工信部装备工业发展中心柳新岩：3年后全国新型储能装机容量预计将超1.8亿千瓦

Core Insights - The "New Energy Storage Technology Development Roadmap (2025-2035)" was released, outlining 18 key products, 33 critical materials, and 88 key indicators for energy storage technology development [1] - China, the US, and Europe collectively account for over 90% of new installed capacity in the energy storage market, with China being the largest contributor for three consecutive years [2] - By 2027, China's new energy storage capacity is expected to exceed 180 million kilowatts, reaching over 240 million kilowatts by 2030, and surpassing 300 million kilowatts by 2035 [2] Energy Storage Technology Evolution - Lithium-ion battery storage remains dominant, but flow battery and compressed air storage have seen increases of 0.6% and 0.5% respectively compared to 2023 [2] - The average energy storage duration is currently 2.3 hours, with a growing number of projects exceeding 4 hours, indicating a shift towards medium to long-duration storage technologies [2] - The US and Europe are implementing policies and roadmaps to support the development of new energy storage technologies, focusing on large capacity, hybrid, and diversified solutions [2] Industry Chain Development - Since commercialization, lithium-ion battery energy density has increased nearly fourfold, and cycle life has improved by 15 times [3] - In 2024, the production of energy storage lithium-ion batteries in China is projected to reach 260 GWh, with energy density ranging from 200 Wh/L to 400 Wh/L and cycle life between 5,000 to 10,000 cycles [3] - The integration of artificial intelligence in quality monitoring, safety warnings, and operational control is accelerating, alongside advancements in thermal management technologies [3] Solid-State Battery Innovations - Oxide solid-state batteries are gaining traction due to their superior cycle performance, electrochemical stability, and lower costs, with 280 Ah level batteries already in mass production [4] - Sulfide solid-state batteries, while having high conductivity, face challenges with raw material costs and air stability, remaining in the research phase [4] - Future developments in solid-state battery materials are expected to focus on high nickel and manganese-based materials for cathodes, and transitioning from graphite to silicon-based and then to lithium metal anodes [4]