2024年中国新型储能产业高质量发展研究报告

Investment Rating - The report provides a positive investment outlook for the new energy storage industry in China, indicating a strong growth trajectory and significant market potential [6][81]. Core Insights - The new energy storage industry in China is experiencing rapid growth driven by the "dual carbon" strategy, which emphasizes the importance of energy storage in stabilizing the power grid and supporting renewable energy integration [6][11][26]. - The report highlights that by the end of 2024, the installed capacity of new energy storage is expected to surpass that of pumped storage, marking a significant shift in the energy landscape [107]. - Technological advancements and policy support are crucial for the high-quality development of the new energy storage sector, with a focus on diversifying technology routes and application scenarios [109][83]. Summary by Sections Development Background - The "dual carbon" strategy has activated the momentum for new energy development, with energy storage identified as a key support for the new energy system [6][11]. - Traditional energy storage methods face limitations, leading to a growing demand for new energy storage solutions that are flexible and responsive [30][32]. Industry Overview - As of the end of 2023, China's cumulative installed capacity of new energy storage projects reached 314,000 kW, with a significant increase of over 260% compared to the previous year [59]. - The report notes that the majority of new energy storage installations are concentrated in regions such as Shandong, Inner Mongolia, and Xinjiang, which account for over 50% of the total capacity [42][64]. Technological Routes - The report categorizes various energy storage technologies into four tiers based on their development stages, with lithium-ion batteries leading the first tier [69][94]. - Emerging technologies such as sodium-ion batteries and solid-state batteries are gaining traction, indicating a trend towards innovation in energy storage solutions [83][85]. Application Scenarios - The primary application scenarios for new energy storage include independent storage and renewable energy integration, with independent storage accounting for 45.3% of the total installed capacity [77][101]. - The report emphasizes the potential for user-side storage development, driven by favorable policies and market conditions [77][105]. Policy Support - A series of national policies have been implemented since 2021 to promote the development of the new energy storage industry, focusing on marketization and economic viability [56][57]. - The report outlines specific policy measures aimed at enhancing user-side storage profitability and encouraging participation in the electricity market [104][105]. Future Outlook - The new energy storage industry is expected to continue its rapid growth, supported by increasing demand for renewable energy and the need for grid stability [81][82]. - The report concludes that the diversification of energy storage technologies and innovative application scenarios will be key to the industry's future success [83][86].