智通财经网·2026-01-23 03:21Group 1: Overview of New Energy Storage Industry - The global and Chinese new energy storage installed capacity has experienced rapid growth in recent years, with significant policy support and a multi-technology development approach, where lithium batteries dominate electrochemical storage, and flow batteries are growing rapidly [1] - By the end of 2024, global new energy storage installations are expected to reach 74.1 GW/177.8 GWh, representing year-on-year growth of 62.5% and 61.9%, respectively; China's new energy storage capacity is projected to be 43.7 GW/109.8 GWh, with year-on-year growth of 103% and 136% [1] Group 2: Policy Support for New Energy Storage - Since 2021, the central government has introduced a series of policy documents to encourage diversified technological development and standardize industry management, laying a foundation for storage development [2] - Key policies include the "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry" and the "Special Action Plan for Large-Scale Construction of New Energy Storage (2025-2027)" [2] Group 3: Advantages of Lithium Batteries in Electrochemical Storage - In the first three quarters of 2025, China's lithium battery shipments for storage reached 430 GWh, a year-on-year increase of 99.07%, indicating that lithium batteries will continue to dominate new energy storage technology [3] - The expected shipment of flow batteries in China for 2024 is approximately 0.7 GW, with projections of reaching 20 GW by 2030; costs are expected to decline further, and the market scale is anticipated to double during the 14th Five-Year Plan [3] - Sodium-ion battery shipments are projected to be around 3.7 GWh in 2024, with a year-on-year growth of 428%, indicating a trend of decreasing costs and expanding application scenarios [3] Group 4: Henan Province's Energy Storage Policies and Industry Overview - In June 2023, the Henan Provincial Government issued opinions to accelerate the development of new energy storage, supporting various technologies including lithium, sodium, flow, and compressed air storage [4] - By 2030, Henan aims to achieve large-scale development of energy storage, with an installed capacity target of over 15 million kW, establishing a multi-faceted storage system for stable operation of the new power system [4] - The industry in Henan is primarily based on lithium iron phosphate batteries, with active development in sodium and all-vanadium flow batteries; key companies include Dofluor, Yicheng New Energy, Huqiang New Materials, Longbai Group, and Penghui Power Supply [4]