长时储能
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上海先进能源装备产业集聚区揭牌 瞄准千亿级目标
Yang Shi Xin Wen· 2025-10-24 08:51
Core Insights - The Shanghai Advanced Energy Equipment Industrial Cluster was officially inaugurated in Minhang District on October 23, aiming for a trillion-yuan industry target focused on advanced energy equipment and green low-carbon technologies [1] Group 1: Development Path - The cluster has defined a "12345" development path, targeting a trillion-yuan industry with a focus on three major advantageous industries: clean and efficient power generation, advanced power grids, and photovoltaic/solar thermal technologies [1] - It aims to cultivate four future tracks: fusion energy, hydrogen-based energy, long-duration energy storage, and new green technologies [1] Group 2: Spatial Layout - The spatial layout consists of "one core and one belt": "one core" leverages university research resources to create an innovation hub, while "one belt" connects industrial bases along the Jiangchuan Road for result transformation and large-scale production, forming a closed-loop industrial chain [1] Group 3: Economic Goals - The action plan targets an industry revenue of 100 billion yuan by 2025 and over 150 billion yuan by 2030, contributing to Shanghai's high-quality economic development and the national "dual carbon" goals [1] Group 4: Support Mechanisms - The Shanghai municipal and district governments will establish a collaborative mechanism, introduce special policies, and set up an industrial development fund to support the cluster [1] - At the event, 10 key industrial projects were signed, covering areas such as advanced gas turbines, long-duration energy storage, and green power equipment, which will further strengthen the industrial chain [1]
全球新能源大变局下,长时储能何以成为决胜关键|独家
24潮· 2025-10-12 23:09
Group 1 - The global energy transition towards "carbon neutrality" is accelerating, with cumulative installed capacity of wind and solar energy increasing from 645 GW in 2015 to 3,383 GW in 2024, a growth of 424.50% [2] - The share of wind and solar energy in global installed capacity rose from 10.3% in 2015 to 31% in 2023, with projections indicating that total installed capacity could exceed 4,000 GW by 2025 [2] - The cost of electricity generated from solar and wind has become significantly more competitive compared to coal and gas, driving the large-scale adoption of renewable energy [2] Group 2 - The challenge of energy consumption and storage is becoming a critical issue as renewable energy sources like wind and solar gain prominence, with energy storage seen as a key solution [3][4] - Current storage technologies, particularly long-duration storage, are insufficient, with the average storage duration in China being only 2.2 hours, while 4-hour and above storage systems account for only 15.4% of installed capacity [4] - Policies have been introduced to promote the development and application of long-duration storage technologies, including requirements for renewable energy projects to incorporate 4-hour storage capabilities [4][5] Group 3 - The National Energy Administration has set ambitious targets for new energy systems, aiming for a new storage capacity of over 180 million kW by 2027, with direct investments of approximately 250 billion yuan [5] - The action plan emphasizes the need for technological breakthroughs in long-duration storage to address the intermittency of wind and solar energy [5][6] - The demand for long-duration storage is expected to grow significantly, with projections indicating that by 2030, long-duration storage could account for 20% of total new storage capacity in China [9] Group 4 - The average storage duration in the U.S. is 3.3 hours, while in China it is 2.1 hours, highlighting the varying stages of development in different regions [14] - The International Long-Duration Energy Storage Council predicts that long-duration storage will become the most cost-effective flexibility solution as renewable energy penetration increases [14] - Various storage technologies, including hydrogen storage, pumped hydro, compressed air, and liquid flow batteries, are being explored for their suitability in long-duration applications [16][17] Group 5 - Initial investment costs for different storage technologies vary significantly, with lithium-ion batteries being the most cost-effective at 500 yuan/kWh, followed by compressed air at 1,250 yuan/kWh, and liquid flow batteries at 2,000 yuan/kWh [20][21] - The levelized cost of electricity (LCOE) for lithium-ion batteries is competitive with compressed air storage, indicating a shift in market dynamics [20][21] - As renewable energy generation increases, the limitations of 4-hour storage will necessitate the adoption of longer-duration storage solutions, with liquid flow batteries and compressed air storage expected to play a significant role [22][23]
能源平权与长时储能:海辰储能的公益商业双轨破局
Di Yi Cai Jing· 2025-10-01 02:48
从中国西陲的帕米尔高原向西南遥望,一千多公里之外,夜幕下的巴基斯坦首都伊斯兰堡的灯火宛若流动的银河,为这个印度河流域文明发源地国家赋予了 现代文明的弧光。但当我们把视线聚焦得更久些就会发现,这里的光亮时常明灭不定,有时甚至陷入大片的漆黑。 电力,不仅是现代科技的标志,更是社会运转的命脉。令人神伤的是,对世界上许多像巴基斯坦境况相似的国家和地区来说,随时可及并且能负担得起的电 力,并不是生活的常态。但可靠而经济的储能解决方案在某种程度上打破了这个困境。 9月25日,由第一财经主办的2025"绿点中国·可持续消费实践案例评选"颁奖典礼在上海世博会博物馆隆重举行。广受瞩目的"绿点中国"案例奖榜单也在活动 现场正式揭晓。海辰储能凭借用储能解决方案推动"能源平权"的优秀实践入选"案例奖"。 145 这份荣誉绝非虚名。过去两年间,海辰储能的户用储能设备在坦桑尼亚、肯尼亚、津巴布韦、柬埔寨和印度尼西亚等国家和地区落地。它们被应用于乡村学 校、医疗诊所、难民营和社区小商店等多个场景。不仅改善了当地居民的生活,创造了新的经济机会,也为他们开辟了认识世界的新窗口。 以平等的理念、以先进的技术、以互惠的商业模式,努力消除因经济条件 ...