文 | 国家能源局 近期，国家能源局重磅发布《中国新型储能发展报告（ 2025）》，报告研究了国际新型储能发 展形势，全面梳理了2024年我国新型储能发展情况，展望了2025年新型储能行业发展趋势，并 总结了2021—2024年中国新型储能发展大事记。作为支撑新型电力系统的核心技术，新型储能 已成为能源革命与"双碳"战略目标实现的重要支点。报告从顶层设计、发展瓶颈与战略布局等方 面提出相关工作部署，为"十五五"时期新型储能产业提质增速奠定坚实基础。 一、顶层设计与产业实践双向赋能：规模化发展格局全面形成 （一）政策体系全面构建，体制机制创新释放发展新动能 国家层面将新型储能写入《中华人民共和国能源法》，明确其在电力系统调节中的法律定位， 2024年《政府工作报告》首次将"发展新型储能"列为重点任务。国家能源局等部门出台《加快 构建新型电力系统行动方案》《电力系统调节能力优化专项行动实施方案》等政策，从并网调 度、市场机制、技术攻关等维度 形成"规划—标准—市场"的政策闭环 。地方层面，山东、广东 等17个省份装机规模突破百万千瓦，通过容量补偿、现货市场等机制创新， 构建了"省级统筹— 地市落地—项目示范"的实 ...

Core Viewpoint - New energy storage is a key technology supporting the construction of a new energy system and a new power system, significantly promoting the implementation of the "dual carbon" strategy and driving domestic demand, industrial innovation, and talent cultivation [2] Group 1: Achievements in New Energy Storage Development - Since the "14th Five-Year Plan," China's new energy storage installed capacity has increased from approximately 3 million kilowatts at the end of the "13th Five-Year Plan" to 73.76 million kilowatts by the end of 2024, marking a transition from the initial commercialization phase to a stage of scaled development [3] - The National Energy Administration has actively improved the policy framework for new energy storage, issuing key documents that guide the development direction and establish specialized policies for project management, scheduling, pilot demonstrations, market mechanisms, and industrial development [4] - Significant technological advancements have been made, with lithium-ion battery storage technology reaching world-leading levels, and various storage technologies such as compressed air, flow batteries, and flywheel storage moving towards commercial application [5] - The utilization hours of new energy storage have approached 1,000 hours in 2024, an increase of approximately 300 hours compared to 2023, demonstrating its critical role in power supply during peak summer periods [6] - The management level of the new energy storage industry has improved, with the establishment of a collaborative management system and a national big data platform for the industry, contributing to the healthy and orderly development of the sector [7] Group 2: Challenges Facing the Industry - The establishment of a price mechanism for new energy storage needs to be accelerated, as the current market does not fully reflect the value of storage resources, necessitating the development of a capacity compensation mechanism to ensure reasonable returns [10] - The development layout of the new energy storage industry requires scientific guidance, as the long industrial chain and high investment enthusiasm from social capital necessitate rational planning and coordination among upstream and downstream sectors [11] - Continuous strengthening of multi-technology innovation is essential to maintain competitiveness in the face of increasing international competition and emerging innovative technologies in the new energy storage field [12] Group 3: Strategies for Future Development - Strengthening development planning is crucial, with the need to compile the "15th Five-Year Plan" implementation plan for new energy storage to ensure integration with various energy sectors [14] - Emphasizing technology innovation as a core element for cultivating new productive forces, with increased support for R&D and application of new energy storage technologies [15] - Improving market mechanisms is necessary to enhance the connection between long-term and spot markets, expand auxiliary service market trading varieties, and establish a capacity compensation mechanism suitable for new energy storage [16] - Encouraging application scenarios to drive the development of new energy storage technologies, including optimizing configurations in renewable energy bases and exploring new models and fields for storage applications [17]

Core Viewpoint - The article emphasizes the significant progress and future potential of China's new energy storage sector, highlighting the government's commitment to policy support, technological innovation, and market development to achieve high-quality growth in the industry by 2025 [5][6][7]. Group 1: International New Energy Storage Development Trends - Global investment in new energy storage strategies is increasing, with countries like the US, EU, and UK implementing supportive policies and incentives [16][17]. - The international new energy storage market is experiencing rapid growth, with a cumulative installed capacity of approximately 180 million kilowatts by the end of 2024, marking a 98% increase from 2023 [18][19]. - New energy storage technologies are expanding their applications, with various countries exploring innovations in electrochemical storage, long-duration storage, and intelligent dispatch technologies [20][21]. Group 2: China's New Energy Storage Development in 2024 - The policy framework for new energy storage in China is continuously improving, with national and provincial-level support systems being established [25][26]. - The installed capacity of new energy storage in China reached 73.76 million kilowatts (168 million kilowatt-hours) by the end of 2024, a 130% increase from 2023 [30][32]. - Key regions such as North and Northwest China account for over 55% of the total installed capacity, with significant growth in provinces like Inner Mongolia and Xinjiang [34][36]. Group 3: Application and Value of New Energy Storage - New energy storage applications are primarily focused on independent storage, shared storage, and renewable energy integration, collectively accounting for nearly 90% of the installed capacity [44][45]. - The average annual equivalent utilization hours for new energy storage increased significantly to 911 hours in 2024, reflecting improved operational efficiency [52][55]. Group 4: Technological Innovations and Industry Growth - Various new energy storage technologies are being implemented, with lithium-ion batteries dominating the market, accounting for 96.4% of the installed capacity [56][58]. - The production of lithium-ion batteries in China reached 1.17 billion kilowatt-hours in 2024, with a 24% year-on-year increase, and the total industry output value exceeded 1.2 trillion yuan [65][67]. - The cost of lithium-ion battery storage systems has decreased significantly, with prices dropping by approximately 25% for EPC contracts and 44% for system bids compared to 2023 [72]. Group 5: Standards and Regulations - A comprehensive standard system for new energy storage is being established, with 26 national standards and 18 industry standards released in 2024 [73][74]. - The standards cover various aspects of energy storage, including planning, design, equipment testing, and operational safety, enhancing the overall regulatory framework for the industry [75]. Group 6: Outlook for 2025 - In 2025, the focus will be on strengthening planning guidance, improving cost mechanisms, and advancing core technology research to support the high-quality development of new energy storage in China [77].

Group 1 - The conference titled "Building a New Ecosystem for Long-term Energy Storage" aims to create a platform for technical exchange and precise industry matching, showcasing Yinchuan's resource advantages and development achievements in the energy storage sector [2] - A keynote report by academician Zhao Tianshou emphasized that achieving carbon neutrality relies on energy transition and large-scale replacement of fossil fuels with renewable energy, highlighting the necessity of high-safety, long-term energy storage technologies [2] - The "Blue Book on the Development of Long-term Energy Storage Industry (2025)" was released, focusing on new long-term energy storage technologies such as flow batteries, compressed air storage, and hydrogen storage, providing insights on development status, policy analysis, and industry chain trends [2] Group 2 - Yinchuan is committed to the "dual carbon" goals and is integrating into Ningxia's industrial layout, positioning long-term energy storage as a core breakthrough for building a modern industrial system [3] - The Yinchuan Su-Yin Industrial Park is focusing on leading industries and has initiated several projects, including the demonstration project for Baofeng's 100GWh battery and energy storage system, which has completed an investment of 4.6 billion yuan [3] - Yinchuan aims to foster a new track for long-term energy storage and is dedicated to high-quality development in the new energy industry, emphasizing collaboration with various sectors [3]

Core Viewpoint - The article emphasizes the importance of long-duration energy storage technologies in the context of increasing renewable energy penetration in China, highlighting the need for innovative solutions to support a stable and reliable power system [4][7]. Group 1: Conference Information - The 2025 TrendBank Long-Duration Energy Storage Conference will be held on July 2-3, 2025, in Yinchuan, focusing on the industrialization paths of technologies such as flow batteries, compressed air storage, and hydrogen storage [4][11]. - The conference aims to gather industry chain enterprises to discuss the future of long-duration energy storage and build a new ecosystem for green energy [4][7]. Group 2: Industry Background - With the increasing penetration of renewable energy sources like wind and solar, the demand for stable and reliable long-duration energy storage systems is growing, with projections indicating that by 2030, global renewable energy penetration will reach approximately 60%-70% [4][7]. - The cumulative installed capacity of long-duration energy storage is expected to reach between 150-400 GW, corresponding to a storage capacity of 5-10 TWh [4]. Group 3: Long-Duration Energy Storage Technologies - Pumped hydro storage is currently the most widely used long-duration energy storage technology in China, characterized by large installed capacity and long discharge times, but it faces limitations due to site selection and resource saturation [7][9]. - New technologies such as flow batteries, compressed air storage, and hydrogen storage are emerging as alternatives, representing a shift towards more economical and efficient solutions in the long-duration energy storage market [7][9]. - Hydrogen storage offers cross-regional long-distance storage capabilities, but its current market maturity is hindered by low energy conversion efficiency and high costs [8][9]. - Flow battery technology, particularly vanadium flow batteries, is advancing rapidly, with improvements in stability and cost expected to drive commercialization [8][9]. - Compressed air storage systems are noted for their high safety and capacity, but they face challenges related to project scale and construction timelines [10][11]. Group 4: Conference Agenda - The conference agenda includes a variety of sessions focusing on different aspects of long-duration energy storage technologies, including specialized sessions on hydrogen and flow batteries, as well as discussions on market challenges and technological advancements [11][17]. - Key topics will cover the commercialization challenges of hydrogen storage, advancements in flow battery technology, and the future opportunities and challenges in the energy landscape [17]. Group 5: Venue and Organization - The conference will take place at the Yinchuan Lida Shenhang International Hotel, with organizational support from local government and industry associations [4][11]. - The Su-Yin Industrial Park, which focuses on developing new energy and materials, will also be highlighted during the conference [12][14].

Core Viewpoint - The energy storage sector is likely entering an era of long-duration energy storage competition, driven by policies and market demands as renewable energy generation exceeds 20% of the energy mix, necessitating storage durations of 4 hours or more [1][2]. Policy and Market Developments - Multiple policies have been introduced to promote long-duration and new energy storage technologies, including requirements for renewable energy projects to incorporate 4-hour peak-shaving capabilities [2][3]. - The National Energy Administration's 2025 Energy Work Guidance emphasizes the innovation and strategic layout of long-duration energy storage technologies [2]. Current Market Dynamics - As of 2024, China's renewable energy generation is projected to reach 3.46 trillion kWh, accounting for approximately 35% of total generation, yet the average storage duration for new energy storage projects is only 2.3 hours [1]. - The demand for long-duration storage is expected to shift towards grid-side and user-side solutions due to ongoing issues with wind and solar energy curtailment [4]. Future Projections - By 2025, the long-duration energy storage market in China is anticipated to grow rapidly, with projections indicating that the share of storage systems lasting over 4 hours will increase to 21% by 2025 and 50% by 2030 [4]. - The cumulative installed capacity of long-duration energy storage in China is expected to reach approximately 230 million kW by 2030 [5]. Global Trends - The global consensus is shifting towards the necessity of long-duration energy storage, with examples from California demonstrating its effectiveness in managing peak demand [6][7]. - The average storage duration in the U.S. is currently 3.3 hours, while China's is 2.1 hours, indicating a need for improvement in storage capabilities [8]. Technology and Cost Analysis - Different energy storage technologies are suited for various applications, with pumped hydro storage currently dominating the market due to its maturity and cost-effectiveness [9][10]. - Initial investment costs for energy storage technologies vary significantly, with lithium-ion batteries being the most cost-effective at 500 RMB/kWh, followed by compressed air storage at 1,250 RMB/kWh, and vanadium flow batteries at 2,000 RMB/kWh [11][12]. Competitive Landscape - The competition between compressed air storage and vanadium flow batteries is intensifying, with compressed air storage currently having a lower levelized cost of electricity (LCOE) [14]. - The integration of different storage technologies, such as combining flow batteries with lithium iron phosphate batteries, is becoming more common to leverage the strengths of each technology [14]. Industry Challenges - Both compressed air storage and flow batteries face challenges in terms of efficiency and commercialization, with the need for further technological advancements to enhance system efficiency and reduce costs [16][17].