近期，储能行业重回高景气轨道，成为新能源产业链中备受关注的焦点。随着全球能源结构加速向清洁化、低碳化转型，风电、光伏等可再生能源装机规模持续扩大，但其间歇性和波动性对电网稳定性提出挑战，亟需配套储能系统进行调峰调频和能量时移。政策层面，中国‘十四五’新型储能发展规划明确支持技术多元化与商业化应用，欧美多国也相继出台激励措施，推动储能部署提速。与此同时，锂电池成本持续下降、钠离子电池等新技术逐步成熟，进一步增强了储能项目的经济可行性。2024年以来，国内大型储能项目招标量显著回升，海外户用及工商业储能需求旺盛，产业链上下游企业订单饱满。业内普遍认为，在碳中和目标驱动与技术进步双重加持下，储能行业已进入新一轮高速成长期，有望在未来数年维持高景气度。
Recently, the energy storage industry has returned to a high-growth trajectory, becoming a focal point within the new energy sector. As the global energy mix accelerates its shift toward cleaner and low-carbon sources, the installed capacity of renewable energy—such as wind and solar power—continues to expand. However, the intermittent and volatile nature of these sources poses challenges to grid stability, creating urgent demand for complementary energy storage systems to provide peak shaving, frequency regulation, and energy time-shifting. On the policy front, China’s 14th Five-Year Plan for New Energy Storage explicitly supports diversified technologies and commercial deployment, while numerous countries in Europe and North America have introduced incentives to accelerate energy storage adoption. Meanwhile, declining lithium battery costs and the gradual maturation of emerging technologies like sodium-ion batteries are enhancing the economic viability of storage projects. Since 2024, domestic large-scale energy storage tenders in China have rebounded significantly, and overseas demand—particularly in residential and commercial sectors—remains robust, leading to strong order backlogs across the supply chain. Industry experts widely agree that, driven by carbon neutrality goals and technological advancements, the energy storage sector has entered a new phase of rapid expansion and is poised to sustain high growth momentum over the coming years.
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