新增66.43GW/189.48GWh！2025年度CNESA储能数据重磅发布

Core Viewpoint - The article discusses the development and trends of the energy storage industry in China, highlighting significant growth in new energy storage installations and the evolving market dynamics as the industry approaches the "14th Five-Year Plan" conclusion and transitions into the "15th Five-Year Plan" period [5][10][28]. Group 1: Energy Storage Development - As of December 2025, China's cumulative installed capacity of electric energy storage reached 213.3 GW, a year-on-year increase of 54%, with new energy storage accounting for over two-thirds of this capacity [10][13]. - The cumulative installed capacity of new energy storage reached 144.7 GW, representing an 85% year-on-year increase, marking a significant shift from user-side applications to independent storage [13][15]. - In 2025, new energy storage added 66.43 GW/189.48 GWh, with power and energy scales increasing by 52% and 73% year-on-year, respectively [15]. Group 2: Market Dynamics - The number of energy storage system tenders decreased by 10.4% in 2025, while EPC tenders increased by 4.5%, indicating a shift towards integrated delivery models [17][19]. - The tender scale for energy storage systems reached 121.5 GWh, a 140.1% increase year-on-year, while EPC tender scale was 206.3 GWh, up 125.5% [19][22]. - The average procurement price for lithium iron phosphate systems ranged from 391.14 to 913.00 yuan/kWh, with a downward trend observed in EPC tender prices [23][25]. Group 3: Policy and Market Outlook - In 2025, 869 new energy storage-related policies were issued, reflecting a 13% year-on-year increase, with a focus on market reforms and electricity pricing policies [28][30]. - Most provinces have met their "14th Five-Year Plan" targets, with a total planned scale exceeding 91.6 GW [30]. - The commercial energy storage market is expected to transition towards market-driven models, with cumulative installed capacity projected to exceed 30 GW during the "15th Five-Year Plan" [31]. Group 4: Future Projections - By 2030, the cumulative installed capacity of new energy storage is expected to exceed 370 GW, driven by market demand and technological advancements [34][35]. - The average duration of new energy storage installations is anticipated to increase from 2.58 hours in 2025 to 3.47 hours by 2030, reflecting a growing demand for long-duration storage solutions [35]. Group 5: Upcoming Events - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) will take place from March 31 to April 3, 2026, in Beijing, focusing on creating a comprehensive energy storage ecosystem and facilitating international cooperation [42][45].