宁夏擘画风光氢储新图景，引氢企锚定落子

Core Viewpoint - The global energy storage market is experiencing explosive growth driven by the "dual carbon" goals, with significant advancements in new energy storage projects in China, particularly in Ningxia, which is becoming a benchmark for green hydrogen and energy storage development [3][4][6]. Group 1: Market Overview - By the end of 2024, China's newly built energy storage projects will have a cumulative installed capacity of 73.76 million kilowatts, approximately 20 times that of the end of the 13th Five-Year Plan, with a growth of over 130% compared to the end of 2023 [3]. - At least 11 provinces and municipalities have included new energy storage in their carbon peak plans, with various development plans and guidelines being issued [3]. Group 2: Regional Characteristics - China's energy storage market shows distinct regional characteristics, with the eastern coastal areas focusing on commercial storage and virtual power plants, while the northwest relies on wind and solar resources to create integrated "wind-solar-hydrogen" bases [4][6]. Group 3: Ningxia's Achievements - In 2024, Ningxia added 20 new energy storage stations, bringing the total to 47, with an installed capacity of 4.719 million kilowatts, ranking fifth in the country [7]. - Ningxia's solar energy resources rank third nationally, and its wind power potential exceeds 120 million kilowatts, making it a natural hub for green hydrogen production [7]. Group 4: Policy Innovations - Since 2021, Ningxia has implemented multiple policies to promote the energy storage industry, including the "Hydrogen Energy Industry Development Plan," which emphasizes the integration of hydrogen storage with renewable energy consumption and grid peak regulation [7][11]. Group 5: New Hydrogen Power - New Hydrogen Power Technology Co., Ltd. focuses on solid-state metal hydrogen storage systems and has established a subsidiary in Ningxia to develop large-scale safe solid-state hydrogen storage systems [15][16]. - The company plans to invest 350 million yuan in a production base for solid-state hydrogen storage systems and fuel cell systems in the SuYin Industrial Park [16]. Group 6: Upcoming Events - The 2025 TrendBank (Yinchuan) Long-Duration Energy Storage Industry Conference will be held on July 2-3, 2025, focusing on cutting-edge technologies such as flow batteries and hydrogen storage [22][25].