中国科学院院士赵天寿再提长时储能，多家储能企业已有相关布局

Core Insights - Long-duration energy storage is identified as a crucial development direction for the energy storage market to ensure the stability of the power system [1][2] - The current energy storage market lacks long-duration energy regulation technologies similar to coal power, leading to significant wind and solar energy wastage [1] - The rapid development of renewable energy sources necessitates the advancement of new energy storage technologies to meet the increasing demand for system peak regulation and power supply stability [1] Group 1: Industry Trends - As of the end of 2024, China's new energy storage installed capacity will account for over 40% of the global total [1] - The share of wind and solar energy has increased, but this has led to a decrease in the power system's disturbance resistance [2] - Countries like the US, UK, and EU have recognized the strategic importance of long-duration energy storage and have implemented supportive policies [2] Group 2: Technological Developments - Traditional pumped hydro storage is a mature and reliable long-duration energy storage technology, but it has geographical limitations and long construction cycles [3] - Flow batteries are considered an ideal choice for long-duration storage due to their intrinsic safety and long lifespan, despite current cost challenges [3] - Innovations in battery technology, such as increasing current density and electrolyte utilization, are expected to reduce system costs and promote industrial application [3] Group 3: Company Initiatives - Companies like Hichain Energy, EVE Energy, and CATL are actively developing long-duration energy storage solutions [4] - Hichain Energy has launched a dedicated long-duration energy storage battery that reportedly reduces costs by 25% for storage systems [4] - CATL is collaborating with Quinbrook Infrastructure Partners to develop an 8-hour battery storage project in Australia, targeting approximately 3GW of new long-duration energy storage capacity [4]