截至9月底 中国新型储能装机规模超1亿千瓦

Core Insights - The new energy storage sector in China is experiencing rapid growth, with installed capacity expected to exceed 100 million kilowatts by September 2025, representing a more than 30-fold increase compared to the end of the 13th Five-Year Plan [1] - China's new energy storage accounts for over 40% of the global total installed capacity, making it the largest in the world [1] - The industry is transitioning from the initial commercialization phase to large-scale development, with significant advancements in technology and business models [1] Installed Capacity and Trends - The majority of new energy storage installations are large-scale, with over two-thirds of installations exceeding 100,000 kilowatts [1] - The average storage duration is 2.34 hours, with 76.4% of installations providing 2-hour storage and 16.7% providing 4-hour storage [1] - The increase in installed capacity enhances the role of new energy storage in facilitating renewable energy development and improving the stability and reliability of the power system [1] Utilization and Regional Performance - In the first three quarters of 2025, the equivalent utilization hours for new energy storage in China reached approximately 770 hours, an increase of about 120 hours year-on-year [1] - Several provinces, including Yunnan, Zhejiang, Jiangsu, Xinjiang, Sichuan, Qinghai, and Hubei, have shown good performance in utilizing new energy storage, further enhancing its regulatory capabilities [1] Innovation and Technology - The innovation capability of new energy storage equipment is continuously improving, with a diversified development trend in technology routes [2]