Core Viewpoint - The article discusses the urgent need for unified market design to support the development of new energy storage systems, especially after the cancellation of mandatory energy storage requirements for renewable energy sources, which has shifted the focus to market-driven profitability strategies [2][4][7]. Summary by Sections Market Dynamics - The new energy storage market is experiencing a phase of "short-term fluctuations and long-term optimism," transitioning from a policy-driven model to one that must prove its value in a competitive market [4]. - In the first quarter of 2025, the newly installed capacity of new energy storage projects in China was 5.03 GW, showing a year-on-year decline of 1.5% [5]. - By the second quarter of 2025, driven by a surge in photovoltaic installations, the total installed capacity of new energy storage reached 94.91 GW, marking a 29% increase compared to the end of 2024 [6]. Policy and Implementation - The implementation of the "136 Document" by the National Development and Reform Commission and the National Energy Administration is crucial for reshaping the "renewable energy + storage" development landscape [2]. - Various provinces have begun to issue local regulations based on the "136 Document," with some provinces like Gansu and Inner Mongolia providing specific capacity pricing standards [6]. Opportunities and Challenges - The full market entry of renewable energy presents new opportunities for new energy storage, as the removal of mandatory storage requirements allows for a broader market demand for adjustable resources [7]. - However, challenges remain, including the lack of industry standards, economic viability, and unclear profit models [8]. Technical and Economic Bottlenecks - Key issues facing new energy storage include safety, technology, and economic viability, with ongoing concerns about the safety of large-scale chemical storage systems [8]. - The current price limits in the electricity market restrict the ability to reflect real-time supply and demand, hindering resource adjustment and development potential [9]. Solutions and Recommendations - To address these challenges, a dual approach of top-level design and technological innovation is recommended, focusing on the adaptability of new energy storage to power system operations [10]. - Emphasis should be placed on reducing costs and improving efficiency in the manufacturing sector, as well as enhancing the planning and investment analysis of energy storage projects [11]. - Experts suggest expanding market price mechanisms and developing long-cycle, large-capacity storage technologies to address seasonal power supply issues [12].