媒体报道丨中国新型储能规模跃居世界第一

Core Viewpoint - China's new energy storage capacity has surpassed the world, accounting for over 40% of global installed capacity, driven by clear policies and rapid technological advancements [3][7][8]. Group 1: Current Status of Energy Storage - As of the end of 2024, China's new energy storage capacity reached 73.76 million kilowatts, equivalent to 168 million kilowatt-hours, with an annual growth rate exceeding 130% since the 14th Five-Year Plan [3][7]. - By June 2023, the installed capacity had increased to 94.91 million kilowatts, representing a growth of approximately 29% compared to the end of 2024 [7]. - Major provinces such as Inner Mongolia and Xinjiang have installed capacities exceeding 10 million kilowatts, while Shandong, Jiangsu, and Ningxia have surpassed 5 million kilowatts [7]. Group 2: Policy Support and Market Mechanisms - The development of new energy storage is supported by various policies, including its inclusion in the Energy Law and the government work report, emphasizing its role in the new power system [8]. - The "Action Plan for Accelerating the Construction of a New Power System (2024-2027)" aims to enhance the market mechanism for energy storage, promoting its scientific development [8]. - By 2024, the new energy storage market in the State Grid area is expected to reach 7.12 billion kilowatt-hours, a year-on-year increase of 2.7 times [15]. Group 3: Technological Innovations - The energy storage sector is witnessing a diverse range of technological advancements, with lithium-ion battery storage dominating the market [10][11]. - New technologies such as compressed air storage, flow battery storage, and solid-state batteries are making significant progress, providing a foundation for long-duration regulation capabilities [11][12]. - The establishment of over 20 energy storage standards in 2024 has further enhanced the industry's standardization and operational efficiency [12]. Group 4: Application and Market Expansion - New energy storage systems are increasingly utilized for peak shaving and power supply assurance, especially during high electricity demand periods [14]. - The maximum adjustable power of new energy storage in the State Grid area reached 64.23 gigawatts, with a peak discharge power of 44.53 gigawatts, marking a 55.7% increase from the previous year [14]. - The introduction of market mechanisms allows energy storage companies to participate in auxiliary services and spot markets, providing a stable revenue expectation for the industry [15][16].