2 1 Shi Ji Jing Ji Bao Dao·2025-11-28 12:16Core Viewpoint - The article emphasizes the strategic importance of developing new energy storage systems in Guangdong Province, highlighting the need to address supply-demand imbalances and enhance market mechanisms to support sustainable growth in the industry [2][3][4]. Group 1: Current State of the New Energy Storage Industry in Guangdong - Guangdong Province is experiencing rapid growth in its new energy storage industry, with projected revenues of approximately 400 billion yuan in 2024 and a 114% increase in installed capacity [4][6]. - Despite the growth in supply, the actual utilization hours of connected projects have decreased by 8.68%, indicating a mismatch between supply expansion and market absorption [4][8]. - The province has a well-established industrial chain, transitioning from consumer electronics batteries to energy storage batteries, with significant export growth, accounting for 26.4% of the national total [5][6]. Group 2: Challenges Facing the Industry - The industry faces issues such as intense competition, unclear profit models, and insufficient local absorption capacity, leading to a disconnect between manufacturing and market demand [3][7]. - In 2024, Guangdong's new energy storage installed capacity is expected to be only 3.52 GW, ranking ninth nationally, which highlights the limited local market absorption compared to supply [7][8]. - External trade pressures, including stricter compliance requirements in the EU, have increased uncertainties in export markets, prompting some leading companies to establish overseas production facilities [9][10]. Group 3: Recommendations for Improvement - To resolve the supply-demand mismatch, the article suggests enhancing application scenarios and market mechanisms, focusing on diversifying and scaling up demand to stabilize long-term revenue expectations [14][15]. - It emphasizes the need for technological innovation and safety standards to improve supply quality and economic viability, including the development of next-generation battery technologies [17][18]. - The article advocates for a coordinated regional approach to optimize the deployment of energy storage resources, particularly in high-demand areas like the Pearl River Delta [18][19].