Core Insights - The energy storage industry is undergoing a significant material revolution, transitioning from a lithium-dominated landscape to a diversified technological approach, particularly in long-duration energy storage, which is becoming essential for new power systems [1][2] - The industry is moving away from price wars and single technology reliance, entering a critical transformation phase characterized by technological diversification, improved market mechanisms, and multi-energy collaboration [2][4] Energy Storage Challenges - The primary challenge facing the energy storage sector is the insufficient duration of storage, which is crucial as renewable energy generation increases [2][3] - As renewable energy capacity exceeds 20%, a minimum of 4 hours of storage becomes necessary, and over 50% requires at least 10 hours of long-duration storage to address issues like renewable energy consumption and grid peak regulation [2] Material Innovations - Breakthroughs in materials are essential for enhancing energy storage performance and reducing costs, with innovations in positive and negative electrode materials being highlighted [3] - New methods such as the GCL-PHY process for preparing positive materials and the transition from traditional materials to silicon-carbon composites for negative materials are being developed [3] Industry Dynamics - The energy storage sector is shifting from price competition to value competition, driven by the integration of source, grid, load, and storage [4] - The current market dynamics are characterized by homogenization and prolonged investment recovery periods, necessitating stronger policy guidance and international cooperation to foster high-quality development [4] Multi-Energy Integration - The core value of energy storage lies in supporting renewable energy by addressing intermittency issues, thus enhancing its capacity and auxiliary service capabilities [5] - The industry is expected to see nearly a tenfold increase in installed storage capacity by 2030, with hydrogen energy also entering a phase of explosive growth [6] Future Outlook - The period of the 14th Five-Year Plan is anticipated to be a critical window for the development of energy storage and hydrogen energy, with a fundamental shift in the driving logic of these industries [6] - The future of energy storage will focus on building a multi-energy integrated ecosystem, accommodating diverse technological routes to meet complex demands [6]
从拼价格到拼价值储能 产业进入关键转型期
Zhong Guo Zheng Quan Bao·2025-10-10 23:59