requestId:685ea590116c05.58370270.
In 2025, document No. 136 was born, and my country’s new dynamics industry has also entered a intensive and profound adjustment period aimed at accelerating the construction of new power systems and promoting the process of new power marketization.
From policy through mountain bikes to market marathons, energy industry is also undergoing a rebirth from “policy dependence” to “value creation”.
This process not only relies on the basic logic of energy industry, but also gave birth to a systematic breakthrough in technical iteration, formal innovation and ecological emphasis.
Is the tide of rolling clothes coming?
On February 9, 2025, the National Development and Reform Commission and the National Dynamics Bureau jointly issued the “Notice on Deepening the Market Transformation of New Powers and Promoting High-Quality Development of New Powers” (called “No. 136” in the business), the article The documents are clear and clear, and the installation equipment shall not be set up as a prerequisite for the verification of new and new dynamic projects, network integration, online, etc., and aims to promote the strong support for the rapid development of China’s energy-enabled energy industry in the past few years, due to the “construction but not adjustment, construction but not elimination” of the era of “construction but not adjustment.”
On the other hand, the document clearly promotes the Internet’s electricity to fully enter the power market, marking the opening of the new power electricity price market in the era of marketization, and energy production will be transformed from “policy drive” to “market drive”.
The document takes June 1, 2025 as the date, implements “new and old plans” for new dynamic projects, and promotes the difference between stock and incremental projects into the market.
Inventory projects invested before June 1st will still enjoy a certain level of guaranteed purchase mechanism, and the electricity price will be implemented according to the current policy (not higher than the local coal and electricity base price), but it is necessary to slowly carry out competition through equipment reform and actively participate in the market.
Incremental items for investments on June 1st and beyondIn order to make all the electricity in the power market, the electricity price will be formed through the competition.
According to this, the policy will start filling out the form for the energy market. The scene has two significant impacts. One is to fall into policy support, and the energy storage engine will receive short-term phased shocks; the other is that in order to enjoy more favorable electricity prices and obtain relatively stable returns, new power enterprises accelerate the progress of project construction and fight to join the Internet before the “531” date, which prompts the energy storage project to accelerate construction and installation, forming a wave of installation.
From the actual situation, data released by many institutions show that the new energy storage equipment in the first quarter showed a quarterly decline for the first time, but the data of the CESA Energy Application Branch’s industrial databases have shown a high-speed growth trend as of now.
The CESA Energy Application Branch has an incomplete statistics on the industrial database. From January to April 2025, the domestic bidding scale of energy EPC/PC (including DC side equipment), energy storage systems, energy storage battery procurement and other bidding scales have reached 34.52GW/125.6GWh, and the capacity scale has increased by 156% year-on-year.
As of May 20, 2025, there were 487 new new energy storage projects in China, with a total scale of 11.9GW/32.32GWh, and a year-on-year increase in the power of the total machine increased by 70.98% and a year-on-year increase in capacity by 76.9%.
This Chinese-powered network can add 62 new online projects, with a total scale of 6Manila escort.34GW/14.63GWh, and the power and capacity scales are year-on-year. baby grew by 74.18% and 52.4% respectively; there were 76 power supply projects with a total scale of 4.15GW/13.73GWh, and the power and capacity scales increased by 59% and 102.2% year-on-year.
It can be seen that in order to enjoy the differential pricing settlement mechanism to ensure income and avoid market-based pricing fluctuations, the owners have implemented a large number of orders before the “531” date, which has prompted the bidding and bidding market to explode. However, energy-gathering projects are usually due to the construction cycle Sugar daddyLong, the decline of some machines that appear in the first quarter is normal for the decline of some institutions. Generally speaking, the second quarter and even the second half of the year will be a centralized delivery period for energy storage projects. It can be foreseen that the rapid growth of new energy storage new equipment will still be the trend of this year’s energy storage market.
The “No. 136” is accepted in many places
The No. 136 is considered to be a development logic that fully relies on the energy industry. It is a key turnover for the power market to advance the buying and selling era and promote the development of energy industry. Therefore, the supporting facilities of the office are particularly key.
Since May, as a forefront of my country’s power transformation and new energy development, Shandong and Guangzhou have successively issued detailed documents, and Guangzhou also issued network version details, which means a new stage of the accelerated implementation of the new dynamic market transformation and the introduction of the new dynamic market has provided reference for the subsequent policies of other provinces.
Among them, ShandongManila escort is the first province in China to open a detailed document No. 136. The policy highlight is to directly reap energy returns through the perfect power market mechanism.
Shandong requests that new forces such as risk and solar will be fully involved in the power market buying and selling by the end of 2025, and the 2025 bidding mission will be organized in June.
In order to promote the sustainable and healthy development of new types of energy-enhancing, Shandong has taken a series of measures to facilitate energy-enhancing development when implementing the No. 136 request.
On the one hand, when the current market limit is opened, the price limit is increased, and the charging and discharge price is not bad. After the total electricity of the stock project (i.e., the investment before May 31, 2025) enters the market, its mechanical electricity price is implemented in accordance with the lower limit stipulated by the state, with a standard of 0.3949 yuan/kWh, which is about 12.8% higher than the average current price of New Power in 2024 at 0.35 yuan/kWh.
Incremental projects (invested from June 1, 2025) must determine the power price through the bidding, and Sugar babyThe application adequacy rate is not less than 125%, and the final electric price is based on the highest price in the selected items.
These methods directly reduce the profits of energy in the energy market.
On the other hand, when the policy clearly confirms that independent energy can deliver power to the Internet, its corresponding charging capacity does not bear the transfer price, local funds and surcharges. This greatly increases the profitability of the energy storage station, which is highly regarded by the energy storage market, and also creates favorable conditions for attracting more investment in the energy storage project.
Guangdong’s policy feature is to promote new dynamics to enter the market in an all-round way to provide potential space for energy development.
The province has clearly confirmed that starting from June 1, 2025, all new dynamic projects, such as the electricity and electricity online, will be fully entered the market, and the electricity price is formed by market purchases and sales. , users can independently report on quantity quotes, aggregated quantity quotes, or maybe five regular customers include various artists: host, comedy actor, actor, etc. Participate in three ways as a recipient of price.
Although the direct regulations on energy storage in Guangdong No. 136 document are not much, New Power participates in the power market to buy and sell energy to provide potential space for energy storage de TC: