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全球储能定价趋势 - 市场影响因素、价格趋势及未来储能创新：全球市场分析与预测（2025-2034）
市场调查报告书
商品编码
1759953

全球储能定价趋势 - 市场影响因素、价格趋势及未来储能创新：全球市场分析与预测（2025-2034）

Global Energy Storage Pricing Trends - Market Forces, Pricing Trends, and Future Innovations in Energy Storage: Global Forecasts and Analysis, 2025-2034
出版日期: | 出版商: Guidehouse Research | 英文 32 Pages | 订单完成后即时交付

价格
简介目录

电动车的快速成长、再生能源渗透率的不断提高以及对更大电网灵活性的需求不断增长，推动了对电池储能系统 (BESS) 的需求快速增长。为此，开发商和公用事业公司正在加大住宅、工商业 (C&I) 和公用事业领域 BESS 的采用力度。同时，电池化学技术的进步、自动化程度的提高以及系统整合度的提高，正在推动成本持续下降，尤其是对于主流的锂离子电池技术而言。

然而，前景并非没有课题。例如，在美国，监管的不确定性和关税政策正在减缓价格下降的速度。在全球范围内，供应过剩和供应链不稳定可能会阻碍成本的进一步改善。

本报告详细分析了这些动态，并基于情境预测了截至 2034 年的锂离子电池储能系统 (BESS) 的价格。预测结果按地区（美国、欧洲、全球）、客户类型和系统运行小时数分类。报告提供了每个组件的详细成本明细，包括电池组、电源转换系统 (PCS) 和安装成本。

除锂离子电池外，该报告还对钠离子 (Na-ion) 和液流电池等下一代技术进行了理论分析，以评估其规模化成本竞争力。该报告还涵盖了锂离子电池价值链结构，并探讨了区域竞争格局、垂直整合策略以及原材料取得的重要性将如何影响长期竞争力。

目录

第1章 摘要整理

  • 简介
  • 市场预测

第2章 市场问题

  • 促进因素
    • 技术进步
    • 竞争加剧和垂直整合
    • 锂价下跌
  • 障碍
    • 美国法规与关税
    • 新厂商进入市场
    • 竞争加剧导致产能过剩
  • 价格

第3章 产业价值链

  • 锂离子电池製造
    • 地区的竞争
    • 垂直整合和竞争动态

第4章 市场预测

  • 前提·调查手法
  • 预测定义
  • BESS价格的全球市场的预测
    • 公共事业规模
  • 锂离子BESS价格的各地区预测
    • 美国
    • 欧洲

第5章 总论·建议

  • 第3项的主要观点
  • 建议
    • 电池製造商
    • 终端用户
    • 美国的法规当局

第6章 缩写·简称一览

第7章 目录

第8章 图表

第9章 调查范围，资讯来源，调查手法，註记

简介目录
Product Code: MF-GESP-25

Global demand for battery energy storage systems (BESS) is accelerating, driven by the rapid growth of electric vehicles (EVs), increasing renewable energy penetration, and the need for greater grid flexibility. As a result, developers and utilities are scaling deployments across residential, commercial and industrial (C&I), and

utility-scale segments. At the same time, advances in battery chemistry, automation, and system integration are contributing to steady cost declines particularly for Li-ion systems, which remain the dominant technology.

However, the path forward is not without challenges. In the U.S., regulatory uncertainty and tariffs are slowing price reductions, while globally, overcapacity and supply chain volatility may limit further cost improvements. This report explores these dynamics in depth, providing scenario-based pricing forecasts for Li-ion BESS through 2034. Forecasts are segmented by region (U.S., Europe, and global markets), customer type, and system duration, with detailed breakdowns of cost components such as battery packs, power conversion systems, and installation.

In addition to Li-ion systems, the report includes a theoretical analysis of sodium-ion (Na-ion) and flow battery technologies, assessing their potential to compete on cost if scaled. It also examines the structure of the Li-ion value chain, highlighting regional competition, vertical integration strategies, and the role of raw material access in shaping long-term competitiveness. This report is designed to help stakeholders across the energy storage ecosystem understand pricing trends, evaluate investment opportunities, and navigate an increasingly complex market landscape.

Table of Contents

1. Executive Summary

  • 1.1 Introduction
  • 1.2 Market Forecast

2. Market Issues

  • 2.1 Drivers
    • 2.1.1 Technological Advances
      • 2.1.1.1 LFP Adoption
      • 2.1.1.2 Liquid Cooling Systems
      • 2.1.1.3 Increased Cell and Container Size
      • 2.1.1.4 Automation of BESS Production
      • 2.1.1.5 Solid-State Batteries
    • 2.1.2 Increased Competition and Vertical Integration
    • 2.1.3 Declining Lithium Prices
  • 2.2 Barriers
    • 2.2.1 U.S. Regulations and Tariffs
    • 2.2.2 New Manufacturers in the Market
    • 2.2.3 Overcapacity from Increased Competition
  • 2.3 Pricing

3. Industry Value Chain

  • 3.1 Li-ion Battery Production
    • 3.1.1 Regional Competition
    • 3.1.2 Vertical Integration and Competitive Dynamics

4. Market Forecasts

  • 4.1 Assumptions and Methodology
  • 4.2 Forecast Definitions
  • 4.3 Global Forecasts for BESS Pricing
    • 4.3.1 Utility Scale
  • 4.4 Regional Forecasts for Li-ion BESS Pricing
    • 4.4.1 U.S.
      • 4.4.1.1 Residential
      • 4.4.1.2 C&I
      • 4.4.1.3 Utility Scale
      • 4.4.1.3.1 1-Hour Duration
      • 4.4.1.3.2 2-Hour Duration
      • 4.4.1.3.3 4-Hour Duration
    • 4.4.2 Europe
      • 4.4.2.1 Utility Scale

5. Conclusions and Recommendations

  • 5.1 Three Big Takeaways
  • 5.2 Recommendations
    • 5.2.1 Cell Manufacturers
    • 5.2.2 End Users
    • 5.2.3 U.S. Regulators

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources, Methodology and Notes