媒体报道丨新型储能产业迎来关键政策支撑

Core Viewpoint - The recent issuance of the "Notice on Improving the Capacity Price Mechanism for Power Generation Side" establishes a new independent capacity price mechanism for energy storage at the national level, providing clear revenue rules and a market-oriented development path for the future of new energy storage [2][3]. Group 1: Policy Impact - The policy fills the institutional gap for national-level capacity pricing for new energy storage, activating investment vitality in the industry through stable revenue expectations [2]. - The new mechanism is crucial for the development of the new energy storage industry, ensuring its core role in peak supply and renewable energy consumption within the power system [2]. Group 2: Industry Growth - Since the introduction of the "dual carbon" goals, China's new energy storage has seen exponential growth, with installed capacity expected to reach 136 million kilowatts/351 million kilowatt-hours by the end of 2025, a more than 40-fold increase compared to the end of the 13th Five-Year Plan [2]. - The average storage duration is projected to increase to 2.58 hours by 2025, with an expected utilization of 1,195 hours for new energy storage, an increase of nearly 300 hours from 2024 [2]. Group 3: Market Dynamics - The cancellation of the mandatory storage policy for incremental renewable energy has created challenges for independent storage projects, necessitating clear capacity revenue policies to provide stable investment expectations [3]. - The new capacity pricing rules aim to match the capacity value and peak contribution of new energy storage with revenue levels, addressing systemic barriers to industry development [3][4]. Group 4: Future Outlook - The implementation of the new policy is seen as a new starting point for market-oriented development, with the industry expected to accelerate upgrades in long-duration, high-efficiency, and intelligent energy storage [4]. - New energy storage is anticipated to become a core force and foundational guarantee for China's energy transition and the construction of a new power system, supported by the capacity price mechanism and market incentives [4].