新型储能如何实现"建得起、用得上、算得清、赚得到"，成为未来行业发展需要回答的核心问题。 过去一年，我国新型储能产业发展逻辑正在发生深刻变化。随着2025年初全国性配储政策调整落地，行业逐步告别以行政要求为主导 的政策驱动阶段，进入以市场化运营和可持续盈利为核心的发展新时期。新型储能如何实现"建得起、用得上、算得清、赚得到"，成 为未来行业发展需要回答的核心问题。 在"十五五"规划建议明确提出"大力发展新型储能"的背景下，各地结合资源禀赋、电网结构、市场建设进度和政策导向，探索差异化 发展路径。山东、甘肃、内蒙古、河北等省区在电力现货、辅助服务、容量补偿等机制上不断创新，逐步形成具有代表性的商业模 式，为新型储能从规模扩张迈向价值创造提供了参考样本。 破解"建而不用" 在新型储能由政策驱动向市场驱动转型过程中，"建而不用"曾是制约行业发展的突出问题。储能资产真正参与系统运行，形成稳定收 益，该产业才能发挥价值，"长大成人"。从2025年的实践来看，山东通过机制创新，在破解这一难题上率先取得阶段性成效。 中国新型储能产业创新联盟副秘书长韩小琪指出，针对储能调用不足、收益来源单一等问题，山东创新推出了配储容量在" ...

Core Viewpoint - The "New Energy Storage Scale Construction Special Action Plan (2025-2027)" aims to transition new energy storage from pilot projects to systematic, market-oriented, and industrialized development, emphasizing its role as an independent flexible resource in energy transition [1][2] Group 1: Action Plan Goals - The plan sets a clear quantitative target of achieving a new energy storage installed capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [1] - The primary technology route for new energy storage will continue to focus on lithium-ion battery storage, while diversifying various technology routes and application scenarios [1] Group 2: Market Mechanisms and Policy - The plan emphasizes the establishment of a pricing mechanism for new energy storage, promoting the development of a reliable capacity compensation mechanism to ensure reasonable compensation for the power system's reliable capacity [2] - It highlights the importance of market-oriented mechanisms and business model development to guide new energy storage in expanding application scenarios and obtaining reasonable returns through power spot markets, auxiliary services, and capacity compensation, gradually reducing reliance on subsidies [2]