新型储能开启十年新征途，2035年装机超过3亿千瓦

Core Insights - Ningde, located in northeastern Fujian Province, has established a complete lithium battery industry ecosystem, contributing over 20% of global lithium battery production capacity [1] - The first "World Energy Storage Conference" awarded Ningde the title of "China's New Energy Battery Capital," highlighting its role as a significant platform for energy storage industry cooperation [1] - The new energy storage industry has seen rapid growth, with the cumulative installed capacity of new energy storage exceeding 100 million kilowatts by mid-2025 [2] Industry Development - The National Development and Reform Commission and the National Energy Administration have set a target for new energy storage to exceed 100 million kilowatts in installed capacity within three years, aiming for over 180 million kilowatts by 2027, which will drive direct project investments of approximately 250 billion yuan [3] - As of the end of 2024, China's cumulative installed capacity for new energy storage is projected to be 73.76 million kilowatts, indicating a significant growth potential in the coming years [3] - The "14th Five-Year Plan" period will see new energy storage play a crucial role in the development of the energy sector, with expectations for installed capacity to reach 300 million kilowatts by 2030 [4][6] Challenges and Quality Development - The industry faces challenges such as safety concerns, intense price competition, product parameter misrepresentation, technological homogenization, and disorderly expansion [8] - The price of energy storage systems has dropped by approximately 80% over three years, with recent bids falling below 0.4 yuan/Wh, raising concerns about sustainability and quality [8] - The focus is shifting towards high-quality development, with the Ministry of Industry and Information Technology emphasizing the need for a robust industrial system, product performance, and application fields [9] Future Outlook - The "15th Five-Year Plan" is seen as a critical period for building a new energy system and achieving carbon peak goals, with new energy storage being a vital support for these initiatives [10] - The industry is encouraged to innovate and improve market mechanisms to ensure sustainable growth and high-quality development [10]