储能项目累计装机规模增长 59% 新型储能增长 110%

Core Insights - The report highlights a decline in the power equipment sector, with a drop of 5.30% during the period from October 13 to October 17, 2025, ranking it 24th among 31 first-level industries [1][2]. Industry Performance - The Shanghai and Shenzhen 300 index fell by 2.22%, while the power equipment index underperformed by 3.08 percentage points [2]. - Among the sub-sectors of the power energy industry, photovoltaic battery components and hydropower generation saw increases of 1.70% and 1.69%, respectively [1][2]. - Conversely, the photovoltaic processing equipment, batteries, and wind power components experienced declines of 10.06%, 9.16%, and 8.91% [1][2]. Electricity Industry Operations - In August 2025, the total electricity consumption reached 10,154 billion kWh, marking a year-on-year growth of 5.00% [3]. - From January to August 2025, cumulative electricity consumption was 68,788 billion kWh, with a year-on-year increase of 4.60% [3]. - The newly added power generation capacity during the same period was 34,516 MW, reflecting a significant year-on-year growth of 64.40% [3]. - The average utilization hours of power generation equipment were 2,105 hours, a decrease of 223 hours compared to the previous year [3]. - Cumulative investment in the power grid reached 379.6 billion yuan, up 14.00% year-on-year, while cumulative investment in power sources was 499.2 billion yuan, a slight increase of 0.50% [3]. New Power System Developments - As of October 15, 2025, the price of polysilicon remained stable, indicating a steady supply chain [4]. - By the end of the first half of 2025, the cumulative installed capacity of operational energy storage projects in China reached 164.3 GW, a year-on-year increase of 59% [4]. - The cumulative installed capacity of new energy storage reached 101.3 GW, showing a remarkable year-on-year growth of 110% [4]. - The price of lithium carbonate was recorded at 71,300 yuan per ton, reflecting a slight decrease of 100 yuan from the previous week [4]. - By the end of August 2025, the total number of charging infrastructure units in the country reached 17.348 million, representing a year-on-year growth of 57.72% [4].