能源新纪元系列—储能行业趋势洞察篇

Investment Rating - The report does not explicitly state an investment rating for the energy storage industry. Core Insights - The transition from traditional energy to renewable energy is essential for low-carbon development, with energy storage being a key technology to support this shift [3][5]. - By 2030, the cumulative installed capacity of new energy storage is expected to grow by over 160%, with a compound annual growth rate (CAGR) of 71% for commercial storage [3][5]. - In 2023, China accounted for nearly 50% of the global new energy storage installations, with a cumulative installed capacity of 86.5GW, representing 30% of the global market [5][7]. Summary by Sections Current Development of the Energy Storage Industry - The energy storage industry is transitioning from a research and demonstration phase (2016-2021) to a commercialization phase (2021-2025), with significant policy support driving growth [7]. - The cumulative installed capacity target for new energy storage in China is set to exceed 30GW by 2025, with a focus on diverse application scenarios and technology types [7][9]. Trends in the Energy Storage Industry - Trend 1: The integration of wind and solar energy with storage has become a necessity, although the economic viability of source-side storage needs improvement [20]. - Trend 2: The deepening of electricity market reforms is leading to diversified profit models for energy storage, with independent storage participating in various market segments [26][30]. - Trend 3: The optimization of time-of-use pricing is driving explosive growth in commercial storage demand, with projections of 100GWh of new installations by 2030 [31][35]. - Trend 4: Multiple technologies are emerging, with long-duration energy storage showing significant potential for future applications [39][44]. - Trend 5: The overseas energy storage market is growing rapidly, with expectations of reaching 110GW by 2030, prompting Chinese companies to expand their international presence [59][61]. Full Chain Services Supporting Energy Enterprises - The report emphasizes the importance of business growth, lean operations, and multi-dimensional collaboration as key strategies for energy companies undergoing transformation [63][68].