储能利润摊薄？SNEC储能展透露新机遇，揭秘未来光储“钱”景

Core Insights - The SNEC 11th International Energy Storage and Battery Technology Exhibition is a significant event aimed at reshaping the energy industry, featuring cutting-edge storage technologies and industry leaders [1][2] - The exhibition attracted over 500 leading companies and more than 150,000 professional visitors, emphasizing the growing importance of energy storage in the new energy landscape [2] Group 1: Event Overview - The exhibition theme focuses on building a new energy storage industry chain to empower the next generation of power systems and smart grids [2] - The event includes vertical theme conferences on energy storage and hydrogen energy, along with multiple specialized forums, showcasing a collaborative effort from government, academia, and industry [2][4] Group 2: Industry Trends - As of June this year, China's new energy storage installations exceeded 95 million kilowatts, accounting for over 40% of the global market, indicating a strong position in the industry [3] - The system costs for energy storage have been decreasing, projected to drop below 0.8 yuan/Wh by 2024, which is expected to stimulate capital investment and drive rapid industry growth [3] Group 3: Market Dynamics - New energy storage is transitioning from a "mandatory accessory" to a "system necessity" due to the rapid expansion of renewable energy and declining utilization rates [4] - The relaxation of restrictions on distributed photovoltaic participation in the spot market opens new revenue streams for energy storage, moving beyond traditional peak-valley arbitrage models [4] Group 4: Technological Developments - Various storage technologies are emerging, with lithium-ion batteries continuing to dominate the market, while sodium-ion and flow batteries are also making significant advancements [6] - Hydrogen energy is highlighted as a potential long-duration storage solution, complementing electrochemical storage to create a decarbonized energy system [6] Group 5: Smart Management and Economic Impact - The recent action plan by the National Development and Reform Commission emphasizes the importance of networked energy storage in high renewable energy penetration scenarios [9] - Energy storage systems are evolving into intelligent assets that actively support the grid and participate in market operations, enhancing their economic value [11] Group 6: Future Outlook - The energy storage industry's commercial value is increasingly recognized, with expectations for significant growth and transformation in the energy landscape [16] - The industry anticipates advancements in renewable energy generation, new power systems, and improved trading mechanisms to fulfill carbon peak commitments [16]