我国储能核心装备攻克世界级难题实现“新”突破 产业发展驶上“快车道”

Core Viewpoint - The "Shulong 105," the world's largest 105 MW two-pole high-speed synchronous generator, has passed evaluation, showcasing complete independent intellectual property rights and achieving international advanced technical standards, providing crucial technological support for the development of large-scale compressed air energy storage industry [1][6]. Group 1: Technological Advancements - The "Shulong 105" generator features an integrated design for the first time in the country, allowing for dual operational capabilities in both electric and power generation modes, significantly enhancing equipment utilization [1]. - The product boasts an efficiency of 98.8% and vibration levels below 35 micrometers, surpassing the national standard of 80 micrometers, filling a gap in the domestic market for hundred-megawatt dual-mode motors [3]. - The generator saves over 40% in footprint compared to multiple conventional motors of the same power, and systems using this generator can increase the proportion of renewable energy integration by 15% to 20%, with an expected annual reduction of 500,000 tons of CO2 emissions [5]. Group 2: Industry Development - The compressed air energy storage technology is experiencing a rapid industrialization phase, with over 10 projects under construction and planned installations exceeding 10 GW, leading the global market in technology and engineering applications [15][17]. - The "Shulong 105" generator is a result of four years of research and development, overcoming significant global challenges in achieving high system integration within a single device [6]. - The industry is projected to see a breakthrough in installed capacity, with expectations of surpassing 50 GW by 2030, resulting in annual CO2 reductions exceeding 200 million tons, equivalent to shutting down 60 million-kilowatt coal-fired power plants [23]. Group 3: Market Potential - The efficiency and economic advantages of compressed air energy storage present significant market potential for China, as highlighted by industry leaders [21]. - The "14th Five-Year Plan" includes compressed air energy storage as a key development direction, with various regions implementing special subsidy policies to support its growth [23]. - According to the "Energy Storage Industry Research White Paper 2025," global new energy storage installations are expected to reach 165.4 GW in 2024, with China contributing 43.7 GW, positioning compressed air storage as a preferred solution for grid-level energy storage due to its longevity and safety [19].