国家能源局：截至去年底我国新型储能装机较2024年底增长84%

Core Insights - By the end of 2025, China's new energy storage capacity is expected to grow by 84% compared to the end of 2024, achieving over 40 times the capacity compared to the end of the 13th Five-Year Plan, indicating significant development in the sector [1] Capacity Growth - As of the end of 2025, the average energy storage duration is projected to be 2.58 hours, an increase of 0.30 hours from the end of 2024 [1] - The North China region holds the largest share of installed capacity, accounting for 32.5% of the national total [1] - In the past year, North and Northwest China have been the main growth areas for new energy storage, with newly installed capacities of 21.88 million kilowatts and 19.66 million kilowatts, respectively, representing 35.2% and 31.6% of the national new installations [1] Project Scale - There is a clear trend towards larger-scale projects, with installations of 100,000 kilowatts and above making up 72% of the total by the end of 2025, an increase of approximately 10 percentage points from the end of 2024 [1] - Projects with a storage duration of 4 hours or more are gradually increasing, with their share reaching 27.6%, up by about 12 percentage points from the end of 2024 [1] Technology Dominance - Lithium-ion battery storage remains the dominant technology, accounting for 96.1% of the installed capacity, while compressed air storage, flow battery storage, and flywheel storage make up 3.9% [1]