文 | 中关村储能产业技术联盟 "十五五"开局之际，我国新型储能产业迎来里程碑式政策突破。2026年1月30日，国家发 展改革委、国家能源局正式印发《关于完善发电侧容量电价机制的通知》（以下简称"114 号文件"）。作为行业期盼已久的新政， 114号文件首次从国家制度层面明确新型储能的容 量 价 值 ， 以 " 同 工 同 酬 " 为 核 心 原 则 ， 将 电 网 侧 独 立 新 型 储 能 正 式 纳 入 发 电 侧 容 量 电 价 机 制。 文件的出台，标志着独立新型储能完整收益版图成型——电能量市场、辅助服务市场、容量 电价三大收益板块协同发力，为产业可持续发展筑牢收益根基，点燃行业发展信心。2026 年由此成为独立新型储能市场化发展元年，也为"十五五"时期新型储能高质量发展拉开序 幕。 2 月 3 日 ， 中 关 村 储 能 产 业 技 术 联 盟 举 办 《 储 能 市 场 化 容 量 补 偿 机 制 研 究 》 成 果 发 布 会 暨"114号文件"政策解读会 ，课题核心专家分享研究成果，并围绕容量补偿政策要点进行 深度解析。 远景能源有限公司远景高级副总裁田庆军受邀参会，就"114号文件"的核 ...

Core Viewpoint - The development of the new energy storage industry in China is rapidly advancing, with significant growth in installed capacity and technological diversity, positioning it as a crucial component of the new power system and a key player in achieving carbon neutrality goals [1][2][3]. Group 1: Industry Development - China's new energy storage industry has seen a rapid increase, with installed capacity exceeding 137.9 GW by the end of 2024, marking a year-on-year growth of 59.9%, and new energy storage capacity reaching 78.3 GW, with a power scale growth of 126.5% [2]. - The industry has entered a phase of large-scale application, with over 280,000 registered energy storage-related businesses by the end of 2024, and a record 89,000 new registrations in 2024 [3]. - The technology landscape is diversifying, with lithium-ion batteries dominating but also significant advancements in compressed air storage, flow batteries, and sodium-ion batteries, with projects exceeding 300 MW in power scale [3]. Group 2: Challenges and Barriers - The new energy storage sector faces technical challenges, including the need for advancements in safety, cost, and lifespan of technologies, with key areas such as high-temperature membrane materials and battery recycling requiring breakthroughs [4]. - Market mechanisms are still underdeveloped, lacking a national consensus on pricing, which affects the stability and profitability of energy storage services across various applications [4][5]. - The regulatory framework and industry standards are not fully established, leading to inconsistencies in product quality and project evaluation, necessitating a comprehensive lifecycle management system for energy storage projects [5]. Group 3: Recommendations for Improvement - To enhance the new energy storage sector, there is a need for strengthened technological innovation, focusing on low-cost, long-life, and high-efficiency storage solutions, alongside the establishment of innovation centers and research hubs [6]. - A sustainable market development mechanism should be established, with clear pricing structures and supportive policies to foster a conducive environment for the energy storage industry [6][7]. - The development of technical standards and industry norms is essential, including the creation of a certification system and lifecycle management frameworks to ensure the long-term stability and safety of energy storage systems [7].