文 | 中关村储能产业技术联盟 中关村储能产业技术联盟始终以规范、及时、全面的信息收录标准，持续追踪储能项目动态。依托 长期积累的扎实数据与深度专业研判，联盟定期输出储能装机市场的客观分析文章，为产业同仁提 供市场决策参考。自2025年6月起，储能项目月度分析已细化为"源网侧市场"和"用户侧市场"两篇内 容，本期聚焦9月源网侧市场展开解读。 市场持续升温： 9月源网侧储能装机同比增速超过180%，独立储能规模上涨近340%。 9月新型储能项目整体分析 根据CNESA Datalink全球储能数据库 不完全统计，2025年9月， 国内 新增投运 新型储能项目装 机规模共计 3.08GW/9.08GWh ，同比+166%/+200%，环比+7%/+15%。 第三季度新增装机 地域热点： 江苏单省贡献最大装机，平均时长3.84小时。 格局生变： "五大六小"之外，第三方企业加速入局，40%市场份额。 技术破局： 长时储能加速落地，压缩空气储能项目占四分之一。 9.16GW/25.52GWh，同比+10%/+24%。 前三季度新增装机规模达去年全年新增装机的74% ， 2025年新增装机有望超过去年。 图1：2025 ...

"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% ...

Core Viewpoint - Compressed air energy storage (CAES) is emerging as a significant large-scale physical energy storage technology, with rapid cost reductions and competitive advantages over electrochemical storage, marking a critical phase of technological breakthroughs and large-scale applications in the energy sector [1][4][10]. Group 1: Project Overview - The CAES project in Shandong Feicheng utilizes underground salt caverns for high-pressure air storage, with a total capacity of 900,000 cubic meters, allowing for the absorption of 770,000 kWh of electricity during low-demand periods [4][5]. - The project has a total investment of 3.64 billion yuan, with a design charging duration of 8 hours and a continuous full-power generation duration of 6 hours, expected to generate an average annual grid electricity of 1.188 billion kWh, sufficient for 600,000 households [4][5]. Group 2: Industry Development - The CAES industry is experiencing a surge in investment and construction, with multiple large-scale projects underway in Feicheng, making it a hub for CAES technology in China [7][8]. - The domestic CAES market is expected to see a significant increase in installed capacity, with projections of 42.37 million kW of new installations by 2024, contributing to a total exceeding 73.76 million kW [8]. Group 3: Economic Viability - The unit investment cost for CAES currently ranges from 6,000 to 7,000 yuan per kW, with expectations of further reductions due to increased domestic production of key equipment [10][11]. - The economic model for CAES includes capacity-based, energy-based, and ancillary service revenue streams, enhancing project profitability through participation in electricity markets [10][11]. Group 4: Policy Support - The development of the CAES sector is bolstered by supportive policies from various levels of government, including measures that allow CAES projects to participate in electricity spot markets and receive enhanced compensation for capacity [11]. - By 2027, it is anticipated that the unit investment intensity for CAES will decrease by over 15%, with investment payback periods potentially shortening to 8-10 years, making the sector more attractive for investors [11].

（原标题：废弃盐穴变身"超级充电宝"！这一产业，迎来投资热潮） 近年来，压缩空气储能作为极具发展潜力的大规模物理储能技术，逐渐成为能源领域的研究热点和投资 热点。目前，该行业正迎来技术突破与规模化应用的关键阶段。 "近两年，压缩空气储能成本下降得非常快，全寿命周期成本与电化学储能相比，已具有竞争优势。"中 国电建相关负责人表示。 日前，证券时报记者实探山东肥城盐穴压缩空气储能电站项目了解到，在政策端、应用端的多重助力 下，压缩空气储能的整体性能和经济性持续提升，行业正进入发展新阶段。 废弃矿洞再利用 在山东省肥城市边院镇，中国电建肥城2×300MW（一期）盐穴压缩空气储能电站项目正在紧锣密鼓地 建设中。 记者在现场看到，该项目占地221亩，项目周边被农田环绕。就在距离该厂区西北方向的地下1300米深 处，深藏着两个被改造为高压储气库的总容量90万立方米的地下盐穴，储气库与厂区通过埋在地下的输 气管线连接。 项目现场相关负责人向记者介绍："电网低谷时，电站从电网取电驱动压缩系统，把空气沿着管路压缩 到地下盐穴，每小时可以消纳77万度电，还可将压缩过程中所产生的大量热量存储起来。等到电网用电 高峰，再将地下盐穴中 ...

日前，证券时报记者实探山东肥城盐穴压缩空气储能电站项目了解到，在政策端、应用端的多重助力 下，压缩空气储能的整体性能和经济性持续提升，行业正进入发展新阶段。 废弃矿洞再利用 在山东省肥城市边院镇，中国电建肥城2×300MW（一期）盐穴压缩空气储能电站项目正在紧锣密鼓地 建设中。 记者在现场看到，该项目占地221亩，项目周边被农田环绕。就在距离该厂区西北方向的地下1300米深 处，深藏着两个被改造为高压储气库的总容量90万立方米的地下盐穴，储气库与厂区通过埋在地下的输 气管线连接。 压缩空气储能，简单而言就是"用电低谷存空气，用电高峰发电力"。近年来，压缩空气储能作为极具发 展潜力的大规模物理储能技术，逐渐成为能源领域的研究热点和投资热点。目前，该行业正迎来技术突 破与规模化应用的关键阶段。 项目现场相关负责人向记者介绍："电网低谷时，电站从电网取电驱动压缩系统，把空气沿着管路压缩 到地下盐穴，每小时可以消纳77万度电，还可将压缩过程中所产生的大量热量存储起来。等到电网用电 高峰，再将地下盐穴中的高压空气释放出来，通过换热器加热驱动发电机组发电。通过每天一充一放， 实现电力'削峰填谷'与可再生能源消纳。" "近 ...

Core Viewpoint - The forum focused on the theme of "Innovation Leading, Green Intelligence Empowering, Supporting High-Quality Development of New Power System Equipment," emphasizing the importance of technological innovation and collaboration in the power equipment industry to achieve high-quality development in the context of China's 14th Five-Year Plan [2][4][5]. Group 1: Event Overview - The 2025 New Power System Development Forum was successfully held in Chongli, Hebei, with over 100 experts from power companies, research institutions, and equipment manufacturers attending [2]. - The event was organized by the China Electricity Council's Power Equipment and Supply Chain Branch, highlighting the significance of innovation in the power equipment sector [2]. Group 2: Key Themes and Discussions - The meeting addressed the need for technological innovation and a stable industrial chain to ensure energy security and promote high-quality economic development [4]. - Experts shared innovative breakthroughs in flexible direct current transmission technology, low-carbon coal power technology, and compressed air energy storage during the forum [7]. - The forum also introduced green procurement rules and advancements in carbon footprint and environmental product declaration platforms for the power industry [7]. Group 3: Industry Collaboration - The event aimed to foster collaboration between upstream and downstream sectors of the power equipment industry, encouraging joint innovation to overcome technical bottlenecks [5]. - A platform for technical exchange was established, allowing representatives from various power equipment manufacturers to share their innovations and practices [8]. - The forum emphasized the importance of creating an open and collaborative innovation ecosystem to support the development of domestic energy power equipment [7].

Group 1: Defense Industry - The report highlights the signing of a defense agreement between Saudi Arabia and Pakistan, with potential participation from UAE and Qatar, indicating a shift towards seeking security guarantees from Chinese weapon systems, which is expected to significantly enhance Pakistan's weapon procurement capabilities [2] - The report anticipates a rebound in the military industry due to increased funding from the wealthiest Middle Eastern nations supporting Pakistan's military procurement [2] Group 2: Semiconductor Industry - Huawei's recent announcements at the 2025 Huawei Connect Conference detail a roadmap for the Ascend chip series, with the Ascend 950PR expected in Q1 2026 and the Ascend 960 in Q4 2027, indicating a trend of increasing chip usage in computing clusters [3] - The report suggests that the growth in chip usage will lead to a significant increase in demand for high-speed optical interconnects and high-end PCB, thus improving the outlook for the optical connection, PCB, and high-end chip manufacturing supply chains [3] Group 3: Energy Storage Industry - The report discusses insights from the 2025 World Energy Storage Conference, where the focus is on long-duration energy storage as a key development direction as the power system transitions to a stage where renewable energy sources exceed 50% of total generation [6] - Technologies such as vanadium flow batteries, compressed air storage, and hydrogen storage are expected to gain traction due to their longer discharge times and lower capacity costs, indicating a sustained high demand in the energy storage sector [6] Group 4: Home Appliance Industry - The report notes that Boss Electric's revenue for the first half of 2025 was 4.608 billion yuan, a year-on-year decline of 2.58%, with net profit dropping by 6.28%, reflecting challenges in the kitchen appliance sector linked to the real estate market [8] - The report highlights a significant drop in new residential sales and a contraction in the market for high-end renovation projects, which is expected to continue impacting the kitchen appliance industry negatively [8]

Core Insights - The "New Energy Storage Technology Development Roadmap (2025-2035)" was released, outlining 18 key products, 33 critical materials, and 88 key indicators for energy storage technology development [1] - China, the US, and Europe collectively account for over 90% of new installed capacity in the energy storage market, with China being the largest contributor for three consecutive years [2] - By 2027, China's new energy storage capacity is expected to exceed 180 million kilowatts, reaching over 240 million kilowatts by 2030, and surpassing 300 million kilowatts by 2035 [2] Energy Storage Technology Evolution - Lithium-ion battery storage remains dominant, but flow battery and compressed air storage have seen increases of 0.6% and 0.5% respectively compared to 2023 [2] - The average energy storage duration is currently 2.3 hours, with a growing number of projects exceeding 4 hours, indicating a shift towards medium to long-duration storage technologies [2] - The US and Europe are implementing policies and roadmaps to support the development of new energy storage technologies, focusing on large capacity, hybrid, and diversified solutions [2] Industry Chain Development - Since commercialization, lithium-ion battery energy density has increased nearly fourfold, and cycle life has improved by 15 times [3] - In 2024, the production of energy storage lithium-ion batteries in China is projected to reach 260 GWh, with energy density ranging from 200 Wh/L to 400 Wh/L and cycle life between 5,000 to 10,000 cycles [3] - The integration of artificial intelligence in quality monitoring, safety warnings, and operational control is accelerating, alongside advancements in thermal management technologies [3] Solid-State Battery Innovations - Oxide solid-state batteries are gaining traction due to their superior cycle performance, electrochemical stability, and lower costs, with 280 Ah level batteries already in mass production [4] - Sulfide solid-state batteries, while having high conductivity, face challenges with raw material costs and air stability, remaining in the research phase [4] - Future developments in solid-state battery materials are expected to focus on high nickel and manganese-based materials for cathodes, and transitioning from graphite to silicon-based and then to lithium metal anodes [4]