2025中国储能行业全球化市场布局与高价值商业模式研究

2025⚥㕂⪰腊遤⚌Ⰼ椕⻊䋑㖞䋒㽷♸넞⟟⧩㉁⚌垷䒭灇瑕➉妍兰䎽 https://www.iyiou.com/researchCopyright
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April 2025©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)蜦》刿㢴絶䏞盟デ侨研霼霄꡼➉妍緸 (www.iyiou.com)2侨研勻彂➉妍兰䎽ծEqualOcean侮椚⵸鎊u遤⚌〄㾝䙖⸷Ⰼ椕⪰腊䋑㖞姻㢅✵넞鸟〄㾝꣌媯䧭⚹䲀⸓腊彂鲮㘗ㄤ兰腊歏緸䒊霃涸呍䗱⸂ꆀկ㖈
2023
-
2034
䎃劍ꢂ䋑㖞錞垷곫雦㼜➢
2231
➉繠⯋㟞Ɤ荛
5065
➉繠⯋կ⪰腊䪮助䧭劥♴꣭ծぐ㕂佟瘻岁錞佅䭯⟄⿺〳ⱄ欰腊彂涸䘯鸟〄㾝僽끮⸓鵯♧㟞Ɤ涸⚺銳㔔稇կu⼓㚖䋑㖞䊵䒗妍繠ծ⚎⽂千ծ务⚎瘝⚺銳䋑㖞㖈佟瘻佅䭯ㄤ䋑㖞䧭擿䏞倰꬗㶸㖈僈儑䊵䒗կ妍崍鸑鵂շ⪰腊遤⸓雦够ո瘝佟瘻䲀⸓⪰腊䪮助〄㾝繠㕂太⣜ꬑշ鸑胆⵴Ⲹ岁呩ո瘝慨⸠佟瘻⤛鵳䋑㖞㟞Ɤ倝Ⱓ䋑㖞㥵尪暵ծ꣚翫ꁽ瘝⛲㖈獤匧䋒㽷⪰腊고湡կu务㕂⟱⚌劼麁务㕂⪰腊⟱⚌㖈歏寑䪮助ㄤ禹絡꧋䧭곭㚖Ⰼ椕곭⯓2024
䎃嵳㢪皊紨雧⽀馄
150GWhկ搬罜㖈Ⰼ椕⻊的䓎鵂玐务⟱⚌꬗⚰满俒⻊ծ遤佟ծ㖑椚ㄤ絑崸瘝㢴絶䏞涸䋑㖞䊵䒗꨽銳禹絡䚍ⴔ區⟄⠏⻊㕂꣢䋒㽷կ䫣デ胜兞呍䗱錜挿uⰌ椕⪰腊遤⚌「佟瘻끮⸓♸䪮助瑲灶⿽ꅾ䕧ㆇ2030
䎃䋑㖞錞垷곫雦鴪
700GWhկ⻌繠⣜䩯
IRA
岁呩䲀⸓⯕⪰♧⡤⻊2025
䎃鄳劼䧴馄
120GWh妍崍鸑鵂
VPP
劼ⵖ⠏⻊歏緸抳崞䚍2030
䎃⪰腊鄳劼馄
220GWh倝Ⱓ䋑㖞尪暵ծ⽪㽲太鸑鵂⯕⪰䗎歏緸确程劥㕼⻊騟䖈կ务㕂⟱⚌⚺㼋Ⰼ椕⣘䎾Ꝇ2024
䎃歏寑ⴀ餗ꆀ⽑嫱
93.5%⡎꨽䎾㼆妍繠雩霆㠗㘠ULծCE⿺⣘䎾Ꝇ劥㖑⻊銳宠㥵
IRA
岁呩կu⚺崨㉁⚌垷䒭务VPP
鸑鵂⟟⧩〜⸈鳇⸔剪⸉
+
㺂ꆀ䋑㖞㹊梡넞佐渤IRR
鴪
30-40%SaaS
垷䒭꣭⡛欽䨪꡶地IRR
馄
40%կ务㕂⟱⚌꨽⟄䪮助⴯倝㥵ꛧ猌㶩歏寑ծ㔿䙖歏寑⚹呍䗱絕ざ劥㖑⻊䋒㽷銯棴暅ծ尪暵䒊⾊♸佟瘻鷓ꂁ⿬♸
PPA/BOO
고湡帿⻊♸㕂꣢腊彂꧋㔙ざ⡲ず傞錞鼙館僒㠗㘠㥵
301
Ⱒ玘䲀⸓➢❡ㅷⴀ〡ぢ❡腊ⴀ嵳鲮㘗կu⪰腊䪮助ぢꟋ傞⪰腊LDESծ孲⪰腊⿺ꛧ猌㶩歏寑倰ぢ瑲灶곫雦
2030
䎃ꛧ猌㶩歏寑㼜⽑欽䨪哥䋑㖞
20%
⟄♳կꟋ傞⪰腊㥵꜈
-
瑟孞歏寑〳忘駈
10
㼭傞⟄♳⣘歏꨽宠孲⪰腊♸〳ⱄ欰腊彂絕ざ䕎䧭
綁歏
-
綁孲
꡻梠կ务㕂⟱⚌㖈㔿䙖歏寑ծ巊崨歏寑瘝곭㚖⸈鸟灇〄䲀⸓⪰腊➢
瀊傞靈油
ぢ
Ⰼ㣔⦫歏⸂⥂ꥻ
⼮紩銻渷嵳♳굥歏ծ⡛瑟絑崸瘝倝Ⱓ㖞兞կ©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)湡䔶C O N T E N T S务㕂⪰腊遤⚌Ⰼ椕⻊䋑㖞䋒㽷嚋鶣1.1 Ⰼ椕⪰腊䋑㖞〄㾝馋⸷1.2
Ⰼ椕⪰腊䋑㖞涸CAGE呥卹ⴔ區1.3
Ⰼ椕⪰腊䋑㖞欰䙖Ⰼ兞01务㕂⪰腊⟱⚌㖈Ⰼ椕䋑㖞涸畊✰梡朐ⴔ區2.1
⻌繠䋑㖞佟瘻끮⸓♴涸㉁⚌垷䒭♸䋑㖞鵳Ⰶⴔ區2.2
妍崍䋑㖞焫务ㄤ湡叻♴涸㉁⚌垷䒭♸䋑㖞鵳Ⰶⴔ區2.3 倝Ⱓ䋑㖞佟瘻劼麁♸㉁⚌垷䒭鷓䎾䚍ⴔ區02⪰腊㉁⚌垷䒭꨽宠⠏⯓紩⿺䒓〄⟟⧩霉⠮3.1
㉁⚌垷䒭鷓ꂁ䚍霉⟟倰岁3.2
♶ず䋑㖞涸欽䨪꨽宠⨊㥩ⴔ區3.3
⪰腊㉁⚌垷䒭涸渠ⵄ腊⸂ⴔ區03劢勻馋⸷峯㻋⿺䋑㖞錞垷곫崵4.1
Ⰼ椕⪰腊遤⚌劢勻馋⸷곫崵4.2
Ⰼ椕⪰腊䋑㖞錞垷곫崵2025-20304.3
务㕂⪰腊⟱⚌Ⰼ椕⻊〄㾝涸Ⱒꝶ騟䖈04©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)©亿欧智库-林业 (398865)蜦》刿㢴絶䏞盟デ侨研霼霄꡼➉妍緸 (www.iyiou.com)4u Ⰼ椕⪰腊䋑㖞鵛䎃㟞Ɤ鴽枡2021
- 2031
䎃䋑㖞錞垷곫雦➢ 2231
➉繠⯋慨㟞荛 5065
➉繠⯋կ⪰腊䪮助䧭劥꣭⡛ծ佟瘻岁錞䪜䭯⟄⿺〳ⱄ欰腊彂䘯鸟〄㾝Ⱏず䲀⸓满䋑㖞錞垷䘯鸟的䓎կ⪰腊䪮助㖈腊彂鲮㘗♸兰腊歏緸䒊霃务⡲欽Ⱒꝶ㼆珘㹁歏⸂⣘䎾ծ䲿⼮腊彂ⵄ欽佪桧⿺⤛鵳幡峇腊彂兜⿺䠑⛐ꅾ㣐կu 妍繠⚙㣐絑崸⡤㖈Ⰼ椕⪰腊䋑㖞⚿駈鲽ꅾկ繠㕂⳪⦶շ鸑胆⵴Ⲹ岁呩ո瘝♧禹⴩佟瘻렽⸠⪰腊〄㾝妍崍⛲鸑鵂շ⪰腊遤⸓雦够ո瘝㢴고⚿䲃Ⰼ꬗䲀⸓⪰腊䋑㖞⵸遤կ2024
䎃繠㕂⪰腊䋑㖞鄳劼ꆀ곫雦鴪 34.4
GWh곭⯓✵妍崍涸 22.45
GWhկ妍繠⪰腊䋑㖞剣劅䭯絯㟞Ɤ鵳♧姿⸔⸂Ⰼ椕⪰腊䋑㖞〄㾝♸腊彂鲮㘗կ侨研勻彂➉妍兰䎽ծEqualOcean侮椚ծExtrapolate1.1
Ⰼ椕⪰腊䋑㖞〄㾝馋⸷➉妍兰䎽 2023-2031䎃Ⰼ椕⪰腊䋑㖞錞垷㟞Ɤ➉繠⯋鵛䎃勻Ⰼ椕⚺銳⪰腊䋑㖞涸佟瘻䲀⸓⪰腊䋑㖞〄㾝2024䎃妍崍⪰腊䋑㖞鄳劼ꆀ⪰腊䪮助涸䧭劥♴꣭ծ佟瘻ㄤ岁錞涸䔂⸂佅䭯ծ⟄⿺〳ⱄ欰腊彂暵ⵆ僽굥腊ㄤ㣖꣉腊涸䘯鸟〄㾝姻㖈䲀⸓⪰腊遤⚌涸䋑㖞錞垷䘯鸟㟞Ɤկ2231 2389.7 2564.927592975.33217.83491.73803.54161.84577.550652021202220232024 2025E 2026E 2027E 2028E 2029E 2030E 2031Eշ⪰腊遤⸓雦ⴢո䲿呩妍崍⪰腊翫湅䲀⸓涸䲿呩⺫ゎ䲀ⴀꛏ㼆⪰腊禹絡涸慨⸠䲃倶ծ絡♧⪰腊禹絡涸雽〳ㄤ歏緸鵶䱹錞太ծ䒊用Ⱆ䎂涸歏⸂緸絞佐餩呥卹ծ㺂ꆀ䋑㖞⠏⯓罌贊⪰腊禹絡䎇⚹Ⱖ䲀ⴀ⚁꡶䬝⽁ծ㕂㹻腊彂ㄤ孞⦫雦ⴢ䎾港崵⪰腊禹絡㟞Ɤ瘝銳稇կշ鸑胆⵴Ⲹ岁呩ոIRA2022
䎃ⴀ〵⸈䔂 ITC
佟瘻㼜玘佐Ⲹ⯝괄䏞䲿⼮ⵌ 30%䎇⯈雽 3kWh
⟄♳涸⪰腊禹絡杝用蜦䖤 ITC傋㖈鸑鵂玘佐䫻⯝꣭⡛⟱⚌ㄤ㾀字㸝鄳㣖꣉腊瘝〳ⱄ欰腊彂霃倶涸䧭劥կ⸈䊜荈〄歏慨⸠雦ⴢSGIP歋⸈䊜ⰖⰟ✲⚌㨼プ⠔CPUC䲀ⴀ⚹䨪欽⪰腊欽䨪䲿⣘嫦 kWh
200
繠⯋涸邉餤傋㖈렽⸠欽䨪㸝鄳ⴔ䋒䒭幡峇腊彂ㄤ⪰腊禹絡կ⸈䊜ⲙ雦ꆀ佟瘻NEM⯈雽䨪欽⯕⠃欽䨪㼜㢴⡮涸歏⸂⽁㔐歏緸䎇⟄ꨪ㈒歏⟟蜦䖤邉⩟兜鸑⡞㸔欽䨪鵮腊蜦䖤紨 200
繠⯋/kWh
涸ⴲ鄳邉餤嫦⚡고湡邉餤♳ꣳ⚹ 7500
繠⯋ կ紿紨䊜 2024
䎃⪰腊餴⸔雦ⴢ紿紨䊜腊彂灇瑕♸〄㾝㽷nyserda雦ⴢ鸑鵂畊✰䚍䬸叻玐䎸⚹䭯絯佞歏傞ꢂ 10
㼭傞⟄♳涸Ɤ傞⪰腊고湡䲿⣘