Investment Rating - The report does not explicitly state an investment rating for the long-duration energy storage industry in China [1]. Core Insights - The long-duration energy storage market in China is projected to grow significantly, with market size reaching approximately 14.37 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of 8.50% from 2022 to 2030 [7]. - The installed capacity of long-duration energy storage is expected to increase from 292 thousand kWh in 2020 to 35,041 thousand kWh by 2030, indicating a robust growth trajectory with a peak growth rate of 497.95% in 2021 [9]. - The unit construction cost of energy storage systems is on a declining trend, expected to drop from 1.5 yuan/Wh in 2020 to approximately 0.41 yuan/Wh by 2030, with a significant decrease of 23.64% anticipated in 2025 [10]. Summary by Sections 1. Market Size - The market size for long-duration energy storage in China is calculated using the formula: Market Size = D * E * 1,000, where D represents the installed capacity in thousand kWh and E represents the cost in yuan/Wh [8]. - The market size data from 2020 to 2030 shows a substantial increase, with values of 438 million yuan in 2020, 2.44 billion yuan in 2021, and projected to reach 14.37 billion yuan by 2030 [7]. 2. Installed Capacity - The installed capacity of long-duration energy storage is forecasted to grow from 292 thousand kWh in 2020 to 35,041 thousand kWh by 2030, with notable growth rates in the early years, particularly 497.95% in 2021 and 100.92% in 2022 [9][14]. 3. Unit Construction Cost - The unit construction cost of energy storage systems is expected to decrease steadily, from 1.5 yuan/Wh in 2020 to 0.41 yuan/Wh by 2030, with the most significant reductions occurring after 2025 [10][20].
中国长时储能行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2025-02-27 12:08