【电新环保】英国发布《Warm Homes Plan》，大幅刺激户用光储需求——碳中和领域动态追踪（一百七十）（殷中枢/和霖）

Core Viewpoint - The UK government has launched the "Warm Homes Plan," committing £15 billion in public funds to retrofit 5 million homes and assist 1 million families in overcoming energy poverty by 2030 [4]. Group 1: Financial Commitment and Support - The "Warm Homes Plan" includes £2.7 billion in subsidies and £2 billion in low-interest loans to support residents in purchasing home energy storage and heat pump systems [5]. - An additional £5 billion is allocated to assist low-income households, while £1 billion is designated for investment in heating networks [5]. Group 2: Growth Projections in Renewable Energy - By 2030, the plan anticipates the installation of 3 million new solar photovoltaic (PV) systems, with an annual installation rate exceeding 450,000 heat pumps [6]. - The cumulative installation of home solar PV systems is projected to reach 1.6 million by the end of 2025, with a significant increase to 600,000 new installations annually from 2026 to 2030 [6]. - In the home energy storage sector, if 50% of new solar PV installations are paired with storage, it could lead to an annual addition of 300,000 home storage systems, significantly higher than the 70,000 units expected in 2025 [6]. Group 3: Recent Positive Developments - Australia has announced an expansion of its "Cheaper Home Batteries" program, allocating an additional AUD 5 billion, which may influence the home storage market positively [7]. - The recent surge in European natural gas prices, with Dutch TTF gas prices rising from €30/MWh to €40/MWh, could further drive demand for renewable energy solutions [7].