新华财经北京7月31日电 国家能源局7月31日发布的《中国新型储能发展报告（2025）》显示，截至 2024年底，我国已建成投运新型储能7376万千瓦／1.68亿千瓦时，装机规模占全球总装机比例超过 40%。 这份报告由国家能源局能源节约和科技装备司、电力规划设计总院共同编著。 近年来，我国新型储能快速发展，在新型电力系统中作用日益凸显，有力促进新能源开发消纳，提高电 力系统安全稳定运行水平。国家能源局能源节约和科技装备司副司长边广琦当日在国家能源局新闻发布 会上表示，编制这份报告，旨在加强新型储能行业发展引导，服务我国"双碳"目标。 据边广琦介绍，报告从政策体系、装机规模、应用场景、技术创新、产业发展、标准体系等方面，系统 总结2024年国内外新型储能发展情况；从科学谋划发展、健全市场机制、加大技术攻关、促进作用发挥 和巩固产业优势等方面提出2025年新型储能行业发展展望；并系统梳理了2021至2024年新型储能主要政 策、技术创新和示范工程等大事记情况。 "总体来看，'十四五'以来，我国新型储能发展政策的'四梁八柱'初步构建，新型储能产业稳步发 展。"边广琦说，我国新型储能技术路线"百花齐放"，涵盖全球工 ...

国家能源局能源节约和科技装备司副司长边广琦表示，总体来看，"十四五"以来，我国新型储能发展政 策的"四梁八柱"初步构建，新型储能产业稳步发展。截至2024年底，已建成投运新型储能7376万千 瓦/1.68亿千瓦时，装机规模已占全球总装机比例超过40%。新型储能技术路线"百花齐放"，涵盖全球工 程应用的主要技术路线，调度运用水平稳步提高，有力支撑新型 电力系统建设。 ...

Core Viewpoint - The energy storage market in the first half of 2025 has shown significant growth, with a total bidding scale of 47.71GW/194.69GWh, representing year-on-year increases of 104.2% and 182.7% respectively [1] Group 1: Market Overview - A total of 383 energy storage systems, EPC, and PC projects were recorded in the first half of 2025, with grid-side projects accounting for 56.7% of the total [1] - Independent storage projects have seen an increase in proportion compared to the same period last year, while user-side projects, although small in percentage, represent a substantial project volume of 7.64GWh [1] Group 2: Project Types and Technologies - The first half of 2025 has witnessed a diverse range of new energy storage technologies, with 26 different types of projects including compressed air, sodium batteries, and various flow battery technologies, totaling 1962.5MW/8218.604MWh [2] - The largest project recorded is a 300MW compressed air energy storage demonstration project in Gansu, with a scale of 300MW/1800MWh [2] Group 3: Bidding and Procurement Trends - In the first half of 2025, a total of 335 energy storage systems, EPC, and PC projects were awarded, with a combined bidding scale of 36.36GW/167.72GWh, reflecting year-on-year increases of 94.9% and 198.5% [3] - The market saw a surge in demand in May due to the urgency to connect projects before the May 31 deadline for existing subsidy policies [3] Group 4: Leading Companies - The top 10 companies in the domestic energy storage system bidding market for the first half of 2025 include CRRC Zhuzhou, Haibo Sichuang, Sungrow, BYD, and others, with CRRC and Haibo maintaining strong market positions [8] - Sungrow has significantly increased its domestic investment and has been successful in large-scale procurement projects, becoming the company with the most bids in the first half of the year [9] Group 5: Price Trends - The prices of energy storage systems have shown a downward trend, with the average bid price for 2h storage systems around 0.5元/Wh, while the lowest bid for 4h systems reached 0.37元/Wh [12][15] - Despite the oversupply of energy storage cells, high demand has prevented significant price drops, with the lowest price for 314Ah cells at 0.22元/Wh [12][13] Group 6: EPC Pricing - The average bid price for EPC projects remains around 1元/Wh, with the highest bid recorded at 1.696元/Wh for a 300MW/600MWh independent storage project [17] - The lowest EPC bid was 0.505元/Wh for a 30MW/60MWh offshore wind power project [17]

Core Viewpoint - The article highlights the successful bid by China Energy Construction Guangdong Institute for the EPC project of a new electrochemical energy storage power station in Guangdong, marking a significant breakthrough in mixed energy storage technology applications [1][2]. Group 1: Project Overview - The project is located in the Huashan Management Area of Shanwei City, Guangdong Province, and is the first domestic electrochemical energy storage power station to adopt a mixed technology route combining large-capacity semi-solid batteries and sodium-ion batteries [2]. - The new energy storage station will have a capacity of 202.05 MW and 404.10 MWh, along with a 220 kV transmission line [2]. Group 2: Technical Innovations - The energy storage system will be connected to the Shanwei power grid via a 220 kV transmission line, serving as an independent shared energy storage station to provide critical support for peak shaving in the Shanwei grid [3]. - The project will utilize a mixed energy storage operation mode, deeply coupling sodium-ion and semi-solid battery storage units to leverage the high-rate characteristics of sodium-ion batteries for frequency modulation and the high energy density and cycle life of semi-solid batteries for peak shaving [3]. Group 3: Benefits and Goals - Upon completion, the project is expected to significantly enhance the power supply capacity in the Shanwei area, effectively promote the consumption of regional renewable energy, and alleviate the pressure on the interconnection channel for offshore wind power in eastern Guangdong [3]. - The project aligns with Guangdong's energy structure optimization and the goals of carbon peak and carbon neutrality [3]. Group 4: Company Expertise - Guangdong Institute has been a pioneer in the research and development of megawatt and hundred-megawatt energy storage technologies, participating in the formulation of 27 international, national, and industry standards for energy storage technology, and holding 60 proprietary technologies and patents [3]. - The company has transitioned from "technology demonstration" to "engineering application" in the mixed energy storage field, continuously promoting high-quality development of the new energy storage industry [4].

Core Viewpoint - The article highlights the significant growth in the energy storage market in the first half of 2025, with a notable increase in project bidding and awarded contracts, indicating a robust demand for energy storage systems in China [1][4][9]. Project Statistics - In the first half of 2025, a total of 383 energy storage systems, EPC, and PC projects were recorded, with a combined bidding scale of 47.71GW/194.69GWh, representing year-on-year increases of 104.2% and 182.7% respectively [1]. - The distribution of project types includes grid-side projects (56.7%), centralized procurement projects (28.0%), power-side projects (11.4%), and user-side projects (3.9%) [1]. Technology Trends - The first half of 2025 saw a diverse range of new energy storage technologies, with 26 different project types including compressed air, sodium batteries, all-vanadium flow batteries, iron-based flow batteries, semi-solid, and solid-state batteries, totaling a scale of 1962.5MW/8218.604MWh [3]. Major Projects - The largest project recorded was the 300MW compressed air energy storage demonstration project in Gansu, with a scale of 300MW/1800MWh [4]. - Two significant semi-solid projects were announced by Junyue Energy, each with a scale of 200MW/800MWh [4]. Market Dynamics - The first half of 2025 experienced a stable market structure, with a total of 335 awarded projects and a combined scale of 36.36GW/167.72GWh, reflecting year-on-year increases of 94.9% and 198.5% respectively [4][11]. - The market saw a surge in demand in May due to the urgency to meet the May 31 deadline for existing subsidy policies, leading to a concentrated bidding activity [5]. Leading Companies - The top ten companies in the domestic energy storage system bidding for the first half of 2025 included CRRC Zhuzhou, Haibo Sichuang, Sungrow, BYD, and others, with CRRC and Haibo maintaining strong market positions [9][10]. Pricing Trends - The prices of energy storage systems have shown a downward trend, with the average bid price for 2-hour storage systems around 0.5元/Wh, and specific project bids ranging from 0.37元/Wh to 0.696元/Wh depending on the project scale and type [13][17][18]. - Despite the oversupply of energy storage cells, high demand has prevented significant price drops, with the lowest price for 314Ah cells at 0.22元/Wh [13][14]. EPC Pricing - The average bid price for EPC projects remained around 1元/Wh, with the highest bid recorded at 1.696元/Wh for a 300MW/600MWh independent storage project [19].

Core Insights - The article highlights a significant decline in the newly installed capacity of new energy storage projects in China for June 2025, with a year-on-year decrease of 65% in capacity and 66% in energy storage volume, attributed to the impact of renewable energy "rush installation" [1] - Despite the negative growth in June, the second quarter of 2025 saw a year-on-year increase of 24% in newly installed capacity, reaching 12.61 GW and 30.82 GWh [1] Summary by Sections New Installations Overview - In June 2025, the newly installed capacity for user-side energy storage projects was 328.6 MW and 841.4 MWh, showing a year-on-year increase of 22% and 43%, respectively [4] - The overall trend indicates that user-side energy storage projects are increasingly dominated by commercial applications, with significant contributions from high-energy-consuming industries such as metallurgy and chemical manufacturing [6] Regional Distribution - Hunan province accounted for over 30% of the newly installed capacity, with significant contributions from Shandong, Anhui, and Zhejiang, which collectively represented nearly 55% of the new installations [10] - The tightening power supply-demand relationship in central and eastern regions has driven commercial users to seek energy storage solutions for power supply assurance and cost reduction [10] Market Dynamics - The article notes that the maximum peak-valley price difference in electricity has narrowed compared to the previous year, with only eight regions experiencing an increase, notably Shandong and Hunan [10] - The user-side energy storage market is expected to grow at a compound annual growth rate (CAGR) of 57.9% from 2023 to 2025, and 45.8% from 2025 to 2030 [15][17] Policy and Incentives - Several provinces, including Zhejiang and Anhui, have introduced demand-side response implementation plans that encourage user-side energy storage participation, offering various subsidy mechanisms [11][14] - The article emphasizes that favorable policies and market conditions are likely to foster the growth of the user-side energy storage market, particularly in regions like Anhui, which has seen a significant increase in new project registrations [14]

Core Viewpoint - China Power Construction Corporation (CPCC) reported a total new contract amount of 686.70 billion RMB for the first half of 2025, reflecting a year-on-year growth of 5.83% [2][8]. Summary by Category 1. By Business Type - The company signed 2,939 new energy projects with a total contract value of 431.39 billion RMB, an increase of 12.27% year-on-year [5]. - Hydropower projects accounted for 576 new contracts worth 100.46 billion RMB, showing a significant increase of 66.67% [5]. - Wind power projects saw 652 new contracts totaling 142.90 billion RMB, up by 68.78% [5]. - Solar power projects experienced a decline, with 616 contracts worth 113.74 billion RMB, down by 28.55% [5]. - New energy storage projects included 96 contracts valued at 20.91 billion RMB, marking a slight increase [5]. 2. By Regional Distribution - Domestic contracts amounted to 545.04 billion RMB, a year-on-year increase of 3.16% [8]. - International contracts reached 141.67 billion RMB, reflecting a growth of 17.50% [8]. - The total contract amount for both domestic and international projects combined was 686.70 billion RMB, with a growth of 5.83% [8]. 3. Major Contract Details - In June 2025, the company signed 70 contracts exceeding 500 million RMB each, with 7 related to energy storage projects totaling over 2.75 GW/13 GWh and involving a project amount of 13.34 billion RMB [2][10]. - Notable projects include: - A 1 million kW/6 million kWh energy storage project in Ulanqab, valued at 6.24 billion RMB [10]. - A 300 MW/1200 MWh energy storage project in the Deep-Shan Special Cooperation Zone, with a contract value of 1.75 billion RMB [10]. - Two independent energy storage projects at the Gushanliang 500 kV substation, each valued at approximately 1.46 billion RMB [10].

Economic Overview - The province's GDP reached 15,707.9 billion yuan, with a year-on-year growth of 4.7%, indicating a steady but slowing trend compared to the first quarter [4] - Concerns about economic growth prospects and the ability to meet annual targets are present [5] Economic Resilience - The province's economy is characterized by resilience and vitality, with three key trends remaining unchanged: steady progress, a positive outlook, and a focus on high-quality development [8] - Key indicators show collaborative growth across three industries, sustained investment, robust consumption, and rising exports [8][9] Employment and Income - Urban employment increased by 281,000, achieving 59.8% of the annual target, surpassing the national average [10] - Per capita disposable income grew by 5.1%, outpacing economic growth [8][10] Consumption and Logistics - Retail sales of consumer goods increased at a rate higher than the national average for 28 consecutive months, with tourism revenue growing by 16.92% [9][10] - The logistics sector showed recovery, with increases in freight turnover across various transport modes [9] Innovation and Industry Transformation - The province is experiencing accelerated industrial transformation, with significant growth in key industries such as shipbuilding and high-tech manufacturing [13] - Innovation capabilities are improving, with numerous research projects underway and a focus on new technologies [13] Business Environment - The province is actively improving its business environment, with policies aimed at reducing bureaucratic hurdles and lowering financing costs [14] - The average processing time for business-related matters has been reduced by 74% [14] Future Outlook - The second half of the year is critical for achieving economic goals, with a strong emphasis on high-quality development and proactive measures to seize opportunities [17] - The government is committed to completing annual targets and fostering a stable economic environment [17][18]

Core Viewpoint - The article discusses the guidelines issued by the Guangdong Provincial Energy Bureau regarding the construction plan for the second batch of new energy storage projects in 2025, emphasizing the need for orderly development and project adjustments based on capacity assessments. Group 1: Adjustments of Existing Projects - The Guangdong Power Grid Company has assessed the energy storage capacity and overall accessible capacity for the first batch of new energy storage projects in 2025, urging local energy authorities to communicate with grid companies for project adjustments [2][14]. - Projects requiring scale adjustments must coordinate with project owners to align with system capacity and voltage levels before being included in the construction plan [3]. - For projects that need to be removed from the plan, priority will be given to retaining those with higher maturity levels, while projects that do not meet conditions will be excluded [4][5]. Group 2: New Project Additions - New projects that are ready for construction within a year and located in areas with sufficient grid capacity can be considered for inclusion in the current construction plan [6][7]. - Specific conditions for new project additions include reasonable layout, clear functional positioning, and compliance with national and provincial policies [8][17]. - Projects must also demonstrate clear construction progress and commitment to start within one year and achieve full capacity within two years [17][18]. Group 3: Project Adjustment Procedures - The Guangdong Power Grid Company and Shenzhen Power Supply Bureau will continuously evaluate the storage capacity and accessible capacity in supply areas, providing results to local energy authorities [19]. - Local energy authorities will collaborate with relevant departments to determine the annual layout and scale of new energy storage projects based on evaluation results [19]. - The Energy Bureau will compile and submit the construction plans for the second batch of new energy storage projects to the grid companies for further evaluation and implementation [19]. Group 4: Progress of Existing Projects - The article mentions that there are a total of 117 projects with a total scale of 17.3 GW/34.8 GWh, including 107 grid-side projects and 10 power-side projects [10][11].

Core Insights - The power load in Guangxi reached a historical high of 35.234 million kilowatts on July 18, driven by high temperatures and increased air conditioning usage [1] - The overall electricity consumption in Guangxi for the first half of the year was 128.43 billion kilowatt-hours, a year-on-year increase of 2.9%, with significant growth in sectors like internet data services and electric vehicle charging [1][2] Group 1: Electricity Load and Consumption - High temperatures have significantly contributed to the surge in electricity load, with multiple cities in Guangxi setting new records [1] - The electricity consumption in Guangxi has shown robust growth in high-tech manufacturing, with internet data services increasing by 17.9% and electric vehicle charging services by 51% [1] Group 2: Power Supply and Infrastructure - As of June 30, the installed capacity of renewable energy in Guangxi exceeded 53.288 million kilowatts, marking a year-on-year growth of 70.7% [2] - Key infrastructure projects in the Guangxi power grid are set to enhance energy distribution capabilities, with 45 kilometers of new transmission lines and an additional 1.23 million kilovolt-amperes of substation capacity [2] - The total capacity of new energy storage in Guangxi reached 2.959 million kilowatts, reflecting a 37.6% increase compared to the previous year [2]