【储能百家讲堂】99期：2025储能政策全年盘点

Core Insights - By the end of 2025, China's new energy storage installed capacity is expected to reach 144.7 GW, accounting for over two-thirds of the total power storage capacity in the country, which is 45 times that of the end of the 13th Five-Year Plan [3] - A total of approximately 3,340 new energy storage-related policies have been released nationwide, with 869 new policies published in 2025 alone, representing a 13% increase compared to 2024 [3] Policy Milestones - The article decodes the core impacts of significant documents such as No. 136 and No. 114, highlighting the establishment of legal mechanisms for capacity pricing and the transition of energy storage from being driven by strong allocation to market-driven approaches [5] Market Mechanism Analysis - Focus on the construction of the electricity spot market, the cancellation of long-term time-of-use pricing, and the upgrade of auxiliary service markets, providing a comprehensive overview of changes in segmented markets and identifying new profit paths for independent storage, renewable energy matching storage, and commercial and industrial storage [5] Future Trends - The article anticipates adjustments in the business environment for the new energy storage industry, project planning, technological optimization, and strengthened regulatory management, all aimed at high-quality construction and large-scale development goals during the 14th Five-Year Plan [5]