Market trend: The 100 billion yuan track of photovoltaic storage and charging is accelerating, but profitability challenges remain.
1. Market size: It is estimated that the scale of China’s solar energy storage market will reach 113.4 billion yuan in 2025 (accounting for more than 50% of the world), with an annual compound growth rate of nearly 20%. By 2030, the energy storage demand derived from solar energy storage and charging is expected to exceed 44.8GWh.
2. Enterprise layout: CATL, through investment in Kuaibo Technology, Times Kstar and other platforms, has laid out the “solar energy storage charging and inspection” ecosystem; BYD/Huawei: Focusing on energy storage system (PCS) and charging pile technology, Huawei Digital Energy leads the PCS field.
Technology application: Distributed photovoltaic and new energy storage support the power grid to meet the peak demand in summer
1. Distributed photovoltaic: This summer, the national power load exceeded 1.465 billion kilowatts (152 million kilowatts in Jiangsu), and distributed photovoltaics relieved the pressure by generating electricity locally. Photovoltaic power generation in East China can cover 15%-20% of air conditioning electricity consumption at noon, and transmission losses are 7%-8% lower than traditional power grids.
2. Centralized dispatch of new energy storage: Jiangsu used 714 kilowatts of new energy storage (93 power stations) for the first time to meet the one-hour electricity demand of 48 million households, with a global leading scale. In the first half of the year, Inner Mongolia started 34 independent energy storage projects (with a total installed capacity of 14.8 million kilowatts), covering multiple technical routes such as lithium iron phosphate and compressed air.
The new energy power industry is in a critical transition period, and the future prospects will be even better!