Release of the "Yangtze River Delta New Energy Storage Industry Development White Paper (2024)"发布日期：2024-09-30 浏览次数：
On September 25, during the 2024 Yangtze River Delta New Energy Storage Industry Development Forum at the China Industrial Expo Smart Energy Exhibition, the Yangtze River Delta New Energy Storage Industry Development White Paper (2024) was officially released. The White Paper was compiled by the Shanghai Zhongchuang Industrial Innovation Research Institute, in collaboration with the Shanghai Future Industry New Energy Storage Committee, the Jiangsu Energy Storage Industry Association, the Zhejiang Energy Industry Association Energy Storage Branch, Donghao Lansheng Exhibition Group Shanghai Industrial Business Exhibition Co., Ltd., and Hannover Milan Exhibition (Shanghai) Co., Ltd.
The White Paper is divided into six sections: an overview, enterprise profiles, technology advancements, application scenarios, industry ecosystem, and future outlook. It systematically details the general situation of the Yangtze River Delta (YRD) region, covering aspects such as enterprise clustering, installed capacity, and demonstration projects. The White Paper highlights several outstanding new energy storage enterprises in the region that are developing technologies in areas like compressed air energy storage, flywheel energy storage, and electrochemical energy storage. It also analyzes major breakthroughs in new energy storage technologies in the YRD and proposes specific development paths to overcome existing bottlenecks in the industry. Additionally, the White Paper presents technical roadmaps, industrial chain diagrams, ecosystem maps, regional industrial maps, and showcases major industry events and notable application projects across the region.
Dr. Ding Guojie, Senior Vice President of Shanghai Zhongchuang Industrial Innovation Research Institute, emphasized that the Yangtze River Delta, as one of China’s most dynamic, open, and innovative regions, plays a leading role in new energy storage technologies and their applications. The region has responded actively to national energy strategies and has accelerated the deployment of new energy storage projects. The diverse development of new energy storage technologies, rapid iteration, and expanding application scenarios indicate that new energy storage is shifting from pilot demonstrations to large-scale commercialization. In the future, the region will focus on strengthening cooperation in areas such as industry chain collaboration, innovation coordination, policy and standard unification, power market scheduling, cross-regional demonstration projects, talent development, and international market expansion, aiming to establish a leading hub for new energy storage industry development.
The Expansion and Upgrading of Energy Storage Scale in the Yangtze River Delta:
The White Paper highlights that the Yangtze River Delta has become a major hub for the new energy storage industry, leveraging its comprehensive advantages in industrial chain integration, rich science and education resources, and a vibrant capital market. Several leading and innovative companies have emerged in this cluster, laying a solid foundation for creating a complete energy equipment system for the future.
Key statistics and trends include:
- Jiangsu has completed 5.4 GW of new energy storage projects, a tenfold increase year-on-year. The province now leads the country in the scale of electrochemical energy storage.
- Zhejiang has over 14,000 energy storage-related companies, with a prominent market presence spanning the entire energy storage value chain, particularly in commercial and industrial energy storage.
- Anhui has seen rapid development in the photovoltaic-storage industry, with over 200 enterprises exceeding 100 million yuan in revenue, forming a relatively complete photovoltaic industry layout from silicon wafers to battery modules and related systems.
- Shanghai is home to numerous leading energy storage companies and hosts specialized industrial zones like the Lingang International Energy Storage Bay and Jiading Hydrogen Energy Port, further consolidating its position in the sector.
Diversification of Energy Storage Technologies:
The White Paper also outlines the significant progress in energy storage technology in the Yangtze River Delta. Key advancements include:
- Jiangsu: Breakthroughs in compressed air energy storage, gravity energy storage, flywheel storage, supercapacitor storage, lithium-ion battery storage, flow battery storage, and sodium-ion battery storage.
- Zhejiang: Notable breakthroughs at Zhejiang University in lithium-ion, sodium-ion, and high-performance solid-state lithium-sulfur batteries, and at Zhejiang Normal University in high-performance water-based zinc-ion battery cathode materials.
- Anhui: Research by University of Science and Technology of China and Hefei Comprehensive National Science Center’s Energy Research Institute in various energy storage technologies and foundational research in energy physics, micro-storage devices, and material science.
- Shanghai: Leading institutions like Fudan University, Shanghai Jiao Tong University, and Tongji University, as well as research centers like Shanghai Silicate Research Institute and CATL Future Energy Research Institute, are making significant strides in energy storage innovation.
Energy Storage’s Growing Role in Multiple Application Scenarios:
The White Paper emphasizes that the Yangtze River Delta is actively integrating energy storage technologies into urban and regional energy systems to address energy demand. The region’s dense population and massive energy needs in sectors like smart grids, electric vehicle charging stations, data centers, and industrial parks are driving the rapid adoption of energy storage solutions. These technologies are improving energy efficiency, facilitating the integration of renewable energy, and supporting the achievement of the country’s "dual carbon" goals.
Notable developments in energy storage application scenarios include:
- Jiangsu: Demonstration projects using diverse storage technologies in areas like grid-side storage, user-side storage, and wind-solar-storage integration.
- Zhejiang: Strong performance in user-side energy storage, especially in electrochemical storage, with flexible commercial and industrial storage systems.
- Anhui: Leading role in photovoltaic-storage integration, particularly through advanced clusters like Jinzai, which enhance local energy efficiency and renewable energy absorption.
- Shanghai: Innovative demonstration projects like Tencent’s Qingpu Data Center and Viggen Storage Zero-Carbon Smart Energy Center, which have garnered national attention for their cutting-edge applications of energy storage.
Future Outlook:
The White Paper concludes that the Yangtze River Delta will continue to be a key player in the development of the new energy storage industry, focusing on collaboration, policy alignment, standardization, and international expansion to strengthen the region’s role in leading the global energy transformation. By enhancing cross-regional collaboration, improving energy storage solutions, and expanding international market reach, the Yangtze River Delta is poised to become a global leader in the new energy storage industry.
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