![]() |
市场调查报告书
商品编码
1938406
分散式能源储存系统市场-全球产业规模、份额、趋势、机会及预测(按容量类型、电池类型、应用、最终用户、地区和竞争格局划分,2021-2031年)Distributed Energy Storage System Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Capacity Type, By Battery, By Application, By End User, By Region & Competition, 2021-2031F |
||||||
全球分散式能源储存系统市场预计将从 2025 年的 64.7 亿美元成长到 2031 年的 91.2 亿美元,复合年增长率为 5.89%。
这些系统包含分散式储能技术,例如飞轮储能和电池组,它们被策略性地部署在电网内部和用电点附近,而不是集中部署在发电厂。关键的成长要素包括:电网现代化改造的迫切需求,以整合间歇性可再生能源;以及商业和住宅用户对应对收费系统波动的能源韧性需求不断增长。此外,全球脱碳努力以及交通和暖气行业电气化程度的提高,也推动了对这种本地化负载管理解决方案的需求。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 64.7亿美元 |
| 市场规模:2031年 | 91.2亿美元 |
| 复合年增长率:2026-2031年 | 5.89% |
| 成长最快的细分市场 | 网格储存 |
| 最大的市场 | 亚太地区 |
儘管存在这些积极趋势,但市场仍面临着高昂的安装成本和复杂的併网法规结构等重大障碍。这些行政和财务障碍往往会延误计划进度,并阻碍成本敏感地区的普及。市场数据也印证了这些限制的影响:根据欧洲储能协会(EASEO)的数据,2024年欧洲住宅和小规模企业市场(用户端)新增装置容量为6.9吉瓦。这项数据表明,儘管分散式储能解决方案正在扩张,但其成长仍受到不断变化的经济状况和结构性挑战的限制。
锂离子电池技术价格的大幅下降正在重塑全球分散式能源储存系统市场的经济格局。在原物料成本趋于稳定和产能扩张的推动下,电池组价格的急剧下降使得储能解决方案更容易被商业和住宅用户所接受。这种价格上的转变使得分散式系统能够有效地与传统电网竞争,从而刺激了那些对成本高度敏感、以往高昂前期投资一直是阻碍因素的地区的普及。国际能源总署(IEA)2025年3月发布的分析报告《电池产业进入新阶段》也印证了这一趋势,该报告指出,到2024年,全球电池组平均价格将降至每千瓦时100美元以下,从而跨越一个关键的竞争阈值。
同时,全球屋顶太阳能装置的快速成长推动了分散式储能的需求,使其成为能源独立的关键组成部分。企业和住宅越来越多地将储能係统与太阳能电池板结合使用,以储存多余的能源供夜间使用,从而避免高峰时段的电价上涨,并提高停电期间的供电能力。这一趋势正在推动新装置和维修的显着成长,导致储能係统安装率迅速上升。根据美国清洁能源协会(ACPA)2025年12月发布的《美国储能监测报告》,2025年第三季美国住宅部门新增储能容量647兆瓦,比去年同期成长70%。同样,中国国家能源局2025年1月发布的报告预测,到2024年底,中国新增储能容量将达到73.76吉瓦,年增130%,这主要得益于可再生能源的併网。
安装分散式能源储存系统所需的大量初始投资仍然是其广泛应用的一大障碍。电力转换设备、电池技术和系统周边设备相关的巨额领先成本往往超过其带来的即时经济效益,尤其对于小规模的商业和住宅用户而言更是如此。在电费较低或稳定的市场中,这项财务挑战尤其突出,使得透过电价管理收回成本的吸引力降低,导致投资回收期延长,从而阻碍了注重成本的潜在采用者。
此外,复杂的併网法规结构加剧了这些经济挑战,造成了沉重的行政负担。冗长的核准流程和不一致的许可程序延误了计划运作,即使资金到位,也有效地减缓了部署进程。这些结构性低效率问题增加了软成本并造成了不确定性,阻碍了市场发展动能。这些结构性和经济性摩擦的影响已反映在近期的市场表现:根据欧洲太阳能协会(SolarPower Europe)预测,到2024年,该地区对小型家用电池的需求预计将下降11%,这表明持续存在的市场壁垒和波动的经济趋势会直接抑制该领域的成长。
虚拟电厂(VPP)聚合模式的兴起正在改变市场格局,将被动的分散式能源资产转变为主动的电网资源。分散式储能係统不再仅仅作为独立的备用设备运作;它们透过基于云端的软体互联,提供诸如抑低尖峰负载和频率调节等关键电网服务。这种聚合模式使电力公司能够在尖峰时段维持电网稳定,而无需依赖石化燃料调峰电厂,同时透过基于绩效的补偿机制为资产所有者创造新的商机。例如,Sunrun公司在2025年2月发布的新闻稿《Sunrun电厂计画成功完成2024年》中指出,其虚拟电厂在2024年向美国电网输送了总合80兆瓦的瞬时峰值功率,这也体现了这种变革的规模。
同时,产业正经历着向磷酸铁锂(LFP)电池化学体系的明显转型。与镍基电池相比,LFP电池具有更长的循环寿命和更优异的热稳定性,显着降低了商业和住宅环境中的火灾风险——这对于表后安装至关重要。此外,LFP电池的长寿命与太阳能+储能係统20年的运作寿命更加匹配,从而确保更低的整体拥有成本和更高的系统耐久性。近期的数据进一步证实了这项优势。根据BatteryTechOnline网站2025年12月报导,LG能源解决方案公司的数据显示,LFP电池目前占据了全球能源储存系统市场90%以上的份额。
The Global Distributed Energy Storage System Market is projected to expand from USD 6.47 Billion in 2025 to USD 9.12 Billion by 2031, reflecting a CAGR of 5.89%. These systems, which include decentralized retention technologies like flywheels and battery units, are strategically located within distribution networks or near consumption points rather than at central utility generation sites. Primary growth catalysts include the urgent need to modernize grids for intermittent renewable integration and rising demand from commercial and residential users seeking energy resilience against volatile tariffs. Furthermore, the global drive toward decarbonization and the electrification of transportation and heating sectors reinforces the necessity for these localized load management solutions.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 6.47 Billion |
| Market Size 2031 | USD 9.12 Billion |
| CAGR 2026-2031 | 5.89% |
| Fastest Growing Segment | Grid Storage |
| Largest Market | Asia Pacific |
Despite these favorable trends, the market contends with substantial obstacles arising from high installation costs and intricate regulatory frameworks regarding grid interconnection. These administrative and financial hurdles often prolong project timelines and discourage adoption in regions sensitive to costs. The impact of these constraints is visible in market data; according to the European Association for Storage of Energy, the behind-the-meter sector in Europe added 6.9 gigawatts of new capacity in 2024. This statistic highlights that while decentralized storage solutions are expanding, their growth remains restricted by evolving economic conditions and structural challenges.
Market Driver
Substantial price drops in lithium-ion battery technologies are reshaping the economics of the Global Distributed Energy Storage System Market. Driven by stabilized raw material costs and expanded manufacturing capabilities, the rapid decrease in battery pack prices has made storage solutions more accessible to commercial and residential users. This financial shift enables distributed systems to effectively compete with traditional grid electricity, encouraging adoption in cost-conscious areas where high upfront capital previously hindered investment. Confirming this trend, the International Energy Agency's March 2025 analysis, 'The battery industry has entered a new phase,' noted that the global average battery pack price dropped below USD 100 per kilowatt-hour in 2024, passing a pivotal threshold for competitiveness.
Simultaneously, the worldwide surge in rooftop solar photovoltaic installations is fueling demand for distributed storage as a critical element of energy independence. Businesses and homeowners are increasingly coupling storage with solar arrays to store surplus energy for evening consumption, allowing them to avoid peak utility rates and improve resilience during grid outages. This dynamic is generating significant activity in both new installations and retrofits, with storage attachment rates rising sharply. According to the American Clean Power Association's 'U.S. Energy Storage Monitor' from December 2025, the U.S. residential sector added 647 megawatts in the third quarter of 2025, marking a 70% increase year-over-year. Similarly, the China National Energy Administration reported in January 2025 that China's installed new energy storage capacity hit 73.76 gigawatts by the end of 2024, demonstrating 130% growth driven by renewable integration.
Market Challenge
The substantial initial capital expenditure necessary for installation remains a significant obstacle to the broad uptake of distributed energy storage systems. The heavy upfront costs associated with power conversion units, battery technologies, and balance-of-system components frequently exceed the immediate economic advantages, especially for small commercial and residential consumers. This financial challenge is particularly acute in markets with low or stable electricity tariffs, where the return on investment from bill management is less compelling, resulting in prolonged payback periods that discourage cost-conscious potential adopters.
Moreover, these economic difficulties are aggravated by complicated regulatory frameworks regarding grid interconnection, which generate considerable administrative congestion. Protracted approval timelines and inconsistent permitting procedures delay project commissioning, effectively slowing the deployment pipeline even when capital is available. These systemic inefficiencies impede market momentum by raising soft costs and introducing uncertainty. The consequence of such structural and economic friction is reflected in recent performance; according to SolarPower Europe, demand for small home batteries in the region declined by 11% in 2024, demonstrating how enduring market barriers and fluctuating economic dynamics can directly reduce segment growth.
Market Trends
The rise of Virtual Power Plant (VPP) aggregation models is transforming the market by converting passive distributed energy assets into active grid resources. Rather than functioning solely as standalone backup units, decentralized storage systems are increasingly connected through cloud-based software to deliver critical grid services like peak shaving and frequency regulation. This aggregation enables utility operators to maintain grid stability during high-demand intervals without depending on fossil-fuel peaker plants, while simultaneously generating new revenue opportunities for asset owners via performance-based compensation. Illustrating the magnitude of this shift, Sunrun's February 2025 press release, 'Sunrun's Power Plant Programs Complete Successful 2024,' reported that the company's virtual power plants supported U.S. power grids with a combined instantaneous peak of nearly 80 megawatts in 2024.
At the same time, the industry is undergoing a clear shift toward Lithium Iron Phosphate (LFP) battery chemistry, favored for its extended cycle life and superior thermal stability compared to nickel-based options. Unlike Nickel Manganese Cobalt (NMC) chemistries, LFP substantially lowers fire risks in commercial and residential settings, which is a crucial consideration for behind-the-meter installations. Additionally, the prolonged lifespan of LFP cells corresponds better with the twenty-year operational timelines of solar-plus-storage projects, ensuring lower total ownership costs and greater system durability. This dominance is highlighted by recent data; according to a December 2025 article in BatteryTechOnline titled 'Top LFP Battery Manufacturers: Driving the Future of Energy Storage,' data from LG Energy Solution shows that LFP chemistry now captures over 90% of the global energy storage system market share.
Report Scope
In this report, the Global Distributed Energy Storage System Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Distributed Energy Storage System Market.
Global Distributed Energy Storage System Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: