Core Viewpoint - China has become the world's largest new energy storage market, entering a new phase of global marketization, but faces significant challenges such as safety risks, intense price competition, false advertising, technological homogenization, and disorderly expansion [1][2][3] Industry Overview - The global new energy storage installed capacity has increased 11 times over the past five years, with a target of reaching 1.5 terawatts by 2030 to support a threefold increase in renewable energy [1] - China accounted for over 100 million kilowatts of new energy storage installations last year, with a goal of exceeding 180 million kilowatts by 2027 [1] - The country possesses the most complete and advanced energy storage supply chain, with battery and system shipments representing over 90% and 70% of the global market, respectively [1] Challenges in the Industry - Safety hazards are a major concern, with 167 incidents of fires and explosions reported globally as of May this year [2] - Price competition has led to an 80% drop in average storage system prices over the past three years, with some bids falling below 0.4 yuan per watt, raising quality and safety concerns [2] - Many products have inflated specifications, with actual lifespans often falling below a quarter of the promised duration [2] - Technological homogenization is prevalent, as many companies opt for shortcuts rather than investing in independent innovation and research [2] - The number of registered energy storage companies has exceeded 300,000, leading to predictions of significant industry consolidation within three years [3] Recommendations for Industry Improvement - Emphasize safety as the foundation of energy storage development, with a multi-level safety system established by leading companies [4] - Create a credible market environment to ensure sustainability and trust among market participants [4] - Strengthen intellectual property protection to encourage innovation, with significant R&D investments made by leading companies [4] - Focus on innovative development aimed at a zero-carbon future, integrating advanced technologies such as artificial intelligence and virtual power plants [4]

倒计时61天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 谈及储能的重要地位和发展前景，曾毓群表示， 新能源革命已进入储能为关键支撑的下半程，中国已成 为全球储能发展的重要引擎。 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） " 储能安全事故频发、价格战击穿行业底线、产品参数造假 成风 、技术同质化及 、 无序扩张 ，已严重 制约储能行业健康可持续发展 。 " 9月17日，宁德时代董事长曾毓群在2025世界储能大会 上 发表演讲 ， 指出了当前储能产业正爆发式 增长，同时也存在五大乱象。 过去五年，全球新型储能装机增加了 11倍。据联合国气候大会公布的数据，到2030 年，要实现可再生 电力提升至目前3倍的目标，需要将储能装机提高到1.5TW，其中电池储能1.2TW，这相当于在当前的 基础上再增长6倍 ...