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6月用户侧储能新增装机创2025新高!湖南、山东、安徽领衔

Core Insights - The article highlights a significant decline in the newly installed capacity of new energy storage projects in China for June 2025, with a year-on-year decrease of 65% in capacity and 66% in energy storage volume, attributed to the impact of renewable energy "rush installation" [1] - Despite the negative growth in June, the second quarter of 2025 saw a year-on-year increase of 24% in newly installed capacity, reaching 12.61 GW and 30.82 GWh [1] Summary by Sections New Installations Overview - In June 2025, the newly installed capacity for user-side energy storage projects was 328.6 MW and 841.4 MWh, showing a year-on-year increase of 22% and 43%, respectively [4] - The overall trend indicates that user-side energy storage projects are increasingly dominated by commercial applications, with significant contributions from high-energy-consuming industries such as metallurgy and chemical manufacturing [6] Regional Distribution - Hunan province accounted for over 30% of the newly installed capacity, with significant contributions from Shandong, Anhui, and Zhejiang, which collectively represented nearly 55% of the new installations [10] - The tightening power supply-demand relationship in central and eastern regions has driven commercial users to seek energy storage solutions for power supply assurance and cost reduction [10] Market Dynamics - The article notes that the maximum peak-valley price difference in electricity has narrowed compared to the previous year, with only eight regions experiencing an increase, notably Shandong and Hunan [10] - The user-side energy storage market is expected to grow at a compound annual growth rate (CAGR) of 57.9% from 2023 to 2025, and 45.8% from 2025 to 2030 [15][17] Policy and Incentives - Several provinces, including Zhejiang and Anhui, have introduced demand-side response implementation plans that encourage user-side energy storage participation, offering various subsidy mechanisms [11][14] - The article emphasizes that favorable policies and market conditions are likely to foster the growth of the user-side energy storage market, particularly in regions like Anhui, which has seen a significant increase in new project registrations [14]