Core Viewpoint - By the end of September 2025, China's new energy storage installed capacity is expected to exceed 100 million kilowatts, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan, and accounting for over 40% of the global total installed capacity, making China the world leader in this sector [1][2]. Group 1: Industry Growth and Development - The rapid increase in new energy storage installed capacity is attributed to technological innovation, industrial development, and the gradual improvement of business models, transitioning from the initial commercialization phase to large-scale development [1][2]. - In the first three quarters of 2025, the equivalent utilization hours of new energy storage nationwide reached approximately 770 hours, an increase of about 120 hours year-on-year, with several provinces demonstrating effective utilization [1]. Group 2: Technological Advancements - As of September 2025, lithium-ion battery storage dominates the new energy storage technology landscape, with an installed capacity exceeding 98 million kilowatts, accounting for 96.1% of the total; flow battery storage has grown approximately 30 times since the end of the 13th Five-Year Plan, reaching 1.15 million kilowatts [2]. - Emerging technologies such as solid-state batteries and hydrogen storage are accelerating development, providing robust support for future energy storage needs in new power systems [2]. Group 3: Policy and Market Mechanisms - The National Energy Administration plans to focus on several key areas during the 14th Five-Year Plan, including coordinated planning of new energy storage and other regulatory resources, enhancing market mechanisms for new energy storage, and promoting a shift from policy-driven to market-driven development [3]. - Efforts will be made to improve the utilization levels of new energy storage, support technological innovation, and deepen international cooperation in the field of new energy storage [3].

根 据 CNESA Datalink 全 球 储 能 数 据 库 不 完 全 统 计 ， 9 月 ， 用 户 侧 储 能 新 增 装 机 规 模 243.56W/488.22MWh，同比+38%/+18%，环比-41%/-46%。用户侧新型储能项目装机呈现以下 特点。 用户侧储能的市场格局愈发清晰。报告显示， 超过70%的装机来自冶金、化工、纺织等高 耗能企业 ，"降碳保供"已成为刚需。 从峰谷价差来看，广东部分地区的峰谷价差持续保持在1元/kWh，年充放电次数可达600次 以上，套利空间较大。 这与该省备案项目"能量规模同比增长359%"相互印证。 然而，频繁调整的分时电价政策， 也给投资回报带来不确定性。 9月用户侧储能项目分析 应用场景：高耗能企业装机占比超70%。 文 | 中关村储能产业技术联盟 用户侧储能最新数据出炉！ 9月用户侧储能新增装机出现同比增长、环比下滑。 但从备案项目数据来看，9月新增用户 侧储能 备案项目规模和个数均高于去年同期 ，分别同比+28%和+80%。 9 月 ， 用 户 侧 储 能 市 场 以 工 商 业 应 用 主 导 ， 占 比 超 95% 。 工 商 业 场 景 新 增 ...

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a plan for the large-scale construction of new energy storage from 2025 to 2027, aiming for a total installed capacity of over 180 million kilowatts and direct investment of approximately 250 billion yuan by 2027 [1] Group 1: Expansion of Application Scenarios - The plan proposes four measures to promote the expansion of new energy storage application scenarios, including advancing power-side storage applications and innovating multi-scenario application models [2] - It emphasizes the reasonable planning and construction of new energy storage in desert and remote areas, as well as the establishment of independent storage power stations at key grid nodes [2] - The focus is on industrial parks and computing facilities, promoting innovative applications such as green electricity direct connection and virtual power plants [2] Group 2: Innovation and Integration - The plan calls for promoting technological innovation and implementing storage industry innovation projects, while supporting pilot project applications [3] - It aims to leverage national technology centers and major projects to tackle common key technologies and promote diversified development of new energy storage technologies [3] - The plan encourages new energy storage to participate in energy markets and auxiliary service markets, accelerating the establishment of pricing mechanisms [3] Group 3: Application and Technology Development - The plan seeks to expand new energy storage applications in areas such as power coordination, grid stability support, and smart microgrids [4] - It highlights the commercialization of various storage technologies, including compressed air, flow batteries, and sodium-ion batteries, while also exploring innovative technologies like solid-state batteries and hydrogen storage [4] - The focus is on accelerating business model innovation and promoting collaboration across the industry chain to achieve sustainable development [4]

Core Viewpoint - The article discusses the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" released by the National Development and Reform Commission and the National Energy Administration, emphasizing the importance of new energy storage development in China [4]. Group 1: Installation Goals - The plan sets a target for new energy storage installations to exceed 180 million kilowatts by 2027, with an estimated direct investment of approximately 250 billion yuan [5]. - As of mid-2025, the cumulative installed capacity of new energy storage in China is 95 GW/222 GWh, requiring an additional 85 GW of installations from H2 2025 to 2027 to meet the target [5]. - Assuming an average storage duration of 3 hours, this translates to a need for 255 GWh of new installations, averaging 102 GWh per year [5]. Group 2: Technology Routes - The plan identifies lithium battery technology as the primary route for energy storage, with significant cost reductions expected during the "14th Five-Year Plan" period [6]. - Other technologies such as compressed air storage, flow batteries, sodium-ion batteries, flywheel storage, gravity storage, thermal storage, and hydrogen storage are also recognized for their potential development [6]. Group 3: Utilization Improvement - The plan aims to enhance the utilization levels of new energy storage, addressing previously low utilization rates that hindered industry growth [7]. - It proposes innovative control methods for new energy storage to optimize resource allocation and reduce the frequency of coal power plant adjustments [7]. Group 4: Market Mechanism Enhancement - The plan encourages new energy storage to participate fully in the electricity market, promoting "new energy + storage" as a unified bidding entity [8]. - It aims to guide new energy storage participation in ancillary service markets, including frequency regulation and backup services, while encouraging local adaptations [8]. - The plan also emphasizes the need for a pricing mechanism for new energy storage, including capacity compensation for reliable power system resources [8].

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 issued the "Special Action Plan for the Large-Scale Construction of New Energy Storage (2025-2027)", aiming for significant advancements in new energy storage by 2027, including a target of over 180 million kilowatts of installed capacity and approximately 250 billion yuan in direct investment [1][3]. 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 manufacturing capabilities ranking among the top globally. The installed capacity of new energy storage nationwide is projected to exceed 180 million kilowatts, driving direct investment of about 250 billion yuan [3][1]. Application Scenarios - Continuous expansion of application scenarios is emphasized, leveraging various technological advantages to enhance new energy storage in areas such as power source coordination, grid stability support, smart microgrids, and virtual power plants [3][6]. Technological Maturity - Various technologies are maturing, with lithium-ion battery storage leading the way, while other technologies like compressed air storage, flow battery storage, sodium-ion battery storage, and flywheel storage are advancing towards commercialization [5][6]. System Performance - Significant improvements in the comprehensive energy conversion efficiency, cycle life, and overall safety levels of new energy storage systems are noted, contributing to the stable operation of the power system [5][6]. Industry Innovation - The plan promotes policy improvements and commercial model innovations, supporting pilot projects in key regions to enhance collaboration across the industry chain and achieve sustainable development [5][6]. Market Mechanism Enhancement - Encouragement for new energy storage to participate in the energy market, including independent participation in energy trading and auxiliary service markets, is highlighted [12][13]. Talent and International Cooperation - The plan emphasizes the importance of talent cultivation and international cooperation, aiming to enhance the capabilities of professionals in the energy storage sector and promote the export of advanced technologies [15][21].

Core Viewpoint - New energy storage is a key technology supporting the construction of a new energy system and a new power system, significantly promoting the implementation of the "dual carbon" strategy and driving domestic demand, industrial innovation, and talent cultivation [2] Group 1: Achievements in New Energy Storage Development - Since the "14th Five-Year Plan," China's new energy storage installed capacity has increased from approximately 3 million kilowatts at the end of the "13th Five-Year Plan" to 73.76 million kilowatts by the end of 2024, marking a transition from the initial commercialization phase to a stage of scaled development [3] - The National Energy Administration has actively improved the policy framework for new energy storage, issuing key documents that guide the development direction and establish specialized policies for project management, scheduling, pilot demonstrations, market mechanisms, and industrial development [4] - Significant technological advancements have been made, with lithium-ion battery storage technology reaching world-leading levels, and various storage technologies such as compressed air, flow batteries, and flywheel storage moving towards commercial application [5] - The utilization hours of new energy storage have approached 1,000 hours in 2024, an increase of approximately 300 hours compared to 2023, demonstrating its critical role in power supply during peak summer periods [6] - The management level of the new energy storage industry has improved, with the establishment of a collaborative management system and a national big data platform for the industry, contributing to the healthy and orderly development of the sector [7] Group 2: Challenges Facing the Industry - The establishment of a price mechanism for new energy storage needs to be accelerated, as the current market does not fully reflect the value of storage resources, necessitating the development of a capacity compensation mechanism to ensure reasonable returns [10] - The development layout of the new energy storage industry requires scientific guidance, as the long industrial chain and high investment enthusiasm from social capital necessitate rational planning and coordination among upstream and downstream sectors [11] - Continuous strengthening of multi-technology innovation is essential to maintain competitiveness in the face of increasing international competition and emerging innovative technologies in the new energy storage field [12] Group 3: Strategies for Future Development - Strengthening development planning is crucial, with the need to compile the "15th Five-Year Plan" implementation plan for new energy storage to ensure integration with various energy sectors [14] - Emphasizing technology innovation as a core element for cultivating new productive forces, with increased support for R&D and application of new energy storage technologies [15] - Improving market mechanisms is necessary to enhance the connection between long-term and spot markets, expand auxiliary service market trading varieties, and establish a capacity compensation mechanism suitable for new energy storage [16] - Encouraging application scenarios to drive the development of new energy storage technologies, including optimizing configurations in renewable energy bases and exploring new models and fields for storage applications [17]

Core Viewpoint - The report highlights the critical role of new energy storage in supporting the new power system and achieving the "dual carbon" strategic goals, emphasizing the need for top-level design, addressing development bottlenecks, and strategic layout for the new energy storage industry during the 14th Five-Year Plan period [2]. Group 1: Top-Level Design and Industry Practice - A comprehensive policy framework has been established, with new energy storage included in the Energy Law of the People's Republic of China, marking its legal position in power system regulation [3]. - By the end of 2024, the installed capacity of new energy storage in China reached 73.76 million kilowatts, accounting for over 40% of the global total, with an average annual growth rate exceeding 130% [4]. - Technological innovation has led to significant advancements, including the mass production of lithium-ion battery cells with a capacity of 500 ampere-hours and a cycle life of 15,000 times [5]. Group 2: Bottlenecks in High-Quality Development - Despite a 25% decrease in lithium-ion battery storage costs compared to 2023, the initial investment for long-duration storage (over 4 hours) remains high, with vanadium flow battery systems costing 1.6 to 2.5 times that of lithium-ion batteries [6]. - The current standards primarily cover electrochemical storage, but there are systemic challenges in the implementation of these standards, highlighting the need for enhanced execution and regulatory oversight [7]. - The industry chain has weak links, particularly in high-end products, which still rely on imports, indicating a need for improved collaboration between research, development, and engineering [9]. Group 3: Leading Global Energy Storage Paradigm - A focus on technological innovation across various time scales is essential, with plans to upgrade lithium-ion batteries and accelerate the industrialization of sodium-ion and solid-state batteries [10]. - The establishment of a unified capacity compensation mechanism and a three-pronged revenue model is necessary to unlock diverse value opportunities for new energy storage [11]. - The report advocates for the internationalization of storage technology standards and the establishment of integrated projects in overseas markets, aiming to position China as a leader in the global energy storage industry [12].

Core Insights - Shandong Province's Energy Bureau has issued the "Shandong Province 2025 New Energy High-Level Consumption Action Plan," aiming to enhance new energy storage capacity and maintain high utilization rates of renewable energy [1][2] Group 1: New Energy Storage Initiatives - The plan includes the construction of 3 million kilowatts of new energy storage capacity this year, with a focus on improving the trading mechanism for storage [1] - It proposes to relax price limits in the spot market to widen the price difference between charging and discharging, allowing storage to participate in real-time energy markets and auxiliary service markets [1] - Existing renewable energy stations will continue to implement capacity leasing and fulfill storage responsibilities based on grid connection commitments [1] Group 2: Development of Storage Technologies - The plan emphasizes the acceleration of compressed air energy storage development, particularly in areas rich in salt rock resources, with an additional capacity of around 1 million kilowatts expected this year [1] - It also highlights the scientific layout of electrochemical energy storage, targeting areas with concentrated renewable energy and load centers, aiming for over 2 million kilowatts of new capacity [1] Group 3: Encouragement of New Technologies and Applications - The document encourages the application of new storage technologies such as gravity, sodium-ion batteries, flywheels, and supercapacitors, promoting diversified development of energy storage [2] - It supports integrated pilot projects for source-grid-load-storage systems and the large-scale application of distributed storage to enhance flexible adjustment capabilities [2] Group 4: Independent Storage Development - The plan supports the development of independent storage systems, ensuring compliance with national electricity pricing policies [2] - Independent storage systems sending electricity to the grid will not bear transmission and distribution prices for their corresponding charging amounts, but must adhere to regulations regarding significant discrepancies between charging and discharging amounts [2]