《储能产业研究白皮书2025》发布：预计到2030年中国新型储能市场累计装机将超200GW

Core Viewpoint - The 2025 Energy Storage Industry Research White Paper highlights the rapid growth and transformation of the global energy storage market, particularly emphasizing China's leadership in new energy storage technologies and the increasing diversification of storage solutions [1][11][34]. Global Energy Storage Market Scale - As of the end of 2024, the global installed capacity of energy storage projects reached 372.0 GW, marking a year-on-year growth of 28.6%. Pumped hydro storage's share fell below 60% for the first time, while new energy storage capacity reached 165.4 GW, a significant increase of 81.1% [2][40]. - The global market saw over 80 GW of new energy storage projects added in 2024, totaling 82.7 GW, which represents a 59.0% increase year-on-year. New energy storage accounted for nearly 90% of this growth [7][49]. China's Energy Storage Market Scale - By the end of 2024, China's installed energy storage capacity reached 137.9 GW, accounting for 37.1% of the global total, with a year-on-year growth of 59.9%. New energy storage capacity surpassed pumped hydro for the first time, reaching 78.3 GW, which constitutes 47% of the global market [5][45]. - In 2024, China added 43.7 GW/109.8 GWh of new energy storage capacity, achieving a year-on-year growth of 103%/136%, and capturing 60% of the global market share [9][51]. Major Global Energy Storage Markets - The United States and Europe continue to lead the global energy storage market, with the U.S. adding 11.8 GW/31.2 GWh of new capacity in 2024, a 35.1%/20% increase, reclaiming the second position globally [10][54]. - In Europe, new energy storage installations reached 11.1 GW/21.1 GWh, reflecting a 10.7% increase, although the market dynamics are shifting with a notable decline in household storage installations [10][57]. Future Predictions for China's Energy Storage Market - The white paper predicts that under conservative scenarios, China's new energy storage capacity could reach 236.1 GW by 2030, with a compound annual growth rate (CAGR) of 20.2% from 2025 to 2030. In an ideal scenario, this could rise to 291.2 GW with a CAGR of 24.5% [12][13]. - The new energy storage market in China is expected to transition from being policy-driven to market-driven as it matures [11]. Technological Developments and Market Trends - The report notes significant advancements in energy storage technologies, including the commercialization of sodium-ion batteries and the emergence of solid-state batteries, which are expected to enter the market by 2025 [30][31]. - The energy storage industry is experiencing intense competition, with price wars leading to a decline in product prices, while the market continues to expand [29][34]. Investment and Market Dynamics - The energy storage sector is witnessing a surge in investment, with a record number of tenders and contracts in 2024, indicating robust market activity and interest from various sectors [86][89]. - The CNESA Energy Storage Index showed a 37.8% increase in 2024, outperforming the ChiNext Index, reflecting the sector's resilience despite challenges [97][100].