国家能源局：新型储能累计装机351GWh，平均储能时长2.58小时

Core Viewpoint - The article discusses the 2025 energy outlook in China, highlighting significant advancements in energy supply security, green low-carbon transformation, and the development of new energy storage systems, which are crucial for supporting economic recovery and ensuring energy supply stability. Energy Supply Security - By 2025, China's energy supply security is expected to improve significantly, with stable coal production and record-high oil and gas outputs. The industrial crude oil production is projected to increase by 1.5% year-on-year, while natural gas production is expected to rise by 6.2% [5][6] - The power supply is anticipated to remain stable, supported by the commissioning of several ultra-high voltage direct current transmission projects, enhancing the interconnectivity of the power system [6] Green Low-Carbon Transformation - The pace of green low-carbon transformation is accelerating, with new policies aimed at integrating and promoting renewable energy consumption. Wind and solar power installations are expected to exceed 430 million kilowatts, with total installed capacity surpassing 1.8 billion kilowatts, accounting for over 60% of renewable energy generation [6][7] - Renewable energy generation is projected to reach approximately 4 trillion kilowatt-hours, exceeding the combined electricity consumption of the 27 EU countries [6] New Energy Storage Development - New energy storage installations are expected to grow by 84% compared to the end of 2024, reaching a total capacity of 136 million kilowatts (351 million kilowatt-hours) by the end of 2025, marking a more than 40-fold increase compared to the end of the 13th Five-Year Plan [12][14] - The average storage duration is projected to increase to 2.58 hours, an increase of 0.30 hours from the end of 2024 [12] Electricity Market Transactions - The total electricity market transaction volume is expected to reach a record high of 664 billion kilowatt-hours in 2025, with a year-on-year growth of 7.4%. Market-based transactions are projected to account for 64% of total electricity consumption, an increase of 1.3 percentage points [15][16] - Cross-regional electricity transactions are anticipated to grow to 1.59 trillion kilowatt-hours, a historical high, with a year-on-year increase of 11.6% [16] Investment Trends - National energy investment is expected to maintain rapid growth, with key project investments exceeding 3.5 trillion yuan, a year-on-year increase of nearly 11% [21] - Investment in green transition new business formats is accelerating, with significant growth in wind and solar power installations and new energy storage projects [21][27] Regulatory Developments - The article highlights the ongoing reforms in the electricity retail market, with a focus on enhancing the regulatory framework for electricity sales companies to ensure market stability and fair competition [22][23] - The introduction of new rules for long-term electricity market transactions aims to adapt to the evolving energy landscape and support the construction of a unified national electricity market [19][20]