Core Insights - The new power system is a key vehicle for achieving the "dual carbon" goals, ensuring energy security, and addressing challenges in power transformation [1] - New energy storage is crucial for building a new energy system and supporting the new power system [1] Group 1: Conference Overview - The first New Energy Storage and New Power System Industry Ecosystem Conference was held in Guangzhou, co-hosted by the National New Energy Storage Innovation Center and Huawei Technologies [1][4] - The conference aimed to create a high-level international cooperation platform, expand the global new energy market, and enhance China's influence in the new energy storage and power system sectors [4][29] Group 2: Key Themes and Goals - The conference focused on breakthroughs in key technologies, collaborative innovation in the industry chain, and ecological co-construction, aligning with the national "dual carbon" goals [4][29] - The event gathered over 600 industry leaders, representatives, and experts to discuss the development paths of the new energy storage industry [4][29] Group 3: Technological and Strategic Developments - The National New Energy Storage Innovation Center emphasized the importance of new energy storage as a key technology for global energy transition [6][27] - The Guangdong Power Grid aims to deepen the construction of the new power system, focusing on strategic emerging businesses and international growth [10][26] Group 4: International Cooperation and Market Expansion - The conference released overseas complete solutions for the new power system and highlighted China's leading capabilities in new energy technology innovation [12][29] - 22 new energy storage ecosystem enterprises signed agreements to explore innovative models for industry expansion and zero-carbon development [14][29] Group 5: Future Directions and Initiatives - The conference marked a new phase for China's new energy storage and power system industries in terms of collaboration and international cooperation [14][29] - The establishment of the New Generation Carrier Communication Industry Alliance aims to lead the new energy storage industry in transitioning from technology leadership to ecological leadership [31][33]

Group 1 - The conference focused on key technological breakthroughs, industry chain collaborative innovation, and ecological co-construction in the new energy storage and new power system sectors [1] - The new power system is seen as a crucial hub for optimizing the new energy system, with new energy storage being a key technology for promoting global energy transition [1] - Guangdong province is enhancing its energy storage capabilities across the entire industry chain while promoting standardization and internationalization [1] Group 2 - A new generation of all-scenario energy storage battery technology was launched, addressing the diverse needs of global energy storage applications through collaborative ecological chain models [2] - 22 new energy storage ecosystem enterprises signed agreements to explore innovative models for industry expansion and zero-carbon development, covering advanced technologies like solid-state batteries and sodium-ion batteries [2] - The new power system is characterized by a high proportion of renewable energy and power electronic equipment, necessitating improvements in grid support capabilities and resilience [2] Group 3 - The "New Power System Cooperation Initiative" was launched to address technical and operational challenges faced by Chinese and overseas power grids, aiming to establish efficient international cooperation mechanisms [3] - A new generation of carrier communication industry alliance was formed, with 16 member representatives committed to leading the energy storage industry from technology leadership to ecological leadership and expanding into global markets [3]

在9月22日新型储能与新型电力系统产业生态大会上，国家新型储能创新中心联席总裁陈建福，就"新型 储能产业生态创新融合与国际合作展望"为主题作出分享。 （原标题：陈建福：一站式服务赋能产业生态融合） ...

当前，佛山正处于产业创新的关键时刻。在经济新旧动能的"艰难转换期"，佛山过去主要依赖于地产行 业的传统产业链承压，虽然积极推动制造业向高新技术方向转型，但还缺乏创新型的领军企业。 为加快广东现代化产业体系建设，全力推动广东新型储能产业的发展，9月18日，第28届广东省企业家 活动日暨广东新型储能产业发展大会在佛山举行，活动分会场"佛山产业投融资与创投路演"以"资本助 力、链主对接"为核心，围绕新型储能、低空经济等新兴产业布局路径，以及创业投资如何支持地方产 业培育发展等关键议题献计献策。 记者在现场了解到，佛山今年新设立的新动能产业基金正在进行首批合作基金招募，重点投资方向为新 型电力系统装备、新型储能、人工智能和机器人、半导体芯片和生物医药等领域。计划在未来5年内打 造1个总规模不低于1200亿元，并且能够覆盖企业全生命周期的产业基金矩阵。 瞄准万亿级新型储能赛道资本与产业"双向奔赴" 对于佛山储能产业接下来发展，王子缘表示，可以通过加强产学研合作的方式，以金融支持助力打造细 分领域的头部企业；当前国内储能市场竞争较为激烈，佛山可以通过打造出海平台，出台相关政策帮助 和鼓励储能企业出海发展。 大会路演环节成 ...

产业聚链成势，构筑光储产业硬实力 肥东县已形成"龙头带动、配套协同、全链覆盖"的产业格局。先进光伏领域，晶科能源、协鑫集成两大 行业龙头企业落子布局，带动清电光伏、中南光电等20余家企业集聚，构建起从硅片、电池片、组件到 背板、边框支架、光伏电站的完整产业链。2024年，全县电池片产量19.61吉瓦，组件产量29.42吉瓦， 规模以上光伏产业产值突破310亿元，成为长三角地区重要的光伏制造基地。 锚定"双碳"目标，安徽省合肥市肥东县抢抓机遇，以链式思维布局先进光伏及新型储能产业，凭借完整 产业链、精准政策支持与龙头带动力，打造安徽省新能源产业发展的"肥东范例"。 在项目服务上，肥东县实行"倒排计划、靶向破题"机制，聚焦协鑫储能、塔益莱光学材料等重点项目， 高效解决用地用能、环评审批等重点问题；同时加大技术改造政策宣传，引导企业对接新装备、新工 艺，推动光储企业研发、生产、管理全流程信息化升级，以信息化与工业化深度融合提升核心竞争力。 此外，通过推进绿色园区、工厂建设，鼓励工业厂房、公共建筑普及分布式光伏，让光伏电池"见板 率"成为产业发展的"新名片"。 龙头企业带动，书写实干兴产新篇章 产业的高质量发展，离不 ...

Core Insights - Foshan is undergoing a critical phase of industrial innovation, transitioning from a traditional real estate-dependent economy to a focus on high-tech manufacturing, yet lacks leading innovative enterprises [1][2] - The 28th Guangdong Entrepreneur Activity Day and New Energy Storage Industry Development Conference was held in Foshan, emphasizing the importance of capital in supporting emerging industries like new energy storage and low-altitude economy [1][4] - A new industrial fund is being established in Foshan, targeting investments in new energy systems, artificial intelligence, robotics, semiconductor chips, and biomedicine, with a goal of creating a fund matrix of at least 120 billion yuan over the next five years [1][5][6] Investment and Industry Development - The establishment of the New Energy Storage Industry Special Committee aims to promote collaborative development among leading enterprises in Guangdong, with a focus on the trillion-yuan new energy storage sector [1][2] - The Foshan New Energy Industry Fund, initiated in April 2025, has a total scale of 20 billion yuan, with an initial phase of 4 billion yuan, focusing on strategic emerging industries [5][6] - The fund aims to facilitate the integration of capital and industry, supporting the construction of a modern industrial system and fostering new productive forces [5][6] Challenges and Opportunities - Foshan faces challenges in transitioning its traditional industries and needs to cultivate new energy storage and other emerging industries, as many existing sectors are still tied to real estate [2] - There is a lack of large-scale leading enterprises in emerging industries, necessitating the attraction of external companies and the nurturing of local SMEs [2] - The application of artificial intelligence in energy storage is seen as a significant opportunity, with potential benefits in supply forecasting and demand matching [3] Financial Support and Market Dynamics - Multiple financial institutions are leveraging policy incentives to support industrial upgrades, with a focus on mergers and acquisitions to enhance local manufacturing capabilities [7] - The integration of investment and loan services is being emphasized to meet the diverse needs of technology-driven enterprises at different stages of development [7]

Core Viewpoint - The forum focused on "Releasing the Potential of BRICS Cooperation for Inclusive and Sustainable Industrialization," emphasizing areas such as artificial intelligence, green low-carbon initiatives, digital economy, and industrial innovation [1] Group 1: Market Expansion and Policy Shift - The global new energy storage market is experiencing rapid expansion, with an expected addition of 72GW/193GWh by 2025, and China projected to contribute over 38GW due to its large market demand [3] - A significant policy shift is underway, moving from a policy-driven model to a market-driven approach for new energy storage, as indicated by the joint release of document 136 by the National Development and Reform Commission and the National Energy Administration [3] Group 2: Challenges in the New Energy Storage Industry - The integration of renewable energy into the grid presents challenges due to its intermittent and unstable nature, complicating the scheduling of new energy storage systems [4] - Despite improvements in system efficiency from 2022 to 2024, there remains a 7% gap between overall system efficiency and equipment conversion efficiency, leading to energy loss during conversion [4] Group 3: Digital Management Solutions - Establishing a full lifecycle closed-loop digital management system is essential for the energy storage sector to achieve safety, efficiency, and sustainable development [6] - AI technology is crucial in reshaping the technical ecosystem of energy storage systems, enhancing efficiency and reducing operational costs across various stages from project planning to operational monitoring [6][7] Group 4: Collaborative Innovation - The successful implementation of innovative measures in the energy storage industry requires close collaboration among upstream and downstream enterprises [7] - The company aims to deepen resource integration and communication within the BRICS framework, fostering innovative cooperation and contributing to the transformation of energy structures in BRICS countries [7]

Core Viewpoint - The article discusses the release of the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the National Energy Administration, marking a new phase in the development of new energy storage in China, with a target of achieving a scale of 180 million kilowatts and attracting direct investment of approximately 250 billion yuan by 2027 [2][4]. Demand Side Summary - The demand for new energy storage is driven by the need to achieve "dual carbon" goals and build a new power system. As of July 2025, China's renewable energy installed capacity reached 2.171 billion kilowatts, accounting for nearly 60% of the total installed capacity, with wind and solar power contributing 1.36 trillion kilowatt-hours, or 24.9% of total electricity generation. The rapid growth in electricity consumption necessitates new energy storage as a primary resource for regulation [3]. Supply Side Summary - As of August 2025, China's cumulative installed capacity of new energy storage reached 107.48 GW/257.09 GWh, with an additional 91.93 GW/277.01 GWh under construction, representing over 32 times the capacity at the end of the 13th Five-Year Plan. The rapid development during the 14th Five-Year Plan has significantly improved technology performance and reduced costs, laying a solid foundation for large-scale development [4]. Market Mechanism Summary - The action plan outlines clear requirements for new energy storage to participate in the electricity market and ancillary service market. It encourages the integration of "new energy + storage" as a joint bidding entity and promotes the participation of new energy storage in frequency regulation and reserve services. The establishment of a comprehensive market mechanism during the 14th Five-Year Plan has allowed independent storage in regions like Gansu and Guangdong to participate in both spot and ancillary service markets [6]. Utilization Level Summary - New energy storage has demonstrated its advantages in large-scale utilization, particularly during peak electricity demand periods. As of July 2025, the maximum adjustable power of new energy storage in the State Grid operating area reached 64.23 GW, with a maximum discharge power of 44.53 GW, a 55.7% increase from the previous year. The action plan emphasizes the need for improved scheduling and operational guidelines for new energy storage to enhance its regulatory capabilities [7]. Price Mechanism Summary - The action plan proposes the establishment of a reliable capacity compensation mechanism for new energy storage, addressing the industry's urgent need for reasonable compensation. Despite participation in electricity and ancillary service markets, the current market conditions limit profitability for storage. The plan aims to align capacity compensation for new energy storage with other regulatory resources, ensuring fair compensation and supporting the new power system [8]. Organizational Support Summary - The action plan emphasizes the role of local energy authorities in planning and measuring the demand for regulatory capacity, ensuring a balanced development of new energy storage alongside other regulatory resources. It requires annual reporting on the construction status of new energy storage, which is crucial for setting local installation targets [9][10]. Overall Development Direction Summary - The action plan outlines key development directions for application scenarios, standard construction, and technological innovation, promoting the large-scale and market-oriented development of new energy storage. The release of the plan provides clarity on future development goals and policy directions, boosting confidence in the industry amid domestic policy adjustments and international market risks [10].

日前，国家发展改革委、国家能源局印发的《新型储能规模化建设专项行动方案(2025—2027年)》(以下 简称《行动方案》)公布。《行动方案》旨在发挥新型储能支撑建设新型能源体系和新型电力系统作 用，培育能源领域新质生产力，进一步扩大内需，推动新型储能规模化建设和高质量发展。 《行动方案》围绕促进新型储能应用场景拓展、推动新型储能利用水平提升、引领新型储能创新融合、 加强新型储能标准体系建设、加快新型储能市场机制完善等五方面，提出了21项具体举措。 在促进新型储能应用场景拓展方面，《行动方案》明确，推进电源侧储能应用，推动沙漠、戈壁、荒漠 等新能源基地合理规划建设新型储能;拓展电网侧储能应用，推动在负荷密集接入、大规模新能源汇 集、大容量直流馈入等关键电网节点，开展独立储能电站建设。同时，创新多场景应用模式，培育试点 应用场景，依托大数据、云计算、人工智能等前沿技术，创新"人工智能+"应用场景。 为引领新型储能创新融合，《行动方案》提出，大力推动技术创新，依托国家产业技术工程化中心、国 家新兴产业创新中心、国家能源局研发创新平台、新型储能领域国家科技重大项目等，支持开展新型储 能共性关键技术攻关、装备研制和示范 ...

科技日报记者 刘园园 日前，国家发展改革委、国家能源局印发的《新型储能规模化建设专项行动方案（2025-2027年）》 （以下简称《行动方案》）公布。《行动方案》旨在发挥新型储能支撑建设新型能源体系和新型电力系 统作用，培育能源领域新质生产力，进一步扩大内需，推动新型储能规模化建设和高质量发展。 《行动方案》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；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。 "'双碳'目标引领下，新能源快速发展，系统调峰、电力保供压力不断增大，作为重要的灵活性调节资 源，新型储能成为构建新型电力系统的客观需要。"国家能源局有关负责同志表示，新的形势下，为推 动新型储能产业高质量发展，亟需进一步明确新型储能应用拓展、创新融合及市场机制等方面举措要 求。 该有关负责同志介绍，"十四五"以来，我国新型储能快速发展，截至2024年底，全国新型储能装机 ...