"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% ...