3年后全国新型储能装机容量预计将超1.8亿千瓦

Core Insights - In 2024, China, the United States, and Europe will account for over 90% of the new installed capacity in the global energy storage market, with China being the largest contributor for three consecutive years [1][2] - The development roadmap for new energy storage technologies outlines 18 key products, 33 critical materials, and 88 key indicators, focusing on five subfields: electrochemical storage, mechanical storage, electromagnetic storage, thermal storage, and hydrogen storage [1][2] Group 1: Market Trends - By 2027, the new energy storage installed capacity in China is expected to exceed 180 million kilowatts, reaching over 240 million kilowatts by 2030, and surpassing 300 million kilowatts by 2035 [2] - The average energy storage duration is currently 2.3 hours, with an increasing number of projects featuring storage durations of 4 hours or more, indicating a shift towards medium to long-duration storage technologies [2] Group 2: Technological Advancements - Lithium-ion battery storage remains dominant, but the market share of flow batteries and compressed air storage has increased by 0.6% and 0.5% respectively compared to 2023 [2] - The energy density of lithium-ion batteries has increased nearly fourfold since commercialization, with cycle life improving by 15 times, and production expected to reach 260 GWh in 2024 [3] Group 3: Industry Developments - The industry chain for energy storage is continuously improving, with advancements in artificial intelligence for quality monitoring and safety alerts, as well as initial applications of humanoid robots in equipment inspections [3] - Solid-state batteries are gaining attention, with oxide solid-state batteries being favored for their superior cycle performance and cost-effectiveness, while sulfide solid-state batteries are still in the research phase [4][5]