但也有专家指出了其长期的利好。能源专家姚祎分析，强制配储取消，反而可能催生更高质量、更符合 系统真实需求的市场自发性配储。"新能源全面入市后，场站为了在现货市场中获取更优的节点电价收 益，有更强动力自愿配置储能。" 据中国发展改革报社相关报道，近期，国家发展改革委、国家能源局近期联合印发《新型储能规模化建 设专项行动方案(2025-2027年)》(下称《行动方案》)。 制图:易福红(豆包AI生成) 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，从而完成从"制造强省"到"应用强省"的跨越?这已成为广 东储能产业亟待回答的紧迫命题。 12月11日，"从政策驱动到市场拉动:打开广东新型储能内需新空间"专家研讨会在广州召开。来自政策 研究、电力交易、电网企业、科研院所及储能企业的各界代表，围绕上述议题展开了深度交流。 讨论中逐渐形成一个清 ...

Core Insights - The private economy in China is experiencing unprecedented development opportunities, supported by financial policies and the implementation of the first Private Economy Promotion Law, which provides a solid legal foundation for its healthy growth [1] Group 1: Policy Support - The past year has seen the most significant policy support for the venture capital industry in China, with a series of important directives from the central government aimed at encouraging the development of venture capital and equity investment [3] - Key initiatives include the expansion of direct equity investment trials by major banks and the release of policies to support equity investment institutions in issuing technology innovation bonds [3] - The introduction of a "carrier-level" national venture capital guidance fund is anticipated, along with differentiated regulatory measures and expanded exit channels for venture capital funds [3] Group 2: Market Demand - The emergence of new technologies, particularly artificial intelligence, is creating vast market demands that will drive a new phase of high-quality development in China's venture capital sector [4] - The success of innovative ecosystems, such as the "Six Little Dragons" in Hangzhou, highlights the potential for market-driven growth in the venture capital industry [4] Group 3: Industry Innovation - The internal innovation of the venture capital industry is a decisive factor for achieving high-quality development, despite China being the second-largest venture capital market globally [5] - There is a significant gap in the quality and efficiency of venture capital management, necessitating a focus on attracting more social capital into the industry [5] - The cultivation of two key groups—outstanding investors and effective management teams—is essential for driving high-quality development in the venture capital sector [5] Group 4: Challenges Ahead - The ongoing U.S.-China technology conflict poses challenges for achieving technological self-reliance, emphasizing the critical role of venture capital in supporting technological innovation [6]