今天分享的是：2025年新形势下新型储能发展趋势分析报告 报告共计：31页 2025年新型储能发展趋势：政策换挡、技术多元，助力能源转型加速 在全球能源转型浪潮下，我国新型储能产业正迎来关键发展期。2025年以来，一系列政策调整、技术突破与市场变化，共同勾勒出新型储能产业的全新发展 图景。从政策层面的"松绑"与引导，到技术路线的多元化探索，再到市场需求的持续释放，新型储能正从"辅助配角"逐步成长为新型电力系统建设的核心支 撑力量。 政策环境的优化是推动新型储能产业转型的重要引擎。2025年出台的136号文明确取消新能源"强制配储"要求，这一调整并非削弱储能发展，而是推动产业 从行政指令驱动转向市场化驱动。政策同时强调，通过虚拟电厂、构网型技术等创新模式促进新能源消纳，为新型储能开辟了更灵活的发展空间。与此同 时，394号文提出2025年底前基本实现电力现货市场全覆盖，山西、广东、山东等省份已率先进入正式运行阶段，现货市场的完善让储能的调峰、调频、备 用等辅助服务价值得以更充分体现。 在电价机制方面，行业正逐步告别"补贴依赖"，走向多元化的成本疏导路径。当前多数地区已形成以容量租赁为主的商业模式，而容量电价机制 ...

Core Viewpoint - Qingdao Metro is actively pursuing sustainable development and green transformation in urban rail transit, aligning with national "dual carbon" strategies and aiming to become a leader in the industry's green transition [1][2][6]. Group 1: Green Development Goals - Qingdao Metro's total electricity consumption accounts for 10% of its annual operating costs, with a target to reduce electricity consumption by 30% and carbon emissions by 50% [2]. - The company has outlined a "three-step" strategy in its 2022 "Green Rail Development Implementation Plan," aiming to establish a green development system by 2025, achieve carbon peak by 2030, and reach carbon neutrality by 2050 [2][5]. Group 2: Technological Innovations - Qingdao Metro is implementing advanced technologies such as autonomous train operation systems, flywheel energy storage, and multi-source heat pumps to achieve significant energy savings [3][4]. - The company is developing a "virtual power plant" and a smart energy management system to enhance energy efficiency and integrate various energy resources [4][6]. Group 3: Industry Ecosystem Development - Qingdao Metro is building a green industrial ecosystem that includes new energy, resource recycling, and green energy-saving sectors, creating new economic growth points [5][6]. - The focus on renewable energy includes the establishment of a multi-dimensional energy industry that integrates solar power, energy storage, and virtual power plants [5]. Group 4: Urban Empowerment - The green practices of Qingdao Metro are contributing to urban green development, supporting the city's innovative industrial system and enhancing resource efficiency [6][7]. - By 2025, the company expects to achieve an annual electricity saving of 100 million kWh, generate 43 million kWh from solar power, and reduce carbon emissions by 91,000 tons [6]. Group 5: Recognition and Standards - Qingdao Metro has received multiple recognitions for its green initiatives, including being designated as a pilot unit for low-carbon transportation by the Ministry of Transport [7]. - The company has developed a comprehensive set of green standards for urban rail construction, enhancing the industry's regulatory and precision levels [7]. Group 6: Future Outlook - Qingdao Metro plans to continue its commitment to sustainable development, aiming to increase the share of green electricity to over 20% and expand its AI-enabled smart energy initiatives [8].

Core Viewpoint - The article emphasizes the importance of advancing the high-quality development of energy equipment in China, aiming for a self-controlled, high-end, intelligent, and green energy equipment industry by 2030, which will support the construction of a new energy system and enhance international influence [5][6]. Group 1: Overall Requirements - The initiative is guided by Xi Jinping's thoughts and aims to integrate energy security and transition, focusing on technological innovation and high-quality development of energy equipment [6]. - By 2030, the goal is to achieve significant advancements in the energy equipment supply chain, ensuring global leadership in technology and industry systems [6]. Group 2: Energy Exploration and Development Equipment - The focus is on upgrading coal mining and oil and gas exploration equipment to enhance efficiency and safety in complex geological conditions [7]. - Key technologies include high-power density explosion-proof transmission systems and intelligent construction for deep wells [7]. Group 3: Energy Conversion Equipment - The article discusses the need for low-carbon upgrades in fossil fuel power generation and advancements in renewable energy equipment [8][9]. - Emphasis is placed on developing new generation coal power technologies and enhancing the efficiency of renewable energy systems [8][9]. Group 4: Energy Storage Equipment - The establishment of a high-safety, high-reliability battery storage system is prioritized, focusing on long-life lithium, sodium, and solid-state batteries [11]. - Development of large-capacity physical storage technologies and high-efficiency flywheel storage systems is also highlighted [11]. Group 5: Energy Transmission Equipment - The article outlines the need for breakthroughs in long-distance, high-efficiency transmission technologies for coal, oil, and natural gas [14][15]. - Key developments include high-capacity, low-loss transformers and advanced control systems for smart grids [14][15]. Group 6: Digital and Intelligent Upgrades - The focus is on the digitalization and intelligent upgrades of energy equipment, including autonomous control systems and smart operation technologies [16][17]. - The aim is to create a closed-loop system for energy equipment management, enhancing operational efficiency [16][17]. Group 7: Green and High-End Development - The article emphasizes the importance of green materials and recycling technologies in energy equipment manufacturing [18]. - Development of a comprehensive lifecycle management system for energy equipment is also discussed [18]. Group 8: Innovation Ecosystem - The article advocates for a collaborative innovation ecosystem involving enterprises, research institutions, and government support [19][20]. - It highlights the need for quality management and the establishment of standards to enhance product reliability and safety [20][21]. Group 9: Policy Support - The article calls for increased policy support for key energy equipment projects and innovation initiatives [22]. - It emphasizes the importance of financial incentives and streamlined procurement processes for new energy technologies [22].

Core Viewpoint - The National Energy Administration and four other departments have issued guidelines to promote the high-quality development of energy equipment, focusing on advanced battery storage systems and various energy storage technologies [1] Group 1: Battery Storage Equipment - Establish a high safety and high reliability battery storage equipment system [1] - Develop long-life, wide temperature range, and low decay lithium batteries, sodium batteries, and solid-state batteries [1] - Construct low-cost, long-duration vanadium-based, iron-based, and organic flow battery equipment systems [1] Group 2: Safety and Monitoring Technologies - Breakthroughs in battery management system safety monitoring, hazard warning, and proactive protection technologies are emphasized [1] - Enhance the intrinsic safety performance of energy storage batteries [1] Group 3: Physical Energy Storage Technologies - Develop large-capacity, low-cost physical energy storage technologies, including high-head pumped storage units and large-capacity variable-speed units [1] - Research key equipment such as high-power, high-parameter compressors and expanders [1] Group 4: Thermal Energy Storage Technologies - Develop low-cost, high-efficiency, and long-life thermal storage key technology equipment [1] Group 5: Short-term Energy Storage Equipment - Research high-efficiency flywheel energy storage and high specific energy long-life supercapacitors for short-term high-frequency energy storage [1] - Promote engineering validation of these technologies [1] Group 6: Networked Energy Storage Technologies - Encourage the development of networked energy storage technology [1] - Create adaptive networked energy storage systems and equipment for multiple scenarios and operating conditions [1]

Group 1 - The company, Zhongzhou Special Materials, primarily focuses on the research, production, and sales of high-temperature alloy materials and products [2] - In the energy storage sector, the company is currently mainly involved in flywheel energy storage applications [2]

Group 1 - The 2025 World Energy Storage Conference will be held from September 16 to 18 in Ningde, focusing on the theme "New Era of Energy Storage, Zero Carbon to Future" [2] - The conference will gather over 400 global guests from government, industry, academia, and research, providing three-dimensional solutions for the energy storage industry [2] - The event will feature a "1133" framework, including one main forum, one closed-door meeting, three thematic forums, and three special activities to address industry pain points [2] Group 2 - The main forum will release five significant outcomes, including the "15th Five-Year Plan" for new energy storage development trends and a roadmap for new energy storage technology from 2025 to 2035 [3] - Several industry chain projects, including the new generation battery production line from Ningde Times, will be signed during the conference [3] - The conference aims to accelerate the formation of a storage development pattern driven by national guidance, local efforts, and enterprise participation [3]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a plan for the large-scale construction of new energy storage from 2025 to 2027, aiming for a total installed capacity of over 180 million kilowatts and direct investment of approximately 250 billion yuan by 2027 [1] Group 1: Expansion of Application Scenarios - The plan proposes four measures to promote the expansion of new energy storage application scenarios, including advancing power-side storage applications and innovating multi-scenario application models [2] - It emphasizes the reasonable planning and construction of new energy storage in desert and remote areas, as well as the establishment of independent storage power stations at key grid nodes [2] - The focus is on industrial parks and computing facilities, promoting innovative applications such as green electricity direct connection and virtual power plants [2] Group 2: Innovation and Integration - The plan calls for promoting technological innovation and implementing storage industry innovation projects, while supporting pilot project applications [3] - It aims to leverage national technology centers and major projects to tackle common key technologies and promote diversified development of new energy storage technologies [3] - The plan encourages new energy storage to participate in energy markets and auxiliary service markets, accelerating the establishment of pricing mechanisms [3] Group 3: Application and Technology Development - The plan seeks to expand new energy storage applications in areas such as power coordination, grid stability support, and smart microgrids [4] - It highlights the commercialization of various storage technologies, including compressed air, flow batteries, and sodium-ion batteries, while also exploring innovative technologies like solid-state batteries and hydrogen storage [4] - The focus is on accelerating business model innovation and promoting collaboration across the industry chain to achieve sustainable development [4]

Core Viewpoint - The article discusses the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" released by the National Development and Reform Commission and the National Energy Administration, emphasizing the importance of new energy storage development in China [4]. Group 1: Installation Goals - The plan sets a target for new energy storage installations to exceed 180 million kilowatts by 2027, with an estimated direct investment of approximately 250 billion yuan [5]. - As of mid-2025, the cumulative installed capacity of new energy storage in China is 95 GW/222 GWh, requiring an additional 85 GW of installations from H2 2025 to 2027 to meet the target [5]. - Assuming an average storage duration of 3 hours, this translates to a need for 255 GWh of new installations, averaging 102 GWh per year [5]. Group 2: Technology Routes - The plan identifies lithium battery technology as the primary route for energy storage, with significant cost reductions expected during the "14th Five-Year Plan" period [6]. - Other technologies such as compressed air storage, flow batteries, sodium-ion batteries, flywheel storage, gravity storage, thermal storage, and hydrogen storage are also recognized for their potential development [6]. Group 3: Utilization Improvement - The plan aims to enhance the utilization levels of new energy storage, addressing previously low utilization rates that hindered industry growth [7]. - It proposes innovative control methods for new energy storage to optimize resource allocation and reduce the frequency of coal power plant adjustments [7]. Group 4: Market Mechanism Enhancement - The plan encourages new energy storage to participate fully in the electricity market, promoting "new energy + storage" as a unified bidding entity [8]. - It aims to guide new energy storage participation in ancillary service markets, including frequency regulation and backup services, while encouraging local adaptations [8]. - The plan also emphasizes the need for a pricing mechanism for new energy storage, including capacity compensation for reliable power system resources [8].

Core Viewpoint - The article highlights the rapid growth and technological advancements in China's new energy storage sector, particularly focusing on compressed air energy storage (CAES) as a promising long-duration storage solution, with expectations of significant capacity increases by 2025 [1][5]. Group 1: New Energy Storage Capacity - By mid-2025, China's new energy storage capacity is projected to reach approximately 95 million kilowatts, representing nearly a 30-fold increase over five years [1]. - The National Energy Administration emphasizes the importance of new energy storage in ensuring power supply during peak summer demand [1]. Group 2: Compressed Air Energy Storage (CAES) - CAES technology utilizes surplus or low-cost electricity to compress air, storing it under high pressure for later use during peak demand periods, facilitating a "power-energy-power" conversion process [3]. - The recent successful verification of the world's highest pressure CAES underground cavern storage technology in Changsha marks a significant milestone in China's CAES development [3][6]. Group 3: Market Growth and Investment - The CAES sector is experiencing a surge in project bidding, with 14 projects initiated from January to May 2024, totaling 4.1 GW/18.7 GWh, a 33.3% increase compared to the same period in 2023 [9]. - The cumulative market space for CAES core equipment is expected to reach 18.5 billion yuan by 2025 and potentially surge to 85.4 billion yuan by 2030, driven by policy support and capital investment [9]. Group 4: Technological Advancements - CAES technology is diversifying, with various methods being explored, including traditional, advanced adiabatic, isothermal, underwater, liquid, and supercritical CAES [5]. - The industry is focused on overcoming efficiency and cost challenges by optimizing thermal management systems and insulation materials [8]. Group 5: Commercialization Efforts - Since the inclusion of new energy storage in government work reports in 2024, the CAES industry has seen significant capacity and scale improvements [8]. - The first non-combustion CAES power station successfully participated in peak summer demand management, showcasing the technology's operational capabilities [10].

Core Insights - The development of renewable energy in China has entered a new phase, with a focus on integrating energy storage solutions to support a new power system dominated by renewable sources [2][5] - The rapid growth of wind and solar energy has led to significant reductions in renewable energy generation costs, with solar power prices dropping from 4 yuan per kWh in 2008 to approximately 0.4 yuan per kWh currently [2] - The increasing share of renewable energy in the power mix has created challenges in energy consumption and stability, necessitating advancements in energy storage technologies [3][4] Energy Storage Technologies - Energy storage is categorized into three main types: source-side storage, grid-side storage, and load-side storage, each playing a crucial role in enhancing renewable energy consumption [5] - Long-duration energy storage technologies, such as pumped hydro storage, flow batteries, and fuel storage, are highlighted as essential for addressing the challenges posed by the variability of renewable energy sources [5][6] - Pumped hydro storage capacity in China has reached 60 million kW, with projections to double by 2030, although its widespread implementation is limited by geographical constraints [5] Green Fuel Initiatives - The development of green fuel technologies, including green hydrogen production from renewable energy sources, is gaining traction, with pilot projects focusing on green ethanol, green methanol, and green ammonia [7] - These initiatives aim to utilize excess renewable energy for fuel production, thereby reducing reliance on imported fossil fuels and enhancing energy security [6][7] Market Dynamics - The transition to renewable energy is marked by a shift in market dynamics, where new wind and solar projects must not only generate green electricity but also achieve favorable pricing [7] - The integration of energy storage solutions is deemed indispensable for the successful transition to a green energy system and the realization of carbon neutrality goals [5][7]