废弃盐穴变身“超级充电宝” 压缩空气储能迎来投资热潮

Core Insights - Compressed air energy storage (CAES) is gaining traction as a large-scale physical energy storage technology, with significant cost reductions and competitive advantages over electrochemical storage [1][6] - The CAES industry is entering a new development phase, driven by technological breakthroughs and supportive policies [1][2] Group 1: Project Overview - The CAES project in Feicheng, Shandong, involves a total investment of 3.64 billion yuan and features the largest single well diameter and highest operating pressure in the industry [2][3] - The project is designed to charge for 8 hours and discharge at full power for 6 hours, with an expected annual power generation of 1.188 billion kWh, sufficient to meet the annual electricity needs of 600,000 households [2][3] Group 2: Industry Growth and Investment - The CAES sector is experiencing a surge in investment, with multiple large-scale projects underway, including those by China Energy Construction and China Storage Energy [5][6] - By 2024, China's new energy storage installation capacity is expected to reach 42.37 million kW, with CAES's market share continuing to rise [5][6] Group 3: Technological and Economic Factors - The unit investment cost for CAES currently ranges from 6,000 to 7,000 yuan per kW, with further reductions anticipated due to increased domestic equipment manufacturing [6][7] - The CAES technology is positioned as a key long-duration storage solution, with expected policy and financial support leading to a projected 15% decrease in investment intensity by 2027 [7][8] Group 4: Policy Support - The Shandong province has implemented measures to support long-duration storage projects, allowing them to participate in the electricity spot market and offering enhanced compensation standards [7][8] - Over 20 provinces have introduced specific plans to support long-duration storage, providing a robust framework for industry growth [7][8]