双碳研究 | 领跑全球储能赛道中国装机容量突破亿千瓦

Core Insights - China's new energy storage capacity has surpassed 100 million kilowatts, marking a significant step towards the transition to a new energy system and reinforcing its global leadership in renewable energy development [3][4]. Group 1: Industry Growth - As of the end of September, China's new energy storage capacity has exceeded 100 million kilowatts, accounting for over 40% of the global total installed capacity [3][4]. - Since the 13th Five-Year Plan, China's new energy storage capacity has grown more than 30 times, indicating a shift from early commercialization to large-scale development [4]. Group 2: Technological Advancements - New energy storage systems are characterized by flexible deployment, rapid response, and short construction cycles, making them key technologies for supporting new energy and power systems [4]. - Emerging technologies such as solid-state batteries and hydrogen storage are rapidly developing, providing strong support for the future energy system's diverse and high-security storage needs [4]. Group 3: Investment and Economic Impact - Since the 14th Five-Year Plan, investment in new energy storage projects in China has exceeded 200 billion yuan (approximately 28 billion USD), driving over 1 trillion yuan in investments across the industry chain [4]. - Chinese products are contributing to the acceleration of global energy transition, showcasing China's role in the global green transformation [4]. Group 4: International Collaboration - Nicaragua has expressed strong interest in collaborating with China in the renewable energy sector, highlighting the need to expand energy supply due to rapidly growing industrial demand [5]. - Nicaragua currently sources 70% of its energy from renewable sources such as solar, wind, and geothermal energy, and is looking to expand cooperation with Chinese enterprises on photovoltaic and hydropower projects [5].