Workflow
智研咨询—2025年中国火电配储行业市场全景调查及投资策略研究报告
Sou Hu Cai Jing·2025-09-16 07:57

Core Insights - The report highlights the increasing demand for flexible resources in the power system due to the growing scale of new energy installations, with coal-fired power plants enhancing their regulation capabilities through energy storage systems [1][3] - The report indicates that coal-fired power plants with energy storage only account for 1.9% of the new energy storage installed capacity in 2024, with a cumulative installed capacity of 1.4 million kilowatts [1][3] - The report emphasizes the high utilization rate of coal-fired power plants with energy storage, with an average annual equivalent charge and discharge frequency of 897 times in 2024, which is a decrease of approximately 118 times from 2023 [1][3] Industry Overview - Background: Coal-fired power has been dominant in China's power sector, with an installed capacity of 1.487 billion kilowatts, accounting for 40.5% as of July 2025. The sector faces pressure for low-carbon transformation while ensuring energy security [3] - Market Status: New energy storage is rapidly developing, with an installed capacity exceeding 70 million kilowatts in 2024, reaching a total of 73.76 million kilowatts by the end of the year [3] - Installed Capacity: The report notes that the installed capacity of coal-fired power plants with energy storage is limited, with only 1.9% of the new energy storage capacity attributed to this segment [1][3] Project Developments - As of the end of 2024, there are 34 coal-fired power plants with energy storage that have been operational for over a year, with capacities ranging from 5 MW to 100 MW. Several projects are set to be implemented in 2025, including various frequency regulation storage projects [4][1] Policy Support - The report outlines that the government has been actively promoting the development of new energy storage as a crucial technology for achieving carbon neutrality goals. Policies have been established to encourage the integration of energy storage with coal-fired power plants [7][8]