全球能源转型节奏逐步加快，储能市场进入快速发展期

Global Energy Transition and Storage Market Growth - The global energy transition is accelerating, leading to rapid development in the energy storage market [1] - Energy storage, defined as the process of storing energy in various forms for future use, is categorized into electrical, thermal, and hydrogen storage [4] Global Energy Storage Capacity - As of the end of 2023, the cumulative installed capacity of energy storage projects worldwide reached 289.20 GW, marking a 21.92% increase from 2022 [6] - The global energy storage market has maintained a high growth rate since surpassing 200 GW in 2021 [6] China's Dominance in Energy Storage - By the end of 2023, China's cumulative installed capacity of energy storage projects was 86.50 GW, accounting for 30.00% of the global total, with a year-on-year growth of 45.00% [8] - In 2023, China added over 20 GW of new energy storage capacity for the first time, reaching 21.50 GW [8] Applications of Energy Storage - Energy storage technologies are widely applicable across various sectors, including power systems, communication bases, data centers, UPS, AI, rail transport, military, and aerospace, indicating significant potential demand [10] - The demand for energy storage in power systems is categorized into generation side, grid side, and user side, with different stakeholders involved in investment and implementation [10] Distribution of Energy Storage Applications - As of the end of 2023, the distribution of electrochemical energy storage stations was 49.11% on the generation side, 48.09% on the grid side, and 2.80% on the user side [13][14]