从技术路线来看，锂离子电池储能仍占主导地位，装机占比达96.1%，压缩空气储能、液流电池储能及 飞轮电池储能等装机占比3.9%。（央视新闻） 分地域来看，华北地区装机占比最大，华北地区已投运新型储能装机规模占全国32.5%。过去一年里， 华北、西北为新型储能主要增长区，新增装机分别为2188万千瓦、1966万千瓦，分别占全国新增装机的 35.2%、31.6%。 从单站规模来看，10万千瓦以上的大型化发展趋势明显。截至2025年底，10万千瓦及以上项目装机占比 达72%，较2024年底提高约10个百分点；4小时及以上新型储能电站项目逐步增加，装机占比达27.6%， 较2024年底提高约12个百分点。 国家能源局今天举行的发布会上介绍，2025年我国新型储能发展取得扎实成效，为构建新型能源体系和 新型电力系统提供了有力支撑。 数据显示，截至2025年底，我国新型储能装机较2024年底增长84%，全国建成投运新型储能装机规模 与"十三五"末相比增长超40倍，实现跨越式发展。平均储能时长2.58小时，相较于2024年底增加0.30小 时。 ...

（文章来源：央视新闻） 分地域来看，华北地区装机占比最大，华北地区已投运新型储能装机规模占全国32.5%。过去一 年里，华北、西北为新型储能主要增长区，新增装机分别为2188万千瓦、1966万千瓦，分别占全 国新增装机的35.2%、31.6%。 从单站规模来看，10万千瓦以上的大型化发展趋势明显。截至2025年底，10万千瓦及以上项目装 机占比达72%，较2024年底提高约10个百分点；4小时及以上新型储能电站项目逐步增加，装机占 比达27.6%，较2024年底提高约12个百分点。 从技术路线来看，锂离子电池储能仍占主导地位，装机占比达96.1%，压缩空气储能、液流电池 储能及飞轮电池储能等装机占比3.9%。 记者从国家能源局今天举行的发布会上了解到，2025年我国新型储能发展取得扎实成效，为构建新型能 源体系和新型电力系统提供了有力支撑。 数据显示，截至2025年底，我国新型储能装机较2024年底增长84%，全国建成投运新型储能装机规模 与"十三五"末相比增长超40倍，实现跨越式发展。平均储能时长2.58小时，相较于2024年底增加0.30小 时。 国家能源局能源节约和科技装备司副司长边广琦表示，与此同时， ...

Core Insights - The report discusses the new energy storage operation and scheduling model of China Southern Power Grid, highlighting its integration and operational rules across five provinces, with a focus on market mechanisms and development strategies [1][2]. Group 1: Energy Storage Capacity and Technology - As of now, the installed capacity of new energy storage in Southern Power Grid has reached 8.878 million kW / 17 million kWh, with 166 energy storage stations, including 7.718 million kW / 14.48 million kWh from grid-side and power-side storage [1][12]. - The technology primarily involves lithium-ion battery storage, with emerging projects in compressed air, flow batteries, and other new technologies, indicating a diversification trend [1][11]. - The expected installed capacity by the end of 2025 is projected to exceed 15 million kW [1][11]. Group 2: Operational Efficiency and Utilization - In 2024, the average daily cycle of new energy storage in the Southern region is 0.76 times, with an average utilization hour of 2.87 hours, where Guangdong shows the highest efficiency with 1.14 cycles and 4.3 hours [1][13]. - During the 2025 Spring Festival, the maximum discharge power of grid-side storage reached 3.39 million kW, with a maximum discharge rate of 67.6% [1][13]. Group 3: Scheduling and Market Mechanisms - New energy storage is categorized into five types: grid-side, power-side, user-side, independent shared storage, and joint storage, with specific operational rules for each type [2][19]. - The operational models across the five provinces are distinct, with Guangdong focusing on capacity leasing and market participation, while Guangxi and Yunnan are exploring various market modes for profitability [2][34][35]. - To promote new energy storage development, it is essential to establish a capacity pricing mechanism, optimize the operation of the spot market, and expand the frequency regulation market [2][2].

Core Insights - The report by State Grid Energy Research Institute indicates that by September 2025, China's new energy storage capacity will reach 103 million kilowatts, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan [1] - The utilization level of energy storage stations is continuously improving, with the equivalent utilization hours for new energy storage nationwide increasing by approximately 120 hours year-on-year to about 770 hours from January to September 2025 [1] - The report forecasts that by 2030, the cumulative demand for new energy storage in China will exceed 300 million kilowatts, with lithium battery storage remaining the primary technology during the 14th Five-Year Plan [3] Group 1: Current Status - As of September 2025, the total installed capacity of new energy storage in the State Grid operating area is 83.146 million kilowatts, with an average charge and discharge duration of 2.43 hours [1] - The maximum adjustable power of new energy storage in the State Grid operating area is 64.23 million kilowatts, with an average discharge duration of 2.4 hours during peak summer evenings [1] - In regions like Jiangsu, Shandong, and Zhejiang, the maximum simultaneous utilization rate of new energy storage has reached over 95%, playing a crucial role in peak supply [1] Group 2: Technological Development - The report highlights a "diverse collaboration and multiple breakthroughs" in new energy storage technology, with rapid iterations and declining costs across various technology routes [2] - The construction cost for lithium-ion battery storage is projected to be between 900-1100 RMB/kWh by 2025, while sodium-ion battery storage costs are expected to range from 2500-3500 RMB/kWh [2] - New compressed air storage has achieved key indicators, entering an accelerated industrialization phase with construction costs dropping to 5000-6000 RMB/kWh [2] Group 3: Future Outlook - The report anticipates steady growth in new energy storage, with a projected cumulative demand exceeding 300 million kilowatts by 2030 [3] - The diversification of technology routes will include both short-term and long-term energy storage solutions, with new energy storage playing an increasingly significant role in peak shaving, load following, and long-cycle regulation [3]

Core Insights - The energy storage industry in China is experiencing a global boom, with domestic battery manufacturers facing high demand and full production capacity [1][2] - The capital market is actively pursuing energy storage concepts, with many related stocks seeing significant price increases this year [1] - The growth in demand for energy storage is driven by a combination of policy subsidies, technological cost reductions, and energy structure transformations [1][2] Industry Development - China's new energy storage installed capacity is rapidly increasing, with projections indicating it will exceed 100 million kilowatts by September 2025, accounting for over 40% of the global total [1] - By 2027, the installed capacity is expected to reach over 180 million kilowatts, with direct project investments estimated at approximately 250 billion yuan [2] - The primary technology for new energy storage remains lithium-ion batteries, with a diversification of technology routes and application scenarios anticipated [2] Market Trends - The energy storage sector is expected to drive lithium battery demand growth exceeding 30% next year, presenting investment opportunities across materials, batteries, and integration [4] - The recent "Guiding Opinions" issued by the National Development and Reform Commission and the National Energy Administration emphasizes the need for advanced and efficient energy storage technologies [5] International Expansion - Chinese energy storage companies are increasingly securing large overseas orders, with 199 new overseas storage orders totaling over 160 GWh in the first half of the year, marking a year-on-year increase of 220.28% [6] - The surge in overseas demand is attributed to the construction of AI data centers and aging power grid infrastructure in some regions, where energy storage serves as a backup power source [6] - Chinese companies are transitioning from merely supplying products to establishing a significant presence in the global energy market, focusing on high-end technology standards and local supply chain development [7]

Core Insights - China's new energy storage capacity reached 103 million kilowatts by the end of September 2023, marking a more than 30-fold increase since the end of the 13th Five-Year Plan, accounting for over 40% of the global total and positioning China as the world leader in this sector [1][2][5] Industry Development - New energy storage is a key technology for establishing a new energy system and supporting global energy transition, with significant investments expected to exceed 1 trillion yuan [2][5] - By September 2023, the installed capacity of new energy storage in Inner Mongolia and Xinjiang exceeded 10 million kilowatts, with North China operating 31.18 million kilowatts, representing 30.4% of the national total [2] - The average bidding price for EPC projects has decreased by approximately 40%, and battery cell prices have dropped by about 60% compared to 2022, indicating a trend towards cost reduction [4] Market Dynamics - The utilization hours of new energy storage systems increased by about 120 hours year-on-year to approximately 770 hours in the first three quarters of 2023, demonstrating enhanced operational efficiency [2] - As of June 2023, there were 194 new energy storage stations participating in market transactions within the State Grid's operating area, with a total installed capacity of 20.59 million kilowatts, accounting for 27% of the total new energy storage capacity [7] Technological Innovation - Various new energy storage technologies are being developed, including compressed air storage, liquid flow batteries, and solid-state batteries, with liquid flow battery capacity increasing to 1.15 million kilowatts, a 30-fold increase since the end of the 13th Five-Year Plan [6] - The "136 Document" issued in January 2023 aims to clarify the market value of energy storage, promoting its integration into market trading systems [6] Future Outlook - The new energy storage market in China is expected to accelerate further, with projections indicating that by 2030, the installed capacity could reach between 236.1 GW and 291.2 GW, with a compound annual growth rate of 20.2% to 24.5% from 2025 to 2030 [10] - The shift from price competition to value competition in the energy storage market is anticipated to drive high-quality development and innovation in business models [11]

Core Viewpoint - The article emphasizes the rapid growth and significance of new energy storage in China, highlighting its role in the global energy transition and the potential for a trillion-dollar market [3][4][5]. Summary by Sections New Energy Storage Development - As of September 2023, China's new energy storage installed capacity reached 103 million kilowatts, growing over 30 times since the end of the 13th Five-Year Plan, accounting for over 40% of the global total [3][5]. - The National Energy Administration reported that the installed capacity of new energy storage has become a crucial part of the new power system [5]. Market Dynamics and Investment - New energy storage has directly driven project investments exceeding 200 billion yuan and has stimulated over 1 trillion yuan in the upstream and downstream industries [7]. - The average bidding price for EPC contracts has decreased by approximately 40%, and battery cell prices have dropped by about 60% compared to 2022, indicating a trend of cost reduction and accelerated international expansion [6]. Technological Innovations - Lithium-ion battery storage dominates the market with over 98.1 million kilowatts, representing 96.1% of the total installed capacity [6]. - New energy storage technologies, including compressed air and liquid flow batteries, are being implemented, with liquid flow battery capacity increasing to 1.15 million kilowatts, a 30-fold increase since the end of the 13th Five-Year Plan [10]. Policy and Market Mechanisms - The introduction of the "136 Document" aims to clarify the market value of energy storage, promoting its integration into market trading systems [10]. - There is a need for a capacity compensation mechanism for new energy storage to ensure stable market returns, as current policies do not adequately reflect the value of storage's flexible regulation capabilities [11]. Future Outlook - By 2030, China's new energy storage capacity is projected to reach between 236.1 GW and 291.2 GW, with a compound annual growth rate of 20.2% to 24.5% from 2025 to 2030 [14]. - The shift in business models towards high-quality, cost-effective storage products is expected to enhance market competitiveness and drive the industry towards high-quality development [15].

Group 1 - The eighth Hongqiao International Economic Forum focused on "Promoting High-Quality Development of New Energy Storage for Global Energy Transition" [1] - This year marks the tenth anniversary of the Paris Agreement, highlighting a critical phase in global climate governance, with China committed to green and low-carbon transformation [4] - New energy storage is recognized as a key technology for supporting the construction of a new energy system and new power system, characterized by flexibility, rapid response, and short construction cycles [6] Group 2 - As of September 2023, China's new energy storage installed capacity has surpassed 100 million kilowatts, becoming an essential part of the new power system [6] - The National Energy Administration reported that by September 2025, China's renewable energy installed capacity is expected to exceed 1.7 billion kilowatts, contributing significantly to green and low-carbon energy transition [6] - Nicaragua's government expressed its intention to deepen partnerships with Chinese companies in solar, hydropower, and energy storage sectors, leveraging its natural conditions for renewable energy development [7] Group 3 - Chinese energy storage companies are seizing market opportunities, expanding trade scale, and enhancing their position in the global energy storage supply chain [9] - The National Energy Administration emphasizes the importance of innovation and comprehensive policies to create a favorable environment for the development of new energy storage technologies and industries [9] - Nobel laureate Steven Chu highlighted the necessity of diverse technologies for deep decarbonization, praising China's leadership in cost control for large wind turbines, battery storage, and nuclear reactors [10]

Core Viewpoint - By the end of September 2025, China's new energy storage installed capacity is expected to exceed 100 million kilowatts, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan, and accounting for over 40% of the global total installed capacity, making China the world leader in this sector [1][2]. Group 1: Industry Growth and Development - The rapid increase in new energy storage installed capacity is attributed to technological innovation, industrial development, and the gradual improvement of business models, transitioning from the initial commercialization phase to large-scale development [1][2]. - In the first three quarters of 2025, the equivalent utilization hours of new energy storage nationwide reached approximately 770 hours, an increase of about 120 hours year-on-year, with several provinces demonstrating effective utilization [1]. Group 2: Technological Advancements - As of September 2025, lithium-ion battery storage dominates the new energy storage technology landscape, with an installed capacity exceeding 98 million kilowatts, accounting for 96.1% of the total; flow battery storage has grown approximately 30 times since the end of the 13th Five-Year Plan, reaching 1.15 million kilowatts [2]. - Emerging technologies such as solid-state batteries and hydrogen storage are accelerating development, providing robust support for future energy storage needs in new power systems [2]. Group 3: Policy and Market Mechanisms - The National Energy Administration plans to focus on several key areas during the 14th Five-Year Plan, including coordinated planning of new energy storage and other regulatory resources, enhancing market mechanisms for new energy storage, and promoting a shift from policy-driven to market-driven development [3]. - Efforts will be made to improve the utilization levels of new energy storage, support technological innovation, and deepen international cooperation in the field of new energy storage [3].

Core Insights - As of September 2023, China's new energy storage installed capacity has surpassed 100 million kilowatts, becoming a crucial component of the new power system [1][3] - The innovation in new energy storage technologies is primarily led by lithium-ion battery storage, with rapid advancements in other storage technologies contributing to a diversified development landscape [1] - During the peak summer demand period, the maximum adjustable power from new energy storage in the State Grid's operating area exceeded 64 million kilowatts, with real-time maximum discharge power surpassing 44 million kilowatts, providing significant support for summer electricity supply [1] Investment and Policy - Since the beginning of the 14th Five-Year Plan, new energy storage has directly driven project investments exceeding 200 billion RMB, with total investments in the upstream and downstream of the industry chain surpassing 1 trillion RMB [3] - The National Energy Administration plans to enhance policy planning and top-level design for the development of new energy storage during the 15th Five-Year Plan, focusing on supporting technological innovation and improving market mechanisms [3] International Cooperation - Nicaragua's government expresses interest in collaborating with China in the energy sector, highlighting the country's favorable conditions for developing solar, wind, and geothermal energy, despite current energy supply challenges [3] - Nicaragua has already initiated cooperation with Chinese energy companies on solar and hydropower projects and seeks to explore further opportunities in the energy field [3]