"储能产业正经历一场深刻的材料革命，技术路线从锂电独秀迈向百花齐放，尤其是长时储能已成为新 型电力系统建设刚需。"在为期三天的SNEC2025国际储能大会上，多位业内高管与专家表示，当前储能 产业正通过技术路线多元化、市场机制完善、多能协同融合等维度，破解长时储能不足、存在安全风 险、全球化程度低等痛点。随着储能与氢能发展窗口期开启，行业将实现从拼价格向拼价值的转变，装 机规模有望大幅增长，从电力系统可选配角升级为核心枢纽，撑起万亿级赛道。 破解长时储能痛点 在新能源占比持续提升、新型电力系统加速建设的背景下，储能产业正告别价格战与技术单一的困境， 迎来关键转型期。 天能控股集团董事长张天任表示，"十五五"期间储能技术将告别单一化，进入"成熟分化、场景融合"的 新阶段。尽管锂电池因建设周期短、部署灵活等优势仍将主导中短期内市场，但铅电池在数据中心、分 布式电源等场景的性价比优势持续凸显，液流电池、空气电池、压缩空气储能等技术在长时储能领域将 加速突破。 针对储能产业目前的内卷问题，尹松建议要进一步强化政策引导、市场引领与技术支持协同发力。同 时，深化国际合作，主动跳出内卷思维，把规模效应转化为政策优势，推动构 ...

Core Insights - The energy storage industry is undergoing a significant material revolution, transitioning from a lithium-dominated landscape to a diversified technological approach, particularly in long-duration energy storage, which is becoming essential for new power system construction [1][2] Group 1: Challenges and Transformations - The energy storage sector is moving away from price wars and technological uniformity, entering a critical transformation phase due to the increasing share of renewable energy and the accelerated construction of new power systems [2] - The core challenge facing the industry is the insufficient duration of energy storage, with a call for long-duration storage as renewable energy generation exceeds 20% of total installed capacity [2][3] - Achieving 6-hour energy storage could effectively alleviate current issues related to renewable energy consumption and grid peak regulation [2] Group 2: Material Innovations - Breakthroughs in long-duration energy storage hinge on material innovations, balancing technical, economic, and safety aspects to enhance storage performance and reduce costs [3] - New methods for producing cathode materials, such as the GCL-PHY method, are emerging, which significantly lower costs and energy consumption while reducing dependency on chemical parks [3] Group 3: Industry Dynamics and Market Mechanisms - The industry consensus acknowledges that low-price competition has led to thin profit margins, hindering technological innovation [4] - The establishment of capacity pricing mechanisms and auxiliary service markets is expected to shift the focus from price competition to value competition, fostering new productive forces [4] - The current wave of homogenized competition in the energy storage sector is exacerbated by project planning, pricing policies, and technical limitations, which prolong investment recovery periods [4] Group 4: Multi-Energy Integration - The core value of energy storage lies in supplementing renewable energy, addressing intermittency issues of wind and solar power, and enhancing capacity support and auxiliary service capabilities [6] - Predictions indicate that by 2030, the installed capacity of energy storage could see nearly a tenfold increase, with the hydrogen industry also entering a phase of explosive growth [6] - The future of the energy storage industry is seen as a multi-trillion-dollar opportunity, emphasizing the need for a collaborative ecosystem that integrates various technologies to meet diverse demands [6]

"储能产业正经历一场深刻的材料革命，技术路线从锂电独秀迈向百花齐放，尤其是长时储能已成为新 型电力系统建设刚需。"在为期三天的SNEC 2025国际储能大会上，多位业内高管与专家表示，当前储 能产业正通过技术路线多元化、市场机制完善、多能协同融合等维度，破解长时储能不足、存在安全风 险、全球化程度低等痛点。随着储能与氢能发展窗口期开启，行业将实现从拼价格向拼价值的转变，装 机规模有望大幅增长，从电力系统可选配角升级为核心枢纽，撑起万亿级赛道。 ● 本报记者 刘杨 破解长时储能痛点 在新能源占比持续提升、新型电力系统加速建设的背景下，储能产业正告别价格战与技术单一的困境， 迎来关键转型期。 天能控股集团董事长张天任表示，"十五五"期间储能技术将告别单一化，进入"成熟分化、场景融合"的 新阶段。尽管锂电池因建设周期短、部署灵活等优势仍将主导中短期内市场，但铅电池在数据中心、分 布式电源等场景的性价比优势持续凸显，液流电池、空气电池、压缩空气储能等技术在长时储能领域将 加速突破。 储能行业当前面临的核心挑战正是储能时长不足。"新型电力系统呼唤长时储能。"协鑫集团董事长朱共 山表示，当发电侧新能源总装机占比超过20% ...

10月9日，SNEC ES+第十一届（2025）国际储能和电池技术及装备（上海）大会在上海开幕。作为一 年一度展现储能产业进展的重要窗口，今年与会嘉宾频频提到增速快、场景多两大关键词。 储能与算力成"好搭子" 协鑫中东项目电价低至0.15元 作为"SNEC光储氢产业联盟盟主"，朱共山曾在今年6月的SNEC光伏展上，对光伏产业展开了一番全面 分析。如今在10月的SNEC储能主题展会上，他再次对储能行业的发展趋势进行全面剖析。 协鑫（集团）控股有限公司董事长朱共山表示，未来五年全球新型储能装机年复合增长率高达30%至 40%，并且储能系统正成为算力核心基础设施，协鑫集团正探索"风光储算"项目。 天能控股集团董事长张天任表示，"十五五"将是储能与氢能发展的关键窗口期，市场应用从试点推向刚 需，产业定位也从配套升级为核心。 协鑫（集团）控股有限公司董事长朱共山 天能控股集团董事长张天任 国家能源集团原党组成员、华电集团外部董事冯树臣判断，我国能源转型发展进入"深水区"，走上绿色 转型的"快车道"。截至8月底，全国风电太阳能发电装机总容量突破16.9亿千瓦，达到"十三五"末的三 倍以上，贡献了"十四五"以来80%的新增 ...

10月9日，SNEC ES+第十一届（2025）国际储能和电池技术及装备（上海）大会开幕。作为一年一度 展现储能产业进展的重要窗口，今年与会嘉宾频频提到增速快、场景多两大关键词。 郭晨凯 制图 ◎记者 王玉晴 新型储能未来五年增速可观 展望未来，尤其是未来五年，多位与会嘉宾表达了对储能装机需求的看好。 协鑫（集团）控股有限公司董事长朱共山表示，未来五年，全球新型储能装机年复合增长率将高达30% 至40%，并且储能系统正成为算力核心基础设施，协鑫集团正探索"风光储算"项目。天能控股集团董事 长张天任表示，"十五五"将是储能与氢能发展的关键窗口期，市场应用从试点推向刚需，产业定位也从 配套升级为核心。 储能成为算力"好搭子" 作为"SNEC光储氢产业联盟盟主"，朱共山在今年6月的SNEC光伏展上，对光伏产业展开了一番全面分 析。如今在10月的SNEC储能主题展会上，他对储能行业的发展趋势进行了全面剖析。 朱共山表示，新型储能已从新能源的合规性要求，跃升为新型电力系统的经济性资产，"未来，（电） 源无储不立，（电）网无储不稳，（电）荷无储不灵"，体现出储能在电力系统中具备广泛的应用场 景。 在应用场景方面，朱共山提 ...

Core Viewpoint - The article emphasizes the need for Yulin to leverage its unique resource advantages to achieve multi-energy integration and extend the industrial chain, particularly in the fine chemical industry, to build a distinctive energy strategic system [2][3]. Industry Development - Yulin is recognized as a national-level energy and chemical base, being a significant production hub for methanol, coal-to-olefins, and polyvinyl chloride, with leading production capacities [2]. - The region has established a modern coal chemical industry system comprising four trillion-level and eight hundred-billion-level projects, supported by fine chemical initiatives [2]. Resource Utilization - Yulin possesses a comprehensive resource base, including coal, oil, gas, and salt, which should be utilized to promote the coupling of coal chemical and traditional petrochemical industries, as well as the integration of renewable and fossil energy [3]. - The collaboration between Dalian Institute of Chemical Physics and China Shenhua Coal to Oil Chemical Co. has led to the development of a new technology for producing 1,2-dichloroethane from ethylene glycol and methane chlorides, addressing high energy consumption and emissions issues associated with traditional methods [3]. Environmental Impact - The introduction of green hydrogen in coal-to-olefins processes can replace traditional water-gas shift reactions, reducing CO2 emissions by 70% [4]. - The oxygen produced from water electrolysis can be utilized in coal gasification processes, contributing to a zero-carbon or even negative carbon footprint for coal chemical production [4]. Innovation and Collaboration - The establishment of a deep integration platform for production, education, research, and application in fine chemicals is recommended to focus on high-end fine chemical products and functional materials [4].

Core Viewpoint - The integration of the petrochemical industry with new energy and artificial intelligence is essential for the transformation and upgrading of Henan's petrochemical sector, addressing its current structural issues and high energy dependence [2][3]. Industry Development - Henan Province has established a distinctive salt chemical industry cluster, transitioning from traditional products like soda ash and caustic soda to high-end new materials such as polycarbonate and epoxy resin [2]. - The province has formed 47 differentiated chemical industry clusters, showcasing regional characteristics [2]. Challenges - The petrochemical industry in Henan faces challenges such as a relatively short industrial chain, severe product homogeneity, and high external dependence on coal and oil resources, with coal dependence at approximately 50% and oil and gas resource dependence exceeding 90% [2][3]. Strategic Recommendations - To achieve a high-end green transformation, the industry should focus on four key areas: high-value conversion of carbon-based energy, green production process innovation, high-end transformation of new materials, and intelligent digital transformation [3]. - Suggested strategies include the integration of renewable energy with petrochemicals, low-carbon transformative processes, and the development of high-end new materials from coal-based oxygen-containing compounds [3]. Event Overview - The 2025 Central China (Zhengzhou) Chemical Technology Equipment and New Materials Exhibition aims to promote high-quality development in the chemical industry, featuring 16 sectors including new chemical materials, advanced nylon materials, electronic chemicals, and smart chemical equipment [3]. - The event is organized by the Henan Petroleum and Chemical Industry Association and the Henan Chemical Pharmaceutical Safety Production Association, emphasizing the chemical industry's role as a core engine for economic development in Central China and its importance in achieving carbon neutrality goals [3]. Collaborative Initiatives - The release of the "Mountain River Four Provinces Chemical Industry Chain Collaborative Development White Paper" outlines a strategic path to build a trillion-level chemical industry cluster [4].