陈海生：储能应用场景从电力向全场景加速渗透，全球化合作成核心议题

Core Viewpoint - The 2025 China Energy Storage CEO Summit highlighted China's leadership in energy storage, with significant growth in installed capacity and efficiency, marking a transition towards high-quality development in the industry [5][6]. Group 1: Industry Growth and Performance - By the third quarter of 2025, China's new energy storage projects reached an installed capacity of 112.4 GW and 270.4 GWh, with power and energy scale increasing by 103% and 116% year-on-year, respectively [5][6]. - Energy storage projects accounted for over 60% of the total installed capacity in power storage, positioning China as the global leader [5][6]. - The equivalent utilization hours for new energy storage in the first three quarters of 2025 were approximately 770 hours, an increase of about 120 hours year-on-year, significantly contributing to power supply stability [5][6]. Group 2: Technological Advancements - The industry is witnessing diverse technological advancements, with lithium-ion batteries undergoing continuous iteration and cost reduction, while long-duration storage technologies like compressed air and flow batteries are achieving scale breakthroughs [5][6]. - Emerging technologies such as solid-state batteries and hydrogen storage are accelerating development, creating a complementary and collaborative industrial ecosystem [5][6]. Group 3: Market Dynamics and Global Cooperation - The shift from mandatory storage policies to market-driven mechanisms is enhancing market vitality, with companies increasingly focusing on value creation [5][6]. - Energy storage applications are expanding from electricity to various sectors, including industrial parks, solar charging stations, and data centers, evolving into multi-faceted solutions [6]. - Global cooperation is becoming a core topic, with over 100 countries committing to net-zero carbon emissions, leading to an expanding market for new energy storage applications [6][7]. Group 4: Future Outlook and Strategic Initiatives - The summit aimed to create a high-end platform for resource linkage across the entire industry chain, focusing on practical experience sharing and precise business matching to support Chinese energy storage companies in international expansion [6][7]. - The alliance is committed to promoting the sustainable development of the energy storage industry and addressing global carbon neutrality challenges as opportunities for green economic growth in China [8].