2025年初，国家发改委、能源局的一纸文件《关于深化新能源上网电价市场化改革 促进新能源高质量 发展的通知》（发改价格〔2025〕136号）为储能行业带来了根本性转变。文件明确取消新能源强制配 储政策，标志着储能发展进入全面市场化新阶段。 "这意味着行业可能会迎来范式重构。"国家新型储能创新中心市场总监孔华东在研讨会上指出，"储能 配置逻辑正在从'政策达标被动配置'向'价值锚定、主动参与市场'跃迁。"他进一步解释，过去储能项目 多是作为新能源场站的"配套作业"，为满足政策要求而建。未来，储能必须独立证明自己在电力系统中 的价值，通过市场交易获得收益，才能生存和发展。 这一转变在短期内带来了阵痛。"部分储能设备商因为地方强制配储订单减少，零售增压，低端产能加 速出清。"孔华东坦言。 2025年，中国新型储能产业迎来关键的政策拐点。随着国家层面明确取消新能源强制配储，持续多年的 政策"东风"逐渐减弱，行业必须直面市场的真正考验。对于作为全国储能制造与出口"领头羊"的广东省 而言，一场关乎产业可持续发展的"大考"已经拉开序幕：如何破解商业化核心的"收益之困"？如何将庞 大的制造产能与真实有效的本地应用需求对接，从而 ...

Core Viewpoint - The collaboration between CITIC Bank Beijing Branch, Haibo Sichuang Technology Co., Ltd., and CITIC Financial Leasing Co., Ltd. aims to leverage the integration of industry and finance in the "energy storage + finance" sector, targeting the trillion-level energy storage asset market to support the construction of a new power system and the achievement of carbon neutrality goals [1][2]. Group 1: Industry Context - China's dual carbon goals are advancing, with the National Development and Reform Commission's Document No. 136 being implemented, leading to a shift in the energy storage industry from policy-driven to market-led growth [1]. - The construction costs of energy storage stations are decreasing, and the electricity spot market is gradually opening, enhancing the economic viability of energy storage assets [1]. Group 2: Company Profiles - Haibo Sichuang is a leading company in China's energy storage industry, focusing on the research, production, and application of new energy storage technologies, with a market capitalization exceeding 10 billion [2]. - CITIC Bank, one of the earliest commercial banks established during China's reform and opening-up, has been actively involved in domestic and international financing, providing differentiated financial services to enterprises [2]. - CITIC Financial Leasing is a strategic component of CITIC Group and CITIC Bank, focusing on financing leasing in various sectors, including green business, and has accumulated rich experience in financing projects related to wind, solar, water, storage, and hydrogen [3]. Group 3: Strategic Collaboration - The three parties will leverage their respective resources and strengths in industry, technology, financial innovation, and leasing to create a financing model that integrates "energy storage assets + specialized operations + comprehensive financial solutions" [3]. - This strategic partnership reflects CITIC Bank Beijing Branch's commitment to green finance and supporting national energy strategies, aiming to innovate financial products and services to enhance the vitality of the energy storage industry [3].