我国新型储能装机规模超过1亿千瓦 储能市场“热”力不减

Core Insights - The new energy storage capacity in China is expected to exceed 100 million kilowatts by September 2025, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan, and accounting for over 40% of the global total, making China the world leader in this sector [1] - The storage market has been booming this year, with companies reporting a 50% increase in production capacity compared to the same period last year [1] - Since the implementation of mandatory energy storage policies in 2022, the domestic energy storage industry has accelerated its development, with a significant increase in orders and an 80% year-on-year increase in shipment volume [3] Industry Growth and Market Dynamics - The rapid increase in storage demand is closely linked to the "dual carbon" goals, which have driven the penetration of new energy sources [5] - The cancellation of mandatory energy storage requirements in February has led to a faster release of market demand [5] - Chinese energy storage companies are experiencing a surge in overseas orders, with a 246% year-on-year increase in new overseas orders in the first half of 2025, reaching 163 GWh [6] Emerging Markets and Global Expansion - The demand for energy storage in emerging markets, particularly India, has surged by ten times this year, with similar growth observed in Eastern Europe [8] - Geopolitical factors and unstable electricity supply in certain countries have further accelerated the demand for energy storage solutions [8] - In Europe and North America, demand has increased by 3 to 5 times this year [8] Technological Advancements and Future Outlook - The small-scale energy storage market is also experiencing rapid growth, with a focus on mobile and household storage products, primarily exported to Europe, America, and Africa [10] - The development of AI technology is driving a new wave of demand for energy storage, particularly for data centers, which require higher reliability and faster response systems [11][13] - The industry is moving towards higher energy density and safety standards, with technological iteration becoming a key competitive factor as the sector enters a phase of high-quality development [15]