新型储能是支撑新型电力系统的重要技术和基础装备，是实现"双碳"目标的核心要素，也是培育能源领 域新质生产力、提升国际竞争力的战略选择。国家发展改革委、国家能源局日前联合印发的《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。当前，全球能源格局深度调整，我国能源结构加速转型，发展新型储能已 成为提升电网调节能力、促进新能源高效消纳、保障能源安全、推动能源高质量发展的必然路径。 健全市场机制，构建可持续商业模式。明确新型储能独立市场主体地位，在现货市场未完善区域试 点"容量租赁+调峰补贴"过渡方案，完善电价联动。加快构建"容量电价+电量电价+辅助服务"多元收益 体系，扩大峰谷价差，引入爬坡、转动惯量等辅助服务品种。创新应用场景与调控方式，提升调用水 平。推动绿电交易与储能放电量挂钩，实现环境权益显性化。鼓励"新能源+储能"联合运营与共享模 式 ...

Core Insights - The "14th Five-Year Plan" marks a significant transformation in China's industrial landscape, with a focus on upgrading traditional industries and promoting emerging sectors [1] Group 1: Artificial Intelligence - By 2024, China's artificial intelligence industry is expected to exceed 700 billion yuan, maintaining a compound annual growth rate of 15% [3][6] - As of mid-2025, the total number of large model registrations in China reached 439, covering over 30 industries including healthcare, agriculture, education, smart manufacturing, and fintech [7] Group 2: Quantum Computing - China has established a leading position in quantum computing research, with superconducting and optical quantum computers achieving quantum superiority [10] - Sixteen key cities, including Hefei, Shanghai, Beijing, and Guangzhou, have developed quantum metropolitan networks [10] Group 3: Commercial Space - The number of commercial space enterprises in China has surpassed 500, with the market size expected to exceed 2.5 trillion yuan by 2025 [12] - The satellite internet sector is approaching a commercialization inflection point, with an anticipated market size of 45 billion yuan by 2025 [12] Group 4: Brain-Computer Interface - The brain-computer interface market in China is projected to reach 3.2 billion yuan by 2024, with expectations to grow to 6.14 billion yuan by 2028 [14] Group 5: Robotics - By the end of 2024, there will be approximately 451,700 smart robotics enterprises in China, with a registered capital totaling 6,444.557 billion yuan, reflecting a growth of 206.73% since the end of 2020 [17] Group 6: Biomanufacturing - China's biomanufacturing industry is nearing a total scale of 1 trillion yuan, with fermentation capacity accounting for over 70% of the global total [21] Group 7: Low-altitude Economy - The low-altitude economy market in China is projected to reach 1.5 trillion yuan by 2025, with expectations to grow to 3.5 trillion yuan by 2035 [24] Group 8: New Energy Storage - By mid-2025, China's new energy storage capacity is expected to reach approximately 95 million kilowatts, marking a nearly 30-fold increase over five years and accounting for over 40% of the global total [27] - In 2024, China's hydrogen production and consumption scale is anticipated to exceed 36 million tons, leading the world [27]

Core Insights - The new energy storage industry is experiencing significant growth, with notable shipment volumes indicating a high market demand [1] Group 1: Company Performance - Ruipu Lanjun reported a Q3 shipment volume exceeding 23 GWh, achieving the highest monthly shipment record of over 8 GWh [3] - The company has established R&D centers in Shanghai, Wenzhou, and Jiaxing, with production bases in multiple locations including Indonesia, and is projected to reach a total capacity of over 90 GWh by 2025 [3] - Ruipu Lanjun has secured four GWh-level energy storage orders totaling 26.5 GWh as of 2025 [4] Group 2: Market Developments - Haibo Sichuang confirmed a project shipment of approximately 9.5 GWh for the first half of 2025, indicating strong order fulfillment [6] - The company has also won a procurement project for a 0.5 GW / 3 GWh independent energy storage demonstration project with China Power Construction [6] - Haibo Sichuang's notable project includes a 250 MW / 1000 MWh independent energy storage station in Gansu, which is the largest of its kind in the province [8]

Core Insights - The world's first "dual-tower single machine" solar thermal energy storage power station has commenced trial operation, marking a significant advancement in solar thermal power generation technology [1][2] - The "dual-tower single machine" model improves optical efficiency by 24% compared to the previous "single tower single machine" model, indicating China's leadership in the development of tower-type solar thermal power stations [1] - The upgraded "triple-tower single machine" technology has passed feasibility verification, with a project set to be developed by Kesen Technology in Qinghai [1][2] Industry Developments - Kesen Technology has submitted a prospectus to the Hong Kong Stock Exchange, holding a leading market share of 57.9% in total design capacity and 55.0% in project quantity for tower-type solar thermal projects in China from 2021 to 2024 [2] - The National Development and Reform Commission and the National Energy Administration have set a target for new energy storage installations to reach over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [2] Company Strategies - The company is focusing on various new energy storage technologies, including molten salt storage, green hydrogen, green ammonia, and thermal chemical storage [3] - The company has established partnerships and investments in battery storage technologies, including SOFC and vanadium flow batteries, to enhance its energy storage capabilities [3] Financial Outlook - The company is projected to achieve net profits of 423 million, 550 million, and 700 million yuan for the years 2025 to 2027, with corresponding PE ratios of 33.5x, 25.8x, and 20.3x [3] - The company has a strong financial position with cash reserves of 3.413 billion yuan as of mid-2025, indicating robust operational cash flow and improving profitability [3]

Core Viewpoint - The article discusses the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" issued by the National Development and Reform Commission and the National Energy Administration, aiming for significant advancements in new energy storage by 2027, including marketization, technological innovation, and a multi-dimensional energy storage system to support green energy transition [2]. Group 1 - The new energy storage capacity in China is expected to reach 73.76 million kilowatts by the end of 2024, reflecting rapid development since the "14th Five-Year Plan" period [3]. - The first regional energy storage peak regulation system in China has been established in Jiangsu, integrating various storage technologies to stabilize grid load fluctuations [3]. - During the peak summer period, the Jiangsu energy storage system was utilized over 14,000 times, with a total charge and discharge volume exceeding 25 billion kilowatt-hours, equivalent to adding 10 million-kilowatt coal-fired power plants [3]. Group 2 - The National Energy Administration plans to add over 100 million kilowatts of new energy storage capacity from 2025 to 2027, aiming for a total capacity of over 180 million kilowatts by the end of 2027 [4]. - The action plan emphasizes the integration of "new energy + storage" in market transactions and encourages local exploration of auxiliary service varieties to enhance the market mechanism for energy storage [4].

Core Insights - The National Development and Reform Commission and the National Energy Administration have jointly issued the "New Energy Storage Scale Construction Special Action Plan (2025-2027)", aiming for significant advancements in energy storage by 2027, including market-oriented development and technological innovation [1][3] Group 1: New Energy Storage Development - By the end of 2024, the installed capacity of new energy storage in China is expected to reach 73.76 million kilowatts, driven by rapid development during the 14th Five-Year Plan period [2] - The new energy storage system is increasingly recognized as a crucial resource for flexibility in power regulation, especially with the growing pressure on power supply and demand [2] Group 2: Regional Energy Storage Systems - Jiangsu has established China's first regional energy storage peak regulation system, integrating various storage technologies to stabilize grid load fluctuations [2] - During the summer peak period, this system has already demonstrated significant capabilities, with over 14,000 instances of resource utilization and a total charge and discharge volume exceeding 25 billion kilowatt-hours [2] Group 3: Future Goals and Market Mechanisms - The action plan outlines a target of adding over 100 million kilowatts of new energy storage capacity within three years, aiming for a total of over 180 million kilowatts by the end of 2027 [3] - The plan emphasizes the need for improved market mechanisms, including the integration of "new energy + storage" in market transactions and the development of auxiliary service varieties tailored to regional conditions [3]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued an action plan for the large-scale development of new energy storage from 2025 to 2027, aiming for a mature and market-oriented new energy storage system by 2027, which will support the green energy transition [1] Group 1: New Energy Storage Development - New energy storage has rapidly developed since the 14th Five-Year Plan, with installed capacity expected to reach 73.76 million kilowatts by the end of 2024 [2] - The new energy storage system is increasingly recognized as a crucial resource for flexibility in power regulation, especially with the growing pressure on power supply and demand [2] - A regional energy storage peak regulation system has been established in Jiangsu, integrating various storage technologies to stabilize grid load fluctuations [2] Group 2: Impact and Benefits - The Jiangsu energy storage system has already demonstrated significant capabilities, with over 14,000 instances of resource utilization and a total charge and discharge volume exceeding 25 billion kilowatt-hours during the summer peak [2] - This system can provide peak power exceeding 10 million kilowatts, equivalent to adding ten 1-million-kilowatt thermal power units, meeting diverse grid peak regulation needs [2] - It is projected that the system will facilitate the consumption of over 3.8 billion kilowatt-hours of renewable energy annually, reducing standard coal consumption by 1.11 million tons and cutting carbon dioxide emissions by 2.78 million tons [2] Group 3: Future Goals and Market Mechanisms - To promote high-quality development of the new energy storage industry, clear measures for application expansion, innovation integration, and market mechanisms are needed [3] - The action plan sets a target of adding over 10 million kilowatts of new installed capacity nationwide within three years, aiming for a total of over 180 million kilowatts by the end of 2027 [3] - The plan encourages the integration of "new energy + storage" as a unified pricing entity in the electricity market and aims to improve the pricing mechanism for storage capacity [3]

Core Insights - The National Development and Reform Commission and the National Energy Administration have jointly issued the "New Energy Storage Scale Construction Special Action Plan (2025-2027)", aiming for significant advancements in energy storage by 2027 [1] Group 1: New Energy Storage Development - By the end of 2024, the installed capacity of new energy storage in China is expected to reach 73.76 million kilowatts, driven by rapid development during the 14th Five-Year Plan period [2] - The new energy storage system is increasingly recognized as a crucial resource for flexibility regulation, especially with the growing pressure on power supply and peak regulation [2] - A regional energy storage peak regulation system has been established in Jiangsu, integrating various storage technologies to stabilize grid load fluctuations [2] Group 2: Impact and Benefits - The Jiangsu energy storage system has already demonstrated significant capabilities, with over 14,000 instances of resource utilization and a total charge and discharge volume exceeding 25 billion kilowatt-hours during the summer peak [2] - This system can provide peak regulation power exceeding 10 million kilowatts, equivalent to adding 10 million-kilowatt coal-fired power units, addressing varying grid demand effectively [2] - It is projected that the system will facilitate the consumption of over 3.8 billion kilowatt-hours of renewable energy annually, reducing standard coal consumption by 1.11 million tons and cutting carbon dioxide emissions by 2.78 million tons [2] Group 3: Future Goals and Market Mechanisms - The action plan outlines goals for new energy storage development from 2025 to 2027, with an expected addition of over 10 million kilowatts of installed capacity, reaching over 180 million kilowatts by the end of 2027 [3] - The plan emphasizes the need for a robust market mechanism to support the integration of "new energy + storage" in electricity market transactions and encourages local exploration of auxiliary service varieties [3] - It aims to enhance the pricing mechanism for storage resources, promoting a more efficient and integrated energy market [3]

今 晚 8 点 半 ， 锁 定 CCTV- 2 央 视 财 经 《 国 内 外 需 求 叠 加 新 型 储 能 市 场 " 一 芯 难 求"》。 记者将深入储能企业生产线、项目现场展开实地调研，对话行业龙头负责人与权威专家， 带你全方位揭秘新型储能行业的供需实况、盈利逻辑与未来前景。 以下中关村储能产业技术联盟常务理事单位领导接受了采访： 陈海生 中关村储能产业技术联盟理事长 张剑辉 北京海博思创科技股份有限公司董事长 连湛伟 新源智储能源发展（北京）有限公司董事长 田庆军 远景储能总裁 ESIE 2026 储能产业发展的风向标 文 | 中关村储能产业技术联盟 国家发展改革委、国家能源局近日发布《新型储能规模化建设专项行动方案》，到2027 年，中国新型储能装机规模将达到1 . 8亿千瓦以上，新型储能规模化发展迎来新的重要拐 点。 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 王先生 13 5 8 1 8 8 5 5 2 0 李先生 13 5 8 1 7 4 1 6 8 0 相关阅读 重磅 | 2027新型储能装机180GW！两部门印发新型储能规模化建设专项行动方案 储能10项！国家能 ...

Group 1 - The provincial government emphasizes the importance of learning and implementing the key speeches and instructions from General Secretary Xi Jinping, focusing on enhancing enterprise services and promoting green and low-carbon transformation [1] - The government aims to strengthen high-quality development advantages, ensuring continuous and stable economic growth while improving quality [1] - The new energy storage industry demonstration base is highlighted, with a call for accelerated project construction and collaboration among upstream and downstream enterprises [1] Group 2 - The government stresses the need for strict implementation of forest protection measures, including the protection of ancient trees and the establishment of genetic resource banks [2] - There is a focus on enhancing fire prevention capabilities and optimizing defense measures in forest areas to ensure safety [2] - The overall economic performance of Tai'an is reported to be positive, with an emphasis on high-quality development, effective investment, and improving service quality [2]