田庆军：储能项目经济性提升是拉动本轮需求增长的核心因素

Core Viewpoint - The article highlights the booming demand for energy storage systems in China, driven by significant cost reductions and technological advancements in battery cells, alongside government initiatives aimed at expanding energy storage capacity [2][3][10]. Group 1: Market Demand and Growth - The National Development and Reform Commission and the National Energy Administration have set a target of "over 180 million kilowatts" for new energy storage capacity, which is expected to create substantial market demand and positively impact the energy storage industry [2]. - Domestic demand for energy storage cells is currently very strong, with leading battery manufacturers operating at full capacity and some orders extending into early next year [3]. - By the first half of 2025, factories are expected to operate at full capacity, with over 50% of energy cell exports [3]. Group 2: Cost and Technological Advancements - The economic viability of energy storage projects has improved significantly, with system costs decreasing by approximately 80% compared to three years ago, and some regions achieving electricity costs below 0.2 yuan per kilowatt-hour [2]. - The industry is undergoing a transition to larger capacity battery cells, with the latest generation of cells expected to reduce system costs by about 40% [2][7]. - The current focus among major manufacturers is on the research and development of next-generation products, which is crucial for the large-scale application of high-capacity battery cells [7]. Group 3: Industry Challenges and Recommendations - The industry is experiencing a supply tightness due to the rapid technological iteration of energy storage cells, with a shift from 300+Ah to 500+Ah and larger capacity cells [7]. - There is a need for caution regarding irrational competition, as nearly one-third of system integrators are selling below cost, which poses risks to the safety and profitability of energy storage projects [10][11]. - Recommendations to address these challenges include establishing scientific industry standards, improving market mechanisms, and enhancing technological innovation to promote healthy cost reductions in energy storage [11].