新型储能上下游产业链研究

Research on the Upstream and Downstream Industrial Chain of new Energy Storage

2021年新型电力系统提出以来,新型储能进入规模化发展阶段。在目前能源供给形势紧张,市场关系复杂的情境下,新型储能上下游产业链经过激烈的变革,在横向和纵向上都呈现不同特点。梳理了新型储能产业链发展的阶段和政府部门对新型储能的支持政策,对我国新型储能上下游产业链发展现状进行分析,并展望新型储能上下游产业链未来发展趋势。

Since the new power system was proposed in 2021,new energy storage has entered a stage of large-scale development.In the current situation of tight energy supply and complex market relations,the upstream and downstream industrial chain of new energy storage has undergone drastic changes,showing different characteristics both horizontally and vertically.This paper sorts out the development stage of the new energy storage industry chain and the government’s support policies for new energy storage,analyzes the development status of my country’s new energy storage upstream and downstream industrial chain,and looks forward to the future development trend of the new energy storage upstream and downstream industrial chain.