储能碾压光伏！1 亿千瓦装机 + 40% 增速，爆发实锤？

Core Viewpoint - The energy storage industry is poised for explosive growth, with significant market opportunities emerging by 2025, driven by economic viability and the essential role of energy storage in stabilizing new energy systems [2][3][4]. Group 1: Explosive Growth Logic - Economic viability is transforming energy storage from an optional investment to a necessary one, with internal rates of return (IRR) for commercial energy storage in China reaching 8%-12%, and even higher in overseas markets [2][3]. - The role of energy storage has evolved to become a core pillar of the new energy system, essential for stabilizing the grid as renewable energy sources like wind and solar become more prevalent [4]. Group 2: Data-Driven Insights - Short-term growth projections indicate that domestic energy storage installations could reach 200 GWh by 2026, with a year-on-year growth of nearly 50% [5]. - Long-term forecasts suggest that the global energy storage market could exceed 1.2 trillion yuan by 2030, outpacing the growth rates of the photovoltaic sector [7]. Group 3: Driving Factors - The urgent need for energy storage is driven by the increasing share of renewable energy sources, with a current shortfall of 1-2 billion kilowatts in domestic energy storage capacity [8]. - Upgrades to aging power grids and the increasing frequency of extreme weather events are creating additional demand for energy storage solutions [9]. - The rise of AI and data centers, which require stable and high-capacity power supply, is emerging as a new variable driving energy storage demand [10]. Group 4: Opportunities for Different Roles - Investors should focus on three core segments: energy storage batteries, power conversion systems (PCS), and overseas system integration, particularly in markets with high demand [11]. - Companies should prioritize international expansion and technological upgrades to avoid domestic price wars and meet high-end market demands [12]. - Industry professionals should target roles in overseas markets or system integration engineering, as these areas are experiencing significant demand [13][14].