文 | 中关村储能产业技术联盟 论坛亮点 ● 权威阵容， 电网专家齐聚 1 0余位西北/华北/华东/南方等区域电网公司、重点省级电力调度与交易机构代表齐聚， 共探新型储能与新型电力系统的市场融合路径。 ● 核心聚焦，全域覆盖 涵盖"十五五" 电力市场建设、新型储能参与市场路径、跨省区交易创新、多元价值体系 重塑等核心议题，全面解读东中西部、南网/国网不同区域市场差异化发展路径。 ● 双向赋能，共谋发展 搭建电网调度机构与储能/电力产业从业者之间高效对接的专业平台，直接推动政策、技 术与市场需求的转化。 | "十五五"时期我国电力市场建设及储能参与市场形势 | 09:30-09:50 | | --- | --- | | 张 | 显 北京电力交易中心 市场部主任 | | 09:50-10:10 面向新型电力系统的西北电网省间交易创新实践 | | | 柯贤波 国网西北分部市场交易六部主任 | | | 10:10-10:30 从系统运行看储能规划的几点思考 | | | CNESA电力市场专委会 委员 | 李付强 | | 国网华北分部 规划研究中心主任、电网技术中心 书记 | | | 10:30-10:50 南方区域以 ...

Core Viewpoint - The article emphasizes the significant focus on energy storage development during the 2026 National People's Congress, highlighting its integration into national energy strategies and the push for green energy applications [2][3]. Group 1: Government Work Report Highlights - The government aims for a 4.5% to 5% economic growth target, with a strong emphasis on developing a green low-carbon economy and enhancing energy storage systems [3]. - The installed capacity of new energy storage exceeded 130 million kilowatts, with non-fossil energy consumption accounting for 21.7% [3]. - The report outlines the establishment of a national low-carbon transition fund and the promotion of hydrogen and green fuels as new growth points [3][4]. Group 2: Recommendations from NPC Representatives - Suggestions include accelerating the planning of ultra-high voltage direct current channels to enhance renewable energy consumption in regions like Xinjiang [5]. - A proposal to enforce long-duration energy storage facilities in renewable-rich areas, with a target of achieving over 8% long-duration storage by 2027 [5][6]. - Recommendations to integrate green electricity with intelligent computing and to support the development of zero-carbon parks and green hydrogen projects [6][7]. Group 3: Provincial Government Reports - 21 provinces have included energy storage in their government work reports, indicating its transition from an optional to a mandatory focus area in energy transition planning [8][9]. - Provinces like Guangdong aim to increase the share of renewable energy installations from 23.3% to 40.4% during the 14th Five-Year Plan [10]. - Various provinces are pushing for the construction of zero-carbon parks and integrating energy storage into their energy systems, with specific targets for new installations [9][10].

Core Insights - By the end of 2025, China's new energy storage installed capacity is expected to reach 144.7 GW, accounting for over two-thirds of the total power storage capacity in the country, which is 45 times that of the end of the 13th Five-Year Plan [3] - A total of approximately 3,340 new energy storage-related policies have been released nationwide, with 869 new policies published in 2025 alone, representing a 13% increase compared to 2024 [3] Policy Milestones - The article decodes the core impacts of significant documents such as No. 136 and No. 114, highlighting the establishment of legal mechanisms for capacity pricing and the transition of energy storage from being driven by strong allocation to market-driven approaches [5] Market Mechanism Analysis - Focus on the construction of the electricity spot market, the cancellation of long-term time-of-use pricing, and the upgrade of auxiliary service markets, providing a comprehensive overview of changes in segmented markets and identifying new profit paths for independent storage, renewable energy matching storage, and commercial and industrial storage [5] Future Trends - The article anticipates adjustments in the business environment for the new energy storage industry, project planning, technological optimization, and strengthened regulatory management, all aimed at high-quality construction and large-scale development goals during the 14th Five-Year Plan [5]

Core Insights - The Henan Provincial Government announced that energy project investments have exceeded 100 billion RMB for three consecutive years [1] - The province is actively supporting private enterprises in participating in major energy projects, including wind power, solar power, clean and efficient coal power, new energy storage, pumped storage, biomass power generation, and charging stations [1] - Henan's low-carbon energy transition is accelerating, with total installed power capacity surpassing 160 million kilowatts, and renewable energy generation capacity accounting for over half of the total [1] - It is projected that by 2025, the province's renewable energy generation will exceed 1,400 billion kilowatt-hours, representing a year-on-year growth of 21% [1]

Core Viewpoint - China is entering a new phase of green development as part of its transition to a sustainable economy, with a focus on achieving carbon peak targets by 2030 [2][3]. Group 1: Future Work Plan - The future work plan will concentrate on four main areas: advancing carbon emission control, accelerating energy transformation, fostering industrial upgrades, and promoting sustainable production and consumption practices [4]. - The green transformation aims to move away from outdated production and consumption models characterized by mass production, high emissions, and excessive consumption [4]. Group 2: Progress in Green Transformation - China has made significant progress in its green and low-carbon transformation over the past five years, with non-fossil energy generation capacity more than doubling during the 14th Five-Year Plan period (2021-25) [6]. - Wind and solar power generation has reached 1.73 billion kilowatts, which is three times the amount generated in 2020 [6]. Group 3: Energy Technology Breakthroughs - The country is experiencing breakthroughs in energy technology, including the operation of the world's first commercial high-temperature gas-cooled reactor and new energy storage capacity exceeding 100 million kW [8]. - Innovations such as green electricity direct linking and smart micro-grids are providing new options for businesses and consumers [8]. Group 4: Nationally Determined Contributions (NDC) - China has updated its Nationally Determined Contributions, aiming to reduce economy-wide net greenhouse gas emissions by 7% to 10% from peak levels by 2035 [9]. - This commitment reflects China's determination to contribute to global climate change efforts, although comparisons with other countries' emission reduction starting points may not be fair [10].