我国新型储能装机规模全球占比超40%

Core Insights - The report indicates that by the end of 2024, China's new energy storage capacity will reach 73.76 million kilowatts and 168 million kilowatt-hours, accounting for over 40% of the global total installed capacity [1] - The installed capacity of new energy storage projects has increased by over 130% compared to the end of 2023, with an annual addition of 42.37 million kilowatts and 101 million kilowatt-hours [1] - The average energy storage duration has increased to 2.3 hours, showing a rising trend since the start of the 14th Five-Year Plan [1] Application Effectiveness - The report highlights a significant improvement in the utilization of new energy storage in 2024, with an average equivalent utilization hours of 911 hours, an increase of approximately 300 hours compared to 2023 [1] - The average equivalent charge and discharge cycles have risen to 221 times, up by about 59 times from 2023 [1] - Several provinces, including Zhejiang, Jiangsu, Chongqing, Xinjiang, and Guangdong, have achieved average equivalent utilization hours exceeding 1,000 hours [1] Technological Landscape - As of the end of 2024, lithium-ion battery storage dominates the new energy storage technology landscape, accounting for approximately 96.4% of the installed capacity [2] - Other technologies such as compressed air storage and flow battery storage each represent about 1.0% of the total capacity [2] - Innovative technologies like gravity storage, liquid air storage, and compressed carbon dioxide storage are accelerating in application, indicating a diversified development of new energy storage technologies [2] Policy and Industry Development - The report suggests that the policy framework for new energy storage development in China has been initially established since the start of the 14th Five-Year Plan, supporting steady industry growth [2] - The diverse technological routes in new energy storage are contributing to the overall improvement in dispatch and operational levels, effectively supporting the construction of a new power system [2]