曾毓群：储能应加快构建以安全、真实、创新为导向的产业新生态

Core Viewpoint - China has become the world's largest new energy storage market, with a complete and advanced industrial chain, marking a new phase of full marketization in the energy storage industry this year [2][10]. Group 1: Industry Growth and Market Position - Over the past five years, the cumulative installed capacity of new energy storage globally has increased by 11 times, with China leading the way [9]. - China's new energy storage capacity exceeded 100 million kilowatts last year, with lithium-ion batteries accounting for 95%-99% of the new storage [9]. - The cumulative scale of China's new energy storage has increased 20 times in five years [8]. Group 2: Challenges Facing the Industry - The energy storage industry faces several challenges, including safety hazards, intense price competition, false advertising, technological homogenization, and disorderly expansion [3][11]. - As of May this year, there have been 167 incidents of fires and explosions in energy storage systems globally, highlighting safety concerns [11]. - The average price of energy storage systems has dropped by about 80% over three years, leading to unsustainable price wars that threaten quality and safety [12][13]. Group 3: Innovation and Future Directions - To achieve high-quality development in the energy storage sector, an innovative industrial ecosystem must be established, focusing on safety, market credibility, intellectual property protection, and zero-carbon future [17][21][23]. - The company emphasizes the importance of safety as a foundational element for development, implementing a multi-level safety system to reduce failure rates significantly [17]. - Continuous investment in R&D is crucial, with the company having invested over 80 billion yuan since 2014 and holding over 43,000 patents [22]. Group 4: Policy and Market Environment - The National Development and Reform Commission has set a target for new energy storage capacity to reach over 180 million kilowatts by 2027 [10]. - A credible market environment is essential for sustainable development, with the company developing advanced reliability evaluation systems to support product claims [18][19].