宁德时代董事长曾毓群呼吁：储能产业须构建安全、真实、创新生态

Core Viewpoint - China has become the world's largest new energy storage market, entering a new phase of global marketization, but faces significant challenges such as safety risks, intense price competition, false advertising, technological homogenization, and disorderly expansion [1][2][3] Industry Overview - The global new energy storage installed capacity has increased 11 times over the past five years, with a target of reaching 1.5 terawatts by 2030 to support a threefold increase in renewable energy [1] - China accounted for over 100 million kilowatts of new energy storage installations last year, with a goal of exceeding 180 million kilowatts by 2027 [1] - The country possesses the most complete and advanced energy storage supply chain, with battery and system shipments representing over 90% and 70% of the global market, respectively [1] Challenges in the Industry - Safety hazards are a major concern, with 167 incidents of fires and explosions reported globally as of May this year [2] - Price competition has led to an 80% drop in average storage system prices over the past three years, with some bids falling below 0.4 yuan per watt, raising quality and safety concerns [2] - Many products have inflated specifications, with actual lifespans often falling below a quarter of the promised duration [2] - Technological homogenization is prevalent, as many companies opt for shortcuts rather than investing in independent innovation and research [2] - The number of registered energy storage companies has exceeded 300,000, leading to predictions of significant industry consolidation within three years [3] Recommendations for Industry Improvement - Emphasize safety as the foundation of energy storage development, with a multi-level safety system established by leading companies [4] - Create a credible market environment to ensure sustainability and trust among market participants [4] - Strengthen intellectual property protection to encourage innovation, with significant R&D investments made by leading companies [4] - Focus on innovative development aimed at a zero-carbon future, integrating advanced technologies such as artificial intelligence and virtual power plants [4]