行业最新研判：储能“黄金”发展期已至

Core Insights - The SNEC ES+ 11th International Energy Storage and Battery Technology Conference highlighted rapid growth and diverse applications in the energy storage industry, with a projected compound annual growth rate (CAGR) of 30% to 40% for new energy storage installations over the next five years [1][6][8] Industry Trends - The energy storage system is becoming a core infrastructure for computing power, with a significant demand for real-time balance capabilities in the power grid due to the increasing reliance on inference computing power [4][6] - By 2030, it is estimated that 95% of computing power will be inference-based, necessitating substantial energy storage solutions to support large-scale model training [4][6] Market Dynamics - The energy transition in China is entering a critical phase, with wind and solar power installations expected to reach six times the 2020 levels by 2035, indicating a robust demand for energy storage solutions [6][7] - The energy storage and hydrogen sectors are anticipated to experience significant growth, with projections suggesting a nearly tenfold increase in storage capacity by 2030 [7][8] Technological Innovations - The development of new battery materials is crucial for the advancement of energy storage, with companies like GCL focusing on innovative production methods that reduce costs and energy consumption by 50% [5][6] - The integration of various technologies, such as lithium, sodium, and hydrogen, is essential for addressing the complex demands of diverse energy scenarios [8] Investment Outlook - The global energy storage market is projected to exceed 500 GW by 2030, with an estimated total investment of $600 billion, highlighting the sector's potential as a significant investment opportunity [8]