中关村储能产业技术联盟·2025-08-19 03:43Core Viewpoint - The new energy storage industry in China is experiencing significant growth, with a notable shift towards lithium battery-based storage solutions, as evidenced by the substantial increase in installed capacity and market activity [3][6][26]. Group 1: New Energy Storage Project Scale - As of June 2025, China's cumulative installed capacity for electric power storage reached 164.3 GW, marking a year-on-year increase of 59% [3]. - The share of pumped hydro storage has fallen below 40% for the first time, indicating a shift towards diverse energy storage technologies [3]. - Cumulative installed capacity for new energy storage surpassed 100 GW, reaching 101.3 GW, which is 32 times the capacity at the end of the 13th Five-Year Plan [6]. Group 2: New Energy Storage Installation in H1 2025 - In the first half of 2025, new energy storage projects added 23.03 GW and 56.12 GWh, with both power and energy scales increasing by 68% year-on-year [8]. - A record monthly installation was achieved in May 2025, with 10.25 GW and 26.03 GWh added, representing year-on-year increases of 462% and 527%, respectively [8]. Group 3: H1 2025 Shipment Data of Storage Enterprises - In H1 2025, China's energy storage battery shipment volume reached 233.6 GWh globally, with CATL, CRRC Zhuzhou, and Sungrow leading the market [10]. - The top ten domestic energy storage system integrators included CRRC Zhuzhou, Haibo Sichuang, and Envision Energy [13]. - In the global market, the top ten energy storage system integrators were led by Sungrow, CRRC Zhuzhou, and Haibo Sichuang [15]. Group 4: New Energy Storage Bidding Market - The bidding market for new energy storage saw significant growth in H1 2025, with the bidding scale for energy storage systems reaching 86.2 GWh, a year-on-year increase of 264% [18]. - The bidding scale for centralized procurement increased by 618%, accounting for 69% of the total bidding market [18]. - The average bidding price for 0.5C energy storage systems was 553.52 yuan/kWh, down 28% year-on-year, while the price for 0.25C systems was 446.80 yuan/kWh, down 69% [24]. Group 5: Outlook for New Energy Storage Market - The new energy storage market is expected to be driven by market forces, with a focus on expanding application scenarios and innovative business models [26]. - The cumulative installed capacity of new energy storage in China is projected to reach 236.1 GW under conservative scenarios and exceed 291 GW under ideal scenarios by 2030, with a compound annual growth rate of over 20% in the next five years [26][29].