2025年度CNESA储能数据发布 新型储能实现跨越式增长

Core Insights - The new energy storage industry in China is experiencing significant growth, with a cumulative installed capacity of 213.3 GW by the end of 2025, representing a 54% year-on-year increase [3] - The cumulative installed capacity of new energy storage reached 144.7 GW, marking an 85% year-on-year growth, with the addition of over 100 GW for the first time [3] - The market is shifting from user-side applications to independent storage, with independent storage now accounting for 58% of the total [3] Industry Growth - By the end of 2025, new energy storage in China is expected to have an installed capacity of 66.43 GW and an energy scale of 189.48 GWh, with power and energy scales growing by 52% and 73% respectively [3] - The top 10 provinces account for nearly 90% of the installed capacity, with Inner Mongolia leading in both energy and power installations, surpassing California to become the world's top province [3] Policy Developments - In 2025, 869 new policies related to energy storage were released, a 13% increase year-on-year, indicating a high level of activity in policy development [5] - The "14th Five-Year Plan" aims for a total installed capacity of over 91.6 GW, with most provinces already meeting their targets [5] - The introduction of market-oriented reforms in electricity pricing is expected to drive commercial energy storage towards market participation [5] Future Outlook - The "15th Five-Year Plan" anticipates that new energy storage will exceed 370 GW, driven by market demand and the expansion of application scenarios [7] - The average duration of new energy storage installations is projected to increase from 2.58 hours in 2025 to 3.47 hours by 2030, reflecting advancements in technology and growing market demand for long-duration storage [7] - The revenue model for energy storage is expected to evolve, with energy arbitrage becoming the dominant revenue source as market conditions change [7]