最高20GW！31省明确新型储能装机目标

Core Insights - The new energy storage industry is seizing opportunities from power market reforms and digitalization, with a collaborative report titled "2025 Power Market and Digital Energy Storage Research Report" set to be released on January 8 at the Energy Storage Summit [2] Provincial Policies and Targets - Recent policies from Hubei and Heilongjiang provinces outline specific energy storage installation targets, with 23 provinces in total having set new energy storage installation goals [3][12] - Hubei aims for a new energy storage capacity of 8GW by 2030, with a current capacity of 2.11GW/4.66GWh as of the end of 2024, requiring an additional 2.89GW from 2025 to 2027 [4][6] - Heilongjiang has set a target of 6GW for new energy storage by 2027, with an action plan that includes a project list for independent energy storage stations [8][9] Capacity and Compensation Mechanisms - The report highlights the need for improved pricing mechanisms for energy storage, including the implementation of a two-part pricing policy for pumped storage and the establishment of compensation mechanisms for independent energy storage projects [7] - Inner Mongolia plans to start 10GW of new energy storage installations by 2025, with a target of 14.5GW/65GWh, and has introduced a compensation policy for independent storage projects [12][14] - Henan province has set a target of 15GW by 2030, with a compensation mechanism ensuring a minimum income for investors [13] Regional Highlights - Xinjiang, Yunnan, and Jiangsu are leading in energy storage development, with Xinjiang's cumulative installation reaching approximately 17GWh by Q3 2025, driven by abundant renewable resources [18] - Yunnan has seen a combined approach of hydropower and solar energy storage, with about 10.7GWh added in the first three quarters of 2025 [19] - Jiangsu's energy storage market is characterized by a complete industrial chain and strong demand for grid-side peak shaving, with an estimated installation of 10.1GWh for the year [19]