基于行业发展评估和预测的海外储能项目投资研究  

Overseas Energy Storage Project Investment Based on Industry Development Assessment and Projection

作　　者：黄晶 HUANG Jing(China Power Construction Group Overseas Investment Co.,Ltd.,Beijing 100048,China)

机构地区：[1]中国电建集团海外投资有限公司,北京100048

出　　处：《红水河》2025年第2期77-81,共5页

摘　　要：在能源转型和可再生能源发展的背景下,储能行业作为关键支撑领域,正面临着重要的发展机遇与挑战。通过分析储能行业的投资壁垒、市场状况与发展趋势,为投资者提供科学决策依据。研究结果表明:储能行业在市场、政策、技术、成本和商业模式等方面存在显著投资壁垒;技术进步、政策支持和市场需求使储能市场呈现出快速发展的态势,并将持续保持高增长率;储能技术创新、成本降低以及商业模式多元化将成为推动行业发展的主要驱动力。基于以上分析,笔者从市场定位与项目筛选两个维度提出海外储能项目投资建议,以帮助投资者更好地把握储能项目投资要点,实现稳健投资和风险应对。Under the backdrop of energy transition and renewable energy development,the energy storage industry,as a critical supporting sector,is facing significant development opportunities and challenges.By analyzing investment barriers,market conditions,and development trends in the energy storage industry,this study provides scientific decision-making references for investors.The research findings indicate:Notable investment barriers exist in the energy storage industry across market,policy,technological,cost,and business model dimensions;Technological advancements,policy support,and market demand have propelled the energy storage market into a phase of rapid development,which is expected to maintain a high growth rate in the foreseeable future;Innovations in energy storage technologies,cost reductions,and diversification of business models will emerge as primary drivers for industry advancement.Based on this analysis,the author proposes investment recommendations for overseas energy storage projects from the perspectives of market positioning and project selection,aiming to assist investors in better grasping key investment considerations,achieving stable investments,and effectively managing risks.

关 键 词：储能行业 投资壁垒 市场评估 发展趋势 投资策略 

分 类 号：F403.5[经济管理—产业经济] TK02[动力工程及工程热物理]