183GWh！国家能源局公布2025储能数据

Core Viewpoint - The National Energy Administration held a press conference discussing the energy situation in 2025, focusing on energy supply during peak winter, the development of new energy storage, and the national electricity market transactions [2]. Energy Storage Development - By the end of 2025, the cumulative installed capacity of new energy storage will reach 136 million kilowatts (351 GWh), representing an 84% increase from the end of 2024 and over 40 times growth compared to the end of the 13th Five-Year Plan [3][6]. - The average storage duration will increase to 2.58 hours, up by 0.30 hours from the end of 2024 [3]. Regional Analysis - The North China region has the largest share of installed new energy storage capacity at 32.5%, followed by Northwest (28.2%) and East China (14.4%) [9]. - In the past year, North and Northwest China were the main growth areas for new energy storage, contributing 35.2% and 31.6% of the new installations, respectively [9]. Provincial Insights - Rapid development of new energy storage is observed in Xinjiang, Inner Mongolia, Yunnan, Hebei, and Shandong, with new installations of 1,023 MW, 1,003 MW, 613 MW, 569 MW, and 404 MW, respectively [11]. - The top three provinces by cumulative installed capacity are Inner Mongolia (2,026 MW), Xinjiang (1,880 MW), and Shandong (1,121 MW) [11]. Project Scale and Technology - Projects with an installed capacity of over 100 MW account for 72% of total installations, a 10 percentage point increase from 2024 [11]. - Lithium-ion battery storage remains dominant, comprising 96.1% of the installed capacity, while other technologies like compressed air and flow batteries account for 3.9% [13]. Utilization and Future Plans - The equivalent utilization hours for new energy storage are expected to reach 1,195 hours in 2025, an increase of nearly 300 hours from 2024 [15]. - The National Energy Administration plans to implement a new energy storage development plan and enhance the policy management system to support high-quality development [15]. Electricity Market Transactions - The total electricity market transaction volume is projected to reach 664 billion kilowatt-hours in 2025, a 7.4% year-on-year increase [16]. - Market-based transactions will account for 64% of total electricity consumption, up by 1.3 percentage points [16]. - Cross-provincial and cross-regional transaction volumes reached 1.59 trillion kilowatt-hours, marking an 11.6% year-on-year growth [17]. - Green electricity transactions surged to 328.5 billion kilowatt-hours, a 38.3% increase, with long-term green power agreements (PPA) reaching 60 billion kilowatt-hours [18].