蓝皮书 | 启动《2025势银长时储能产业发展蓝皮书》调研撰写

Core Viewpoint - The article emphasizes the urgent need for long-duration energy storage solutions in China to support the transition to a renewable energy system, highlighting the limitations of current short-duration storage technologies and the growing importance of long-duration storage for stabilizing power supply [2][5]. Group 1: Research Background and Purpose - The research is driven by the global climate change response, with China advancing energy transition and aiming to build a renewable energy-based system. In 2024, renewable energy generation in China reached 3.46 trillion kWh, accounting for approximately 35% of total generation, but the average storage duration of new storage projects was only 2.3 hours, with only 15.4% having a duration of 4 hours or more [2][3]. - Long-duration storage is essential for cross-day, cross-month, and even cross-season energy storage and release, which is crucial for stabilizing the power system amid increasing renewable energy generation [2][5]. Group 2: Policy Promotion - In August 2021, the National Development and Reform Commission and the Energy Administration issued a notice encouraging renewable energy companies to build or purchase peak-shaving capabilities, mandating that new renewable energy projects must have over 4 hours of peak-shaving capacity, thus stimulating market demand for long-duration storage [3]. - The 2024 government work report included new energy storage for the first time, indicating the government's strong emphasis on the storage industry, particularly long-duration storage [3]. Group 3: Technology Development - Pumped storage is currently the most mature technology, known for its large capacity and long discharge time, but it is limited by geographical conditions. New technologies such as flow batteries, compressed air storage, hydrogen storage, and molten salt thermal storage are gaining attention and developing diversely [4]. - As of the end of 2024, the installed capacity of flow battery storage in China reached 1.8 GWh, with future plans exceeding 15 GWh. Compressed air storage projects in Shandong and Hubei have begun operations, with a 300 MW advanced compressed air storage demonstration project completed in Feicheng, Shandong [4]. Group 4: Challenges in Long-Duration Storage - Despite progress, challenges remain, including the need for breakthroughs in key technologies like hydrogen storage, high costs, insufficient project construction experience, and unclear market mechanisms affecting investment returns [5]. - The industry chain is not yet mature, with issues in component supply and equipment manufacturing, leading to high costs and inconsistent quality [5]. Group 5: Blue Paper Overview - The "2025 TrendBank Long-Duration Energy Storage Industry Development Blue Paper" will be released during the 2025 Long-Duration Energy Storage Industry Conference, providing comprehensive analysis and recommendations for enterprises, investors, policymakers, and industry practitioners [2][6].