PPT分享 | 2025新型储能产业发展现状及趋势

Core Viewpoint - The new energy storage industry in China has experienced significant growth, with a total installed capacity of 66.43 GW and energy capacity of 189.48 GWh added in 2025, representing year-on-year increases of 52% and 73% respectively. The industry is expected to continue evolving towards longer-duration energy storage solutions and deeper integration with renewable energy sources [3][41][95]. Group 1: Industry Development Overview - In 2025, the cumulative installed capacity of new energy storage in China reached 213.3 GW, a year-on-year increase of 54% [13]. - The average storage duration for new energy storage systems has gradually increased from 2.11 hours in 2021 to 2.58 hours in 2025, with projections indicating it could reach 3.47 hours by 2030 [95]. - The top ten provinces in China accounted for nearly 90% of the total installed capacity, with Inner Mongolia leading in both energy and power capacity, surpassing California to become the world's top province [3][48]. Group 2: Market Trends and Projections - The growth rate of new energy storage installations is expected to slow down, but the large base will still generate significant absolute increments, with projections suggesting a cumulative installed capacity of over 370 million kW by 2030 [4]. - The market is transitioning from policy-driven growth to market-driven high-quality development, with expected annual compound growth rates of 20.7% to 25.5% from 2026 to 2030 [98]. - The penetration rate of new energy storage in wind and solar power generation has increased significantly, from 0.61% at the end of the 13th Five-Year Plan to 6.88% at the end of the 14th Five-Year Plan [17]. Group 3: Technological Advancements - During the 14th Five-Year Plan period, significant technological breakthroughs have been made in energy storage, including increased capacity of lithium battery cells and advancements in flow battery efficiency [9][10]. - The industry is witnessing a shift towards longer-duration storage solutions, with a notable increase in projects exceeding 4 hours of storage duration [45]. - The average available capacity of new energy storage systems has shown high reliability, with peak discharge capabilities reaching 44.53 million kW in 2025 [24]. Group 4: Project and Market Dynamics - The number of newly operational energy storage projects in 2025 was 5,014, with a total power capacity of 328.0 GW, indicating a shift towards larger-scale projects [39]. - The bidding landscape for new energy storage projects is becoming more rational, with a focus on quality over quantity, as the number of projects remains stable or slightly declines [53]. - The market is diversifying, with energy storage systems now participating in various market categories, including long-term, spot, and ancillary services [21].