媒体报道︱5年30倍！从中国 向世界 新型储能撬动万亿市场

Core Viewpoint - The article emphasizes the rapid growth and significance of new energy storage in China, highlighting its role in the global energy transition and the potential for a trillion-dollar market [3][4][5]. Summary by Sections New Energy Storage Development - As of September 2023, China's new energy storage installed capacity reached 103 million kilowatts, growing over 30 times since the end of the 13th Five-Year Plan, accounting for over 40% of the global total [3][5]. - The National Energy Administration reported that the installed capacity of new energy storage has become a crucial part of the new power system [5]. Market Dynamics and Investment - New energy storage has directly driven project investments exceeding 200 billion yuan and has stimulated over 1 trillion yuan in the upstream and downstream industries [7]. - The average bidding price for EPC contracts has decreased by approximately 40%, and battery cell prices have dropped by about 60% compared to 2022, indicating a trend of cost reduction and accelerated international expansion [6]. Technological Innovations - Lithium-ion battery storage dominates the market with over 98.1 million kilowatts, representing 96.1% of the total installed capacity [6]. - New energy storage technologies, including compressed air and liquid flow batteries, are being implemented, with liquid flow battery capacity increasing to 1.15 million kilowatts, a 30-fold increase since the end of the 13th Five-Year Plan [10]. Policy and Market Mechanisms - The introduction of the "136 Document" aims to clarify the market value of energy storage, promoting its integration into market trading systems [10]. - There is a need for a capacity compensation mechanism for new energy storage to ensure stable market returns, as current policies do not adequately reflect the value of storage's flexible regulation capabilities [11]. Future Outlook - By 2030, China's new energy storage capacity is projected to reach between 236.1 GW and 291.2 GW, with a compound annual growth rate of 20.2% to 24.5% from 2025 to 2030 [14]. - The shift in business models towards high-quality, cost-effective storage products is expected to enhance market competitiveness and drive the industry towards high-quality development [15].