2023-2024年中国储能产业发展研究报告.pptx
2023-2024 1.2.3.4.5.01 02 1.2.3.03 1.2.3.1.2.04 4.1 4.2 1.2.3.4.5.01 02 1.2.3.03 1.2.3.1.2.04 4.1 4.2 4/130 VRE 15%VRE 61%10%15%13%1%57%10%15%3%2021 2025 15%VRE 0-3%3-13%13-24%23-50%VRE VRE 50%VRE VRE 50%VRE variable renewable energy 34%22%24%34%24%22%7%6%7%2021 80%34%24%22%2021 MW 6 CNESA 2021 209.4GW 19%12.2%2017 2.9GW 23GW 90%2017-2022 2017-2025E 8 11 46 50 40 30 20 10 0 180 170 171 237 171 168 175 GW 240 230 220 210 200 190 26 3 2021 188 3 2022 181 4 185 191 15 3 2020 209 3 2019 181 2017 2018 3 3 173+35%25 72 137 348 3 8 7 11 2017 2018 2019 2020 2021 2022 2023E 2024E 2025E+86%+69%231 GWh 7 2030 2060 2025 20%20%2017-2021 64%66%5%15%13%1%6%16%20%3%2021 2025 55%11.3 11.7 12.2 12.6 13.1 13.5 25 15 10 20 0 30 22.0 17.8 7.9 20.1 9.3 19.0 7.3 2017 2018 2019 2020 2021 2022 6.5 10.6 25.6 23.7 12.1+87%8 2016 2017(2016-2030)2018 2019-2020 2019 2020 2021 2025 30%2030 2022 2016 2016 CNESA 2021 300 2022 290 2016-2022 2016 2016-2020 2021-2030 2031-2060 9 10-100MW 100MW 10MW 10 CNESA 2021 46.1GW 22%30%86.3%39.8GW 5729.7MW 75%2021 86.3%12.5%1.2%89.7%5.9%1.2%3.2%1,709.6 1,079.7 389.8 5,729.7 11,659.7 0.0 0.8 1.6 2.4 0 2,500 5,000 7,500 10,000 12,500 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 3,283.5 11 MW -2019-2022 MWh 2022 182.5 2022 1.5 2021 450 2021 25 2019 1.027 2019 3.66 2019 46.757 2019 2.496 2019 5.22 2019 3.289 UPS LCOS 12 LCOS=Capex+Opex 1.2.3.4.01 02 1.2.3.3.1.2.3.1.2.4.1.2.14 2021 2021 10.5GW 220 100MW 79%10-100MW MW PCS 100MW 10-100MW MW 2000 1500 1000 500 0 2021 MWh 800 600 400 200 0 2021 PCS MW 0 15 200 400 600 2021 MW 16/%s-min 1-24h 75-85 40-60 min 1-24h 70-89 20-40 ms-min ms-15min 93-95 15+ms-min ms-h 75-90 5 ms s-h 80-90 10-15/ms s-h 60-85 5-10/ms-min ms-h 98-95 5-15 100 ms ms-8s 95-98 20+ms ms-60min 90-95 20+-1882 140 20 2020 1.725 3149 18%1980 1990 2000 2010 2020 1968 1.1 1960 1970 1973 1975 1.1 2.2 2000 5520MW 2020 32 31490MW 45450MW 11 11220MW 2010 14510MW 17 50 0.21-0.25 70 85 50%20%20%10%2001 2004 2007 250kW/5kWh 2011 20MW 2014 UPS 2016 Piller UPS 2022 0.1 10 25 19 (TS-CAES)1)2)3)4)(LAES)1)2)(SC-CAES)1)2)3):(TS-CAES)(LAES)(SC-CAES)+52.1%10 60.2%70%75%(79%)30%5000 6000(5500/kW)20 2015 2022 94.2%LFP NMC 75%A.Manthiram.Goodenough Padh Goodenough 1970 1983 1992 1999 1982 1989 1996 1970 M.Thackeray J.Goodenough M.S.Whittingham.LFP LMFP)NCM NCA 4000-6000-2000-3000 2000-3000 21 2011 2015 2017 2019 70 100KWh FARADION 20/2016 2018 2021 35%/-88%2000 5000 130Wh/kg 140Wh/kg 145Wh/kg 200Wh/kg 22 1800 1802 1838 1839 1895 1921 20 20,AFC CO PAFC-40%MCFC SOFC PEMFC 44%26%11%9%4%3%3%70 GDL 23 0.5mm 50 SMES 24 /25 12 /26 1.2.3.4.5.01 02 1.2.3.3.1.2.3.1.2.4.1.2.5G/+/28 +2022 2019 29 2020+30 +20/20 1 2 1 2 102+1.4 2.3 20+31 2018-250-350/kW/100MW 2500-3500/-32 PCS 2022 7 49.9 2648 7286 96%80%2022 2022 2-5 2020 71.00%90.08%199%96%33 +-+Wh 34 -35 10kV 36 1.2.3.4.5.01 02 1.2.3.3.1.2.3.1.2.4.1.2.38 2020 2021 26 13/+39+5 25%40 谢谢观看
