Side Summary - The demand for new energy storage is driven by the need to achieve "dual carbon" goals and build a new power system. As of July 2025, China's renewable energy installed capacity reached 2.171 billion kilowatts, accounting for nearly 60% of the total installed capacity, with wind and solar power contributing 1.36 trillion kilowatt-hours, or 24.9% of total electricity generation. The rapid growth in electricity consumption necessitates new energy storage as a primary resource for regulation [3]. Supply Side Summary - As of August 2025, China's cumulative installed capacity of new energy storage reached 107.48 GW/257.09 GWh, with an additional 91.93 GW/277.01 GWh under construction, representing over 32 times the capacity at the end of the 13th Five-Year Plan. The rapid development during the 14th Five-Year Plan has significantly improved technology performance and reduced costs, laying a solid foundation for large-scale development [4]. Market Mechanism Summary - The action plan outlines clear requirements for new energy storage to participate in the electricity market and ancillary service market. It encourages the integration of "new energy + storage" as a joint bidding entity and promotes the participation of new energy storage in frequency regulation and reserve services. The establishment of a comprehensive market mechanism during the 14th Five-Year Plan has allowed independent storage in regions like Gansu and Guangdong to participate in both spot and ancillary service markets [6]. Utilization Level Summary - New energy storage has demonstrated its advantages in large-scale utilization, particularly during peak electricity demand periods. As of July 2025, the maximum adjustable power of new energy storage in the State Grid operating area reached 64.23 GW, with a maximum discharge power of 44.53 GW, a 55.7% increase from the previous year. The action plan emphasizes the need for improved scheduling and operational guidelines for new energy storage to enhance its regulatory capabilities [7]. Price Mechanism Summary - The action plan proposes the establishment of a reliable capacity compensation mechanism for new energy storage, addressing the industry's urgent need for reasonable compensation. Despite participation in electricity and ancillary service markets, the current market conditions limit profitability for storage. The plan aims to align capacity compensation for new energy storage with other regulatory resources, ensuring fair compensation and supporting the new power system [8]. Organizational Support Summary - The action plan emphasizes the role of local energy authorities in planning and measuring the demand for regulatory capacity, ensuring a balanced development of new energy storage alongside other regulatory resources. It requires annual reporting on the construction status of new energy storage, which is crucial for setting local installation targets [9][10]. Overall Development Direction Summary - The action plan outlines key development directions for application scenarios, standard construction, and technological innovation, promoting the large-scale and market-oriented development of new energy storage. The release of the plan provides clarity on future development goals and policy directions, boosting confidence in the industry amid domestic policy adjustments and international market risks [10].