CESA储能应用分会刘勇：让新型储能享受“同工同酬”

Core Insights - The "14th Five-Year Plan" period has seen significant advancements in China's energy storage industry, with a cumulative installed capacity of 107.15 GW/263.3 GWh by September 2025, and a year-on-year growth of 36% in power and 50.95% in capacity for new installations [3][4] - The "15th Five-Year Plan" is identified as a critical period for the high-quality development of new energy storage, with expectations for the cumulative installed capacity to exceed 200 GW by 2027 and 300 GW by 2030 [4][5] - The global energy storage market is projected to grow significantly, with an expected addition of 74.2 GW/175 GWh in 2024, representing a year-on-year increase of 52.67% in power and 69.08% in capacity [5][6] Industry Trends - The energy storage sector is transitioning from the initial commercialization phase to a new stage of scaled development, presenting important growth opportunities [4] - The market share of lithium-ion batteries, particularly lithium iron phosphate batteries, is expected to remain above 90% in the new energy storage field over the next five years [4] - Hybrid and composite energy storage technologies are anticipated to become core directions for innovation, integrating multiple technology routes [4] Market Dynamics - China, the largest market for energy storage, accounted for over 60% of new installations globally, with the U.S. and Europe also leading in growth [5][6] - The export of Chinese energy storage equipment is recovering after previous restrictions, although challenges remain due to local manufacturing trends and regulatory barriers in overseas markets [7][8] Policy and Economic Considerations - The industry calls for equal treatment in capacity pricing for new energy storage compared to traditional resources, emphasizing the need for fair compensation for the services provided by energy storage systems [8]