PPT分享 | 新型储能产业发展现状及趋势

Core Viewpoint - The new energy storage industry in China has experienced significant growth, with the cumulative installed capacity surpassing 100GW for the first time by mid-2025, reflecting a year-on-year increase of 110% and a 32-fold increase compared to the end of the 13th Five-Year Plan period [11][12][22]. Group 1: New Energy Storage Project Scale - As of mid-2025, China's cumulative installed capacity of new energy storage reached 101.3GW, with a year-on-year growth of 110% [11]. - The total installed capacity of electric power storage in China reached 164.3GW, showing a year-on-year increase of 59% [12]. - The market share of pumped storage has dropped below 40% for the first time, while lithium-ion batteries have seen exponential growth, indicating a shift towards diversification in technology routes [12][22]. Group 2: New Energy Storage Bidding Market - The bidding market for new energy storage has shown remarkable growth, particularly in the storage system bidding scale, which increased by 264% year-on-year to reach 86.2GWh [34]. - The collective procurement and framework procurement bidding scale surged by 618%, accounting for a significant portion of the total bidding market [34][44]. - The number of new energy storage projects added in the first half of 2025 was 2,797, with a total capacity of 193.5GW [16]. Group 3: New Energy Storage Industry Development - The application structure has shifted from user-side storage (35%) to independent storage (55%), with a notable decline in frequency regulation and user-side applications [13]. - The number of newly operational new energy storage projects increased by 55% year-on-year, with significant growth in projects over 100MW, which rose by 75% [17]. - The first gigawatt-level all-vanadium flow battery storage project has been put into operation, marking a breakthrough in non-lithium storage technology [23]. Group 4: New Energy Storage Policies and Returns - In the first half of 2025, the number of newly released policies remained high, with a focus on power market policies and an increase in management regulations, reflecting a heightened emphasis on safety [85]. - The introduction of the 136 document by the National Development and Reform Commission aims to promote market-driven development of new energy storage, impacting the revenue of independent storage significantly [87][88]. - The policy environment is being shaped to foster a sustainable pricing mechanism and encourage technological and industrial upgrades in the storage sector [91][92]. Group 5: New Energy Storage Market Outlook - The market for new energy storage is expected to continue its rapid growth, with projections indicating that the cumulative installed capacity could exceed 200GW by 2030 [108]. - The industry is anticipated to shift towards high-quality development driven by market demands, with a focus on innovative business models and applications in zero-carbon parks and green electricity connections [91][92]. - The competitive landscape is evolving, with a growing emphasis on the value of storage capacity and collaboration with other regulatory resources [92].