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市场调查报告书
商品编码
1876124
长期储能市场规模、占有率、成长及全球产业分析:依类型、应用和地区划分的洞察与预测(2024-2032 年)Long Duration Energy Storage Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2024-2032 |
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全球长期储能 (LDES) 市场规模预计在 2024 年将达到 31.4 亿美元,2025 年将达到 31.7 亿美元,到 2032 年将成长至 44.4 亿美元,在预测期(2025-2032 年)内复合年增长率 (CAGR4) 为 4.49%。
长期储能 (LDES) 是指能够储存能量超过 10 小时的技术,可以将多余的再生能源(例如太阳能和风能)储存起来,并在用电高峰期释放。长时储能系统 (LDES) 可确保稳定、可靠且可持续的能源供应,并在向净零能耗系统转型过程中发挥关键作用。再生能源部署的扩大、政府的支持以及随着再生能源在全球范围内日益普及而对电网稳定性的日益增长的需求,共同推动了这一市场的发展。
住友电工、ESS Tech、Energy Vault 和 Invinity Energy Systems 等领先企业正在开发液流电池、机械储能和电化学储能技术。这些公司致力于透过在公用事业和商业领域部署长时储能系统,来提高电网的可扩展性、成本效益和灵活性。
市场趋势
影响长时储能系统 (LDES) 产业发展的关键趋势是部署大容量、多小时储能系统,以提高电网可靠性。这些项目能够实现储能,用于高峰负载管理和再生能源平滑。
值得注意的是,Energy Vault 在中国建设的 25MW/100MWh 重力式储能系统以及印度的抽水蓄能项目(高达 1800MW)都体现了全球向电网级、多日储能发展的趋势。 2025 年 6 月,LDES 理事会与 Greening the Islands (GTI) 基金会合作,共同推动超过 8 小时的再生能源併网计画。这反映了公私合作在脱碳领域的不断加强。
技术创新、电池成本下降以及美国 "通货膨胀控制法案" 和欧洲能源转型倡议等支持性框架正在加速 LDES 的普及应用。
市场动态
推动因素:再生能源併网规模扩大及政策支持
全球范围内不断扩大再生能源的措施正在推动低能耗储能系统(LDES)市场的成长。这些系统透过在用电高峰期储存过剩能量,并在用电低谷期释放能量,来弥补太阳能和风能发电的波动性。
例如,2025年10月,印度新能源和再生能源部宣布了一项1500兆瓦的可再生能源併网计划,这将刺激该地区对低能耗储能系统项目的需求。同样,美国 "通膨控制法案" (IRA)下的税收优惠政策以及英国的通膨上限和下限机制,透过提供有保障的回报和降低长期专案的资本风险,鼓励了投资。
阻碍因素-前期成本高且商业化程度有限
包括液流电池、热力储能系统和抽水蓄能在内的低能耗储能系统(LDES)技术的高昂初始投资成本,阻碍了其大规模部署。平均安装成本仍高于每千瓦1500至2500美元,使得短期锂离子储能系统在短期内更具经济吸引力。此外,新型储能技术的商业化程度有限,也减缓了规模经济的实现。
机会-对可靠且具韧性的电力需求不断成长
资料中心、电动车充电网路和人工智慧设施不断增长的能源需求,为低能耗储能系统的部署创造了巨大的机会。这些系统可在停电期间提供关键的备用电源,并支援电网应对极端天气事件的韧性。
2024年12月,加州能源委员会批准了一项价值4,200万美元的低能耗储能系统专案。这是同类项目中规模最大的,是与美国国防部合作的合资项目,凸显了政府加大对长期电力可靠性的公共投资。
挑战 - 复杂的电网互连
将低密度储能系统 (LDES) 整合到现代电网中面临诸多运行挑战,包括即时电压和频率控制、遵守不断变化的电网法规以及与再生能源同步。各地区缺乏标准化的互联协议进一步加剧了实施的复杂性。
依技术划分
机械储能领域将在 2024 年引领市场,占 44.35% 的市场占有率,这主要得益于其长寿命和可扩展性。中国丰宁抽水蓄能电站(3.6 吉瓦)等项目便是大型机械储能优势的典型例证。
电化学储能领域(包括液流电池和锂电池)预计在预测期内将以 6.37% 的复合年增长率增长,主要得益于材料成本下降和模组化设计的优势。
依发电容量划分
到 2024 年,500MW 以下的储能容量将占市场占有率的 77.7%,这表明其在可再生能源併网和峰值负载管理方面具有卓越的适应性,并且成本效益也很高。然而,预计 2000MW 以上的储能容量将以 9.15% 的复合年增长率增长最快,因为各国都在为保障能源安全而推广吉瓦级电网储能项目。
依应用程式划分
到 2024 年,再生能源储能领域将以 59.6% 的市占率领先,这主要得益于对风能和太阳能等间歇性电力储存和均衡的需求不断增长。同时,备用电源市场成长最快,复合年增长率达 5.14%,因为各国政府和各行业都在寻求具有弹性的紧急供电解决方案。
依最终使用者划分
公用事业产业在 2024 年占市场主导地位,市占率高达 74.1%,主要得益于将再生能源併入国家电网的趋势。例如,西班牙政府在 2025 年 6 月将 LDES 认定为电网基础设施现代化的战略工具。受关键营运所需持续电力供应产业的推动,商业和工业领域正以 5.23% 的复合年增长率成长。
北美
北美将引领全球低密度储能系统 (LDES) 市场,预计 2024 年市场规模将达到 11.7 亿美元。美国正推动区域成长,这主要得益于美国能源部 (DOE) 的资金支持,其中包括 2025 年 6 月拨款 1500 万美元用于三个专注于下一代电网韧性技术的 LDES 计画。
欧洲
预计到 2024 年,欧洲将以 9.8 亿美元的市场规模位居第二,这主要得益于储能联盟和 LDES 理事会为加速脱碳而开展的合作。对液流电池、压缩空气储能和热能系统的大规模投资体现了欧洲对清洁能源转型的承诺。
亚太地区
亚太地区是成长最快的区域市场,预计复合年增长率将达到 5.18%。成长主要得益于中国的大型机械储能设施、日本的液流电池项目以及印度在再生能源一体化倡议 (REIA) 下开展的抽水蓄能项目。
世界其他地区
海湾合作委员会 (GCC) 和拉丁美洲等地区正稳步增长,各国政府优先考虑透过结合再生能源和低耗能系统 (LDES) 的混合项目来实现能源多元化和电网可靠性。
The global Long Duration Energy Storage (LDES) market was valued at USD 3.14 billion in 2024, is projected to reach USD 3.17 billion in 2025, and is expected to grow to USD 4.44 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 4.49% during the forecast period (2025-2032).
Long Duration Energy Storage (LDES) encompasses technologies capable of storing energy for 10 hours or more, enabling the storage of surplus renewable energy-such as solar or wind-and its release during high-demand periods. LDES systems ensure consistent, reliable, and sustainable energy supply, playing a crucial role in the transition toward net-zero energy systems. The market is being propelled by the integration of renewables, government incentives, and increasing demand for grid stability as renewable penetration rises globally.
Prominent players, including Sumitomo Electric Industries, ESS Tech, Energy Vault, and Invinity Energy Systems, are advancing flow battery, mechanical, and electrochemical storage technologies. Their focus lies in improving scalability, cost efficiency, and grid flexibility through long-duration storage deployments across utility and commercial sectors.
Market Trends
A major trend shaping the LDES industry is the deployment of large-capacity, multi-hour energy storage systems designed to strengthen grid reliability. These projects enable energy storage for peak load management and renewable smoothing.
Notably, Energy Vault's 25 MW/100 MWh gravity-based system in China and India's pumped hydro storage projects (up to 1,800 MW) signify global momentum toward grid-scale, multi-day energy storage. In June 2025, the LDES Council partnered with the Greening the Islands (GTI) Foundation to promote renewable grid integration projects exceeding 8-hour capacity, reflecting the increasing collaboration between public and private sectors for decarbonization.
Technological innovation, falling battery costs, and supportive frameworks such as the U.S. Inflation Reduction Act and Europe's energy transition initiatives are accelerating LDES adoption.
Market Dynamics
Drivers - Rising Renewable Energy Integration and Policy Support
The growing global commitment to renewable energy expansion is driving the LDES market. These systems help balance the intermittent nature of solar and wind power by storing surplus energy during high generation and releasing it during shortfalls.
For instance, in October 2025, India's Ministry of New and Renewable Energy announced a 1,500 MW renewable integration plan, stimulating local demand for LDES projects. Likewise, U.S. tax incentives under the Inflation Reduction Act (IRA) and the U.K.'s cap-and-floor regime are boosting investments by offering revenue guarantees and lowering capital risk for long-term projects.
Restraints - High Upfront Costs and Limited Commercialization
The high capital costs of LDES technologies, including flow batteries, thermal systems, and pumped hydro, hinder large-scale adoption. Average installation costs remain above USD 1,500-2,500 per kW, making short-duration lithium-ion storage more financially attractive in the short term. Additionally, the limited commercialization of novel storage technologies delays economies of scale.
Opportunities - Growing Demand for Reliable and Resilient Power
The expanding energy needs of data centers, electric vehicle charging networks, and AI-driven facilities create vast opportunities for LDES deployment. These systems provide critical backup power during outages and support grid resilience against extreme weather events.
In December 2024, the California Energy Commission approved a USD 42 million LDES project, the largest of its kind in collaboration with the U.S. Department of Defense, underscoring growing public investment in long-duration power reliability.
Challenges - Complex Grid Integration
Integrating LDES into modern grids presents operational challenges related to real-time voltage and frequency control, compliance with evolving grid codes, and synchronization with renewable resources. The lack of standardized interconnection protocols across regions further complicates deployment.
By Technology
The mechanical segment led the market in 2024, accounting for 44.35% of the total share due to its long operational life and scalability. Projects like China's Fengning Pumped Storage Station (3.6 GW) exemplify the dominance of large-scale mechanical storage.
The electrochemical segment-comprising flow and lithium-based batteries-is the fastest-growing, expected to expand at a CAGR of 6.37% during the forecast period owing to declining material costs and modular design advantages.
By Power Capacity
The up to 500 MW segment dominated in 2024, holding a 77.7% market share, due to its cost-effectiveness and adaptability for renewable integration and peak load management. However, the above 2,000 MW category is projected to grow fastest, with a CAGR of 9.15%, as nations pursue multi-gigawatt grid storage projects for energy security.
By Application
The renewable energy segment led the market in 2024 with a 59.6% share, driven by the growing need to store and balance intermittent power from wind and solar. The power backup segment is the fastest-growing (CAGR 5.14%) as governments and industries seek resilient solutions for emergency power supply.
By End-User
The utility sector dominated in 2024 with a 74.1% share, driven by the integration of renewable sources into national grids. For example, in June 2025, Spain's government recognized LDES as a strategic tool to modernize its grid infrastructure. The commercial and industrial segment, growing at 5.23% CAGR, is supported by industries requiring continuous power for critical operations.
North America
North America led the global LDES market with a valuation of USD 1.17 billion in 2024. The U.S. dominates regional growth, driven by DOE funding initiatives such as the USD 15 million allocation (June 2025) for three LDES projects, focusing on next-generation grid resilience technologies.
Europe
Europe ranked second with a USD 0.98 billion market valuation in 2024, boosted by partnerships between the Energy Storage Coalition and the LDES Council to accelerate decarbonization. Major investments in flow batteries, compressed air storage, and thermal systems reflect Europe's commitment to a clean energy transition.
Asia Pacific
Asia Pacific is the fastest-growing regional market, expected to record a 5.18% CAGR. Growth is fueled by China's large-scale mechanical storage facilities, Japan's flow battery projects, and India's pumped hydro development under renewable integration initiatives.
Rest of the World
Regions such as the GCC and Latin America are seeing steady growth as governments prioritize energy diversification and grid reliability through hybrid renewable-LDES projects.
Competitive Landscape
The LDES market features a blend of established energy giants and innovative start-ups. Companies are focusing on new materials, system efficiency, and strategic collaborations to strengthen their global presence.
Key Players Include:
Recent Developments:
Conclusion
The global Long Duration Energy Storage (LDES) market is poised for steady expansion through 2032, underpinned by renewable energy integration, government incentives, and the demand for resilient grid systems. Despite high initial costs and integration challenges, innovations in mechanical and electrochemical technologies, alongside large-scale public investments, are strengthening LDES's role in achieving a carbon-neutral global energy ecosystem.
Market Size Overview:
Segmentation By Technology
By Power Capacity
By Application
By End-User
By Region