这一行业大爆发，装机规模五年涨超40倍！

Core Insights - The National Energy Administration announced that by the end of 2025, the installed capacity of new energy storage in China will reach 136 million kilowatts, an increase of 84% compared to the end of 2024, and over 40 times compared to the end of the 13th Five-Year Plan [1] - The North China region has the largest share of installed capacity, accounting for 32.5% of the national total, followed by Northwest China at 28.2% and East China at 14.4% [1] - The trend towards larger-scale energy storage projects is evident, with projects over 100,000 kilowatts expected to account for 72% of total capacity by the end of 2025, a 10 percentage point increase from 2024 [1] Installed Capacity and Utilization - By 2025, the equivalent utilization hours of new energy storage nationwide are projected to reach 1,195 hours, an increase of nearly 300 hours from 2024 [2] - The flexibility of new energy storage is increasingly significant in enhancing the development and consumption of renewable energy, improving the stability of the power system, and ensuring power supply [2] Investment Trends - National energy investment is expected to maintain rapid growth, with the annual investment in key projects exceeding 3.5 trillion yuan, a year-on-year increase of nearly 11% [2] - Private sector investment in energy projects is also growing, with a projected year-on-year increase of 12.9% in 2025, particularly in solar power, wind power, and coal mining [2] - The National Energy Administration plans to strengthen the institutional framework to facilitate project execution and ensure resource availability [2]