The "2024 China Hydrogen Storage Industry Panorama Analysis and Investment Prospect Forecast Report" (hereinafter referred to as the "Report") carefully compiled by the expert team of Zhiyan Consulting was released, which aims to analyze the future market trend of the hydrogen storage industry, tap the development potential of the hydrogen storage industry, predict the development prospects of the hydrogen storage industry, and help the high-quality development of the hydrogen storage industry.
The "2024 China Hydrogen Storage Industry Panorama Analysis and Investment Prospect Forecast Report" consists of eight chapters, including an overview of the hydrogen storage industry, an analysis of the macro environment of China's hydrogen storage industry, a review of the development of China's hydrogen storage industry, an analysis of the industrial chain of China's hydrogen storage industry chain and a panoramic in-depth analysis, an analysis of representative enterprises in China's hydrogen storage industry, an analysis of the investment and financing situation of the hydrogen storage industry, an analysis of the opportunities and challenges of China's hydrogen storage industry, and an analysis of the development trend of China's hydrogen storage industry. The table of contents of the report is as follows:
Table of contents of "2024 China Hydrogen Storage Industry Panorama Analysis and Investment Prospect Forecast Report".
Development status of China's hydrogen energy storage industry:
With the rapid development of renewable energy, the demand for electric energy storage is also showing a continuous growth trend. By the end of 2023, the cumulative installed capacity of power energy storage projects in mainland China has jumped to 86.5GW, which is close to one-third of the total scale of the global market, fully demonstrating the leading position of mainland in the field of power energy storage. Among the many energy storage methods, traditional pumped storage still dominates, accounting for 59.4%, while the emerging molten salt heat storage technology is just emerging, accounting for only 0.7%. It is worth noting that the development momentum of new energy storage technology in the mainland has reached 39.9%, and the cumulative installed capacity has reached an astonishing 34.5GW. In 2023 alone, 21.5GW of new capacity was put into operation, with a year-on-year growth rate of 166%. Among the many technical routes of new energy storage, lithium batteries still occupy an absolute dominant position with their mature technology and stable performance, accounting for as much as 97.3%. At the same time, we also see that other technical routes are gradually emerging, such as lead-acid batteries, flow batteries, compressed air energy storage, etc., although the current proportion is relatively small, but their development momentum and potential cannot be ignored.
The development status of China's hydrogen energy storage industry
Analysis of investment opportunities in China's hydrogen storage industry
Under the "dual carbon" strategy, the development of renewable energy has become the core measure of the mainland's energy transition. According to the plan, by 2030, the total installed capacity of wind power and solar power generation in the mainland will reach more than 1.2 billion kilowatts, which indicates that renewable energy will occupy an important position in the mainland's energy structure. However, with the rapid growth of renewable energy power generation, its inherent volatility and instability have become increasingly prominent, posing a huge challenge to renewable energy power regulation. According to market forecasts, by 2050, the mainland's peak shaving capacity gap could widen sharply to 2,590GW, a figure that has increased nearly tenfold compared to 2020. This trend not only highlights the importance of energy storage technology, but also highlights the urgent need for efficient and reliable energy storage solutions in the future power market.
Analysis of investment opportunities in China's hydrogen storage industry
This report is a work that systematically analyzes the development status of China's hydrogen storage industry in 2024, which has important reference value for a comprehensive understanding of the development of China's hydrogen storage industry and academic research and practice related to the development of the hydrogen storage industry.
Data Description:
1. The core data of this report is updated to December 2023, mainly based on Chinese mainland data, and a small amount of global and related regional data.
2. In addition to the first-hand research information and data, authoritative data sources such as the National Bureau of Statistics, China Customs, industry associations, and public reports of listed companies (prospectuses, transfer prospectuses, annual editions, inquiry reports, etc.) also constitute the data sources of this report. The primary sources are the first-hand information data obtained by the research team from interviews with key enterprises in the industry, mainly interviewing corporate executives, industry experts, technical leaders, downstream customers, distributors, agents, distributors and upstream raw material suppliers, etc.;
3. The core data of the report is based on the company's strict data collection, screening, processing, analysis system and independent calculation model to ensure the accuracy and reliability of statistical data.
4. The data used in this report are all from compliance channels, and the analysis logic is based on the professional understanding of the Zhiyan team, which clearly and accurately reflects the research views of analysts.