中金公司近期发布研报指出，2024年全球储能行业需求景气度仍将维持在较高水平。这一判断主要基于多重积极因素：首先，全球能源转型持续推进，各国对可再生能源的依赖不断加深，而风电、光伏等间歇性电源的大规模并网，亟需配套储能系统以保障电网稳定性；其次，欧美等主要市场持续出台支持政策，如美国《通胀削减法案》（IRA）对储能项目提供税收抵免，显著提升项目经济性；此外，中国国内新型电力系统建设加速，多地强制配储政策推动工商业及电网侧储能装机快速增长。中金认为，尽管当前产业链部分环节存在产能过剩压力，但优质企业凭借技术、成本和渠道优势，仍有望在高景气赛道中实现稳健增长。整体来看，2024年储能行业在政策、技术和市场需求三重驱动下，将继续保持强劲发展势头。
CICC recently released a research report indicating that global energy storage demand is expected to remain robust in 2024. This outlook is supported by several positive factors: First, the ongoing global energy transition has deepened reliance on renewable energy sources such as wind and solar power, whose intermittent nature necessitates complementary energy storage systems to ensure grid stability. Second, supportive policies in key markets like the U.S. and Europe—such as the Inflation Reduction Act (IRA), which offers tax credits for energy storage projects—have significantly improved project economics. Additionally, China is accelerating the development of its new-type power system, with mandatory co-location storage requirements in multiple regions driving rapid deployment of commercial, industrial, and grid-side storage capacity. CICC notes that while certain segments of the supply chain face overcapacity pressures, high-quality companies with advantages in technology, cost efficiency, and distribution channels are well-positioned to achieve steady growth in this high-demand sector. Overall, driven by policy support, technological advancement, and strong market demand, the energy storage industry is poised for continued strong momentum in 2024.
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