新型储能价值创造有了“新打法”

Core Viewpoint - The "Document No. 136" issued by the National Development and Reform Commission and the National Energy Administration has significantly changed the long-standing policy-driven development model in the renewable energy sector, leading to a need for new energy storage solutions to reconstruct industry development logic and shift from price competition to technology empowerment and value cultivation [2][3]. Group 1: Market Response and Industry Dynamics - Following the suspension of mandatory energy storage requirements, there has been a surge in project construction as companies aim to connect to the grid before the June 1 deadline, leading to a "rush to install" phenomenon in the market [3]. - The market is expected to experience a period of observation after the initial rush, as companies await local guidelines for the comprehensive market entry of renewable energy and reassess investment return models [3]. - The new energy storage market is projected to transition from a policy-driven model to a market-driven one, with an expected addition of over 30 GW of new energy storage capacity this year [4]. Group 2: Technological Advancements - The trend towards larger energy storage cells and systems is expected to continue, as this approach not only reduces initial investment costs but also optimizes the overall lifecycle cost structure [5][6]. - Companies are actively launching new high-capacity energy storage products, such as the 587Ah battery from Haicheng Energy, which improves energy density by 6.5% compared to previous models [6]. Group 3: AI Integration in Energy Storage - Artificial intelligence is becoming increasingly integrated into energy storage systems, enhancing battery management, energy dispatch, and electricity trading processes [8][9]. - The introduction of AI-driven platforms is expected to significantly improve operational efficiency, with AI algorithms achieving over 95% accuracy in predicting battery health and extending battery life by 10% to 15% [8][9].