全球储能市场盘点及中长期展望

Investment Rating - The investment rating for the electrical equipment industry is optimistic [1] Core Insights - The report highlights that the world is at the beginning of a new energy revolution, transitioning towards a low-carbon era with renewable energy sources like solar and wind becoming predominant [8] - Since the Paris Agreement in 2015, the penetration rates of wind and solar energy in China, the US, and Europe have rapidly increased, with these regions projected to account for 56% of global electricity generation by 2024 [11][12] - The report emphasizes the urgent need for energy storage solutions due to the challenges in integrating renewable energy into the grid, particularly in China, the US, and Europe [26][30] Summary by Sections Global Energy Transition Progress - The report discusses the historical context of energy revolutions and outlines the current shift towards carbon neutrality, emphasizing the role of renewable energy [8] - It notes significant changes in the energy mix of major economies, with fossil fuels' share declining and renewables' share increasing [11][12] Global Energy Storage Market Overview - In 2024, the global lithium battery storage capacity is expected to grow by 74 GW and 181 GWh, representing year-on-year increases of 66% and 88% respectively, with China, the US, and Europe being the main markets [31][33] - The report indicates that the cancellation of mandatory storage requirements in China is a sign of the economic viability of storage solutions [34] Long-term Storage Demand Outlook - The report predicts that the global storage market will see a compound annual growth rate (CAGR) of over 20% from 2024 to 2035, driven by the increasing need for flexible energy solutions in response to climate change [72] - It highlights that the penetration rate of storage in China is currently low at 4.9% but is expected to rise significantly in the coming decade [71]