报告：我国新型储能平稳较快发展 技术路线多元协同
Xin Hua Cai Jing·2026-01-08 08:03

Core Insights - The report by State Grid Energy Research Institute indicates that by September 2025, China's new energy storage capacity will reach 103 million kilowatts, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan [1] - The utilization level of energy storage stations is continuously improving, with the equivalent utilization hours for new energy storage nationwide increasing by approximately 120 hours year-on-year to about 770 hours from January to September 2025 [1] - The report forecasts that by 2030, the cumulative demand for new energy storage in China will exceed 300 million kilowatts, with lithium battery storage remaining the primary technology during the 14th Five-Year Plan [3] Group 1: Current Status - As of September 2025, the total installed capacity of new energy storage in the State Grid operating area is 83.146 million kilowatts, with an average charge and discharge duration of 2.43 hours [1] - The maximum adjustable power of new energy storage in the State Grid operating area is 64.23 million kilowatts, with an average discharge duration of 2.4 hours during peak summer evenings [1] - In regions like Jiangsu, Shandong, and Zhejiang, the maximum simultaneous utilization rate of new energy storage has reached over 95%, playing a crucial role in peak supply [1] Group 2: Technological Development - The report highlights a "diverse collaboration and multiple breakthroughs" in new energy storage technology, with rapid iterations and declining costs across various technology routes [2] - The construction cost for lithium-ion battery storage is projected to be between 900-1100 RMB/kWh by 2025, while sodium-ion battery storage costs are expected to range from 2500-3500 RMB/kWh [2] - New compressed air storage has achieved key indicators, entering an accelerated industrialization phase with construction costs dropping to 5000-6000 RMB/kWh [2] Group 3: Future Outlook - The report anticipates steady growth in new energy storage, with a projected cumulative demand exceeding 300 million kilowatts by 2030 [3] - The diversification of technology routes will include both short-term and long-term energy storage solutions, with new energy storage playing an increasingly significant role in peak shaving, load following, and long-cycle regulation [3]