-- "new words · new pulse" series of talk ③

. A few days ago, China's first water system organic liquid flow battery area energy storage project, has been officially put into use in Suqian through the opening area. Prior to this, the Huai'an Salt Cave Compressed Air Energy Storage Project was fully put into operation. While realizing the reuse of underground space resources, its total energy storage capacity reached 2400 megawatt-hours, which can complete 0.792 billion kilowatt-hours of annual power generation and meet the annual power consumption of 600000 households. demand.

What is a new type of energy storage? Simply put, it is like a "super charging treasure" of the power system, with multiple functions such as peak shaving, frequency modulation, and emergency supply protection. It is an indispensable key link between new energy and modern power grids. Although the technical route is rich and diverse, covering lithium-ion batteries, air energy storage, carbon dioxide energy storage, gravity energy storage, flywheel energy storage and other types, but their goals are highly consistent: in the new energy supply or electricity trough to store electricity, in the new energy output is insufficient or electricity peak discharge smoothly.

At present, the global energy supply and demand pattern is deeply adjusted, and many countries and commercial organizations are seizing the new energy storage window period. According to data from the National Energy Administration, as of the end of 2024, the cumulative installed capacity of new energy storage projects in the world is about 0.18 billion kilowatts, and the industry is moving towards a new stage of diversified technology routes and full life cycle value competition.

Looking at the country, from a single demonstration pilot to a gradual shift to the four elements of "source network and storage", China's new energy storage development is entering the fast lane of large-scale and large-scale. Data show that by the end of 2025, the installed capacity of new energy storage has reached 0.136 billion kW/0.351 billion kWh, an increase of more than 40 times over the end of the 13th five-year Plan, and there are more than 300000 existing energy storage-related enterprises.

Today, the "Tenth Five-Year Plan" outline continues to make top-level deployment around new energy sources, include new energy storage in strategic emerging industries, solidly promote key technological innovation in the field of new energy storage, expand the application of high-safety and high-energy density batteries in this field, scientifically lay out pumped storage, vigorously develop new energy storage, and comprehensively improve the level of complementarity and safety resilience of power systems.

This reflects the real contradiction between the rapid increase of new energy power penetration and the limited scale and capacity of energy storage, as well as the urgent need to resolve this contradiction. In other words, in order to secure the energy rice bowl and achieve "better preparation and better ability to solve problems", the duration and capacity of energy storage must keep up with and not lose the chain, otherwise it will be like "barreled Yangtze River water" and cannot be fundamentally solved. The dynamic balance of energy supply and demand.

Innovation is always a challenge. To answer this new proposition, we do not have a ready-made template to copy, we must step by step, explore in practice, and improve in the application of the scene. In accordance with the idea of "putting into production a batch, building a batch, and storing a batch", we will run in small steps and push forward pragmatically, explore applications such as multi-technology hybrid new energy storage and long-term energy storage, and actively reserve cutting-edge new energy storage technologies to lay a solid foundation for technological breakthroughs and industrial maturity.

Synergy is equally important. The new energy storage industry has a long chain and involves many links. It is necessary to open up the whole chain from basic research to industrial application, integrate universities, scientific research institutions, equipment enterprises, power grid platforms and power generation entities, and avoid the situation of scattered resources and fighting each other. Only in this way can we transform the single-point technological advantage into the overall system competitiveness.

Zero-carbon factories, large-capacity mobile energy vehicles, "energy storage subway"... The application scenarios of new energy storage continue to expand. In recent years, from the introduction of special plans at the national level to clarify development goals, to the improvement of market-oriented mechanisms such as capacity electricity prices and auxiliary services, to the broadening of financing channels in the capital market and the creation of characteristic energy storage industrial clusters in many places, the policy environment for new energy storage has been continuously optimized, and the industrial ecology has become more and more perfect. Facing the future, the government guides and the market mechanism to work in the same direction, technical research for a long time, all kinds of business entities compete with each other, complementary advantages, the development of new energy storage will be stable and far-reaching, for high-quality development to open up new space.