大储新增装机同比下降68%，上半年装机高峰前移！—6月源网侧新型储能项目分析

Core Insights - The article highlights a significant decline in the newly installed capacity of new energy storage projects in China, with a year-on-year decrease of 65% in June 2025, attributed to the "rush to install" driven by renewable energy [2][5]. Summary by Sections Overall Market Performance - In June 2025, the newly installed capacity of new energy storage projects reached 2.33 GW/5.63 GWh, marking a year-on-year decline of 65% and a month-on-month decline of 71% [2][5]. - Despite the negative growth in June, the second quarter saw a total of 12.61 GW/30.82 GWh of new installations, which is a year-on-year increase of 24% and 27% respectively [2][5]. Regional Insights - Jiangsu province led the country with over 750 MW of new installations in June, accounting for more than 35% of the national total [5][12]. - In Inner Mongolia, 17 new projects commenced construction in June, with a total capacity of 8.2 GW/33.1 GWh [5][18]. Storage Duration - The average storage duration for new projects in Xinjiang, Inner Mongolia, and Qinghai exceeded 3.5 hours, while most other provinces had an average duration of around 2 hours [5][15]. Technology Trends - Lithium battery technology dominated the new installations, with lithium iron phosphate battery technology accounting for 89% of the installed capacity. Non-lithium technologies, such as vanadium flow batteries, also saw deployment [5][16]. Market Expectations - The total new installed capacity for the year is expected to exceed 43 GW, driven by over 23 GW of projects currently under construction and more than 10 GW in planning stages [5][19].