CNESA Admin

November 13, 2025

Industry Analysis

User-side Newly Commissioned Capacity Down 34% YoY, Henan Leads in New Additions — Analysis of User-side Energy Storage Projects in October

CNESA Admin

November 13, 2025

Industry Analysis

Source: CNESA

The China Energy Storage Alliance (CNESA) continues to adhere to standardized, timely, and comprehensive information collection criteria, tracking energy storage project developments on an ongoing basis. Leveraging its long-accumulated solid database and in-depth industry expertise, CNESA regularly publishes objective analytical reports on the energy storage installation market, providing valuable references for industry stakeholders. Given the distinct differences between grid-side and user-side energy storage markets, CNESA has, since June 2025, divided its monthly project analysis into two separate reports: grid-side market and user-side market. This edition focuses on the user-side market performance in October.

According to CNESA’s preliminary statistics, in October 2025, newly commissioned new-type energy storage capacity in China reached 1.70 GW / 3.52 GWh, representing a year-on-year decline of 35% and 49%, and a month-on-month decline of 51% and 66%, respectively.

Although new installations in the first month of Q4 decreased, cumulative new user-side installations from January to October have reached 35.8 GW, a year-on-year increase of 36%. Following a mini-peak of project commissioning in September, October saw a decline due mainly to project construction cycle constraints.

Figure 1: Installed Capacity of Newly Commissioned New-type Energy Storage Projects in China (January–October 2025)
Data Source: CNESA DataLink Global Energy Storage Database
Website: https://www.esresearch.com.cn/
Note: “Year-on-year (YoY)” compares with the same period last year; “month-on-month (MoM)” compares with the immediately preceding statistical period.

In October, user-side new installations reached 193.45 MW / 474.64 MWh, representing a year-on-year decline of 34% and 48%, and a month-on-month decline of 30% and 17%, respectively. User-side new-type energy storage installations in October demonstrated the following characteristics:

(1) C&I storage dominates; non-lithium technologies are accelerating their deployment.

In October, the user-side storage market was dominated by commercial and industrial (C&I) applications, accounting for over 90% of total new installations.

C&I scenarios added 178.00 MW / 445.19 MWh, down 39% and 51% year-on-year.

From a technology perspective, all newly commissioned projects adopted electrochemical energy storage technologies. LFP (lithium iron phosphate) batteries accounted for 99% of the newly installed power capacity. In terms of non-lithium technologies, a 2 MW / 8 MWh C&I all-vanadium flow battery project was completed and commissioned, alongside a hybrid LFP + vanadium flow battery demonstration project that also came online.

Figure 2 : Application Breakdown of Newly Commissioned User-side New-type Energy Storage Projects in October 2025 (MW%)
Data Source: CNESA DataLink Global Energy Storage Database
Website: https://www.esresearch.com.cn/

(2) Central China accounts for over 50% of new installations, with Henan leading in total capacity.

From a regional perspective, newly commissioned user-side projects in October were mainly distributed across 11 provinces, including Henan, Shandong, Guangdong, Jiangsu, and Jiangxi. Central China accounted for 50% of the newly added capacity, dominating the October installation market. East China recorded the largest number of newly commissioned projects, making up 38% of the national total. At the provincial level, Henan posted the largest new installed capacity, exceeding 40% of the national total, followed by Shandong. Guangdong ranked first nationwide in terms of the number of newly commissioned projects, contributing over 20%.

As a major industrial province, Henan has a strong presence of high-energy-consuming sectors such as steel, chemicals, and coal-fired power. The province also has a large electricity consumption base, with multiple energy-intensive industries—including steel and cement—facing increasing pressure related to renewable power consumption requirements. Driven by China’s push for green and low-carbon energy transition and industrial enterprises’ needs for carbon reduction, cost reduction, and supply security, user-side storage demand in Henan has expanded rapidly. At the same time, as a major agricultural province, Henan is tapping emerging application scenarios—especially in rural areas—under strong government support. The “green power + energy storage” model is accelerating demand growth in these new sectors, becoming an important new driver for user-side storage development in the province.

Moreover, Henan is one of the earliest provinces in China to advance integrated generation–grid–load–storage projects (source–grid–load–storage integration). As of October 2025, the province had released 14 batches of such projects, with over 650 projects included in the implementation scope. These projects span more than 10 application scenarios, including industrial facilities, rural areas, and data centers, providing broad opportunities for user-side C&I energy storage deployment.

In terms of energy storage revenue performance, following the adjustment of Henan’s C&I time-of-use electricity tariffs in 2024, the number of daily charge–discharge cycles decreased; however, the peak–valley price spread widened, and the duration of peak periods increased significantly—conditions that favor long-duration energy storage. Additionally, with strong demand for emergency support and peak shaving across various scenarios in Henan, C&I users aggregated through virtual power plants (VPPs) can participate in grid peak regulation and receive corresponding compensation.

Figure 3&4: Provincial Distribution of Newly Commissioned User-side New-type Energy Storage Projects in China, October 2025
Data Source: CNESA DataLink Global Energy Storage Database
Website: https://www.esresearch.com.cn/

Based on project filings, national user-side market demand in October showed growth compared with the same period last year. Nationwide, both the scale and number of newly filed user-side projects in October exceeded last year’s levels, rising 91% and 4% year-on-year respectively. In traditional core markets, the number of newly filed projects in Zhejiang, Guangdong, and Jiangsu all fell compared with the same period last year. Together, the three provinces recorded 430 new filings, a 41% year-on-year decline, while total energy capacity increased by 37% year-on-year. In October, Guangdong had the highest number of newly filed projects nationwide, but still registered an 8% year-on-year decrease. Jiangsu recorded a 36% decline, while Zhejiang saw the steepest drop, down 64% year-on-year. From the perspective of project scale, Zhejiang’s newly filed energy capacity decreased 26% year-on-year, and Guangdong saw a 52% decline. Jiangsu, however, continued to lead the country in the scale of newly filed projects, with a 60% increase in energy capacity, reflecting a clear trend toward larger average project sizes. In October, Jiangsu’s market scale continued to expand, mainly driven by the rigid demand of C&I enterprises for energy storage to secure power supply and reduce operating costs. Nationwide, Anhui, Henan, and Sichuan collectively recorded 300 new filings, accounting for one-third of all newly filed user-side projects in October. These three provinces demonstrated strong market demand and significant growth potential for user-side energy storage, positioning them as emerging markets likely to drive national user-side storage expansion in the coming years.

Figure 4 : Monthly Trend of Newly Filed Energy Storage Projects in Zhejiang, Guangdong, and Jiangsu (January–October 2025)
Data Source: CNESA DataLink Global Energy Storage Database
Website: https://www.esresearch.com.cn/

Based on the maximum peak–valley electricity price spread, 15 provinces and municipalities recorded spreads above 0.70 RMB/kWh, and 7 regions exceeded 1.0 RMB/kWh. Guangdong had the largest peak–valley price spread nationwide. In parts of the Greater Bay Area—including the five core cities of the Pearl River Delta, as well as Jiangmen and Huizhou—the maximum spread remained above 1.0 RMB/kWh, mainly due to the continued implementation of critical-peak pricing in the province. In October, many regions discontinued the critical-peak and deep-valley tariff mechanisms that were implemented during the summer peak period. Only five regions—Guangdong, Shandong, North Hebei (Jibei), South Hebei, and Hubei—continued to apply critical-peak pricing, while Shandong, Zhejiang, and Jiangxi maintained deep-valley tariffs. Considering both the maximum peak–valley price spread and the high achievable charge–discharge cycling frequency of user-side storage systems (which can exceed 600 cycles per year), the arbitrage potential in Guangdong remains substantial. Therefore, Guangdong is likely to remain one of the most important and active markets for user-side energy storage in the foreseeable future.

Figure 5: Distribution of Peak–Valley Electricity Price Spreads for Utility Power Purchases Across Regions, October 2025
Data Source: Provincial Grid Companies; compiled and analyzed by CNESA

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CNESA Admin

November 11, 2025

Industry Analysis

Down 35% Year-on-Year! CNESA Analysis of Installed Capacity of the New Grid&Source-Side Energy Storage Projects in October

CNESA Admin

November 11, 2025

Industry Analysis

Source: CNESA

After a small installation peak in September, China's new energy storage market saw a temporary decline in October 2025. According to incomplete statistics from the CNESA Datalink Global Energy Storage Database, both the month-on-month and year-on-year growth of newly commissioned capacity declined in October, mainly due to project cycle factors. Meanwhile, profound structural changes are taking place in the market:

● Short-term decline while long-term growth:

Although October's installed capacity declined, the cumulative capacity in the first ten months of 2025 still maintained a robust 36% growth, and 7-9 GW of projects are expected to come online before year-end, suggesting a record-breaking annual installation.

● Independent storage takes the lead:

In October, independent energy storage projects accounted for more than three-quarters of total installations, becoming the absolute main force.

● Third-party enterprises surpass state-owned giants:

A landmark shift occurred - “third-party enterprises”, represented by equipment manufacturers, accounted for over half of the newly installed capacity for the first time, surpassing traditional large energy groups and highlighting a clear trend toward diversified investment.

● Diverse technologies and accelerated non-lithium deployment:

In addition to mainstream lithium-ion systems, technologies such as compressed air, flow batteries, and flywheels are being accelerated in planning and construction, injecting new momentum into the industry's long-term development.

Overall Analysis of New Energy Storage Projects in October

According to incomplete statistics from the CNESA Datalink Global Energy Storage Database, in October 2025, China added 1.70 GW / 3.52 GWh of newly commissioned new energy storage capacity - down 35% and 49% YoY, and 51% and 66% MoM, respectively. Although the first month of Q4 saw a decrease, total new capacity from January to October reached 35.8 GW, up 36% YoY. Following the September commissioning surge, the October decline mainly reflected the influence of construction cycles.

As of the end of October, about 7-9 GW of new energy storage projects were under commissioning or scheduled for grid connection by year-end. If these projects proceed as planned, China's new commissioned capacity in 2025 could reach 42-45 GW. This estimate is based solely on currently known under-construction/commissioned project data and does not represent a final forecast.

Figure 1. Installed Capacity of Newly Commissioned New Energy Storage Projects in China, Jan-Oct 2025
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/
Note: Year-on-year (YoY) compares the same period last year; month-on-month (MoM) compares the previous statistical period.

Analysis of Grid&Source-side New Energy Storage Projects in October

In October, newly commissioned grid&source-side new energy storage capacity totaled 1.51 GW / 3.04 GWh, representing year-on-year declines of 35% and 49%, and month-on-month declines of 53% and 69%.

Key trends included:

Independent storage accounts for over 75%, with capacity down 30% YoY

Independent energy storage added 1.18 GW / 2.31 GWh, down 30% and 48% YoY, with 78% of projects above 100 MW.

On the source side, new installations totaled 327.5 MW / 735 MWh, representing a YoY growth of -47%/-52%, all paired with renewable energy projects, involving various specific application scenarios including UHV DC transmission and solar-grazing hybrid application.

Figure 2. Application Distribution of Newly Commissioned Grid&Source-Side Energy Storage Projects in Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/
Note: “Others” include substations and similar facilities.

Western China accounts for over 50% of new installations; Ningxia and

Shanxi lead in scale

By region, western China contributed over half of October's new capacity, with the northwest region alone accounting for nearly 30%, the highest nationwide.

By province, Ningxia and Shanxi province ranked joint first in new power capacity, while Ningxia topped in new energy capacity.

As a key national new energy demonstration zone, Ningxia's renewable capacity had exceeded 50 GW by August 2025, representing 60% of total power installations - with solar surpassing coal to become the largest power source.

High proportions of wind and solar have created growing demand for storage to smooth grid fluctuations and enhance renewable integration. In addition, large-scale national initiatives such as the “Desert, Gobi and Wasteland” renewable base and UHV DC transmission projects have further expanded the application space for energy storage in Ningxia.

Figures 3. Regional Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/

Figures 4. Provincial Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/

Third-party enterprises drive growth, highlighting diversification of

investors

Driven by rising market demand, national policy incentives, technological diversification, and declining costs, the energy storage market's investment ecosystem is becoming increasingly diverse.

In October, projects invested by private power companies such as Fuguang New Energy and Yunsheng New Energy and energy storage/new energy manufacturers such as PotisEdge and Natrium Times (NTEL) accounted for over 50% of new installations - up 18 percentage points from September.

Nevertheless, large state-owned energy groups remain key players due to their advantages in project investment scale, construction coordination, and operational management.

In October, China's “Five Major and Six Minor” and “Two Grid and Two Engineering” state-owned power enterprises contributed 46% of newly installed capacity. Among them, “Five Major and Six Minor” and “Two Grid and Two Engineering” including CHN Energy, SPIC, and China Three Gorges Corporation accounted for 31%, down 10 percentage points from September, while the “Two Grid and Two Engineering” increased their share by 4 points.

Figure 5. Ownership Distribution of Newly Commissioned Grid&Source-side New Energy Storage Project in China, Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/
Note: “Third-party enterprises” refer to entities other than large state-owned generation groups, the two grid companies, two construction groups and local energy companies.

Acceleration in non-lithium technology deployment

From a technical perspective, newly commissioned grid&source-side projects were dominated by lithium iron phosphate batteries, accounting for 98.5% of capacity, with sodium-ion batteries representing 1.5%.

In terms of planned and under-construction projects, deployment of non-lithium technologies such as compressed air and hybrid storage is accelerating, signaling faster diversification of technology pathways.

Compressed air: Multiple 100 MW-level compressed air projects have completed filing and entered the planning stage; the 350 MW Anning (Yunnan) compressed air project has begun construction.
Hybrid storage: Hebei Province announced a pilot list including 97 hybrid projects totaling 13.82 GW; construction of two 100 MW lithium + flow battery projects began in Weifang, Shandong; the 100 MW flywheel-lithium hybrid station is under construction in Heishan, Liaoning; the 300 MW / 1200 MWh independent power-side storage project using lithium + flow battery hybrid technology has entered the grid-commissioning stage at Gushanliang, Ordos, Inner Mongolia.

Figure 6: Technological Distribution of Newly Commissioned Grid&Source-Side New Energy Storage Projects in China, Oct. 2025 (MW%)
Source: CNESA Datalink Global Energy Storage Database
https://www.esresearch.com.cn/

The China Energy Storage Alliance (CNESA) has consistently adhered to standardized, timely, and comprehensive information collection practices to continuously track developments in energy storage projects. Leveraging its long-term data accumulation and in-depth professional analysis, CNESA regularly publishes objective market analyses on installed energy storage capacity, providing valuable references for industry decision-making. Since June 2025, the monthly energy storage project analysis has been divided into two sections: “Grid&Source-Side Market” and “User-Side Market”. This issue focuses on interpreting the grid&source-side market in October.

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1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

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November 10, 2025

Industry Analysis

Thirtyfold Growth in Five Years! From China to the World, New Energy Storage Unlocks a Trillion-Yuan Market

CNESA Admin

November 10, 2025

Industry Analysis

Source: China Electric Power News

From China to the World

New Energy Storage Unlocks a Trillion-Yuan Market

As the “China International Import Expo 2025” unfolds, a green revolution driving the global energy transition is simultaneously taking shape.

On November 5, as a key session of the 8th Hongqiao International Economic Forum, the Parallel Forum on “Promoting High-Quality Development of New Energy Storage to Accelerate the Global Energy Transition” attracted global attention.

According to information shared at the forum, by the end of September 2025, China’s new energy storage installed capacity had reached 103 GW, over 30 times higher than at the end of the 13th Five-Year Plan, accounting for more than 40% of the global total, ranking first in the world.

As China’s new energy storage industry moves from initial commercialization to large-scale development, what opportunities and challenges lie ahead? And how will the acceleration of the “China Program” reshape the global energy storage ecosystem?

Balancing domestic demand with global expectations, this “Shanghai dialogue” on new energy storage is writing the next chapter of the world’s energy transition story.

China’s New Energy Storage Drives Trillion-Yuan Industrial Investment

New energy storage is a key technology in building a new energy system and a modern power system, and an essential driver of global green transformation. From being written into China’s 2024 Government Work Report to continuous new project commissioning in 2025, the industry’s growth has clearly accelerated.

“By the end of September this year, China’s new energy storage capacity exceeded 100 GW, becoming an integral part of the new power system.”
—— Song Hongkun
Member of the Party Leadership Group and Deputy Director of the NEA

By province, Inner Mongolia and Xinjiang both exceeded 10 GW, ranking first nationwide. By region, North China accounted for 31.18 GW, or 30.4% of the national total. In terms of scale, installations above 100 MW made up over two-thirds, showing a strong trend toward large-scale development.

As installed capacity rises, China’s energy storage dispatch and operational performance continues to improve. NEA data show that during the first three quarters of 2025, average utilization hours reached 770, up by 120 hours year-on-year, with strong performance in provinces such as Yunnan, Zhejiang, and Jiangsu.

During the peak summer months of July and August - when electricity demand repeatedly surpassed 1 trillion kWh - new energy storage played a vital role. In the State Grid operating area, the maximum dispatchable storage power exceeded 64 GW, with real-time discharge peaking at 44 GW, providing robust support for power supply security.

At the industrial level, China’s innovative practices in new energy storage have also driven significant upgrades across the supply chain. By September, lithium-ion batteries remained dominant, accounting for 96.1% (98 GW) of total capacity. Compared with 2022, EPC tender prices fell by 40% and cell prices by 60%, significantly reducing costs and accelerating exports.

In 2024, Chinese-made storage batteries accounted for over 93.5% of global shipments, with the world’s top eight suppliers all from China. Laureano Ortega Murillo, Adviser to the President of Nicaragua, revealed that the country had begun preliminary cooperation with Huawei in energy storage.

“China has become the world’s largest producer and exporter of lithium batteries. High-quality Chinese energy storage products are now exported to the Americas, Europe, the Middle East, and Oceania, earning widespread recognition from overseas users.”
—— Xiao Lu
Deputy Director-General of the Department of Foreign Trade, Ministry of Commerce

China is now using its technological innovation and manufacturing strength to provide high-performance products to the world - injecting “Eastern Contribution” into the global energy transition.

Unlocking the Full Value of New Energy Storage

With the rapid integration of renewable energy, balancing electricity supply and maintaining grid stability have become key challenges. Diverse storage technologies are now serving as flexible resources that can handle intraday, inter-day, seasonal, and regional energy transfers.

Since 2024, multiple 300 MW compressed air, 100 MW flow battery, and MW-class flywheel storage projects have entered operation. Several grid-forming energy storage projects have also been implemented, and innovative technologies such as gravity storage and CO2 compression storage are being rapidly deployed.

Lithium-ion storage continues to evolve toward high-capacity cells and large-scale integration. Flow battery installations have reached 1.15 GW, about 30 times higher than in 2020, while compressed-air storage achieved a “zero-to-one” breakthrough during the 14th Five-Year Plan, now reaching 830 MW. Solid-state and hydrogen storage technologies are also progressing rapidly, marking the rise of a diversified storage landscape.

In January 2025, China’s landmark Policy Document No. 136 (Notice on Deepening Market-Based Pricing Reform for Renewable Energy and Promoting High-Quality Development) provided a clearer market pathway for monetizing storage services such as peak shaving and frequency regulation.

By June, 194 new energy storage power stations (totaling 20.59 GW) in the State Grid area had participated in market transactions, accounting for 27% of total installations - mainly in peak regulation - showing steady growth in both scale and impact.

However, many experts at the forum noted that the full market value of new energy storage remains underdeveloped.

“Currently, standalone storage only participates in the day-ahead market; access to the real-time market remains limited. Ancillary service markets lack diversity and sufficient compensation, which fails to reflect the full value of storage in fast frequency response, ramping, capacity, inertia, and black-start services.”

— Meng Qingqiang, Chief Engineer of the State Grid Corporation of China

“China has yet to introduce a capacity compensation mechanism for energy storage or policies allowing utilities to recover alternative storage costs through transmission and distribution tariffs. This reflects a lag in both understanding and technical capability amid the increasing complexity of the power system.”

— Wang Shaowu, Deputy General Manager of China Southern Power Grid

“When pricing systems can better reflect true value, market forces will play their proper role.”

— Xia Qing, Professor at Tsinghua University

Meng Qingqiang also pointed out that China has yet to introduce a capacity compensation mechanism for energy storage or policies allowing utilities to recover alternative storage costs through transmission and distribution tariffs.

Strengthening Technological and Industrial Cooperation

How can China and the world further accelerate the high-quality development of new energy storage and achieve carbon-peak goals on schedule? Forum participants reached a common consensus: “Accelerate innovation and strengthen international cooperation.”

The recently released 15th Five-Year Plan Proposals emphasize the need to “build a new energy system, continuously increase renewable energy’s share, advance the safe and orderly replacement of fossil fuels, and vigorously develop new energy storage.”

“The next phase will involve coordinated planning for the 15th Five-Year period, accelerating the improvement of market mechanisms, advancing technology R&D, and deepening international collaboration. We will strengthen enterprises’ roles in innovation, improve lithium-ion storage quality and performance, and promote breakthroughs in promising emerging technologies. Meanwhile, following the principles of complementarity and mutual benefit, we will enhance bilateral and multilateral cooperation to jointly advance technological progress and industrial development.”
—— Bian Guangqi
Deputy Director of the Department of Energy Conservation and Technology Equipment, NEA

“Continuing institutional reforms to strengthen storage’s role as an independent market entity, enabling participation in energy, ancillary service, and cross-province trading markets, while fostering new business models such as leasing and capacity compensation.”
—— Wang Shaomin
Deputy General Manager of State Power Investment Corporation (SPIC)

“By 2030, China’s new energy storage capacity could reach 260 GW, continuing to lead global development.”
—— Steven Chu
Nobel Laureate in Physics and former U.S. Secretary of Energy

According to the China Energy Storage Industry White Paper 2025, under a conservative scenario, China’s cumulative new energy storage capacity will reach 236.1 GW by 2030, representing a 20.2% CAGR (2025–2030); under an optimistic scenario, it could reach 291.2 GW, with a 24.5% CAGR.

“After the rapid growth of the 14th Five-Year period, the new energy storage sector will accelerate again during the 15th Five-Year Plan, expanding applications, innovating business models, and unleashing new momentum.
China’s energy storage business model has shifted toward value-driven growth. Products with superior technical performance, higher safety, and optimized costs will gain stronger competitiveness, steering the industry toward high-quality development - from ‘price competition’ to ‘value competition.”
—— Yu Zhenhua
Founder and Executive Vice Chairman of the CNESA (China Energy Storage Alliance)

(By Yi Yuntong)

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November 9, 2025

International Coperation

Two Industry Giants Join Forces! SINOPEC and LG Chem to Jointly Develop Core Materials for Sodium-Ion Batteries

CNESA Admin

November 9, 2025

International Coperation

Source: Yonhap News Agency

On November 4, South Korea’s chemical giant LG Chem announced that it had recently signed a joint development agreement with China Petroleum & Chemical Corporation (SINOPEC) to cooperate on the development of core materials for sodium-ion batteries.

According to the agreement, the two companies will jointly develop cathode and anode materials, which are key components of sodium-ion batteries, and work together to build a stable supply chain while enhancing cost competitiveness. The partnership will focus on promoting the diversified development of sodium-ion battery businesses targeting both global energy storage system (ESS) and electric vehicle (EV) markets, including China. The two sides also plan to expand their cooperation into clean energy and high value-added materials in the future.

LG Chem Vice Chairman Shin Hak-Cheol stated that the company will collaborate closely with SINOPEC to accelerate the development of next-generation battery materials and further strengthen its business portfolio aligned with customers’ future strategies.

SINOPEC Chairman Hou Qijun noted that the cooperation on sodium-ion battery materials will enhance both sides’ technological and market competitiveness, contributing to energy transition and sustainable development.

A signing ceremony for the joint development agreement between LG Chem and SINOPEC was held recently. (Photo by LG Chem)

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November 9, 2025

Projects

CLOU Electronics’ Indonesia Energy Storage Base Set for 2026 Commissioning, Targets 3GWh Capacity

CNESA Admin

November 9, 2025

Projects

Source: CNESA

On November 6, CLOU Electronics announced key progress in its global manufacturing expansion, revealing that its energy storage production base in Indonesia is currently under construction and scheduled to commence operation in 2026. The facility has an initial planned capacity of 3GWh per year, with flexibility for future expansion based on market demand and business growth.

CLOU Electronics is a national high-tech enterprise in China with a number of national and provincial technical centers and laboratories. Focusing on two major fields including new electrochemical energy storage and new power system, CLOU Electronics has long accumulated deep technological expertise and extensive project experience in the energy storage sector. The company has achieved full in-house research, development, and manufacturing capabilities for core system components - including PCS, BMS, EMS, DC/DC converters, and O&MS platforms - enabling it to deliver comprehensive integrated energy storage solutions.

The Indonesia Energy Storage Base marks a strategic milestone in CLOU Electronics’ globalization roadmap. The site will focus on research, development, and large-scale production of key products such as lithium-ion battery energy storage systems and energy storage inverters (PCS). It will also include intelligent production lines, R&D and testing centers, and warehousing and logistics facilities.

Leveraging Indonesia’s abundant nickel and cobalt resources, the project aims to establish a fully integrated overseas industrial ecosystem of “resources-R&D-manufacturing-application.” This approach is expected to reduce supply chain costs and mitigate geopolitical risks, while enhancing production efficiency and responsiveness to regional demand.

As one of the world’s fastest-growing energy storage markets, Southeast Asia has seen rapid expansion driven by the rise of renewable energy installations and urgent power grid upgrades. The commissioning of CLOU’s Indonesian base will enable the company to provide localized products and solutions for utility-scale, industrial, commercial, and off-grid energy storage applications across ASEAN countries, the Middle East, and beyond.

CLOU Electronics has already implemented multiple energy storage projects in Southeast Asia, building a strong reputation and customer network that will support future market development once the new base becomes operational.

The relevant person in charge of CLOU Electronics stated that the Indonesian energy storage production base is a vital component of the company’s globalization strategy. The release of 3GWh annual capacity will significantly enhance the company’s global supply capability and competitiveness. Going forward, CLOU will use the Indonesian base as a hub to deepen its international market presence, accelerate technological innovation, and provide efficient, reliable, and cost-effective energy storage solutions that support global energy transition under the “dual-carbon” goals.

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1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

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November 5, 2025

Events

The 8th Hongqiao International Economic Forum’s Parallel Forum on New Energy Storage Held in Shanghai

CNESA Admin

November 5, 2025

Events

"Those who share the same aspirations will not be kept apart by mountains and seas."

On November 5, 2025, the 8th China International Import Expo (CIIE) opened as scheduled. As one of its key supporting events, the Hongqiao International Economic Forum focuses on major global economic issues. This year, a Parallel Forum on New Energy Storage was held, reflecting the world’s shared attention to energy transition and sustainable development.

On the afternoon of November 5, the Parallel Forum on “Promoting High-Quality Development of New Energy Storage to Accelerate the Global Energy Transition”, jointly hosted by the National Energy Administration (NEA) and the Ministry of Commerce (MOFCOM), was successfully held at the National Exhibition and Convention Center (Shanghai). The event was co-organized by the Institute of Science and Development, Chinese Academy of Sciences (CASISD), the Institute of Engineering Thermophysics, CAS, The Paper, and the China Energy Storage Alliance (CNESA).

The forum brought together high-level guests from across China and abroad. Notable participants included Mr. Song Hongkun, Member of the Party Leadership Group and Deputy Director of the NEA; Ms. Xiao Lu, Deputy Director-General of the Department of Foreign Trade, MOFCOM; Mr. Zheng Deyan, Deputy Secretary of the Party Leadership Group and Deputy Director of the Shandong Provincial Development and Reform Commission, and Director of the Provincial Energy Bureau; Mr. Yang Yang, Director of the Xinjiang Uygur Autonomous Region Energy Bureau; Mr. Meng Qingqiang, Chief Engineer of the State Grid Corporation of China; Mr. Wang Shaowu, Deputy General Manager of China Southern Power Grid; Mr. Wang Shaomin, Deputy General Manager of State Power Investment Corporation (SPIC); Prof. Xia Qing from Tsinghua University; Mr. Pan Jiaofeng, President of CASISD; Mr. Yu Zhenhua, Executive Vice Chairman of CNESA; and Mr. Chen Xiang, Senior Vice President of EVE Energy and Head of EVE Energy Storage.

International guests included Mr. Laureano Ortega Murillo, Advisor to the President of the Republic of Nicaragua for Investments, Trade and International Cooperation, and Mr. Adam Bralczyk, Consul General of the Republic of Poland in Shanghai.
Dr. Steven Chu, Nobel Laureate in Physics and former U.S. Secretary of Energy, joined the event via video link.

The forum attracted extensive participation across the energy storage ecosystem, highlighting a shared commitment to high-quality development and open collaboration.
Leaders from the National Development and Reform Commission, the Ministry of Industry and Information Technology, and provincial energy authorities from Liaoning, Hebei, Jiangxi, Guangdong, Sichuan, Yunnan, Inner Mongolia, Hunan, Guangxi, and Gansu attended.
Executives from major state-owned enterprises such as State Grid, China Southern Power Grid, Huaneng, Datang, Huadian, SPIC, China Three Gorges Corporation, China Energy, POWERCHINA, Energy China, CGN, Inner Mongolia Energy Group, and Guangxi Energy Group were also present.
Representatives from leading enterprises, research institutes, and financial institutions participated, alongside international delegates from the Embassy of the French Republic, the Consulate General of the Republic of Finland in Shanghai, and the German Chamber of Commerce Abroad – Greater China (AHK), reflecting strong global consensus and cooperation toward energy transition.

The session was moderated by Mr. Liu Deshun, Director-General of the Department of Energy Conservation and Science & Technology Equipment at the NEA.

In his opening address, Deputy Director Song Hongkun emphasized that, marking the 10th anniversary of the Paris Agreement, the NEA continues to implement the “Four Revolutions, One Cooperation” energy security strategy, building the world’s largest and fastest-growing renewable energy system and a complete new energy industry chain.
As a key enabler of China’s new power system, new energy storage has achieved remarkable progress — reaching over 100 GW of installed capacity by September 2025 — and has become essential for renewable integration and energy security.

Since the start of the 14th Five-Year Plan, China’s new energy storage has directly driven over 200 billion yuan in project investment and over 1 trillion yuan across the industrial chain, supplying high-performance products globally and contributing to the energy transition. Looking ahead to the 15th Five-Year Plan, the NEA will continue promoting innovation, improving market mechanisms, and fostering new productivity in the energy sector to ensure the carbon peak goal is met on schedule.

Mr. Laureano Ortega Murillo stated that Nicaragua is accelerating industrialization and energy diversification to meet growing power demand.
With abundant solar, wind, and geothermal resources, Nicaragua has already partnered with CCCC, POWERCHINA, and Huawei in renewable and storage projects. He welcomed further Chinese investment and cooperation to jointly advance global energy transition.

Ms. Xiao Lu, Deputy Director-General of MOFCOM’s Department of Foreign Trade, noted that Chinese energy storage enterprises are rapidly expanding abroad, leveraging technological and supply chain advantages to power the global green transition.
She highlighted three major trends:

Continuous expansion of trade volume;
Strengthened role as a global supply chain hub;
Steady growth in outbound investment.
Looking ahead, China will further support two-way openness — encouraging foreign enterprises to establish R&D centers in China and supporting domestic companies to “go global” — while enhancing international standards cooperation and alignment.

Mr. Bian Guangqi, Deputy Director-General of NEA’s Department of Energy Conservation and Science & Technology Equipment, delivered a keynote titled “Vigorously Developing New Energy Storage to Support New Power Systems.”
He highlighted that NEA continues to advance innovation and comprehensive policy measures, creating favorable conditions for technology progress, industrial growth, and improved commercial models in the new energy storage sector.

Dr. Steven Chu, Nobel Laureate and former U.S. Secretary of Energy, stressed via video that the world faces an urgent decarbonization challenge. While renewable energy costs have fallen sharply, he noted that achieving deep decarbonization requires multiple complementary technologies.
He praised China’s global leadership in large-scale wind turbines, battery storage, and nuclear cost control, and emphasized that efficient, affordable energy storage, next-generation nuclear, and carbon capture and storage (CCUS) will be crucial to achieving climate goals.

Mr. Meng Qingqiang, Chief Engineer of State Grid, analyzed challenges such as planning mismatches, insufficient market value recognition, and incomplete safety standards. He proposed coordinated planning, diversified market mechanisms, and accelerated innovation to support new power system construction.

Mr. Wang Shaowu of China Southern Power Grid emphasized that energy storage, as a strategic technology for new power systems, faces both opportunities and challenges in achieving high-quality development. He outlined the company’s strategy to strengthen value creation, system integration, and platform-based innovation.

Mr. Wang Shaomin of SPIC reported that China’s cumulative new energy storage capacity reached 114 GW by October 2025, marking a shift from policy-driven to market-driven growth. SPIC now operates 279 projects totaling 8.74 GW (20.94 GWh), ranking first nationwide, and will continue promoting global collaboration and innovation.

Mr. Zheng Deyan from Shandong Energy Bureau shared Shandong’s leadership in energy storage, noting 9.74 GW of operational capacity, ranking among the top three provinces in China for three consecutive years. The province aims to establish a “predictable, sustainable, and scalable” market mechanism to ensure reasonable returns and reduce investment risk.

Prof. Xia Qing from Tsinghua University analyzed China’s policy evolution from early mandatory installation to market-based incentives such as capacity compensation and spot trading, enabling rapid capacity growth and cost reductions exceeding 50% since 2022.

Mr. Pan Jiaofeng, President of CASISD, reviewed China’s progress in wind, solar, EVs, and hydrogen, and called for faster development of a non-fossil energy–dominated, innovation-driven power system to balance energy security and low-carbon transition.

Mr. Yu Zhenhua, Executive Vice Chairman of CNESA, outlined trends in technology and industrial development — from pumped storage to battery-dominated systems — and highlighted growing diversification (e.g., sodium-ion and flow batteries) and enhanced safety standards.

Mr. Chen Xiang, Senior VP of EVE Energy, noted that global markets show significant diversity in development stages and demand structures. He emphasized localization, long-duration storage innovation, and multi-technology approaches (solid-state, sodium-ion, etc.) to support a clean, resilient global energy system.

The Parallel Forum on New Energy Storage at the 8th Hongqiao International Economic Forum served as a vital platform for global dialogue and collaboration.
Participants exchanged insights on technological innovation, market mechanisms, and international cooperation, forming broad consensus on the future of the energy storage industry.
As one of the key achievements of this year’s Hongqiao Forum, the event will inject strong momentum into optimizing the global energy structure and advancing sustainable development and carbon neutrality worldwide.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

November 5, 2025

Projects

Victoria Approves 2,200MWh of Battery Storage through Streamlined Pathway in Australia

CNESA Admin

November 5, 2025

Projects

Source: Energy Storage News

The Tramway Road BESS will be built near Eku Energy’s operational 150MW/150MWh Hazelwood BESS in Victoria (pictured). Image: Eku Energy

The Victoria government in Australia has approved a 300MW/1,200MWh battery energy storage system (BESS) in Gippsland and a 332MW solar PV power plant with integrated storage in the state’s northeast region, via the Development Facilitation Program.

Victoria’s planning minister, Sonya Kilkenny, announced the approvals for Eku Energy’s Tramway Road standalone BESS and the Meadow Creek Solar Farm, which combines a 332MW solar PV plant with a 250MW/1,000MWh battery system.

The projects represent approximately AU$1.2 billion (US$780 million) in combined investment and will create over 650 construction jobs across both developments.

Eku Energy’s 1,200MWh Tramway Road BESS

The Tramway Road BESS will deliver a 4-hour duration storage capacity of 300MW, positioning the facility to provide grid stability services and energy arbitrage opportunities across Victoria’s transmission network.

Located in Hazelwood North, the project will be constructed adjacent to existing transmission infrastructure where developer Eku Energy already operates the 150MW/150MWh Hazelwood BESS at the former Hazelwood Power Station coal-fired power plant.

Eku Energy has numerous projects under development in Australia, while also maintaining a presence in several other international markets. The company, which is jointly owned by Macquarie Asset Management and British Columbia Investment Management Corporation, aims to achieve 9GWh of storage capacity by 2028 and has recently expanded into the New Zealand market.

The Tramway Road facility will connect directly to the transmission network, enabling participation in the National Electricity Market (NEM) ancillary services while supporting the integration of renewable energy across southeastern Australia.

The 1,000MWh Meadow Creek solar-plus-storage site

Meanwhile, the Meadow Creek Solar Farm, located 27km southeast of Wangaratta, is being pursued by energy storage developer and system integrator Energy Vault.

Alongside the solar PV power plant, the project proposal includes a co-located 250MW/1,000MW battery system that would provide additional grid stability services during peak demand periods.

The hybrid project will span 400 hectares of agricultural land and incorporate agrivoltaics principles, allowing continued farming operations beneath and around the solar installation.

The Meadow Creek development was first announced in 2022’s edition of All-Energy Australia, where the developer described the BESS as a 250MW/500MWh system.

The Victoria government’s Development Facilitation Program initiative, which was expanded last year to include renewable energy projects, aims to speed up the development of critical infrastructure projects in Victoria.

Before its inclusion, projects had to pass through the Victorian Civil and Administrative Tribunal, which resulted in around 20% of these projects being delayed by approximately two years.

The Victoria government noted that more than AU$7.8 billion worth of investment across 22 projects has been included in the Development Facilitation Program since it was expanded to include renewables.

Victoria’s energy and resources minister, Lily D’Ambrosio, emphasised the projects’ role in delivering lower energy costs to Victorian households while creating employment opportunities in regional communities.

“Our fast-tracked pathway has unlocked nearly AU$8 billion worth of investment into renewable energy projects – helping provide cheaper and cleaner energy to hundreds of thousands of Victorian households,” D’Ambrosio said.

Other notable BESS projects to have advanced through the initiative in recent months include Chinese PV module manufacturer Trina Solar’s 500MW/1,000MWh Kiewa Valley BESS, which is being developed in the Murray-Darling basin, to the east of Melbourne, the state capital.

Developer ACEnergy also saw its 350MW/770MWh Little River BESS included within the scheme earlier this year.

(By George Heynes)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

November 5, 2025

Policies

France Introduces Grid Tariff Reforms for Energy Storage

CNESA Admin

November 5, 2025

Policies

Source: Energy Storage News

A map of zones in France that are part of the upcoming reform to grid fees. Image: CRE.

From August 2026, battery storage projects in France will benefit from changes to grid tariffs designed to encourage them to support the grid at specific times of the day.

The country’s energy regulator the Commission de Regulation de l’Energie (CRE) approved its TURPE 7 reforms last month.

From August 2026, battery storage assets can choose a new ‘injection–withdrawal’ tariff that rewards them for supporting the grid at times of need. Around 3,000 grid zones have been designated as either ‘withdrawal’ (soutirage) or ‘injection’ (injection solaire) zones.

In withdrawal zones, batteries will be paid to discharge during winter peaks (between 8-12am and 5-9pm) and in injection zones they will be rewarded to charge at midday during summer, said Alexandre Cleret, COO of French transport depot decarbonisation solution provider Decade Energy on LinkedIn.

(By Cameron Murray)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

November 4, 2025

Projects

RWE Starts Building Germany’s Largest BESS

CNESA Admin

November 4, 2025

Projects

Source: Energy Storage News

RWE and stakeholders groundbreaking on its Gundremmingen BESS project, the largest in Germany. Image: RWE.

Power firm RWE has launched construction on a 400MW/700MWh BESS project in Bavaria, Germany, the largest being built in the country.

The Germany-headquartered firm announced the start of construction on the project yesterday (29 October), in a ceremony attended by Bavarian Minister-President Dr Markus Söder (pictured above, second from left).

The 1.75-hour duration battery energy storage system (BESS) project is being built alongside the Gundremmingen nuclear power plant, which is undergoing decommissioning, and will use the plant’s existing grid connection.

RWE is investing around €230 million (US$267 million) in the BESS, which will comprise 200 container units and 100 inverters, and is expected online in 2028. It will take the title of largest BESS online from Eco Stor’s 103.5MW/238MWh Bollingstedt, commissioned earlier this year, as well as Eco Stor’s pipeline of 300MW/600MWh projects.

Söder commented: “Gundremmingen remains a key location in the Bavarian energy supply. In addition to the new battery storage facility, a 55-hectare solar park and a gas-fired power station are also set to be built. With an output of 400 MWand a capacity of over 700MWh, the battery storage facility will stabilise the grid when there is no wind or sunlight.”

Germany has emerged in the past few years as one of Europe’s most attractive markets for large-scale BESS investment, with large opportunities in its wholesale energy market (Europe’s deepest) and helpful regulatory changes including an exemption from charge-discharge grid fees for BESS projects put into operation by 2029.

Those opportunities are set to grow as the country deploys more wind and solar, and solar trade body BSW-Solar recently called for 100GWh of BESS deployments by 2030.

We recently caught up with German BESS platform Terra One to discuss the market drivers, regulatory challenges and the trade-offs when opting for a merchant or toll-based strategy in the country.

(By Cameron Murray)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

November 4, 2025

Projects

CNNC, HyperStrong, Trina Storage, and PotisEdge Lead the Charge! China’s Energy Storage Firms Secure GWh-Scale Overseas Contracts

CNESA Admin

November 4, 2025

Projects

Source: CNESA

In recent weeks, Chinese energy storage companies have made remarkable progress in global markets, winning a series of large-scale overseas contracts across diverse application scenarios including solar-plus-storage, grid-side, user-side, and data center projects, showcasing the strong international competitiveness of China’s energy storage technology.

CNNC Signed 1.2 GWh Solar-Storage Project in Indonesia

On October 28, international media reported that Singapore-based renewable energy company Equator Renewables Asia (ERA) signed an agreement with CNNC’s subsidiary CNNP Rich Energy (International) to jointly develop a 900 MWp solar and 1.2 GWh battery storage project in Indonesia’s Riau Islands. The project aims to supply green electricity to Singapore.

HyperStrong Expanded Projects in the EMEA Region

HyperStrong has achieved major breakthroughs in the Europe, Middle East, and Africa (EMEA) storage markets, securing projects in Greece, Estonia, Lithuania, Côte d'Ivoire, and Zimbabwe.

In Greece, the company signed a 45 MWh grid-side standalone energy storage plant, marking its first large-scale project in Southern Europe. In Estonia and Lithuania, it deployed 7 MWh, 20 MWh, and 5 MWh grid-side systems. In Côte d'Ivoire, it completed three factory energy storage projects using HyperBlock III 5 MWh systems. In Zimbabwe, HyperStrong advanced user-side cooperation, deploying 15 HyperCube C&I storage systems in the first phase.

Trina Storage Secured 1 GWh Sales Contract in Europe

On October 31, Trina Solar Co., Ltd. announced that its subsidiary Jiangsu Trina Storage Co., Ltd. signed a 1 GWh+ energy storage product sales contract with a European customer. The project will use the company’s next-generation Elementa 2 Pro flexible battery container.

Trina Storage won 233 MW / 1003 MWh Grid-Forming Storage Project in

Chile

Trina Storage also won GWh-scale order overseas again. Partnering with Atlas Renewable Energy, it will co-develop a 233 MW / 1003 MWh grid-forming energy storage project in Chile. Backed by Atlas’s recent US$475 million financing, the project will form part of a large-scale solar-plus-storage complex.

Narada Power Won RMB 478 Million Contract in U.S. AIDC Project

Narada Power announced it has won a RMB 478 million lithium equipment procurement contract for a large-scale AIDC (Artificial Intelligence Data Center) complex in Texas, USA. With a total investment exceeding US$25 billion, the project will host 10 data centers with a combined power capacity of 1.4 GW.

BYD Signed 300 MWh Storage Deal in Mexico

BYD Energy Storage and Mexico’s Skysense Energy will deploy 300 MWh of storage capacity by 2026, primarily using BYD’s MC Cube-T BESS. The systems will support commercial, industrial, and utility-scale applications, offering frequency regulation, virtual power plant, and backup functions.

Robestec Won 40 MWh Storage Project in Guinea

On October 24, Shanghai Robestec Energy Co, Ltd. announced its bid win for the 40 MWh Boké Port 2 Storage Project of SMB-Winning Consortium in Guinea, part of the Winning Alliance. The project will adopt the Enprime-Y liquid-cooled container system and microgrid technology to enhance port energy efficiency and reliability, supporting green low-carbon operations.

PotisEdge Reached Strategic Cooperation with A Well-known Australian

Energy Enterprise

PotisEdge Energy and Australia’s leading energy company Club Solar signed a strategic cooperation agreement to deploy and promote 2 GWh of residential storage systems in the Australian market.

ZOE Energy Storage Signed A 400 MWh Order and Launched A Factory in

Hungary

ZOE Energy Storage announced a 400 MWh storage order from European partners and launched its new “Europe 2.0 Channel Business Model.” The company also unveiled its next-generation Z BOX-C PLUS C&I system and broke ground on a 6 GWh storage factory in Hungary, scheduled for completion in 2026 to enhance local production capacity.

Fox ESS Signed Strategic Cooperation with Australian Distributors

Fox ESS signed strategic cooperation agreements with top Australian renewable distributors OSW and Solar Juice, totaling 4 GWh:

2 GWh with OSW focuses on advanced system deployment.

2 GWh with Solar Juice centers on residential storage systems.

Qinkual Energy Won North American AIDC Project Order

Qinkual Energy received its first batch of over RMB 30 million orders for a North American AIDC energy storage project, with total demand expected to exceed 100 MWh by 2026. The company has recently secured multiple overseas data center storage projects, including 12 MWh in the Middle East and 10 MWh in Southeast Asia, bringing its total capacity of monthly orders above 80 MWh.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

November 4, 2025

Industry Analysis

China’s Newly Installed Renewable Energy Capacity Up 47.7% Year-on-Year in First Three Quarters

CNESA Admin

November 4, 2025

Industry Analysis

Source: Xinhua News Agency

According to China’s National Energy Administration (NEA), in the first three quarters of 2025, China added 310 GW of newly installed renewable energy capacity, representing a year-on-year increase of 47.7% and accounting for 84.4% of the nation’s total new power installations. Specifically, new hydropower capacity reached 7.16 GW, wind power 61.09 GW, solar power (including solar thermal) 240 GW, and biomass power 1.05 GW.

At a regular press conference held by the NEA on the same day, Zhang Xing, Deputy Director-General of the NEA’s General Affairs Department, stated that in the first three quarters of 2025, the NEA remained focused on China’s carbon peaking and carbon neutrality goals, fully implemented the new energy security strategy, and made all-out efforts to advance larger-scale and higher-quality renewable energy development.

On one hand, the installed capacity of renewable energy continued to expand, driving the optimization of China’s energy structure. As of the end of September 2025, China’s total installed renewable energy capacity approached 2,200 GW, up 27.2% year-on-year, accounting for 59.1% of the nation’s total power generation capacity. The combined installed capacity of wind and solar power exceeded 1,700 GW.

On the other hand, renewable power generation maintained steady growth, providing strong support for the country’s overall electricity supply. The latest data show that in the first three quarters of 2025, China’s renewable power generation reached 2.89 million GWh, up 15.5% year-on-year, accounting for around 40% of total power generation and roughly 60% of total industrial power consumption during the same period.

At the press conference, Xing Yiteng, Deputy Director-General of the NEA’s Development and Planning Department, noted that since the beginning of this year, funding and resource guarantees for key energy projects have been continuously strengthened, with accelerated formation of tangible project progress. As a result, national energy investment has maintained rapid growth - with 1.97 trillion yuan invested in key energy projects during the first eight months, marking an 18.2% year-on-year increase.

(Reported by Wang Xi and Dai Xiaohe)

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

November 2, 2025

Events

The 8th Hongqiao International Economic Forum - “High-quality Development of New Types of Energy Storage Accelerates Global Energy Transition”

CNESA Admin

November 2, 2025

Events

Source: CNESA

Date: November 5, 2025, 14:30-17:30

Venue: Room D1, Hall 4.2, National Exhibition and Convention Center

(Shanghai)

Hosts: National Energy Administration

Ministry of Commerce of the People's Republic of China

Organizers: Institutes of Science and Development, Chinese Academy of

Sciences

Institute of Engineering Thermophysics, Chinese Academy of

Sciences

The Paper

China Energy Storage Alliance

Introduction:

The parallel session on "High-quality Development of New Types of Energy Storage Accelerates Global Energy Transition" will bring together distinguished representatives from government, industry, academia, research institutions, and finance to build a global high-end energy storage ecosystem. Participants will explore major topics such as technological breakthroughs, innovative business models, policy incentive mechanisms, and domestic and international industrial cooperation, sharing experience and contributing collective wisdom to the world.

Program:

Honored Guests:

**Meng Qingqiang**
Chief Engineer, State Grid Corporation of China

Chief Engineer of State Grid Corporation of China, Chairman and Party Committee Secretary of SG Electric Power Research Institute. Born in July 1966 in Tianjin, of Han ethnicity, he holds a bachelor's degree and is a professor-level senior engineer. As a member of the Communist Party of China, he began working in July 1987. His previous roles include General Manager of Tianjin Binhai Company, Deputy General Manager and Party Committee Member of Tianjin Electric Power Company, Deputy General Manager and Party Committee Member of Jiangsu Electric Power Company, General Manager and Deputy Party Committee Secretary of Chongqing Electric Power Company, Director of the SG AC Construction Department, and Chairman and Party Committee Secretary of State Grid Hunan Electric Power Company. He previously served as Chief Engineer of State Grid Corporation of China and assumed his current position in March 2023.

**Wang Shaowu**
Party Leadership Group Member & Vice President， China Southern Power Grid Co., Ltd.

Dr. WANG Shaowu, Vice President of China Southern Power Grid Co., Ltd., has long been engaged in research on high-voltage insulation, advanced UHV/EHV transmission, localization and development of power equipment, and management of innovative large-scale complex engineering systems. He is well-versed in the design, construction and operation of large power grids and has made systematic contributions to China's international leading position in UHVAC, UHVDC, and VSC-DC transmission technologies.

He has received National Award for Science and Technology Progress (Special Prize), China Electric Power Science and Technology Award (First Prize), and China Machinery Industry Science and Technology Progress Award (Special Prize), among others.

**Wang Shaomin**
Party Leadership Group Member & Vice President, State Power Investment Corporation Limited

Wang Shaomin, male, born in 1972, holds a master's degree with a Master of Engineering. He is a senior engineer (professorial level).

His previous roles include President of China Huaneng Group's Clean Energy Technology Research Institute, General Manager of Huaneng Fujian Branch, Party Committee Secretary and General Manager of Huaneng Xiong'an Branch, Executive Director and Party Committee Secretary of Huaneng Xiong'an Branch, Executive Director and General Manager of Huaneng (Xiong'an) Urban Integrated Energy Services Co., Ltd., and Executive Director and Party Committee Secretary of Huaneng Hebei Branch. He has long been engaged in management work in the power and energy sector. In December 2024, he was appointed as Vice President and Party Leadership Group Member of the State Power Investment Corporation Limited.

**Xia Qing**
Professor, Tsinghua University

Qing Xia received the B.E. and M.E. degree from Harbin Institute of Technology, in 1982 and 1986, respectively, and Ph.D. degree from Tsinghua University, in 1989, all in electrical engineering. He is now a Professor and Chair of the Academic Degree Committee in the Department of Electrical Engineering at Tsinghua University.

He has extensive academic and industrial experiences in electricity market and power system economic operations. His research team has designed and implemented load forecasting, generation scheduling, security assessment and market trading software for over ten provincial power grid companies in China. He has also been directing electricity market mechanism design and implementation towards China's electricity deregulation. Moreover, he has served as a consulting expert for both the State Grid Corporation and China Southern Power Grid Corporation for many years.

His research interests include power economics and electricity market, power system load forecasting, power system economic operation, generation & transmission expansion planning, optimization application in power systems, low-carbon electricity smart grid, etc.

He is a senior member of IEEE and a senior member of CSEE (Chinese Society for Electrical Engineering). He was awarded the title of national excellent science and technology workers.

**Pan Jiaofeng**
President of the Institutes of Science and Development, Chinese Academy of Sciences (CASISD)

Pan Jiaofeng, Professor, Doctoral Supervisor. He is a deputy to the 14th National People's Congress. He is currently President of the Institutes of Science and Development, Chinese Academy of Sciences (CASISD), Dean of the School of Public Policy and Management, University of Chinese Academy of Sciences (UCAS), Director of China Innovation Strategy and Policy Research Center funded by Research Office of the State Council and CAS, and Chairman of the Chinese Association of Development Strategy Studies. He is also a member of the governing board of the International Research and Training Center for Science and Technology Strategy (CISTRAT), UNESCO. His research focuses on S&T strategies, innovation policies, and think-tank science and engineering. He has presided over more than 60 national major and key decision-making consultation, policy research and strategic research projects, and has achieved a number of influential results in decision-making consultation and theoretical research. He has innovated think-tank theories and methods, and published series of academic monographs including DIIS Theory and Methodology in Think Tanks, Double Helix Methodology in Think Tanks and Introduction of Think Tank Science and Engineering.

**Yu Zhenhua**
Founder and Executive Vice Chairman, China Energy Storage Alliance (CNESA)
Deputy Director and Secretary-General, Energy Storage Expert Committee under China Energy Research Society

Yu Zhenhua, Founder and Executive Vice Chairman of China Energy Storage Alliance (CNESA), and Deputy Director and Secretary-General of the Energy Storage Expert Committee under China Energy Research Society. In 2011, Mr. Yu led the establishment of CNESA, China's first and only social organization dedicated to the energy storage field. It is committed to promoting the development of the energy storage industry by influencing the formulation of government policies and the promotion of energy storage applications. In the same period, he founded Beijing ReneSola Century Technology Co., Ltd. and serves as Chairman, focusing on promoting the development and application of energy storage in the power application field and constructing China's first commercial power station project where energy storage participates in power auxiliary services. Leading the alliance team, Yu Zhenhua undertook 3 national key R&D programs. He has won awards including the Third Prize of Excellent Achievements in Energy Soft Science Research by the National Energy Administration in 2016 and the Second Prize of Energy Innovation Award by China Energy Research Society in 2022.

**Jianhui Zhang**
Chairman & CEO, BEIJING HYPERSTRONG TECHNOLOGY CO., LTD.

Dr. Jianhui Zhang is the founder, chairman, and CEO of Beijing HyperStrong Technology Co., Ltd. He is a professor-level senior engineer and has extensive experience in the product development and technical management of power electronics and large-scale integration. He holds a Ph.D. degree in Electrical Engineering from the University of California, Berkeley, as well as a M.S. degree and a B.S. degree in Electrical Engineering from Tsinghua University.

Dr. Zhang spent 10 years studying and working in the United States, during which he obtained more than 20 technology invention patents and published more than 10 academic papers. Prior to founding HyperStrong, he served as the Chief Technology Officer of the Smart Grid Group of Siemens China Co., Ltd., where he presided over the R&D and technical management of smart grid products.

**Steven Chen**
SVP of EVE Energy, CEO of EVE Energy Storage

Mr. Steven Chen, a master's degree from Huazhong University of Science and Technology, is currently the senior vice president of EVE Energy Co., Ltd. and the president of EVE Energy Storage Co., Ltd.. He has more than 20 years of working experience in the eld of network energy and energy storage. Mr. Steven Chen joined Emerson Network Power Co., Ltd. in 2004 as the Director of Business Development for Asia Pacﬁc; Since March 2016, he has worked for EVE Energy Co., Ltd. as vice president, and has concurrently served as president of EVE Energy Storage Co., Ltd. since May 2018.

Mr. Steven Chen is good at integrating computer information processing, network energy applications and energy storage systems based on lithium battery technology for system application design.Have a deeper understanding of the development of the energy storage industry, integrate marketing, management and market analysis capabilities, go deep into the front line, and continue to operate the production, marketing and research of the electrochemical energy storage business in corporate operations.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

November 2, 2025

Projects

2GWh Residential Energy Storage Partnership! PotisEdge Makes Major Progress in the Australian Market

CNESA Admin

November 2, 2025

Projects

Source: PotisEdge

Recently, PotisEdge and Australia’s renowned energy enterprise Club Solar held a signing ceremony to establish a strategic partnership. According to the agreement, the two parties will jointly promote the deployment and application of 2GWh residential energy storage systems in the Australian market.

Through this strategic collaboration, the two sides aim to achieve comprehensive synergy and mutual benefits. Leveraging its strong R&D capabilities and global supply chain resources, PotisEdge will provide internationally competitive residential energy storage solutions, while Club Solar, with its extensive channel network and localized service experience in the Australian market, will build a robust market service system.

CNESA Admin

October 28, 2025

Projects

Wärtsilä to deliver ‘Australia’s largest DC-coupled hybrid battery system’ for the NEM

CNESA Admin

October 28, 2025

Projects

Source: Energy Storage News

Finnish marine and energy technology group Wärtsilä will deliver what it claims is “Australia’s largest DC-coupled hybrid battery energy storage system (BESS)” for the National Electricity Market (NEM).

The project will be Wärtsilä’s ninth BESS site in Australia, expanding the company’s local footprint to 1.5GW/5.5GWh of capacity. The battery storage system is expected to be operational in 2028. The order will be booked by Wärtsilä in Q4 2025.

The announcement builds on Wärtsilä’s previous DC-coupled project in Australia, the 64MW/128MWh Fulham Solar Battery Hybrid project for Octopus Australia. Announced in April 2025, the project represented one of the first large-scale DC-coupled hybrid battery systems in the NEM.

Wärtsilä has not disclosed what project or developer it will supply the battery storage system for. However, the largest announced DC-coupled hybrid battery storage system in the NEM at the time of writing is Lightsource bp’s 49MW/562MWh Goulburn River solar-plus-storage site, which recently started construction.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

October 28, 2025

Events

China-UK Hydrogen and Energy Storage Cooperation Forum Successfully Held

CNESA Admin

October 28, 2025

Events

Source: CNESA

On October 23, 2025, during the International Forum on Energy Transition, the China-UK Hydrogen and Energy Storage Cooperation Forum was held in Suzhou. The event brought together representatives from energy authorities of both countries, the British Embassy in Beijing, and institutions such as the China Energy Storage Alliance (CNESA) and the China Hydrogen Alliance, along with experts, scholars, and business leaders from the hydrogen and energy storage industries. Participants engaged in in-depth discussions on technological innovation and industrial collaboration in promoting the global energy transition.

Liu Deshun, Director-General of the Department of Energy Conservation and Science & Technology Equipment of China’s National Energy Administration, and Rachel Kyte, the UK Special Representative for Climate, attended the forum and delivered remarks. Other distinguished guests included Greg Dyke, Deputy Director for International Affairs at the UK Department for Energy Security and Net Zero, and Jonathan Bacon, Minister Counsellor (Economic) at the British Embassy in Beijing. They shared insights into the UK’s energy sector development and international cooperation strategies under its net-zero goals.

Experts and representatives from University College London (UCL), the Faraday Institution, CNESA, and the China Hydrogen Alliance, as well as leading companies such as GoodWe, HyperStrong, Trina Solar, bp China, and Johnson Matthey, participated in the forum. Through open dialogue, they contributed professional expertise and practical perspectives to strengthen bilateral cooperation in the energy sector.

In his speech, Liu Deshun emphasized that the global energy landscape is undergoing profound transformation, and developing clean energy and tackling climate change have become a shared international priority. As strategic emerging industries, hydrogen and energy storage play crucial roles in driving energy transition and achieving carbon neutrality. He noted that China’s National Energy Administration remains committed to high-level opening-up. In March 2025, China and the UK signed a Memorandum of Understanding on the Clean Energy Partnership, identifying clean hydrogen and battery energy storage as key cooperation areas. Moving forward, both sides will deepen practical collaboration in hydrogen and energy storage, enhance policy dialogue, advance joint technology innovation and standards development, and promote project implementation and investment - jointly contributing to global energy transition and climate governance.

Rachel Kyte, the UK Special Representative for Climate, stressed that hydrogen and energy storage are strategic enablers of clean, secure, and affordable energy. The UK looks forward to deepening cooperation with China under the Clean Energy Partnership framework to promote the global deployment of hydrogen and energy storage technologies, advancing the global shift toward green, low-carbon development.

Representing Chinese institution, Nina Ning, Senior Research Manager of the CNESA, delivered a keynote speech titled “Latest Developments and Prospects of China’s Energy Storage Market”. Her presentation provided an in-depth overview of China’s energy storage progress, technological breakthroughs, and future trends, offering valuable insights for UK participants.

Aurore Mallon, Head of Battery Market and Investment at the UK Department for Energy Security and Net Zero, introduced the UK’s policy and regulatory framework for battery energy storage. Lu Huan, Dean of GoodWe Solar Academy, shared project experiences of Chinese storage companies entering the UK market. Professor Michael Grubb from University College London discussed the UK’s policy roadmap for commercializing energy storage. Their perspectives offered practical guidance for deepening bilateral industrial cooperation.

A panel discussion moderated by Alex Way, Counsellor for Net Zero and Sustainable Development at the British Embassy in Beijing, explored key topics such as the complementarity of China-UK technology roadmaps, compliance and localization challenges for overseas operations, and market mechanism design. Chinese participants - including Dr. Wang Jinsong, Chief Scientist at the Big Data Center of HyperStrong, and Ge Yufang, Director of Strategy and Operations at Trina Solar’s Overseas Power Plant Division - shared practical insights, while representatives from UK firms such as Arup and Wood Mackenzie provided professional recommendations to enhance China-UK industrial collaboration and support Chinese energy storage enterprises going global.

After the forum, the China-UK Hydrogen and Energy Storage Cooperation Reception was held as scheduled, providing a relaxed business networking platform for guests from both sides. The reception helped participants further connect resources and discuss cooperation in an informal setting, continuing the collaborative momentum of the forum.

The successful convening of the China-UK Hydrogen and Energy Storage Cooperation Forum marks a new stage of deepened collaboration between the two countries in the hydrogen and energy storage fields. As a leading industry service platform, CNESA remains committed to promoting the international development of China’s energy storage industry. Going forward, CNESA will continue to leverage international cooperation mechanisms, integrate industry resources, and provide diversified platforms for policy dialogue, technology exchange, and project collaboration - helping Chinese energy storage companies seize global market opportunities, manage compliance risks, and strengthen localization efforts, while contributing Chinese expertise and strength to the global energy transition.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

October 28, 2025

Projects

5.2 GW Solar + 19 GWh Storage! World’s Largest Solar-Storage Project Breaks Ground

CNESA Admin

October 28, 2025

Projects

Source: Xinhua Net

The groundbreaking ceremony for the UAE All-Day Power Supply Solar-Storage Project, co-built by Power Construction Corporation of China (POWERCHINA), was recently held in Abu Dhabi, the capital of the United Arab Emirates.

Jointly developed by Abu Dhabi Future Energy Company (Masdar) and the Emirates Water and Electricity Company (EWEC), the project marks a major step forward in the region’s renewable energy ambitions. Sultan Al Jaber, UAE Minister of Industry and Advanced Technology and Chairman of Masdar, said at the ceremony that the completion of the project will drive the local digital and industrial energy transition.

Mohamed Jameel Al Ramahi, CEO of Masdar, noted that by addressing the intermittency challenges of renewable energy, the project will deliver stable and sustainable clean power for the era of artificial intelligence and emerging technologies.

Peng Gang, Deputy General Manager of PowerChina and General Manager of its Middle East and North Africa Regional Headquarters, said the company will continue to advance global cooperation in clean energy projects.

According to reports, the project includes a photovoltaic power station with an installed capacity of 5.2 gigawatts, supported by a battery system with a total storage capacity of 19 gigawatt-hours. It is one of the largest integrated solar and storage projects of its kind in the world and is expected to begin operation in 2027.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

October 27, 2025

Projects

CRRC Zhuzhou Institute Helps the Nationwide Largest User-Side Grid-Forming Energy Storage Connect to the Grid!

CNESA Admin

October 27, 2025

Projects

Source: CRRC Zhuzhou Institute

Recently, the “Wind-PV-Storage” Green Low-Carbon Energy Supply Project of Jingjiang Special Steel Co., Ltd., a National Low-Carbon Metallurgy Technology Research Pilot Project invested by Xinli Era under the CITIC Pacific Energy Co., Ltd., was successfully connected to the grid.

As the general contractor for the 120 MW / 240 MWh grid-forming high-voltage direct-connected energy storage system, CRRC Zhuzhou Institute Co., Ltd. applied high-speed rail-grade grid-forming converter technology and system integration expertise to successfully help Jingjiang Special Steel Co., Ltd. create China’s first near-zero-carbon steelmaking demonstration plant, providing an effective model for intelligent, green, and low-carbon transformation in the steel industry.

The project’s completion marks the beginning of a strong partnership between CITIC Pacific Energy and CRRC Zhuzhou Institute in the industrial and commercial energy storage sector.

To meet the project’s fast grid connection requirements, CRRC Zhuzhou, after confirming the technical specifications, completed the full delivery of the 120 MW / 240 MWh grid-forming high-voltage direct-connected energy storage system within 45 days. Working with China Energy Engineering Group Jiangsu Power Design Institute Co., Ltd., they integrated a 36 MW distributed PV system and a 16.8 MW onshore wind power system to provide a comprehensive energy supply. Through the system’s grid-forming energy storage stability and fast-response capability, the project overcame challenges from high-impact steelmaking loads and the strong intermittency of renewable energy, optimizing energy matching in time and space, improving energy coordination efficiency, reducing carbon emissions, and achieving both high-efficiency stable production and green low-carbon goals.

01 Establish a zero-carbon industrial park

Building a resilient microgrid to ensure stable renewable energy supply

Upon completion, it will become China’s first grid-forming wind-PV-storage integrated microgrid demonstration project in the steel industry, expected to provide 75 million kWh of green electricity annually, reducing carbon emissions by 62,400 tons. By coordinating wind, solar, and storage with electric furnace loads, the project offers a full-process energy solution, helping Jingjiang Special Steel build a new green and low-carbon brand.

Focusing on continuous short-process electric furnace production, the project deploys grid-forming energy storage at the park level with three main objectives: stabilize power quality, increase the share of green electricity, and ensure continuous production. The park’s grid is structured to be autonomous, grid-connected, and switchable, transforming green electricity from “uncertain supply” to “stable, controllable, and high-quality supply”.

02 Technical Highlights

Power quality and renewable energy utilization have become key

challenges for zero-carbon industrial parks

teelmaking, as a typical high-load and high-impact process, demands high grid stability and reliability. Addressing the intermittency and fluctuations of renewable energy is key to achieving high-proportion green power supply. The mismatch between PV, wind power, and load limits renewable utilization, while the energy storage’s power and energy regulation capabilities effectively solve this problem. Grid-forming energy storage becomes an indispensable part of high-quality, high-utilization renewable microgrids.

High-voltage direct-connection architecture: breaking the “shackles” of efficiency and cost

The high-voltage direct-connected architecture developed independently by CRRC Zhuzhou uses H-bridge module cascades to synthesize 35 kV on the AC side, eliminating transformers, shortening energy paths, reducing system current and line losses, and enabling system cycle efficiency to exceed 92%, which is 6% higher than conventional low-voltage storage. This also reduces civil and equipment investment, adding about RMB 48 million in revenue over the 240 MWh storage system lifecycle.

Grid-forming energy storage: microgrid stabilizer

Grid-forming energy storage actively generates stable voltage and frequency, effectively combining “stabilizer + independent power supply”. The system provides 3×10-second grid-forming capability, and under high-impact steelmaking load conditions, its direct connection to the grid allows rapid response within 20 ms, providing instantaneous power support and bus voltage stability, ensuring power quality and production continuity.

Performance leap: millisecond-level grid connection/disconnection and 10-second black start

High-voltage cascaded direct-connected grid: shorter electrical distances and greater overload capacity. The system’s single-unit capacity reaches up to 45 MW. In the event of an external grid outage, it can achieve millisecond-level smooth grid connection / disconnection within 100 ms, forming an independent and stable high-voltage microgrid. It also features a 10-second rapid black start, requiring no external grid support, allowing the system to autonomously establish a stable high-voltage microgrid and restore power within seconds, ensuring uninterrupted, loss-free operation of high-load steel production lines.

Integrated source-grid-load-storage platform, unlocking 100% potential of grid-forming energy storage

The integrated source-grid-load-storage platform provides a framework that is observable, measurable, adjustable, and controllable, optimizing charging and discharging strategies based on weather and output forecasts. Local green electricity utilization is increased from below 70% to over 95%, with annual additional green power benefits exceeding RMB 10 million. In abnormal conditions, the platform triggers safety mode for rapid grid-forming switching. Full-state awareness and strategic dispatch of the storage system reduce manual intervention by over 90%, simplifying operations and maintenance.

03 Multiple Benefits and Industry Breakthroughs

Grid-forming energy storage releases multiple values including capacity,

regulation, and power quality

The revenue structure is clear: it can increase green power utilization by 168 million kWh annually, reduce downtime and equipment wear, and generate additional benefits through green power trading and certificates, turning electricity from a cost center into an asset operation.

The next step is to integrate the park into virtual power plants for power market participation, releasing value in capacity, regulation, and power quality in a new-type power system that emphasizes system stability.

The Jingjiang Special Steel model: grid-forming energy storage empowers high-energy-consumption parks for zero-carbon transformation

In the near future, the Jingjiang Special Steel experience will be replicated across more industrial parks to strengthen capabilities in “park autonomy + multi-energy coordination + carbon accounting”. High-energy-consumption parks will be efficiently and reliably served through the “three-piece delivery suite” of standardized hardware combinations, scenario-based control strategies, and park-level dispatch interfaces. With more advanced energy storage system architectures and technologies, power quality and system resilience will be developed into tradable resources. Grid-forming energy storage helps microgrids reduce dependence on the main grid and, through the source–grid–load–storage–carbon coordination, enables dynamic capacity expansion, local autonomy, and high renewable energy utilization, becoming key infrastructure for industrial zero-carbon transformation and power grid modernization.

Pioneer of Grid-Forming Energy Storage: CRRC Zhuzhou Institute’s Experience and Vision

CRRC Zhuzhou Institute has successfully leveraged its extensive expertise in high-voltage converter design, multi-level converter topology development, and over 20 years of engineering experience with high-voltage conversion equipment in the rail transit sector to the energy storage field. This led to the launch of the grid-forming high-voltage direct-connected energy storage system, achieving seamless technological integration from the “heart of rail transit” to the “backbone of energy storage”.

As of September 2025, CRRC Zhuzhou’s grid-forming energy storage systems have reached a cumulative grid-connected capacity of 3 GWh and a contracted capacity of 5 GWh. Landmark projects such as the world’s first high-altitude grid-forming storage station in Ali, Tibet, and China’s first user-side high-voltage cascaded grid-forming storage station in Jingjiang, Jiangsu, have successfully demonstrated the company’s ability to provide highly reliable grid-forming energy storage solutions in extreme environments and complex industrial scenarios.

Looking ahead, CRRC Zhuzhou Institute will continue to advance innovation and application of grid-forming energy storage technologies, contributing more key technologies to drive the energy transition and industrial zero-carbon development.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

October 26, 2025

Projects

Guangdong’s First New Energy Storage Power Station Connected to an Offshore Wind Grid Node Started Construction in Xuwen County

CNESA Admin

October 26, 2025

Projects

Source: Southern Daily

On October 18, construction officially began on the 200 MW / 400 MWh Independent Shared Energy Storage Power Station Project in Xuwen County, Zhanjiang City, Guangdong Province. This marks Guangdong’s first new-type energy storage station connected to a large-scale offshore wind power grid node. The project adopts advanced grid-forming technology to enhance the consumption and flexible regulation of renewable energy, supporting the creation of a system-friendly renewable power station and the development of a new-type power system.

Jointly invested by China Energy Engineering Group Guangdong Electric Power Design Institute Co., Ltd. and Xuwen County Infrastructure Construction Co., Ltd., the project will build a 200 MW / 400 MWh high-voltage cascade all-liquid-cooled lithium iron phosphate (LiFePO₄) energy storage station.

This independent shared energy storage station functions like a massive “shared power bank”, capable of serving multiple users. On one hand, it will support the consumption of wind and solar power, coordinating the power transmission needs of offshore wind farms in southern Zhanjiang. On the other hand, it will supply green and zero-carbon electricity for local industrial and residential use. Additionally, it can participate in grid emergency regulation and provide ancillary services, improving the safety and flexibility of the new-type power system.

Notably, the project will also strengthen Xuwen’s ability to cope with extreme weather and ensure energy security. Located in a coastal area frequently hit by typhoons and thunderstorms, Xuwen’s power facilities often face severe challenges. The independent storage system will enhance the grid’s resilience, emergency response, and self-healing capabilities, safeguarding lives, property, and the stable operation of the local economy and society.

The project is also Xuwen’s first “land-acquisition-to-construction” fast-track project. To ensure efficient implementation, the county government coordinated relevant departments to conduct parallel approvals, expediting the entire project process. On the same day, it issued four key permits - the Land Ownership Certificate, Land Use Planning Permit, Construction Planning Permit, and Construction Permit - and achieved financing disbursement, pressing the “fast-forward button” for project delivery and construction.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

October 26, 2025

Events

China-UK Electricity Market Reform Seminar Held in Suzhou

CNESA Admin

October 26, 2025

Events

Source: National Energy Administration

On October 22, 2025, the China-UK Electricity Market Reform Seminar was held in Suzhou. Representatives from energy authorities of both countries, the British Embassy in Beijing, and relevant research institutions attended the meeting. The participants engaged in in-depth discussions on topics such as power system and market reform and innovation.

During the seminar, the two sides signed a Memorandum of Understanding on the China-UK Electricity Market Reform Advisory Group, officially launching the joint advisory group established by China’s National Energy Administration (NEA) and the UK’s Department for Energy Security and Net Zero (DESNZ). The group will bring together leading research institutions from both countries to conduct collaborative studies and exchanges, providing professional consultation and policy recommendations on electricity market reform for the two governments.

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo

CNESA Admin

October 23, 2025

User-side Energy Storage Installation Declines Month-on-Month, Return on Investment Faces Increasing Uncertainty

CNESA Admin

October 23, 2025

Source: CNESA

Latest Data on User-Side Energy Storage Released: Year-on-Year Growth, Month-on-Month Decline

According to the latest CNESA DataLink statistics, user-side energy storage installations in September recorded year-on-year growth but a month-on-month decline. However, registration data shows that both the installed capacity and the number of new user-side storage projects exceeded the same period last year — up 28% and 80% year-on-year, respectively — indicating a clearer market structure emerging for user-side energy storage.

The report reveals that over 70% of installations came from high-energy-consuming industries, such as metallurgy, chemicals, and textiles, where “carbon reduction and power security” have become essential demands. In parts of Guangdong Province, the peak-to-valley electricity price gap remains around RMB 1.0/kWh, allowing for more than 600 charge/discharge cycles per year, offering strong potential for energy arbitrage. This correlates with the province’s filing data, which shows a 359% year-on-year increase in registered energy capacity. However, frequent adjustments to time-of-use (TOU) electricity pricing policies have also introduced greater uncertainty in investment returns.

September Analysis of User-Side Energy Storage Projects

According to incomplete statistics from the CNESA DataLink Global Energy Storage Database, in September 2025, newly installed user-side energy storage capacity reached 243.56 MW / 488.22 MWh, representing a year-on-year increase of 38% and 18%, but a month-on-month decline of 41% and 46%, respectively.The newly commissioned user-side energy storage projects in September exhibited the following characteristics:

Application: Over 70% of installations came from high-energy-consuming enterprises

The industrial and commercial sector dominated the market, making up more than 95% of total new capacity — 236.86 MW / 479.66 MWh, a year-on-year increase of 37% and 19%.
Projects owned by enterprises in the metallurgy, chemical, and textile industries represented 73% of newly installed capacity, indicating that carbon reduction and energy reliability needs have become major drivers of user-side energy storage adoption.
Technology:
All new operational projects adopted electrochemical energy storage technologies, with lithium iron phosphate (LFP) batteries accounting for 99.96% of total power capacity.
In terms of non-lithium technologies, a 90 kW / 180 kWh sodium-ion battery storage system for an industrial and commercial user was also completed and put into operation.

**Figure 1. Application Distribution of Newly Commissioned User-Side Energy Storage Projects in September 2025 (MW%)**
*Source: CNESA DataLink Global Energy Storage Database* — https://www.esresearch.com.cn/
*Note: “Commercial and Industrial” includes industrial parks and commercial buildings.*

New installations: Jiangsu had the largest capacity, while Zhejiang recorded the most projects

From a regional perspective, newly commissioned projects in September were mainly concentrated across 15 provinces, including Jiangsu, Zhejiang, Jiangxi, Henan, and Sichuan.
The East China region dominated the month’s new installations, accounting for 71% of total capacity and 43% of total project count, ranking first nationwide in both metrics.

At the provincial level, Jiangsu recorded the largest new installed capacity, representing nearly half of the national total, followed by Zhejiang, which led the country in the number of newly commissioned projects, accounting for over 20% of all projects.

**Figure 2. Provincial Distribution of Newly Commissioned User-Side Energy Storage Projects in China, September 2025**
*Source: CNESA DataLink Global Energy Storage Database* — https://www.esresearch.com.cn/

New filings: Zhejiang, Guangdong, and Jiangsu saw a 9% year-on-year decline, while Anhui, Henan, and Sichuan recorded a 150% increase

According to project filing data, both the total capacity and the number of newly registered user-side energy storage projects in September exceeded those of the same period last year — up 28% and 80% year-on-year, respectively.

In Zhejiang, Guangdong, and Jiangsu, over 740 new user-side storage projects were registered, representing a 9% year-on-year decline in project count but a 68% increase in total capacity. Among them, Zhejiang recorded the highest number of new filings, with capacity rising 80% year-on-year and 144% month-on-month. Guangdong saw growth in both capacity and project count, up 359% and 25% year-on-year, respectively. Jiangsu had the largest total registered capacity, up 38% year-on-year, though its project count dropped 32%, indicating a clear trend toward larger-scale single projects.

Beyond these leading regions, Anhui, Henan, and Sichuan each registered over 80 projects, totaling more than 380 combined, marking a 150% year-on-year increase — signaling their emergence as new growth markets for user-side energy storage.

**Figure 3. Monthly Distribution of Newly Registered Energy Storage Projects in Zhejiang, Guangdong, and Jiangsu (January–September 2025)**
*Source: CNESA DataLink Global Energy Storage Database* — https://www.esresearch.com.cn/

Peak–valley price gap: In some parts of Guangdong, the gap continues to remain above 1.0 CNY/kWh

From the perspective of the maximum peak–valley price gap, 15 provinces and cities have a difference exceeding 0.7 CNY/kWh, and 7 of them exceed 1 CNY/kWh. Guangdong maintains the largest gap, with areas such as the Pearl River Delta’s five cities, Jiangmen, and Huizhou continuing to record a maximum gap of over 1.0 CNY/kWh.

Given that Guangdong allows for over 600 charge–discharge cycles per year, the province’s user-side energy storage projects demonstrate strong potential for price-difference arbitrage. This trend aligns with the sharp 359% year-on-year increase in Guangdong’s newly registered user-side storage capacity in September, underscoring its position as a key growth region for user-side energy storage in the future.

**Figure 4. Distribution of Peak-to-Valley Electricity Price Differences by Regional Power Grids, September 2025**
*Source: Provincial Power Grid Companies; compiled and analyzed by CNESA*

Investment returns: The frequent adjustments to time-of-use (TOU) electricity pricing policies have increased uncertainty

However, the recent frequent adjustments to time-of-use (TOU) electricity pricing policies have increased the uncertainty of investment returns for user-side energy storage projects. Overall, market participants remain cautious toward new investments in this segment.

For example, in Zhejiang, the latest TOU pricing consultation draft raises the peak–valley price ratio, but since the pricing base (such as transmission and distribution fees, government funds, and surcharges) is excluded from the floating portion, the actual arbitrage margin has narrowed, leading to a decline in investment returns.

In Jiangsu and Guangdong, although the widened peak–valley gap could increase arbitrage potential, the ongoing adjustments in TOU policy require investors to recalculate returns, adding further uncertainty to the overall profitability of user-side energy storage projects.

Overall Analysis of New Energy Storage Projects in September

According to incomplete statistics from the CNESA DataLink Global Energy Storage Database, as of September 2025, China’s newly commissioned new-type energy storage projects reached a total installed capacity of 3.08 GW / 9.08 GWh, representing a year-on-year increase of 166% and 200%, and a month-on-month increase of 7% and 15%.

In the third quarter, newly added installations totaled 9.16 GW / 25.52 GWh, marking a year-on-year growth of 10% and 24%. Cumulatively, installations in the first three quarters have already reached 74% of last year’s full-year total, indicating that 2025’s new installations are expected to surpass last year’s overall figure.

**Figure 5. Installed Capacity of Newly Commissioned New Energy Storage Projects in China (January–September 2025)**
*Source: CNESA DataLink Global Energy Storage Database* — https://www.esresearch.com.cn/
*Note: Year-on-year (YoY) compares with the same period of the previous year; month-on-month (MoM) compares with the immediately preceding period.*

CENSA Upcoming Events:

1. Dec.4-5 | 2025 China Energy Storage CEO Summit | Xiamen, Fujian

2. Apr. 1-3, 2026 | The 14th Energy Storage International Conference & Expo