On February 28, as of press time, Yongfu shares rose by more than 6%, Guangxi Energy rose by more than 5%, and Shenling Environment, Jiangte Motor, Tianfu Energy, etc. followed suit.
On February 27, the National Development and Reform Commission and the National Energy Administration jointly issued the "Guiding Opinions on Strengthening the Construction of Power Grid Peak Regulation Energy Storage and Intelligent Dispatching Capacity", which made systematic arrangements for the key tasks of strengthening the capacity building of power system regulation and clarified the relevant requirements.
The "Guiding Opinions" proposes that by 2027, the power system regulation capacity will be significantly improved, the operation scale of pumped storage power stations will reach more than 80 million kilowatts, and the demand-side response capacity will reach more than 5% of the maximum load, and the policy system to ensure the market-oriented development of new energy storage will be basically completed, and the intelligent dispatching system that adapts to the new power system will gradually take shape, supporting the proportion of new energy power generation in the country to reach more than 20%, and the utilization rate of new energy will be maintained at a reasonable level, so as to ensure the balance of power supply and demand and the safe and stable operation of the system.
In recent years, new energy storage has received a lot of substantial policy benefits. According to the previously released "14th Five-Year Plan" New Energy Storage Development Implementation Plan, by 2025, new energy storage will enter the stage of large-scale development from the initial stage of commercialization, and have the conditions for large-scale commercial application, among which the performance of electrochemical energy storage technology will be further improved, and the system cost will be reduced by more than 30%; By 2030, new energy storage will be fully market-oriented.
Capital ** said that the new installed capacity in 2023 will be about 22.6 million kilowatts and 48.7 million kilowatt hours, an increase of more than 260% from the end of 2022 and nearly 10 times the installed capacity at the end of the 13th Five-Year Plan. From a policy point of view, energy storage policies have been continuously improved from the national to the local level, and the energy storage business model has been further improved. As an important part of the new power system, it is expected that the follow-up energy storage related policies and business models will be more perfect.