Core Insights - The National Development and Reform Commission and the National Energy Administration have issued a plan to achieve a new energy storage capacity of over 180 million kilowatts by 2027, with an estimated direct investment of approximately 250 billion yuan [1] - As of the end of 2024, China's new energy storage capacity is projected to reach 73.76 million kilowatts, reflecting rapid development since the 14th Five-Year Plan [1] - The action plan outlines five key measures to promote the large-scale construction of new energy storage systems, supporting China's green and low-carbon energy transition [1] Group 1: Development Goals - The target for new energy storage capacity is set at over 180 million kilowatts by 2027, with a direct investment of around 250 billion yuan [1] - Current new energy storage capacity is 73.76 million kilowatts, indicating significant growth since the start of the 14th Five-Year Plan [1] Group 2: Key Measures - The action plan includes five measures: expanding application scenarios, enhancing utilization levels, leading innovation and integration, strengthening the standard system, and accelerating market mechanism improvements [1] - The plan emphasizes the need to innovate application models in various scenarios such as industrial parks, computing facilities, distributed photovoltaics, and communication bases to improve energy efficiency [2] - It encourages the establishment of market mechanisms for new energy storage, including the development of long-term and spot electricity markets and the formation of reasonable charging and discharging prices [2]

Core Insights - The National Development and Reform Commission and the National Energy Administration issued the "Special Action Plan for Large-Scale Construction of New Energy Storage (2025-2027)" aiming for significant advancements in energy storage by 2027 [1] - The plan sets a target for new energy storage installations to exceed 180 million kilowatts, with direct project investments estimated at approximately 250 billion yuan [1] - The primary technology focus remains on lithium-ion battery storage, while various technology routes and application scenarios will be further developed [1] Application Expansion Paths - The plan emphasizes four major application expansion paths, targeting industrial parks, computing facilities, solar-storage charging stations, and communication bases [2] - Innovative models such as green electricity direct connection, virtual power plants, integrated source-grid-load-storage systems, and vehicle-grid interaction will be explored [2] - The integration of big data and artificial intelligence technologies will create "AI + storage" innovative scenarios, fostering replicable pilot projects [2]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a new action plan aimed at promoting the large-scale development of new energy storage from 2025 to 2027, focusing on financial products for energy storage projects [1] Summary by Relevant Sections Overall Goals - By 2027, new energy storage is expected to achieve large-scale and market-oriented development, with technological innovation and equipment manufacturing capabilities ranking among the top globally [1] - A multi-dimensional energy storage system will be established to support the stable operation of the new power system, with a mature market mechanism, business model, and standard system [1] Investment and Capacity - The installed capacity of new energy storage nationwide is projected to exceed 180 million kilowatts, driving direct project investments of approximately 250 billion yuan [1] - The primary technology route for new energy storage will continue to be lithium-ion battery storage, with a diversification of technology routes and application scenarios [1] Pilot Projects - The plan aims to cultivate a number of pilot application projects and create typical application scenarios to enhance the overall efficiency and operation of the energy storage system [1]

Core Insights - The National Development and Reform Commission and the National Energy Administration of China have jointly issued a plan for the large-scale construction of new energy storage from 2025 to 2027, aiming for significant advancements in technology and market development by 2027 [1] Group 1: Goals and Objectives - By 2027, the goal is to achieve large-scale and market-oriented development of new energy storage, with technology innovation and equipment manufacturing capabilities ranking among the top globally [1] - A multi-dimensional energy storage system that supports the stable operation of the new power system is expected to be initially established [1] Group 2: Investment and Capacity - The installed capacity of new energy storage nationwide is projected to exceed 180 million kilowatts, driving direct project investments of approximately 250 billion yuan [1] - The primary technology route for new energy storage will continue to be lithium-ion battery storage, with a further diversification of technology routes and application scenarios [1] Group 3: Implementation and Development - The plan includes the cultivation of pilot application projects and the establishment of typical applications to enhance the overall operational efficiency and complementarity of the energy storage system [1]

Core Viewpoint - The "Action Plan" aims for China's new energy storage capacity to exceed 180 million kilowatts by 2027, driving direct project investments of approximately 250 billion yuan [1][2] Group 1: Development Goals - The plan sets a target for new energy storage capacity to reach over 180 million kilowatts by the end of 2027, with an expected addition of over 100 million kilowatts in the three years from 2025 to 2027 [1] - The initiative is expected to stimulate direct investments of around 250 billion yuan [1] Group 2: Strategic Measures - The "Action Plan" outlines several measures to promote the development of new energy storage, including expanding application scenarios, enhancing utilization levels, leading innovation and integration, strengthening standard systems, and improving market mechanisms [2] - On the application side, the focus includes large-scale storage paired with energy sources, storage built alongside renewable energy, and supporting storage for coal power units [2] - The grid side will explore the construction of grid-replacement storage facilities and encourage network-type storage applications [2]

Core Points - China aims to achieve a new energy storage capacity of over 180 million kilowatts by 2027, with direct project investments estimated at approximately 250 billion RMB [1][2] - The development of new energy storage is driven by the need for flexibility in the power system, especially under the "dual carbon" goals, which necessitate further measures for application expansion, innovation integration, and market mechanism improvement [1][2] Summary by Sections Development Goals - The action plan sets a target for new energy storage capacity to exceed 100 million kilowatts added nationwide from 2025 to 2027, reaching over 180 million kilowatts by the end of 2027, supported by direct investments of around 250 billion RMB [1][2] Measures for Development - The action plan outlines several initiatives to promote new energy storage, including expanding application scenarios, enhancing utilization levels, leading innovation integration, strengthening standard systems, and accelerating market mechanism improvements [2] - Specific application scenarios include large-scale storage paired with power generation, renewable energy storage, and coal power unit support, while grid-side initiatives explore alternative storage facilities and encourage grid-structured storage applications [2]

Overall Goals - The overall goal is to achieve large-scale and market-oriented development of new energy storage by 2027, with a total installed capacity exceeding 180 million kilowatts and direct project investments of approximately 250 billion yuan [9][10]. Expansion of Application Scenarios - The plan emphasizes the promotion of energy storage applications on the power generation side, including the construction of new energy storage in desert and remote areas [11]. - It also aims to expand energy storage applications on the grid side, particularly at key grid nodes with high load and large-scale renewable energy integration [11]. - Innovative multi-scenario application models will be developed, focusing on areas such as industrial parks and smart microgrids [12]. Improvement of Utilization Levels - The plan calls for innovation in energy storage control methods and enhancing the adaptability of energy storage dispatching [13]. - It highlights the need for energy storage stations to meet safety and stability requirements of the power system [13]. Innovation and Integration - The plan promotes technological innovation in energy storage, supporting key technology breakthroughs and the development of diverse energy storage technologies [14]. - It encourages the establishment of an innovative ecosystem for the energy storage industry, fostering collaboration between upstream and downstream sectors [14]. Standard System Construction - The plan aims to accelerate the establishment of a standard system for new energy storage, ensuring it aligns with the needs of industry development and existing energy standards [15]. - It emphasizes the importance of international standardization efforts in the energy storage sector [15]. Market Mechanism Improvement - The plan encourages comprehensive participation of new energy storage in the electricity market, promoting integrated participation in energy trading [16]. - It also aims to establish a reliable capacity compensation mechanism for energy storage resources [16]. Organizational Support - The plan outlines the need for coordinated efforts among various governmental departments to support the large-scale construction of new energy storage [17]. - It emphasizes the importance of safety management and the establishment of a safety regulatory system for energy storage projects [17]. Talent Development and International Cooperation - The plan highlights the need for talent recruitment and training, leveraging educational institutions to cultivate innovative talent in the energy storage field [18]. - It promotes international cooperation in the energy storage sector, focusing on technology exchange and sharing [18].

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].

Core Viewpoint - The article discusses the release of the "Special Action Plan for the Large-Scale Construction of New Energy Storage (2025-2027)" by the National Development and Reform Commission and the National Energy Administration, aiming to achieve large-scale and market-oriented development of new energy storage by 2027, with a target installed capacity of over 180 million kilowatts and direct investment of approximately 250 billion yuan [1][2][10]. Group 1: Overall Goals - The overall goal is to establish a multi-dimensional energy storage system that supports the stable operation of the new power system, with a focus on technological innovation and equipment manufacturing capabilities [10]. - By 2027, the installed capacity of new energy storage is expected to exceed 180 million kilowatts, driving direct investment of around 250 billion yuan [10]. Group 2: Application Scenario Expansion - The plan emphasizes the expansion of application scenarios for new energy storage, including promoting energy storage applications on the power generation side and grid side, and innovating multi-scenario application models [4][12]. - It encourages the establishment of independent energy storage stations at key grid nodes and the integration of new energy storage with renewable energy sources [12]. Group 3: Utilization Level Improvement - The plan aims to enhance the utilization level of new energy storage by innovating control methods and improving dispatch adaptability [14][15]. - It highlights the need for new energy storage stations to meet safety and stability requirements for power system operations [15]. Group 4: Innovation and Integration - The plan calls for significant technological innovation in new energy storage, supporting key technology breakthroughs and the development of diverse storage technologies [16]. - It promotes the establishment of an innovative ecosystem for the new energy storage industry, encouraging collaboration between upstream and downstream sectors [16]. Group 5: Standard System Construction - The plan outlines the need to accelerate the establishment of a standard system for new energy storage, ensuring that it aligns with existing energy and power standards [6][17]. - It emphasizes the importance of international standardization efforts to enhance the global competitiveness of new energy storage technologies [18]. Group 6: Market Mechanism Improvement - The plan encourages new energy storage to participate fully in the electricity market, promoting integrated participation in energy trading [19]. - It aims to establish a reliable capacity compensation mechanism for new energy storage, ensuring fair compensation for its contributions to the power system [19]. Group 7: Organizational Support - The plan stresses the importance of coordinated efforts among various governmental departments to facilitate the large-scale construction of new energy storage [20]. - It highlights the need for talent development and training in the new energy storage sector to ensure a skilled workforce [21].

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a special action plan for the large-scale construction of new energy storage from 2025 to 2027, aiming for significant advancements in technology and market development by 2027 [1] Group 1: Industry Development Goals - By 2027, new energy storage is expected to achieve large-scale and market-oriented development, with technological innovation and equipment manufacturing capabilities ranking among the top globally [1] - A multi-dimensional energy storage system will be established to support the stable operation of the new power system, with a mature market mechanism, business model, and standard system [1] Group 2: Investment and Capacity - The installed capacity of new energy storage nationwide is projected to exceed 180 million kilowatts, driving direct project investments of approximately 250 billion yuan [1] - The primary technology route for new energy storage will continue to be lithium-ion battery storage, with a further diversification of technology routes and application scenarios [1] Group 3: Pilot Projects and Applications - The plan includes the cultivation of a number of pilot application projects and the creation of typical application scenarios to enhance the overall operational efficiency of the energy storage system [1]