2024中国新型储能行业发展白皮书：机遇与挑战

Global Energy Storage Market Overview - The global energy storage market has entered a rapid development phase, with an average annual growth rate of over 85% in new installed capacity (GWh) from 2017 to 2023, and nearly doubling every year after 2020 [13][17] - In 2023, the global energy storage market added 103.5GWh of new installed capacity, surpassing the cumulative historical installed capacity of 101GWh [13][17] - New energy storage forms, such as lithium-ion, flow batteries, compressed air, and flywheel storage, are key to achieving carbon neutrality and building a new power system [14][18] Global Source-Grid Side Energy Storage Market - Source-grid side energy storage is a major driver of global energy storage growth, with an average annual growth rate of 111% from 2020 to 2023, matching the overall market growth rate [16][20] - Despite rapid growth, the proportion of new installations in the source-grid side market is gradually decreasing, reflecting the rise of behind-the-meter storage markets [16][20] - The global source-grid side energy storage market is expected to play a crucial role in supporting the transition to a new energy-based power system [16][20] Global Industrial and Commercial Energy Storage Market - The global industrial and commercial energy storage market has seen an average annual growth rate of 169% from 2021 to 2023, driven by energy-saving and high-energy-consumption transformation needs [21][24] - The demand for industrial and commercial energy storage has shifted from emergency backup to diversified applications such as energy-saving, high-energy-consumption transformation, and integrated solar-storage-charging systems [21][24] Global Residential Energy Storage Market - The global residential energy storage market added 16.1GWh of new capacity in 2023, a 91% year-on-year increase, with Germany, the US, Japan, and Australia being the leading markets [22][25] - The top five regions (CR5) accounted for 71% of the global residential energy storage market, with stable demand in Germany, the US, Japan, and Australia [22][25] China Energy Storage Market Overview - China's energy storage market added 23.22GW/51.13GWh of new capacity in 2023, a 221% year-on-year increase, with source-grid side storage accounting for 90% of new installations [27][32] - Industrial and commercial energy storage accounted for 10% of new installations in 2023, with 99% of user-side storage being industrial and commercial applications [27][32] - Inner Mongolia, Xinjiang, Guizhou, Shandong, Hunan, and Ningxia were the top regions for new installations, each exceeding 1.5GW [28][33] China Source-Grid Side Energy Storage Market - In 2023, China's source-grid side energy storage added 21.46GW/46.40GWh of new capacity, a nearly 200% year-on-year increase, accounting for 96% of the country's new energy storage installations [30][35] - The rapid growth was driven by large-scale grid integration of photovoltaic and wind power, with 120.014GW of new centralized photovoltaic capacity and 45.9GW of new wind power capacity added in 2023 [30][35] China Industrial and Commercial Energy Storage Market - China's industrial and commercial energy storage market added 4.77GWh of new capacity in 2023, a year-on-year increase of over 200%, driven by distributed photovoltaic growth and peak-valley price arbitrage [53][57] - In 2023, 4,666 industrial and commercial energy storage projects were filed, totaling 2,125MW/4,400MWh, with Zhejiang, Guangdong, and Jiangsu leading the way [54][58] Future Trends in China's Energy Storage Market - In 2024, China's source-grid side energy storage is expected to add 35GW/84GWh of new capacity, a 90% year-on-year increase, driven by power supply guarantees and system regulation needs [47][50] - The industrial and commercial energy storage market is expected to add 4.8GW and 6.15GW of new capacity in 2024 and 2025, respectively, driven by existing industrial and commercial buildings and new application scenarios [65][71]