中国储能崛起背后的政策力量｜独家

Core Viewpoint - The strategic importance of new energy storage has significantly increased, with the Chinese government emphasizing its development in recent policy reports, marking its role in the new power system and green energy applications [2][3]. Policy Support for Energy Storage - The Chinese government has outlined a series of policies to support the energy storage industry, transitioning from framework guidance to quantitative driving and finally to market-led development [5]. - Key policies include the "Guidance on Promoting the Development of Energy Storage Technology and Industry" issued in 2017, which set a two-phase approach for energy storage development [4]. - By 2025, the installed capacity of new energy storage is expected to reach over 300 million kilowatts, with a target of 1.8 billion kilowatts by 2027, driving direct investment of approximately 250 billion yuan [4][5]. Market Dynamics and Growth - The energy storage market in China has evolved from policy-driven to market-driven, with significant growth observed since 2015, leading to a more than 40-fold increase in installed capacity by the end of 2025 [5]. - As of 2025, China's new energy storage capacity is projected to account for over 40% of the global market share, solidifying its position as a leader in the sector [5]. Global Energy Transition and Demand - The global energy revolution is underway, with a target of achieving net-zero emissions by 2050 under the Paris Agreement, necessitating a substantial increase in wind and solar energy capacity, which will drive demand for energy storage [5][6]. - By 2050, the demand for energy storage is expected to exceed 4000 GW, highlighting the vast potential for growth in this sector [5]. International Competition and Challenges - Chinese energy storage companies are facing increasing challenges from Western countries, particularly the U.S. and Europe, which are implementing trade barriers and local manufacturing requirements to limit the competitiveness of Chinese firms [12][13]. - The U.S. has introduced tariffs and policies aimed at increasing the cost of "Made in China" products, which could hinder the global expansion of Chinese energy storage companies [12][16]. - The EU is also planning stringent market access regulations that could impact Chinese firms, including localization requirements and forced technology transfers [17]. Overseas Orders and Market Expansion - In 2025, Chinese energy storage companies signed overseas orders totaling approximately 284.26 GWh, significantly surpassing the new installed capacity in the overseas market for 2024 [7]. - Leading companies such as CATL and BYD are securing substantial international contracts, indicating strong demand for Chinese energy storage solutions globally [9].