Note: The data is comprehensively referenced from the National Energy Administration, IDC, CATL industry reports, and actual operating data of local pilot projects. The predicted values are based on the policy implementation speed, technology iterati

This data table clearly shows that AIDC energy storage is growing from a niche market to a core growth pole in the energy storage industry. Its development logic can be summarized as three characteristics: rapid scale expansion, diversified revenue m

In terms of market size, driven by policies and the demand for computing power, the domestic AIDC energy storage market will achieve leapfrog growth: with a scale of 18 billion yuan in 2024, it is expected to rise to 65 billion yuan in 2027, and exce

In terms of revenue model, AIDC energy storage has moved away from a single cost center positioning, and has formed a value closed loop of primary revenue + multiple auxiliary revenues: power supply guarantee services (0.6-1.0 yuan/kWh) as the basic

Optimizing costs and returns further strengthens market feasibility: the unit cost of energy storage systems will decrease from 1.2-1.5 yuan/Wh in 2024 to 0.7-0.9 yuan/Wh in 2030, coupled with increased revenue. The investment payback period will be

Overall, the growth of AIDC energy storage is the result of a combination of policies, demand, technology, and business models. It will maintain high momentum in the next 3-5 years and become a competitive race with both profit and growth in the ener