两大新政下新型储能发展的三大转变！

Core Viewpoint - The article discusses the significant policy directions and impacts on the renewable energy sector in China, particularly focusing on the integration and development of new energy systems as outlined in recent government documents [2][6]. Group 1: Energy Structure Transformation - China has established the world's largest and fastest-growing renewable energy system, with the share of solar and wind power generation capacity increasing from approximately 25% at the beginning of the 14th Five-Year Plan to 46% currently [3]. - As of October 2025, the total installed power generation capacity reached 375.171 million kilowatts, with solar power capacity at 114.018 million kilowatts (up 43.8% year-on-year) and wind power capacity at 59.039 million kilowatts (up 21.4% year-on-year) [4][3]. Group 2: Challenges in Renewable Energy Development - The challenges include balancing and consumption issues due to the intermittent nature of renewable energy, inadequate grid infrastructure, expanding demand for system regulation resources, the need for improved market mechanisms, and environmental impacts [5]. - The article emphasizes the need for a shift in the development logic of renewable energy, focusing on efficient utilization and multi-dimensional integration rather than solely relying on large power grids [5]. Group 3: Policy Guidance Directions - The recent policy documents aim to address systemic issues in renewable energy development, focusing on planning, infrastructure, market mechanisms, and technological innovation to ensure the reasonable consumption of over 200 million kilowatts of new energy annually by 2030 [6][10]. - The integration of renewable energy with other energy types and industries is highlighted as a core development path, promoting multi-dimensional collaborative development [8][9]. Group 4: Storage Development Impacts - The integration and market development requirements are broadening the application of energy storage, extending from traditional grid-side applications to user-side scenarios such as commercial peak shaving and virtual power plant aggregation [13][16]. - The market environment for energy storage is evolving, with new revenue models emerging that include capacity compensation and demand response, moving towards more refined management of storage operations [16][22]. Group 5: New Energy System Adaptation - The construction of a new power system is emphasized as a core support mechanism, focusing on enhancing regulation capabilities, grid capacity, and optimizing dispatch control [10][11]. - The article discusses the need for a unified national electricity market and the establishment of a regulatory environment that supports the unique characteristics of renewable energy [12].