1：主要目標：

a）到2025年實現(xiàn)從商業(yè)化初期向規(guī)模化發(fā)展轉(zhuǎn)變，裝機規(guī)模30GW以上，在推動能源領(lǐng)域碳達峰碳中和過程中發(fā)揮顯著作用；

b）2030年實現(xiàn)全面市場化發(fā)展，成為能源領(lǐng)域碳達峰碳中和關(guān)鍵支撐之一。

2：政策方向：

a）發(fā)電側(cè)：健全“新能源+ 儲能”項目激勵機制，包括利用小時，并網(wǎng)時序等等；研究建立儲能準入條件，包括參與中長期交易、現(xiàn)貨和輔助市場服務(wù)；

b）電網(wǎng)側(cè)：建立電網(wǎng)側(cè)獨立儲能容量電價機制，研究探索將電網(wǎng)替代性儲能設(shè)施成本收益納入輸配電價回收；

c）用戶側(cè)：完善峰谷電價；

d）推動鋰電池等相對成熟新型儲能技術(shù)成本持續(xù)下降和商業(yè)化規(guī)模應(yīng)用；

3：其他：

a）產(chǎn)業(yè)鏈保障：提升儲能核心技術(shù)裝備自主可控水平；

b）定位：提出明確儲能市場主體地位；

c）大力推進電源側(cè)、積極推動電網(wǎng)側(cè)、積極支持用戶側(cè)。

     從征求意見稿可以分析出：儲能行業(yè)將從發(fā)電側(cè)開始爆發(fā)，隨后電網(wǎng)側(cè)和戶用側(cè)依次進入爆發(fā)期。此前制約行業(yè)發(fā)展的主要因素是經(jīng)濟性：發(fā)電側(cè)配置儲能，本質(zhì)是增加初裝成本卻無法提升收益（不包括有地補的省份）；電網(wǎng)側(cè)同樣如此，電網(wǎng)企業(yè)配置意愿不強；用戶側(cè)經(jīng)濟性普遍有待提升。征求意見稿重點在于解決儲能經(jīng)濟性，包括發(fā)電側(cè)參與中長期交易、提供現(xiàn)貨和輔助市場服務(wù)、利用小時與并網(wǎng)順序的傾斜，用戶側(cè)擴大峰谷價差等。此外，電網(wǎng)側(cè)提出將電網(wǎng)替代性儲能納入輸配電成本，可能會極大程度提升電網(wǎng)側(cè)配置儲能的積極性，預(yù)計相關(guān)政策落地后，這一環(huán)節(jié)發(fā)展可能會大超預(yù)期。新型電力系統(tǒng)的發(fā)展是一個系統(tǒng)工程，難度主要就卡在電網(wǎng)端，目前已經(jīng)看到電網(wǎng)積極性可能會發(fā)生重大變化。長期來看，機構(gòu)已經(jīng)預(yù)計2025年儲能市場空間可能會超1500億規(guī)模，若在此期間內(nèi)儲能成本進一步下降，預(yù)計更多需求將被激發(fā)。這都將對以光伏和風(fēng)電為主的新能源發(fā)電，起到極大的推動作用。

1. Main Objectives:  

 

A) To achieve a transformation from the initial stage of commercialization to large-scale development by 2025, with an installed capacity of more than 30GW, and play a significant role in promoting carbon peaking and carbon neutrality in the energy sector;  

 

B) To achieve comprehensive market-oriented development by 2030 and become one of the key supports for carbon peaking and carbon neutrality in the energy sector.  

 

2. Policy Direction:  

 

A) Power generation side: improve the incentive mechanism of "new energy + energy storage" project, including utilization hours, grid connection timing, etc.;   Study the establishment of access conditions for energy storage, including participation in medium - and long-term transactions, spot and ancillary market services;  

 

B) On the grid side: establish an independent electricity price mechanism for energy storage capacity on the grid side, and study and explore the inclusion of the cost and benefit of alternative energy storage facilities in the electricity transmission and distribution price recovery;  

 

C) User side: improve peak-valley electricity price;  

 

D) Promote continuous cost reduction and commercial-scale application of relatively mature new energy storage technologies such as lithium batteries;  

 

3: Others:  

 

A) Industrial chain guarantee: improve the autonomous and controllable level of core technology and equipment of energy storage;  

 

B) Positioning: propose to define the dominant position of energy storage market;  

 

C) Vigorously promote the power supply side, actively promote the grid side and actively support the user side.  

 

It can be analyzed from the draft that the energy storage industry will explode from the power generation side, and then the power grid side and the household side will enter the outbreak period in turn.   Previously, the main factor restricting the development of the industry was economy: the configuration of energy storage at the power generation side essentially increased the initial installation cost but failed to increase the revenue (excluding provinces with land compensation);  The same is true for the grid side, where the grid enterprises are not willing to allocate;  The user-side economy generally needs to be improved.  The draft focuses on solving the economy of energy storage, including the participation of the power generation side in medium - and long-term transactions, the provision of spot and auxiliary market services, the inclination of utilization hours and grid connection order, and the widening of the peak-valley price gap on the user side.  In addition, the power grid side proposes to include alternative energy storage in transmission and distribution costs, which may greatly enhance the enthusiasm of energy storage configuration on the power grid side. It is expected that after the implementation of relevant policies, the development of this link may greatly exceed expectations.   The development of a new type of power system is a systematic project, and the difficulty is mainly stuck in the grid side. At present, we have seen that the enthusiasm of the grid may change significantly.   In the long term, the energy storage market has been projected to exceed $150 billion by 2025, and more demand is expected to be stimulated if storage costs fall further during that period.   All these will give a great boost to new energy generation, mainly photovoltaic and wind power.