储能技术多元发展：长时储能赛道中液态空气储能崭露头角

Core Insights - Energy storage technology is crucial for the development of renewable energy in China, with increasing emphasis on large-scale long-duration storage solutions [1] - The energy storage market is rapidly expanding, with significant growth in installed capacity and diverse application scenarios [2][4] Group 1: Market Growth and Trends - As of June 2024, renewable energy installed capacity reached 1.653 billion kilowatts, accounting for 53.8% of total capacity, surpassing coal power for the first time [2] - By the end of 2024, the cumulative installed capacity of new energy storage projects in China is expected to exceed 100 GW, reaching 137.9 GW, with a year-on-year growth of 126.5% in power scale [4] - The average storage duration is currently around 2.3 hours, reflecting a slight increase from the previous year [2] Group 2: Technological Developments - Lithium-ion batteries dominate the energy storage market, comprising over 97% of new storage installations, but new technologies like flow batteries and sodium-ion batteries are emerging [4] - Liquid air energy storage technology is being developed as a significant innovation, with a national-level demonstration project showcasing its potential for large-scale applications [5][6] - Liquid air storage offers advantages such as high energy density, ease of maintenance, and independence from geographical constraints, making it suitable for various regions [6] Group 3: Future Projections - The new energy storage industry is projected to exceed 3 trillion yuan in total output value by 2030, with cumulative installed capacity expected to reach 220 GW [4] - The liquid air energy storage project is anticipated to generate 1.85 billion kilowatt-hours annually, saving approximately 54,000 tons of standard coal and reducing carbon dioxide emissions by about 148,000 tons [6]