政策红利“退潮”后，储能产业怎么走

Core Viewpoint - The end of the mandatory energy storage policy marks a significant shift in the energy storage industry, prompting companies to adapt to market-driven dynamics rather than relying on policy incentives [1][4]. Market Transition - The new policy allows for a market-driven approach, with existing projects benefiting from a price guarantee while new projects will determine prices through competition [2][3]. - A "rush to install" is observed as companies expedite project completions to secure expected returns before the policy changes take full effect [2]. - Predictions indicate that China's new energy storage installations may exceed 30 GW this year, with cumulative capacity projected to reach between 236.1 GW and 291.2 GW by 2030 under different scenarios [3]. Technological Innovation - The removal of mandatory energy storage requirements necessitates that companies demonstrate their value in market-driven scenarios, focusing on technological advancements [4]. - Significant advancements in energy storage systems are evident, with standard container capacities exceeding 6 MWh, and some high-end products reaching over 9 MWh, doubling the capacity compared to 2023 [5]. - Innovations in battery cell technology, such as the introduction of 700 Ah long-cycle cells, enhance system efficiency and lifespan, with some systems achieving over 15,000 cycles [5][6]. AI Integration - The integration of AI into energy storage systems is emerging as a critical trend, with companies showcasing AI-driven management systems at industry events [7][8]. - AI technologies are enhancing operational efficiency, predictive maintenance, and safety monitoring, transforming energy storage systems into intelligent entities capable of autonomous decision-making [7][8]. - Challenges remain in data processing capabilities, which hinder the full potential of AI applications in the energy storage sector [8].