2024工商业储能行业研究报告

Investment Rating - The report does not explicitly state an investment rating for the commercial energy storage industry Core Insights - The commercial energy storage sector is in its early stages and has not yet achieved industrial scale, with significant growth expected by 2045 as the market matures and diversifies [3][4] - The demand for commercial energy storage is driven by factors such as peak-valley price differences, government subsidies, and the need for backup power during outages [5][8] - The industry is experiencing a surge in installed capacity, with a projected compound annual growth rate (CAGR) of 12% from 2023 to 2024, indicating a robust growth trajectory [8] - New energy storage technologies, particularly electrochemical storage, are emerging as key drivers for market expansion, offering higher energy density and broader application scenarios compared to traditional methods [9][10] Summary by Sections 01 Current Analysis of Commercial Energy Storage - Commercial energy storage refers to storage systems installed on the user side, primarily in offices and factories, aimed at self-consumption and arbitrage of peak-valley price differences [3] - The sector is characterized by its proximity to distributed photovoltaic sources and load centers, enhancing the utilization of clean energy and reducing transmission losses [3] - The market is currently in the introduction phase, with expectations of reaching maturity by 2045, where various types of storage will operate in a coordinated manner [4] 02 Demand Side Analysis - The demand for commercial energy storage is categorized into three main operational models: standalone storage, integrated solar-storage-charging systems, and microgrid scenarios [25][26] - The standalone storage model focuses on peak shaving and backup power, while integrated systems enhance the utilization of renewable energy [27][28] - The increasing economic viability of energy storage solutions is driven by the widening peak-valley price differences and the optimization of time-of-use pricing [32] 03 Supply Side Analysis - The supply side of commercial energy storage is influenced by the major cost components, including hardware and software systems, and the presence of key suppliers and integrators [24] - The report highlights the importance of cost structure and the role of leading component suppliers in shaping the market landscape [24] 04 Development Pain Points and Strategies - The commercial energy storage industry faces challenges such as safety concerns, standardization issues, and economic viability [4] - Strategies to address these pain points include enhancing safety protocols, developing standardized practices, and improving the economic feasibility of storage solutions [4]