研判2025！中国二氧化碳储能行业工作原理、发展背景、市场现状及未来趋势分析：已有多个项目落地，行业仍处于技术示范推广的初期阶段[图]

Core Viewpoint - Carbon dioxide energy storage is a gas-liquid phase transition and two-state collaborative energy storage technology that utilizes excess electricity during low electricity demand periods to compress carbon dioxide gas into liquid form, storing the heat generated during compression for later use during peak electricity demand periods to drive turbine power generation [1][2][7] Group 1: Overview of Carbon Dioxide Energy Storage - Carbon dioxide energy storage technology involves compressing carbon dioxide gas into liquid during low electricity demand and using the stored heat to convert it back to gas for power generation during peak demand [1][2] - The technology is gaining attention due to its non-toxic, non-flammable, and high safety characteristics, making it a viable option for reducing carbon emissions and addressing global warming [1][7] Group 2: Industry Development Background - In 2024, global carbon dioxide emissions from energy production are projected to reach 35,491.8 million tons, a 1.3% increase year-on-year, with China being the largest emitter at 11,172.8 million tons, accounting for 31.5% of global emissions [7][8] - The development of carbon capture technology allows energy storage systems to connect with carbon capture devices, effectively mitigating CO2 emissions and contributing to climate change solutions [7][8] Group 3: Current Market Status - The carbon dioxide energy storage industry has entered a rapid growth phase since 2020, with China's new energy storage capacity reaching 101.3 GW by mid-2025, a 110% year-on-year increase, marking a 32-fold increase from the end of the 13th Five-Year Plan [9][10] - Several carbon dioxide energy storage projects are operational, including a 10 MW/80 MWh project in Wuhu and a 100 MW project under construction by Huadian [9][10] Group 4: Advantages of Carbon Dioxide Energy Storage - Compared to other energy storage technologies, carbon dioxide energy storage offers significant advantages, including ultra-long storage duration, extreme safety, universal applicability, and environmental friendliness [5][6] Group 5: Future Development Trends - The future of carbon dioxide energy storage is expected to focus on overcoming reliance on high-pressure storage equipment, developing key turbine machinery, and integrating multi-scenario applications [11][12] - The technology is anticipated to complement pumped storage and electrochemical storage, promoting large-scale, efficient, and low-carbon development in the energy storage sector [11][12]