储能月度数据报告：需求内强外弱，价格难言企稳

Domestic Market Insights - In August 2024, China's new energy storage installations reached 2.88GW/7.99GWh, a year-on-year increase of 113.4%[2] - Cumulative new installations from January to August 2024 totaled 19.8GW/49.03GWh, surpassing the total capacity for the entire previous year[2] - The average duration of new energy storage systems increased to 2.48 hours, up from 2.16 hours in the previous year[7] Market Forecasts - The total expected energy storage installations for 2024 are projected at 84.3GWh, representing a year-on-year growth of 73%[12] - The number of new energy storage projects awarded in August was 97, with a total capacity of 4.15GW/11.24GWh, reflecting a year-on-year increase of 128.9%[9] International Market Trends - In the U.S., the forecast for annual large-scale storage installations has been slightly adjusted down to 11.4GW, a year-on-year increase of 71%[15] - In August 2024, the U.S. saw a new grid-connected capacity of 787.8MW, a decline of 47% year-on-year[15] European Market Performance - Germany's energy storage installations in August 2024 were 228.3MW/360.5MWh, showing a year-on-year decrease of 32%[19] - The overall performance of the German energy storage market remains weak, primarily due to a significant drop in photovoltaic installations[19] Export and Pricing Trends - In August 2024, China's energy storage battery exports reached 5.6GWh, a year-on-year increase of 218.9%[22] - The average bid price for 2-hour energy storage systems rose to 0.689 CNY/Wh, an increase of 16.4% from the previous month[23]