On August 2, the 8th Western Energy Storage Forum hosted by China Energy Research Association and Zhongguancun Energy Storage Industry Technology Alliance was grandly held in Xi'an International Conference Center. At the opening ceremony, Mr. Chen Haisheng, chairman of the Zhongguancun Energy Storage Industry Technology Alliance and chairman of the Energy Storage Committee of the China Energy Research Society, delivered a keynote report "Energy Storage Technology and Industry Development Trends" and released energy storage data for the first half of 2023.
The cumulative installed capacity of electric energy storage is 70.2GW, a year-on-year increase of 44%
According to the incomplete statistics of the CNESA DataLink global energy storage database, as of the end of June 2023, the cumulative installed capacity of power energy storage projects in China has reached 70.2GW (including pumped storage, molten salt heat storage, and new energy storage). A year-on-year increase of 44%. The cumulative installed capacity of pumped storage decreased by nearly 10 percentage points after falling below 80% for the first time last year, falling below 70% for the first time.
The number of new energy storage projects reached 850, more than twice that of the same period last year
In the first half of 2023, China's new energy storage continued to develop at a high speed. According to the incomplete statistics of the CNESA DataLink global energy storage database, the number of projects (including planning, construction and operation projects) in the first half of 2023 was 850, which was 850 in the same period last year. 2 times more. The new scale of operation was 8.0GW/16.7GWh, exceeding the level of new scale (7.3GW/15.9GWh) last year. The new projects put into operation are mainly concentrated in June, and the scale of single-month put into operation reached 3.95GW/8.31GWh, accounting for 50% of the total scale of newly put into operation in the first half of the year. The second half of the year will continue to maintain a rapid growth trend, and it is estimated that 15-20GW of new installed capacity will be added in 2023.
The output of energy storage batteries of Chinese enterprises exceeded 75.0GWh, more than twice that of the same period last year
From January to June 2023, the output of energy storage batteries (excluding base station/data center backup batteries) of Chinese enterprises in the global market exceeded 75.0GWh, more than double that of the same period last year, and the export proportion exceeded 55%.
The number of 100-megawatt projects has increased significantly, and the application of non-lithium energy storage technology has gradually increased
In terms of scale and scale, the number of 100-megawatt-level projects has increased significantly. More than 40 100-megawatt-level projects have been put into operation one after another, twice the level of last year; the number of 100-megawatt-level projects under planning and construction has exceeded last year's level.
In terms of technology distribution, lithium iron phosphate is still the mainstream, and the application of non-lithium energy storage technology is gradually increasing: the first flywheel fire storage frequency modulation project, the first flywheel + lithium battery hybrid storage frequency modulation project, and the largest single lead-carbon battery project on the user side It has been put into operation one after another; 300MW power level compressed air has accelerated layout, multi-type liquid flow battery subdivision technology route and 100MW sodium power project have been included in the list of provincial demonstration projects.
The scale of "before the table" still occupies an absolute dominant position
In terms of application distribution, the rapid advancement of independent energy storage and shared energy storage projects has made the application scale of "before meter" (power side and grid side) continue to grow significantly, accounting for a total of 98%. Although the proportion of installed capacity of user-side energy storage has dropped sharply in the past two years, thanks to the continuous widening of the peak-to-valley price difference and the optimization of time slots, the market for user-side energy storage continues to increase, and the number of registered projects has increased significantly. According to CNESA DataLink Global According to the incomplete statistics of the energy storage database, in June this year alone, more than 250 user-side energy storage projects were registered across the country, with a total scale of 2.7GWh. Among them, the number of projects in Jiangsu, Zhejiang and Guangdong accounted for 81%.
