行家说储能 今日（8月26日），国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会。 国家能源局有关负责人表示，"十四五"是能源科技创新取得更 大突破的五年。 ▋ 我国新型储能规模跃居世界第一 国家能源局新能源和可再生能源司司长李创军介绍，"十四五"以来，我国市场交易电量从"十三五"的10.7万亿千瓦时增长到23.8万亿千瓦时，翻了一倍还 多，占全社会用电量的比例，从2020年的40%，提升到 连续四年稳定在60%以上 ，大致相当于我们用的每3度电里面就有2度是直接通过市场交易方式形成 的。 市场经营主体也像雨后春笋般涌现。在发电侧，从煤电、新能源发电，到气电、核电、水电，都积极入市；在用户侧，全部工商业用户进入市场，独立储能 等新主体新模式新业态蓬勃发展，多元主体有序参与的市场格局基本形成 。 ▋ 大力推动能源领域首台（套）重大技术装备应用 国家能源局相关负责人介绍：加快"产学研用"创新平台建设，大力推动能源领域首台（套）重大技术装备应用，持续完善容错免责等配套机制，让实验室里 的"样机"真正转化为市场化"产品"，已经认证四批次一共是 236项首台(套)项目 ，其中有些不仅是中国首台(套)， ...

Core Viewpoint - The construction of a 300MW advanced compressed air energy storage demonstration power station in Xinyang, Henan, has reached a significant milestone with the completion of 50% of the underground gas storage excavation, marking a key development in China's large-scale gas storage infrastructure [2][5]. Group 1: Project Overview - The underground gas storage facility has a capacity of 300,000 cubic meters, equivalent to the volume of 130 Olympic-sized swimming pools, highlighting its large scale [4]. - The Xinyang project is a national pilot demonstration project for new energy storage and is recognized as a major technological equipment in the energy sector by the National Energy Administration [7][8]. Group 2: Technological Innovations - The underground gas storage utilizes a "high-efficiency self-draining system" and a "breakthrough ultra-large borehole" design, which significantly enhances safety and operational stability [10][11]. - The innovative 15-meter ultra-large borehole design increases the effective volume of the gas storage to 300,000 cubic meters, representing a 300% increase compared to previous designs, while also reducing costs by 200 million yuan [12][13]. - The project employs horizontal drilling technology, which reduces construction risks and costs compared to traditional vertical drilling methods, allowing for more flexible site selection [14]. Group 3: Historical Context and Future Prospects - The development of compressed air energy storage technology in China began in 2018 with the establishment of the first underground gas storage experimental facility in Pingjiang, Hunan, which laid the groundwork for future projects [18]. - Subsequent projects, including the Zhangbei 100MW and the Datang Zhongning 100MW facilities, have further advanced the technology and demonstrated its potential for large-scale energy storage [20][22]. - The Datang Zhongning project is notable for being the first fully artificial underground gas storage facility in soft rock, addressing geological limitations and expanding the applicability of compressed air energy storage [29][30]. Group 4: Ongoing Developments - The Jiangxi Yanshan project is set to implement a multi-ring array design for its underground gas storage, enhancing operational efficiency and adaptability to various geological conditions [36]. - The company is also pioneering the use of digital twin technology for automated management of energy storage facilities, aiming to improve operational precision and efficiency [37]. - Continuous investment in research and development is planned to strengthen the company's position in the compressed air energy storage sector and contribute to national standards [39].

Global New Energy Storage Development - Countries worldwide are increasing strategic investments in new energy storage through policy measures, technological R&D incentives, market rule innovations, and pilot project applications [5] - The global installed capacity of new energy storage projects has reached approximately 200 million kilowatts, a growth of about 98% compared to the end of 2023, with an additional installed capacity of about 19 million kilowatts [5] - The global energy storage battery shipment volume reached 370 million kilowatt-hours, a year-on-year increase of approximately 65% [5] China New Energy Storage Development - The policy framework for new energy storage in China is continuously improving, with national and provincial-level policies being established to support the sector [7][12] - The installed capacity of new energy storage in China has rapidly increased, reaching 73.76 million kilowatts (168.2 million kilowatt-hours) with an annual addition of 42.37 million kilowatts (100 million kilowatt-hours) [12] - Key regions in China have accelerated the development of new energy storage, with seven provinces having installed capacities exceeding one million kilowatts [13] Application and Value of New Energy Storage - New energy storage projects in China focus on independent storage, shared storage, and renewable energy integration, accounting for nearly 91% of the total installed capacity [14] - The average annual equivalent utilization hours for new energy storage systems reached 911 hours, with significant improvements in operational efficiency [21] Technological Innovations - Lithium-ion battery storage technology continues to improve, dominating the market with a share of approximately 96.4% of installed capacity [22] - Various new energy storage technologies are transitioning to commercial applications, supported by national research and development initiatives [24] Industry Growth and Cost Trends - The production of lithium-ion batteries in China reached 110 billion kilowatt-hours, with a year-on-year growth of 24%, and the total industry output value exceeded 1.2 trillion yuan [28] - The prices for lithium-ion battery storage systems have decreased by about 4% compared to 2023, indicating a trend of declining costs in the industry [29] Standardization and Future Outlook - A standard system for new energy storage is gradually being established, with numerous national and industry standards being published [30][32] - The National Energy Administration plans to strengthen planning guidance, improve cost mechanisms, and promote the efficient use of new energy storage technologies [31][33]

Industry Overview - The compressed air energy storage (CAES) industry chain consists of upstream equipment manufacturing, midstream engineering and system construction, and downstream system operation [1][2] - Upstream includes production of air compressors, expanders, turbines, and generators, while midstream focuses on energy storage systems and technical solutions [1][2] Key Companies - Major upstream companies include Shanghai Electric, Dongfang Electric, and Harbin Electric Group for air turbine and heat exchanger production; Shangu Group and Shengu Group for compressors [2] - Midstream construction firms like China Storage National Energy and the Institute of Engineering Thermophysics of the Chinese Academy of Sciences are recognized for their extensive experience and international project scale [2] Regional Distribution - As of May 2025, there are 448 companies and research institutions in China related to CAES, with the highest concentration in Beijing (75), followed by Jiangsu (53) and Zhejiang (30) [5] - The industry is primarily located in economically developed eastern coastal regions and energy-rich provinces, facilitating technology exchange and resource integration [8] Market Applications - CAES has seen commercial applications, notably the world's first non-combustion CAES power station in Jiangsu, operational since May 2022, which compresses air in salt caverns during low demand and releases it for power generation during peak demand [2]

Group 1 - The recent investment and financing activity in the compressed air energy storage (CAES) industry in China has decreased, with no financing events reported in 2025 as of May 13 [1][7] - The average single financing amount in the CAES sector has shown significant variation, with an average of 3.15 billion RMB in 2020 and a peak of 76.77 billion RMB in 2022, indicating a high demand for capital [2][4] - The financing rounds in the CAES industry have increasingly concentrated in later stages, with only three events in the angel and A rounds, suggesting high entry barriers for startups [4][14] Group 2 - The CAES industry financing is predominantly concentrated in Beijing and Jiangsu, with five and four companies respectively, reflecting the competitive advantages of large state-owned enterprises and local government support [6][9] - The primary investment focus in the CAES sector is on energy storage equipment manufacturing and the research and development of storage technologies and systems [9][10] - The majority of investors in the CAES industry are capital organizations, accounting for over 83%, with notable investment entities including Shenglong Investment and Dize Investment [14][16] Group 3 - As of May 13, 2025, there have been 23 financing events in the CAES industry in China, with a trend of initial growth followed by a decline in investment scale [7][21] - The CAES industry is characterized by a lack of dedicated industrial investment funds, although existing energy storage and renewable energy funds are expected to support its development [16][18] - The CAES sector is primarily represented by equipment manufacturing companies, which account for 42% of the total investment events, highlighting the importance of breakthroughs in core technologies [12][14]

Core Viewpoint - The development of long-duration energy storage technologies, particularly compressed air energy storage (CAES), is crucial for building a new power system, with the "Energy Storage No. 1" project in Shandong being a significant focus due to its innovative non-combustion technology and large scale [1][3]. Group 1: Project Overview - The "Energy Storage No. 1" project, led by China Energy Engineering Group, features a 350 MW CAES system, which is the largest single-unit capacity globally and aims to achieve full capacity grid connection by the end of 2025 [1][5]. - The project utilizes the abundant underground salt cavern resources in Tai'an, transforming them into a giant "energy bank" that stores excess electricity during low demand periods and releases it during peak demand [2][4]. Group 2: Technological Innovations - The project has achieved a breakthrough in "non-combustion" operation, eliminating the need for fossil fuels to heat the compressed air, thus achieving zero carbon emissions and pollution [3]. - The system's design allows for the recovery of heat generated during compression, which is used to enhance the efficiency of energy conversion, further contributing to its environmental benefits [3]. Group 3: Economic and Strategic Implications - The choice of a 350 MW scale is strategic, as it allows for significant contributions to regional grid stability and reduces unit investment costs, enhancing energy conversion efficiency [4]. - The project is seen as a model for activating idle resources and promoting local development, with the potential to utilize over 90% of China's rich salt cavern resources for energy transformation [4]. Group 4: Future Prospects - The project is progressing well, having completed key construction and installation milestones, with a focus on ensuring operational readiness for the planned grid connection [5]. - China Energy Engineering Group aims to leverage its technological and industrial advantages to establish itself as a leader in the global CAES market, contributing to national energy security and the achievement of carbon neutrality goals [5].

Core Viewpoint - Compressed air energy storage (CAES) is gaining significant attention as a promising new energy storage technology, with the world's largest single-unit CAES project, a 350 MW facility in Tai'an, Shandong, under construction by China Energy Construction Corporation (CEC) [1][3]. Group 1: Project Overview - The Tai'an CAES project, named "Energy Storage No. 1," is designed to store energy for 8 hours and generate power for 4 hours, with an annual output of 460 million kWh, sufficient to power over 200,000 households for a year [1][2]. - The project utilizes abandoned salt caverns as storage for compressed air, which is heated and expanded to generate electricity during peak demand periods, effectively enhancing grid stability and accommodating renewable energy sources [2][3]. Group 2: Technological Innovations - Unlike most existing CAES systems that require fossil fuels for heating during the power generation phase, the Tai'an project employs a non-combustion technology that eliminates pollution and heat loss, marking a significant advancement in the field [2][4]. - The project acts as a large-scale air purifier, filtering out dust and impurities from the air used in the energy conversion process [2]. Group 3: Strategic Importance - The Tai'an project is a key initiative in China's energy strategy, aimed at promoting green and low-carbon transitions, enhancing energy security, and optimizing energy structure [3][5]. - The successful implementation of this project is expected to activate over 90% of China's salt cavern resources, providing a model for the utilization of similar resources across the country [4][5]. Group 4: Future Prospects - CEC aims to leverage its technological innovations and integrated industry chain to position itself as a leader in the global CAES market, promoting the technology as a hallmark of China's green energy initiatives [5].

Core Viewpoint - The article highlights the upcoming 2025 TrendBank (Shiyin) Long-term Energy Storage Industry Conference, emphasizing its significance in the energy storage sector and the participation of key industry players [2][14]. Conference Details - The conference will take place on July 2-3, 2025, at the Yinchuan Lida Deep Hang International Hotel, with an expected attendance of over 300 participants [14]. - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and is supported by various governmental and industrial organizations [15][14]. Agenda Highlights - The agenda includes a series of keynote speeches, technical presentations, and roundtable discussions focused on long-term energy storage technologies, including compressed air and liquid flow batteries [16][22]. - Notable speakers include industry experts such as Wu Shifang from Shanghai Electric, who will discuss key technologies in compressed air energy storage [5][10]. Industry Collaboration - The conference aims to foster collaboration among industry stakeholders, including the release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" in partnership with the Hangzhou Energy Storage Industry Association [3][15]. - The event will also feature discussions on the strategic development of the Su-Yin Industrial Park, which focuses on renewable energy and advanced manufacturing [17][18]. Registration Information - Registration for the conference is free, encouraging broad participation from the industry [25]. - Attendees must register using their personal mobile numbers to ensure proper check-in and access to conference materials [25].

Core Viewpoint - The National Development and Reform Commission (NDRC) has released a public consultation notice regarding the second batch of the "Green Low-Carbon Advanced Technology Demonstration Project List," which includes 101 projects aimed at promoting green and low-carbon technologies [2][31]. Summary by Categories Energy Storage Projects - Xinjiang Tianhe Yida Investment Co., Ltd. is developing a coal-fired power plant transformation project that integrates solar and storage, featuring a 550 MW solar power station and 82.5 MW/165 MWh storage capacity, expected to reduce carbon emissions by approximately 500,000 tons annually [3]. - Ningxia Reshape Hydrogen Energy Technology Co., Ltd. is working on a green hydrogen production project with a capacity of 12,000 tons per year, utilizing 200 MW of wind and solar power [4]. - Yancheng Jidian Hydrogen Energy Technology Co., Ltd. is establishing a green hydrogen production and storage project with an annual output of 2,000 tons [5]. - The project by Xinjiang Aksu Energy Investment Co., Ltd. involves a 500 MW/2000 MWh hybrid storage system, which will provide grid services and enhance power regulation capabilities [8]. - The Hebei Electric Power Company is implementing a project that integrates wind, solar, and storage technologies, expected to increase renewable energy consumption by nearly 600 million kWh annually [9]. Renewable Energy Projects - The Jiangsu Wanbang Comprehensive Energy Service Co., Ltd. is developing a project that integrates source, grid, load, and storage, expected to increase renewable energy consumption by approximately 36 million kWh annually [24]. - The Xinjiang Shengjuli Energy Co., Ltd. is working on a large-scale renewable energy project with a total capacity of 2.1 million kW, expected to achieve an annual renewable energy consumption of about 10.4 billion kWh [25]. - The project by Tibet Shenneng Zhongkai New Energy Co., Ltd. aims to produce nearly 300 million kWh of renewable energy annually through a combination of wind and solar power [27]. Hydrogen Production Projects - The project by Ningxia Danyang Hydrogen Energy Technology Co., Ltd. aims to produce green hydrogen at a rate of 24,000 standard cubic meters per hour, with an annual output of nearly 30,000 tons [28]. - The project by Heilongjiang Dazhong New Energy Co., Ltd. focuses on producing green methanol and ammonia, with an annual output of 250,000 tons of green methanol and 100,000 tons of green ammonia [30]. Carbon Reduction Initiatives - The projects collectively aim to significantly reduce carbon emissions, with some projects expected to cut emissions by over 300,000 tons annually through the integration of renewable energy sources and advanced technologies [31][32].

Core Viewpoint - The article highlights the inclusion of two standards related to sodium-ion and lithium-ion batteries in the 2024 group standard application promotion list by the Ministry of Industry and Information Technology, which is expected to promote the development and safety of the energy storage industry in China [1][2][3]. Group 1: Sodium-Ion Battery Standard - The standard T/CNESA 1006-2021 for sodium-ion batteries fills a gap in domestic standards and supports the healthy development of the sodium-ion battery industry, facilitating its application in energy storage, electric vehicles, and smart grids [2]. - Sodium-ion batteries are characterized by abundant resources, low costs, and high safety, positioning them as a significant complement and potential alternative to lithium-ion batteries [2]. - From 2023 to 2024, the Saisi Laboratory has conducted performance and lifespan assessments on 54 models based on this standard, promoting the standardization of sodium-ion batteries and similar products in China [2]. Group 2: Lithium-Ion Battery Safety Standard - The standard T/CNESA 1007-2023 for lithium-ion battery systems focuses on fire spread testing methods, aiming to ensure the safety and performance of energy storage systems under various conditions [3][4]. - This standard is based on the American standard UL 9540A: 2019 and provides a scientific basis for assessing the fire spread characteristics of lithium-ion battery systems, which is crucial for the design and optimization of these systems [3][4]. - The implementation of this standard is expected to enhance the safety of energy storage systems and reduce the risks of fires and explosions caused by thermal runaway in batteries [4]. Group 3: Alliance Overview - The Zhongguancun Energy Storage Industry Technology Alliance, established in 2010, focuses on building a collaborative innovation service platform for the energy storage industry, covering research, policy promotion, communication, standardization, and financial services [5]. - The Alliance has published 23 group standards and is in the process of drafting 31 additional standards, contributing to the standardization and regulation of the energy storage industry [6].