DeepSeek: Six major development trends of energy storage in 2025
At this year's Shanghai Auto Show, CATL's innovative frontier battery technology, the condensed matter battery, became a hot topic. But in fact, what is more strategically significant to the industry is CATL's zero-carbon strategy released at the same time. At the beginning of the new year, Deepseek became the first to become popular for its low cost and high performance . Tencent Cloud, a subsidiary of Tencent, announced on February 2 that the DeepSeek-R1 large model can be deployed to Tencent Cloud HAI (Tencent Cloud High-Performance Application Service) with one click, and developers can access and call it in just 3 minutes. We also used Deepseek, the "strongest" brain, to summarize the six major trends in the development of national energy storage in 2025. Let's take a look! The development trend of China's energy storage industry in 2025 will show a trend of accelerated upgrading in multiple dimensions, covering technology iteration, policy support, application scenario expansion and business model innovation. The following is a detailed analysis of key trends: 01Diversification of technology routes and accelerated iteration Technology stratification under the dominance of lithium batteries Lithium-ion batteries will still dominate (expected to account for more than 70%), but the technology routes are differentiated: In the field of power batteries : high-nickel ternary and lithium iron phosphate are developing in parallel, and the mass-produced energy density of CATL Kirin Battery (CTC technology) has exceeded 300Wh/kg. Special batteries for energy storage : 314/500+Ah large-capacity batteries have become the industry standard. Sodium-ion batteries have achieved GW-level mass production, with costs 30% lower than lithium batteries. Their penetration rate in base station energy storage and low-speed electric vehicles may reach 15%. ��Breakthrough in long-term energy storage technology The installed capacity of all-vanadium liquid flow battery energy storage continues to grow. Compressed air energy storage is moving towards the 300MW level, and the system efficiency has increased to more than 65%. The first 100-megawatt project for gravity energy storage (such as the Energy Vault concrete tower solution) was completed. 02Improvement of policy system and innovation of market mechanism Mandatory storage policy upgrade The new energy storage ratio has been upgraded from "10%×2h" to differentiated requirements for different regions: · Three North regions: 15%-20%×4h (supporting Shagohuang base) · · Central and eastern regions: 10%-15%×2h · The equivalent utilization hours of storage capacity are included in the assessment indicators. (≥600 hours/year) �� Deepening of power market reform The spot market has been fully opened, and the peak-to-valley price spread has widened to more than 4:1. With the implementation of the capacity electricity price mechanism, energy storage po...
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