印度内阁批准14500 crore卢比计划,支持92 GWh电网级储能
印度联合内阁于2026年11月4日批准一项14500 crore卢比的可行性缺口补助计划,目标是在2030-31年前建成92 GWh电网级储能。电池项目须满足40%本土含量要求。

该计划为期五年,从2026-27财年到2030-31财年,只覆盖尚未投产的储能容量。这一消息来自总理纳伦德拉·莫迪主持内阁会议后政府发布的声明。
声明称,92 GWh中,60 GWh为抽水蓄能,30 GWh为电池储能系统,2 GWh为替代技术。政府预计投资额为97600 crore卢比。新增容量相当于印度现有电网级储能的170%,有助于满足2031-32年前411 GWh的预计需求。
容量如何分配
按计划,容量通过基于电价的竞争性招标分配。公共和私营配电公司均可为电池和抽水蓄能项目申请支持,替代技术项目可由公共或私营主体实施。电池项目必须满足至少40%的本土含量要求。政府表示,这一条件将鼓励本土制造,为印度工业创造机会,减少对进口部件的依赖,并与现有的电池生产供给侧激励措施形成互补。
14500 crore卢比的支出约相当于政府预计这些项目将吸引的97600 crore卢比投资的15%。政府称,这笔支持旨在改善储能项目的财务可行性,加快部署。该计划也超出了此前几轮的范围。据Moneycontrol报道,此前两项可行性缺口补助计划合计支持了43.85 GWh电池储能;这次在电池配额之外,还加入了抽水蓄能和替代技术。
为什么需要储能
据ThePrint报道,印度下午可以产生过剩的太阳能电力,但日落后仍难以满足需求。光伏出力在正午前后达到峰值,家庭用电需求则在傍晚上升,风电出力较难预测。储能会在电力充裕时吸收电量,在电网需要时释放。
据ThePrint报道,抽水蓄能项目可以更长时间地储存大量能量,电池响应快,适合短时支撑。
德勤印度合伙人阿努杰什·德维韦迪(Anujesh Dwivedi)在《The Hindu BusinessLine》报道的评论中说,可再生能源装机增长急剧上升,使扩大储能成为当务之急。将抽水蓄能与电池及替代技术并列纳入,是该计划的主要特点。
该计划支持的92 GWh约占政府预计印度到2031-32年所需411 GWh的22%,其余部分将在没有这项支持的情况下建设。
资料来源
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