超过四个三峡水电站，中国新型储能累计装机首次突破100 GW

Core Insights - The new energy storage sector in China has experienced rapid growth in the first half of this year, with significant advancements in technology and capacity [1][4][18] Industry Overview - As of June 2025, China's cumulative installed capacity for power storage reached 164.3 GW, marking a 59% year-on-year increase [2] - The new energy storage capacity reached 101.3 GW, a 110% increase year-on-year, and is 32 times that of the end of the 13th Five-Year Plan [4][18] - The total installed capacity of new energy storage projects in the first half of this year was 23.03 GW, with both power and energy scales increasing by 68% [4] Market Dynamics - The market for energy storage systems has seen a significant increase in bidding activity, with a 264% year-on-year growth in the bidding scale, reaching 86.2 GWh [9][12] - The collective procurement model has become mainstream, with a notable increase in the scale of collective and framework procurement [10][12] Competitive Landscape - CATL remains the leader in battery shipments, with a volume exceeding 50 GWh, while companies like BYD and others are rapidly closing the gap [5] - The top ten companies in the domestic market for energy storage systems include CRRC Zhuzhou Institute, Haibo Technology, and others, with notable shifts in rankings compared to previous reports [6][7] International Expansion - Chinese companies have also made significant strides in international markets, with new overseas orders reaching 163 GWh, a 246% increase year-on-year [13][14] - The reasons for this international expansion include global energy transition trends and favorable policies in various countries [14][15] Future Projections - By 2030, the cumulative installed capacity of new energy storage in China is projected to reach between 236.1 GW and over 291 GW, with a compound annual growth rate exceeding 20% in the next five years [18][19]