华泰证券研报表示，国家发改委、国家能源局近日印发《新型储能规模化建设专项行动方案（2025— 2027年）》，对未来储能装机给出了明确规划，并理顺了独立储能的盈利模式，有望促进国内储能行业 长周期健康发展。需求维持强劲的同时，国内产业链价格竞争也已接近尾声，看好国内储能产业链企业 量价齐升。 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件： 9月12日，国家发展改革委、国家能源局发布《新型储能规模化建设专项行动方案（2025—2027年）》 （下文简称《方案》）。 在"十四五"期间各类技术路线的降本中，锂电储能的降本尤为显著，在之后的大规模建设中，大概率持续 占据主流位置。但考虑到应用场景的丰富，压缩空气储能、液流电池储能、钠离子电池储能、飞轮储能、 重力储能、热储能、氢储能等技术路线仍有广阔发展空间。 《方案》致力于推动新型储能利用水平提升 此前储能电站利用率较低一直是影响储能行业发展的核心问题，《方案》中提出，要推动新型储能调控方 式创新，合理提升新型储能调用水平。电力现货市场未连续运行地区应综合考虑系统需求、安全性、调节 经济性等因素，优化各类调节资 ...

Group 1 - The core viewpoint emphasizes the importance of specialized and innovative small and medium-sized enterprises (SMEs) in enhancing the stability of industrial and supply chains, contributing significantly to high-quality economic development [1][3] - In 2023, various regions have increased innovation investments and focused on strengthening supply chains, positioning these SMEs as key players in optimizing economic structure and fostering new productive forces [3] Group 2 - The tourism industry in Xinjiang has become a pillar industry for benefiting and enriching the local population, with the annual number of visitors increasing more than fivefold since the 18th National Congress of the Communist Party of China [4] - During the 14th Five-Year Plan period, Tianjin and Hebei have achieved new results in technological innovation and industrial development, with Tianjin implementing 329 reform tasks across ten areas to enhance regional integration and coordinated development [5][6] Group 3 - The central government is promoting the large-scale construction of new energy storage, with a target of reaching over 180 million kilowatts of installed capacity by 2027, which is expected to drive direct investment of approximately 250 billion yuan [13] - The first provincial-level ecological protection and restoration special fund has been launched in Huzhou, Zhejiang, with an initial investment of 3 billion yuan for key projects, including agricultural ecosystem restoration and wetland rehabilitation [14] Group 4 - The first Guangdong Quality Products Exhibition was held in Guangzhou, featuring five major exhibition areas and attracting over 2,100 professional buyers, aimed at helping enterprises expand domestic and international markets [15] - In the first eight months of 2023, the import and export scale of the western land-sea new corridor reached 622.89 billion yuan, marking a year-on-year growth of 17% and setting a historical record [16] Group 5 - In the first eight months of 2023, the import and export scale of the central and western regions of China exceeded 5 trillion yuan, achieving a historical high with a growth rate of 10.4%, leading the national growth [11] - Shanghai's tax refund for goods sold abroad exceeded 2 billion yuan in the first eight months, reflecting a significant increase and highlighting a new growth point in consumption [17] Group 6 - The bilateral currency settlement framework between China and Indonesia has been officially launched, expanding the scope of currency settlement to all items of international balance of payments, facilitating the use of local currencies in bilateral trade and investment [18] - The international port between China and Vietnam has officially opened, enhancing connectivity between China and Vietnam as well as ASEAN countries [19]

央视网消息：每天8点，央视网为您梳理24小时内发生在咱们身边的大小事儿。 ·商务部：中美将在西班牙举行会谈。 ·外交部回应福建舰通过台湾海峡：符合中国国内法和国际法。 ·财政部：今年，国家财政安排1000亿元发放育儿补贴、200亿元逐步推行免费学前教育，积极回应人民群众关切。 ·最高法：将进一步推动激活民法典第997条，有力有效治理网络暴力、诬告陷害等社会不良现象。 ·表决通过！《中华人民共和国国家公园法》自2026年1月1日起施行。 | 序 | 项目名称 省份 | | --- | --- | | 를 | | | 1 | 四川 德阳市三星堆探秘 · 动感山水户外运动线路 | | 2 | 辽宁 大连市南部山海户外运动线路 | | 3 | 浙江 台州市"天之阔"无动力滑翔户外运动线路 | | 4 | 西安市"跃动西咸 ·文游古今"西咸新区户外运动 陕西 | | | 线路 | | 5 | 宁夏 中卫市星星故乡 · 动感大漠户外运动线路 | | 6 | 十堰市武当山户外运动线路 湖北 | | 7 | 山东 日照市"经山历海 · 骑游日照"户外运动线路 | | 8 | 河北 邢台市信都区户外运动线路 | | 9 | 安 ...

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have jointly issued the "New Energy Storage Scale Construction Action Plan (2025-2027)" to promote the large-scale construction and high-quality development of new energy storage, supporting the green transition of energy [1]. Group 1: Overall Goals - By 2027, the installed capacity of new energy storage in the country is expected to exceed 180 million kilowatts, driving direct investment of approximately 250 billion yuan [1]. Group 2: Specific Measures - Five specific measures are proposed to achieve the above goals, including expanding application scenarios for new energy storage, enhancing utilization levels, promoting technological innovation, strengthening standard system construction, and improving market mechanisms [2][3][4]. Group 3: Application Scenarios - The plan emphasizes the expansion of application scenarios for new energy storage, including energy storage at power generation sites in remote areas and independent energy storage stations at key grid nodes [2]. Group 4: Technological Innovation - The action plan aims to lead innovation in new energy storage by promoting technological advancements and implementing innovative projects [3]. Group 5: Standardization and Market Mechanisms - There is a focus on establishing a comprehensive standard system for new energy storage and encouraging its participation in the electricity market, including price mechanism improvements and capacity compensation mechanisms [3][4]. Group 6: Financial Support - The plan encourages financial institutions to provide loans and interest rate support to enterprises in the new energy storage sector, promoting investment from various stakeholders, including private enterprises [4]. Group 7: Talent Development and International Cooperation - The action plan highlights the importance of talent development and international cooperation, advocating for enhanced training and collaboration in the new energy storage field [5].

答： 《行动方案》积极回应新型储能行业关切，提出推动新型储能发展的五方面举措。一是促进新型储能应用场景拓展， 主要包括推进电源侧储能应用、拓展电网侧储能应用、创新多场景应用模式等。二是推动新型储能利用水平提升，主要包 括推动新型储能调控方式创新、合理提升新型储能调用水平、提高新型储能调度适应能力等。三是引领新型储能创新融 合，主要包括大力推动技术创新、组织实施储能产业创新工程、推广试点项目应用等。四是加强新型储能标准体系建设， 主要包括加快完善新型储能标准体系、加强关键领域标准制修订、持续推进国际标准化工作等。五是加快新型储能市场机 制完善，主要包括鼓励新型储能全面参与电能量市场、引导新型储能参与辅助服务市场、加快新型储能价格机制建设等。 问：《行动方案》关于应用场景拓展是如何考虑的？ 答： 根据新型电力系统建设需要，总体按照电源侧、电网侧和其他应用场景考虑。电源侧主要考虑大基地配储、新能源配 建储能和煤电机组配套储能，进一步促进新能源上网和提高煤电机组调节能力。电网侧主要考虑在电网关键节点和配电网 应用，创新性提出探索电网替代型储能设施建设，鼓励构网型储能应用。与此同时，考虑目前应用较多的工业园区、算力 设 ...

人民财讯9月12日电，国家发展改革委、国家能源局印发《新型储能规模化建设专项行动方案(2025— 2027年)》，总体目标为，2027年，新型储能基本实现规模化、市场化发展，技术创新水平和装备制造 能力稳居全球前列，市场机制、商业模式、标准体系基本成熟健全，适应新型电力系统稳定运行的多元 储能体系初步建成，形成统筹全局、多元互补、高效运营的整体格局，为能源绿色转型发展提供有力支 撑。全国新型储能装机规模达到1.8亿千瓦以上，带动项目直接投资约2500亿元，新型储能技术路线仍 以锂离子电池储能为主，各类技术路线及应用场景进一步丰富，培育一批试点应用项目，打造一批典型 应用场景。 ...

国家发展改革委、国家能源局印发《新型储能规模化建设专项行动方案（2025-2027 年）》提出，2027年，新型储能基本实现规模化、市场化发展，技术创新水平和装备制造能 力稳居全球前列，市场机制、商业模式、标准体系基本成熟健全，适应新型电力系统稳定运 行的多元储能体系初步建成，形成统筹全局、多元互补、高效运营的整体格局，为能源绿色 转型发展提供有力支撑。全国新型储能装机规模达到1.8亿千瓦以上，带动项目直接投资约 2500亿元，新型储能技术路线仍以锂离子电池储能为主，各类技术路线及应用场景进一步丰 富，培育一批试点应用项目，打造一批典型应用场景。 ——应用场景持续丰富。充分发挥各技术路线优势，拓展新型储能在电源协同运行、电 网稳定支撑及智能微电网、虚拟电厂等领域应用。 ——多元技术逐步成熟。锂离子电池储能实现规模化应用，压缩空气储能、液流电池储 能、钠离子电池储能、飞轮储能等进一步商业化发展，固态电池、重力储能、热储能、氢储 能及其他创新技术示范应用。 ——系统性能显著提升。新型储能关键设备及系统的综合能量转化效率、循环寿命等经 济性指标及全生命周期安全水平进一步提高，促进电力系统安全稳定运行 -- 应用场景 ...