新型储能行业2025年发展回顾及未来形势展望

Overview of Energy Storage Development - By the end of November 2025, China's installed capacity of wind and solar power reached 1.76 billion kW, accounting for 45.8% of total installed capacity[11]. - In the first 11 months of 2025, nearly 35 million kW of new renewable energy capacity was added, with wind and solar power growing by 22.4% and 41.9% year-on-year, respectively[11]. Energy Storage Capacity Projections - The new energy storage capacity in China is expected to reach 130 million kW by 2025, with provinces like Xinjiang and Shandong exceeding 10 million kW[15]. - The demand for new energy storage resources is increasing rapidly due to the growth of renewable energy sources[11]. Technological Innovations - Long-duration energy storage technologies, such as compressed air and hydrogen storage, are accelerating in industrialization, with increasing applications in various scenarios[21][22]. - The integration of artificial intelligence across the energy storage industry is enhancing operational efficiency and safety monitoring[25][105]. Market Dynamics and Policies - In 2025, 253 new policies related to energy storage were issued by national and local governments, indicating a strong push for the sector's development[155]. - The market is transitioning from policy-driven to market-driven, with energy storage expected to become an independent market entity[161]. Financial Aspects - Independent energy storage stations can generate revenue through energy trading, capacity compensation, and frequency regulation services, with projected annual earnings of approximately 3 million yuan for a 100,000 kW station[165]. - The capacity compensation rate is set at 0.0705 yuan per kW, reflecting a shift in market dynamics[167].