新型储能产业迈入规模化发展新阶段 宜宾成全国产业新高地

Core Insights - The 2025 World Power Battery Conference focused on the development of the new energy storage industry, highlighting the rapid rise of Yibin as a new hub for China's energy storage sector [1] - The new energy storage industry is transitioning from a supportive role to becoming a core pillar of the new power system, entering a critical phase of scale development and market transformation [1] - By the end of 2024, China's new energy storage installed capacity is expected to reach 78.3 GWh, accounting for 47% of the global total, with lithium-ion batteries making up 97% of all energy storage technologies [1] Industry Development - Yibin's energy storage industry has made significant progress since 2023, signing contracts for 18 GWh of energy storage system integration capacity and adding 27 GWh of energy cell production lines, with output value increasing from 5 billion to over 10 billion [2] - The city has established a collaborative and efficient industrial ecosystem, leveraging major companies like CRRC and China Energy Construction [2] - Yibin has released 70 application scenarios with a total investment of 14.3 billion, focusing on new energy storage and related infrastructure [2] Technological Innovation - Yibin emphasizes the need for technological innovation as the core of new energy storage development, promoting collaboration between industry, academia, and research [3] - Recent breakthroughs in energy storage technologies were shared by experts, including advancements in lithium nickel manganese oxide and sodium-ion batteries, enhancing energy density and cycle life [3] - Diverse technology routes such as liquid flow batteries and solid-state batteries are accelerating, providing multiple options for high-quality industry development [3] Market Cooperation - There is a consensus among companies like China Green Development and CRRC Zhuzhou that strategic cooperation with Yibin will deepen, focusing on long-duration energy storage and intelligent operation and maintenance [4] - A list of 44 new energy application opportunities with a total investment of 5.211 billion was released, including 13 scenarios specifically for new energy storage [5] - The conference also featured the signing of projects and the release of two industry standards for energy storage safety and container technology [5]