In the energy storage market, the installed capacity is increasing while prices continue to decline. This creates a challenge for the market to accurately predict shifts in industry profits. Additionally, there is concern about a potential slowdown in energy storage installed capacity if the growth rate of photovoltaic (PV) installations diminishes next year. However, with the ongoing acceleration of the energy transition, there is optimism for sustained long-term growth in the energy storage industry.

국내 시장은 대규모 에너지 저장장치에 대해 낙관적인 전망을 내놓고 있으며, 내년에는 설치 용량이 크게 증가할 것으로 기대하고 있습니다. 올해 태양광 설치량은 예상을 뛰어넘었지만, 시장에서는 수요 증가로 인해 내년도 용량을 미리 확보하기 위한 과잉분이라고 보고 있다. 미국 에너지청(NEA)은 올해 첫 3분기 동안 지상 기반 PV 설치 용량이 눈에 띄게 증가했다는 데이터를 발표했습니다. 가정용 PV 설치와 산업용 및 상업용 분산형 PV도 상당한 성장을 보였습니다. 그러나 그리드의 제한된 소비 용량에 대한 우려는 여전히 남아 있습니다.

Predicting next year's PV growth rate accurately proves challenging for the market. Historically, energy storage installed capacity has been assumed to be directly proportional to PV and onshore wind power installed capacity. If the PV growth rate slows down next year, there is apprehension that energy storage capacity may also decelerate. However, the reality contradicts these concerns as the growth rate in installed energy storage capacity far surpasses PV installations.

China's cumulative installed capacity for new energy storage projects exceeded 17.33 GW/35.80 GWh in the first half of this year. The data also revealed that China's new centralized PV installed capacity reached 37 GW in the same period. Between Q3 of 2021 and Q2 of 2023, China achieved a centralized PV installed capacity of 53 GW, accompanied by a corresponding energy storage installed capacity of 8.7 GW. Although the installed capacity in the first half of this year is lower than in previous years, the energy storage installed capacity remains comparable.

Several factors contribute to the positive forecasts for domestic energy storage installations next year. Independent energy storage installations unrelated to wind power are emerging as the primary driver of installed capacity. Hunan and Shandong played pivotal roles in driving the highest installations during the first half of 2023. The introduction of policies in Hunan province significantly fueled the rapid surge in energy storage installed capacity. Additionally, an increasing number of provinces now mandate energy storage as a requirement for new energy projects, further driving the growth of allocated energy storage.

Next year, even if the growth rate of PV installed capacity slows down, the optimistic outlook for domestic energy storage remains. The increased allocated proportion of energy storage, along with provinces mandating energy storage and the development of independent storage initiatives, contributes to this positive outlook. As the landscape of energy storage installations continues to evolve, the industry is expected to maintain its robust development. With the ongoing energy transition and the growing importance of energy storage, the market will likely see sustained long-term growth in the coming years.

당신과 당신의 가족이 매우 즐거운 크리스마스를 보내길 바랍니다.

관련 상품:

자체 냉각-EN-215 실외 분산 에너지 저장 캐비닛 - 전원 유형

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참고 웹사이트:https://www.energytrend.com