CNESA Admin

December 8, 2025

Events

Energy Storage Leaders Converge in Xiamen: Executives from Ten Industry Giants Share Insights at the 2025 China Energy Storage CEO Summit

CNESA Admin

December 8, 2025

Events

Source: CNESA

On December 4, 2025, the “2025 China Energy Storage CEO Summit & the 10th International Energy Storage Innovation Competition - Preliminary Round,” hosted by the China Energy Storage Alliance (CNESA) and co-hosted by Xiamen University, Kehua Digital Energy, and Cornex New Energy, was successfully held in Xiamen.

The summit brought together top leaders from the most influential companies in the energy storage sector - Kehua Data, Envision Energy, Cornex New Energy, Shuangdeng Group, XYZ Storage, Trina Storage, HyperStrong, Potisegde, and Phoenix Contact. Chairmen, presidents, and key executives gathered to explore breakthroughs in energy storage technology, global strategies, and the construction of a robust industrial ecosystem. Their insights not only represent the direction of their companies but also reflect the core trajectory and future momentum of China's energy storage industry.

Chen Chenghui

Chairman, Kehua Data

“Charting the course forward means not only seizing opportunities but anchoring growth in technological innovation and safeguarding it through coordinated standards. Going fast alone is not enough - only through openness, cooperation, and ecosystem-wide collaboration can we enhance the quality and sustainability of global energy transition.”

Tian Qingjun

Senior Vice President, Envision; President, Envision Energy

“Chinese energy storage enterprises are born global. Going overseas has shifted from being an option to a matter of survival. In the face of inevitable globalization and its risks, the industry must evolve from simply going out to truly integrating in. Deep local operations and international talent development are key to long-term presence. At the same time, companies should foster competitive collaboration across the value chain, avoid vicious price wars, and win global respect through long-term value and quality.”

Huang Feng

President, Cornex New Energy

“We respect technology, respect safety, and respect quality - technology is the key to improve performance and cost challenges, and quality is the foundation of market confidence. In a race defined by both speed and endurance, only continuous innovation and customer alignment can lead to shared value.”

Cui Jian

President, Kehua Digital Energy

“Grid-forming technology has become a fundamental necessity for energy storage. In the future, PCS will no longer distinguish between ‘grid-following’ and ‘grid-forming’; the technologies will converge. Through deep technical refinement and intelligent upgrades, we will support the stable operation of new power systems and enable diverse value creation.”

Yang Rui

Chairman, Shuangdeng Group

“Energy storage companies must be ‘born global’ and capable of ‘deep globalization’. In certain high-certainty tracks such as AIDC, the real challenge lies in whether an organization can truly capture and sustain explosive market opportunities. By prioritizing talent and building a ‘carrier-class architecture’, we aim to lead with products and efficiency, establishing a resilient moat for long-term survival in fast-paced cycles.”

Lian Zhanwei

Chairman, XYZ Storage

“Safety is the lifeline of the energy storage industry. Innovative technologies such as immersion liquid cooling represent proactive breakthroughs for high-safety application scenarios. We look forward to working with the industry to advance energy storage toward higher safety, efficiency, and reliability.”

Yang Bao

President, Trina Storage

“Global experience in solar has paved the way for storage going overseas. With global networks and localized teams, we are accelerating the deep integration of solar and storage, enabling technology and markets to evolve together, and delivering value across regions and cultures in the global energy transition.”

Yang Guang

Chief Technology Officer, HyperStrong

“Strong partnerships and complementary strengths are vital to ensuring stable industrial delivery. Facing diverse global application scenarios, we are advancing platform-based products and AI-driven strategies to deeply integrate ‘Energy Storage + X’ and provide customized solutions for different markets.”

Richard Wan

Vice President of Technology, Potisegde

“Full-stack independent development is the foundation of quality, and global-localized delivery is the guarantee of stability. We adopt EV-grade standards for energy storage and build a closed-loop technology chain with intelligent manufacturing, reinforcing safety and efficiency amid intensifying competition.”

Zhu Wei

Senior Vice President, Phoenix Contact China

“Rooted in China, serving the world. We combine a century of electrical engineering experience with local R&D and manufacturing, providing secure and efficient system-level support for complex, multi-scenario energy storage applications through advanced connectivity and industrial automation technologies.”

As a key prelude to the 14th Energy Storage International Conference and Expo (ESIE 2026), the 2025 China Energy Storage CEO Summit served not only as a platform for high-level intellectual exchange but also as a catalyst for deeper industry collaboration. Leading companies including Kehua Digital Energy, Envision Energy, Cornex New Energy, Shuangdeng Group, XYZ Storage, Trina Storage, HyperStrong, Potisegde, and Phoenix Contact have confirmed participation in ESIE 2026 and will showcase their latest technologies and solutions at this global energy storage event.

We sincerely invite industry colleagues to join us next year as we work together to advance the energy storage industry toward higher quality and greater sustainability.

CENSA Upcoming Events:

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

CNESA Admin

December 4, 2025

Projects

Cache Power Plans ‘Canada’s First’ Commercial-Scale Compressed Air Energy Storage Facility

CNESA Admin

December 4, 2025

Projects

Source: Energy Storage News

Compressed air energy storage (CAES) developer Cache Power is partnering with construction company EllisDon to deliver a CAES facility in Northeast Alberta, Canada.

The facility will be constructed in two phases and located next to the Marguerite Lake substation to enhance efficiency and facilitate grid integration.

Cache Power does not have any information on its website, but appears to be a special purpose vehicle (SPV) for Federation Engineering.

On Federation’s website, the company clarifies that the Marguerite Lake facility will have a 250MW load capacity and 640MW generation capacity. Energy storage capacity or planned duration were not referred to in publicly available materials.

The companies assert that the technology will be essential in stabilising Alberta’s grid and supporting both provincial and national efforts toward a net-zero electricity future. The project has secured all key regulatory approvals, with early construction scheduled to start soon.

CAES technology operates by pressurising and directing air into a storage medium to load the system. When discharging, the stored air is released through a heating system to expand, driving a turbine generator.

Notably, the companies claim the project will be the first commercial scale CAES facility in Canada.

Ontario-headquartered Hydrostor is known for its advanced compressed air energy storage (A-CAES) projects.

A-CAES operates similarly to traditional CAES but captures heat from the compressor and passes it through heat exchangers to store in pressurised water. This water is kept in a reservoir and then released into a cavern to displace air during discharging, a process known as hydrostatic compensation.

In conventional CAES, less than 50% of the energy can typically be recovered. The thermal energy produced during compression is often wasted, and the power output varies depending on the residual underground air pressure.

Hydrostor has two small operational projects in Canada, one a pilot and the other a commercial demonstrator, with the larger one being a 2.2MW/10MWh commercial system in Goderich, Ontario.

Hydrostor noted the Goderich Energy Storage Centre as the world’s first commercially contracted A-CAES facility. In addition to its role as technology provider, the A-CAES company is also developing large-scale projects around the world, including its 1.6GWh Silver City project in New South Wales, Australia, and 4GWh Willow Rock project in California, US. The company has secured some funding and offtake agreements for both, including a recent renegotiation of contracts for Willow Rock (ESN Premium article).

It has also proposed a 500MW/8,000MWh project in Ontario (ESN Premium), adjacent to Ontario Power Generation’s Lennox Generating Station in Greater Napanee.

Speaking with Energy-Storage.news, a representative from Federation clarified that the distinction between the CAES system titles for itself and Hydrostor came down to scale and usage.

Cache Power’s facility can store up to 48 hours of energy by compressing air with excess grid electricity and sequestering it in underground salt caverns formed through solution mining.

It can also blend up to 75% hydrogen with natural gas, with a future plan for complete hydrogen utilisation, aligning with Canada’s net-zero ambitions.

Power plant equipment supplier Babcock & Wilcox are collaborating on engineering the possible hydrogen facility expansion, employing the company’s BrightLoop technology.

Babcock & Wilcox claim that BrightLoop can produce hydrogen while isolating carbon dioxide for capture and storage.

Additionally, Cache Power states it will deliver economic and social advantages to the local community and Indigenous Partners. Cold Lake First Nations has actively engaged in the project’s development and is anticipated to collaborate as a partner with Cache Power in both the project and its operations.

Update: Jordan Costley, Director of Sustainability Projects at Federation Engineering, and President of Cache Power has clarified that the project will be 30.72GWh. Costley also added about CAES energy recovery:

“(The 50% recovery statistic) may have been true for the original D-CAES projects such as Huntorf (Germany 1978) and McIntosh (USA 1991) but our project is utilizing the latest D-CAES technology from Siemens Energy.“

“Today’s compression technology utilising multi-stage integrally geared and intercooled compressors is very efficient resulting in the heat of compression being low grade not valuable for thermal energy storage and reuse in the expansion process. The expander trains also include 90% effective dual-reheat recuperators again significantly increasing the overall efficiency. The technology we are utilizing is not “conventional CAES” as defined by Huntorf and McIntosh.

(By April Bonner)

CENSA Upcoming Events:

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

CNESA Admin

December 2, 2025

International Markets, Policies

Puerto Rico Advances on Its Delayed Accelerated BESS Deployment Programme

CNESA Admin

December 2, 2025

International Markets, Policies

Source: Energy Storage News

In Puerto Rico, the electric generation, transmission, and distribution facilities managed by PREPA are operated privately by Luma Energy. Both entities are overseen by the Puerto Rico Energy Bureau (PREB). Image: Trish Hartmann.

The Puerto Rico Energy Bureau (PREB) has issued a resolution and order requiring the Puerto Rico Electric Power Authority (PREPA) to complete the Accelerated Battery Energy Storage Addition Programme (ASAP).

The resolution and order require PREPA to finish the necessary review process with the Financial Oversight and Management Board (FOMB) concerning the four final agreements of the ASAP.

Implementation and delay of ASAP

In Puerto Rico, the electric generation, transmission, and distribution facilities managed by PREPA are operated privately by Luma Energy. Both entities are overseen by the Puerto Rico Energy Bureau (PREB).

ASAP aims to enhance grid reliability across the island by deploying utility-scale battery energy storage systems (BESS) alongside existing generation facilities.

Under the programme, independent power producers (IPPs) with existing power purchase and operating agreements (PPOAs) with PREPA will install BESS at their sites, “on an accelerated basis,” as stated in PREB documents available on the regulator’s website.

In 2024, PREB informed Luma Energy that its plan to contract with IPPs for BESS resources was consistent with public power policy.

In April 2024, Luma identified Phase 1 projects that could start immediately with minimal costs and no network upgrades, with some developers claiming they could be operational in less than 12 months and contracts expected to be executed by April 2025.

However, in August 2025, the projects remained stalled, with only one developer (Ecoeléctrica) responding to PREPA’s communications to say it was working to complete documentation by September, while three others (San Fermín, Horizon, and Oriana) did not respond at all.

PREB called the delays “extremely concerning” and required all four developers to provide detailed explanations for the lack of responsiveness, emphasising that these projects are crucial for addressing Puerto Rico’s electricity generation shortfall and warning that fines will be imposed if developers don’t comply with the information requests.

PREB issues resolution and order to PREPA

PREB concluded that Luma’s four final agreement terms for ASAP align with the island’s Energy Public Policy and the Integrated Resource Plan (IRP).

As a result, the Bureau approved the four drafts and directed Luma to finalise the contracts, submit them to PREPA’s Governing Board for approval, and demonstrate this process. Furthermore, PREPA was instructed to obtain approval from the FOMB.

On 20 November, Luma submitted final agreements to PREPA’s Board. The private operator asked for these documents to be confidential due to critical infrastructure, sensitive data, and personal information. PREB confirmed Luma’s compliance and granted confidentiality.

PREB clarified that the 1,500MW of battery storage listed in the IRP is a guideline, not a strict cap.

The resolution and order confirmed that this figure is not fixed and can be exceeded; battery projects in development will be assessed regardless of whether they propose more than 1,500MW of storage capacity. PREB also highlighted that any decision to increase or decrease this limit is solely at its discretion.

Because PREB has granted confidentiality to Luma, it is unclear for which participants the agreements have been submitted.

Developers Ecoeléctrica, San Fermín, Horizon, and Oriana have had ongoing communications with Luma. Though, as noted above, San Fermin, Horizon, and Oriana have previously failed to respond to PREPA’s communications.

Additionally, in August, Polaris Renewable Energy submitted a BESS standard offer (SO1) agreement on behalf of PREPA to PREB.

The SO1 agreement is included in the ASAP scheme. When submitted, Polaris appeared to distinguish itself from the other developers who had not delivered BESS projects on the island.

Included in the resolution and order, Commissioner Mateo Santos dissented in part and concurred in part, and stated:

“As I have previously expressed, I do not agree with the pass-through concepts included in the contracts under the ASAP programme, and therefore I dissent on that aspect. However, I concur with the Energy Bureau’s determination regarding the integration of battery energy storage resources.”

Santos continued, “Specifically, I agree with the Energy Bureau’s clarification that the approximately 1,500MW of Battery Energy Storage Resources identified in the Approved IRP’s Modified Action Plan constitutes a guideline rather than a fixed limit. Any final determination on the appropriate level of integration will be made by the Energy Bureau.”

(By April Bonner)

CENSA Upcoming Events:

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

CNESA Admin

December 1, 2025

Projects

200MW/800MWh! China's Largest Semi-Solid-State Energy Storage Project Connected to the Grid

CNESA Admin

December 1, 2025

Projects

Source: CCTV News

According to a report by CCTV News on December 1, China Green Development Group announced that a 200MW/800MWh semi-solid-state battery energy storage project located in Wuhai, Inner Mongolia, has been successfully connected to the grid. The project not only sets a new record for the installed capacity of grid-connected semi-solid-state lithium battery energy storage in China, but also marks a crucial step for China's semi-solid-state energy storage technology from pilot demonstration to large-scale commercial operation.

As a major new energy hub in northwest China, Wuhai city in the Inner Mongolia Autonomous Region, has leveraged its abundant wind and solar resources to consistently advance integrated development of “source-grid-load-storage” in recent years. This newly grid-connected energy storage facility serves as a core infrastructure project for enhancing local renewable energy consumption. Covering an area of about 100 mu (about 6.67 hectares), the project is equipped with 160 energy storage battery containers and 40 converter and booster integrated units.

Semi-Solid-State Lithium Battery Energy Storage Project Successfully Connected to the Grid in Wuhai, Inner Mongolia

Qin Lei, Project Manager of Wuhai Energy Storage Project, Inner Mongolia Branch, China Green Development Group:

“This massive ‘power bank’ utilizes domestically-developed semi-solid-state lithium iron phosphate battery technology, which offers significant advantages in safety performance, energy density, and cycle life compared with conventional liquid lithium iron phosphate batteries.”

With the rapid upgrade of the new energy industry, energy storage - essential for grid peak regulation, frequency modulation, and improving renewable energy utilization - is entering a phase of large-scale expansion. Semi-solid-state lithium battery technology represents a key direction for the future development of power and storage batteries. Using a hybrid solid-liquid electrolyte, semi-solid-state batteries retain the high ionic conductivity of liquid systems while achieving a cycle life exceeding 12,000 cycles, which greatly reduces lifecycle operational costs. In addition, they can effectively suppress lithium dendrite growth, further enhancing safety.

Liu Xiaofei, Assistant General Manager, Inner Mongolia Branch, China Green Development Group:

“Once fully operational, the project will feature a peak-shaving and frequency-regulating capability of 200MW/800MWh, providing 189,000 MWh of clean electricity to the grid annually. It enables flexible scheduling - storing energy during the day and supporting peak loads at night - significantly enhancing power system stability. It will also ensure that local green electricity can be fully delivered, stably transmitted, and efficiently utilized, solving key bottlenecks in regional renewable energy consumption.”

In recent years, semi-solid-state lithium batteries - offering both high safety and strong economic performance - have become a core direction of technological evolution in the energy storage sector. Previously, China's largest grid-connected semi-solid-state storage project had a capacity of 100MW/200MWh. The Wuhai project doubles that scale, demonstrating that China is now at the global forefront of large-scale applications of semi-solid-state energy storage technology.

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 30, 2025

International Markets

Australia Opens Capacity Investment Scheme Tender 8, Seeking 16GWh of Energy Storage across NEM

CNESA Admin

November 30, 2025

International Markets

Source: Energy Storage News

Pacific Green was one of the successful participants in the CIS, with the Limestone Coast Energy Park (pictured) having been awarded a CISA. Image: Pacific Green.

The Australian government has officially opened the Capacity Investment Scheme (CIS) Tender 8, targeting 16GWh of energy storage capacity across the National Electricity Market (NEM).

The tender represents the largest single energy storage procurement under the CIS programme, reflecting the government’s accelerated deployment timeline for grid-scale storage infrastructure.

Tender 8 registrations opened earlier today (28 November) and will close on 23 January, with submissions closing on 6 February. The tender specifically targets energy storage projects with a minimum 4-hour duration requirement, emphasising the government’s focus on medium-duration storage technologies capable of providing extended grid support services during peak demand periods and renewable energy intermittency events.

The 16GWh capacity target represents a substantial increase from previous tender rounds and aligns with Australia’s expanded CIS target of a total 40GW of renewables and energy storage.

The tender incorporates streamlined assessment processes developed through previous rounds, building on reforms introduced when the government unveiled four tenders for 2025.

These process improvements aim to reduce assessment timeframes and provide greater certainty for project developers while maintaining rigorous evaluation criteria for technical capability, financial viability, and grid integration requirements.

Eligible technologies under Tender 8 include battery energy storage systems, pumped hydro energy storage (PHES), compressed air energy storage, and other proven energy storage technologies capable of meeting the 4-hour minimum duration requirement.

The tender excludes hybrid renewable energy projects, focusing exclusively on standalone energy storage systems that can provide grid services, including frequency regulation, voltage support, and energy arbitrage across multiple market timeframes.

The CIS has demonstrated significant success in previous tender rounds, with substantial energy storage capacity awarded across multiple procurement cycles.

Tender 3 resulted in over 15GWh of energy storage being awarded to successful applicants, while Tender 4 saw 11.4GWh of solar-plus-storage projects receive government support through the programme.

The scheme provides revenue support through Capacity Investment Scheme Agreements (CISAs) that supplement market revenues, enabling project developers to secure financing for energy storage projects that might otherwise face commercial viability challenges in merchant market conditions.

The support mechanism includes floor and ceiling price arrangements that provide revenue certainty while maintaining market exposure and incentives for efficient operation.

Tender 8 evaluation criteria encompass technical specifications, commercial arrangements, grid connection requirements and project development timelines.

Projects must demonstrate grid connection agreements or advanced connection applications with relevant transmission network service providers, along with evidence of site control, environmental approvals, and financial capacity to complete construction and commissioning activities.

The geographic distribution requirements under Tender 8 aim to ensure the deployment of energy storage across multiple states and regions within the NEM, thereby supporting grid resilience and renewable energy integration under diverse network conditions.

The scheme includes milestone requirements and progress reporting obligations to ensure that successful projects advance through the development, construction, and commissioning phases according to agreed-upon schedules.

The DCCEEW will conduct information sessions for potential applicants during December 2025 and January 2026, providing guidance on application requirements, evaluation criteria and commercial arrangements.

Successful Tender 8 projects are expected to be announced in mid-2026, with CISAs enabling project financing and construction commencement. You can find out more about CIS Tender 8 on the official website.

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 30, 2025

Projects

73 Billion Yuan Investment! 4.8 GWh of Energy Storage! SPIC Launches 19.44 GW “Desert-Gobi-Wasteland” Mega Project

CNESA Admin

November 30, 2025

Projects

Source: CCTV News

On November 27, according to the State Power Investment Corporation (SPIC), construction has officially begun in Xining, Qinghai Province on China's largest power supply project with the highest share of new energy - the Qinghai Hainan Clean Energy Delivery Base Project, part of the national “Desert-Gobi-Wasteland” mega base initiative.

“Desert-Gobi-Wasteland” refers to vast desert and semi-arid regions, which are rich in wind and solar resources. The project in Qinghai's Hainan Prefecture represents a total investment of nearly 73 billion yuan, with a planned installed capacity of 19.44 GW. New energy accounts for 86.4% of the total, including 9.6 GW of solar PV, 6 GW of wind power, 2.64 GW of supporting coal-fired power, and 1.2 GW/4-hour of electrochemical energy storage (4.8 GWh). The project will transmit electricity directly to Guangdong via a ±800 kV ultra-high-voltage DC transmission line with a capacity of 8 GW.

Once completed, the project will generate an average of 36,000 GWh of electricity annually, equivalent to saving about 10 million tons of standard coal and reducing carbon emissions by roughly 23.5 million tons. It will deliver 36,000 GWh of power annually to the Guangdong-Hong Kong-Macao Greater Bay Area, playing a major strategic role in optimizing China's energy mix and supporting high-quality development in the eastern region.

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 26, 2025

International Markets

Germany BESS ‘Firsts’: Integrated Software, Multi-Party Optimisation, Privileged Permitting

CNESA Admin

November 26, 2025

International Markets

Source: Energy Storage News

Germany BESS ‘firsts’: Integrated software, multi-party optimisation, privileged permitting

A week of claimed first-of-their-kind advances in Germany’s BESS market, including the combination of monitoring, diagnostics and energy trading on one platform, an optimisation deal allowing multiple companies to trade one asset virtually, and a law change accelerating permitting.

In summary:

· Investor Dynamic is deploying a BESS where digital monitoring, battery analytics and diagnostics, and energy trading are combined into one single, coordinated system: an industry-first according to the analytics provider Volytica

· Optimisation platform Terralayr has enabled three optimisers – Entrix, Suena and The Mobility House – to virtually trade portions of one single BESS asset

· The German Federal Parliament (Bundestag) has passed a law simplifying the development of energy storage projects, and expressly granting them privileged status

Dynamic’s Tangermünde project’s ‘first-of-its-kind’ integration

Investor Dynamic has partnered with digital monitoring and asset management solutions firm Amperecloud, battery analytics and diagnostics provider Volytica and optimiser Enspired for a 15.8MW/32MWh battery energy storage system (BESS) in Tangermünde, Saxony-Anhalt.

Volytica said it is the first project to “…combine monitoring, battery diagnostics, and energy trading into a single, coordinated system. These features are integrated to simplify operations and ensure competitiveness in today’s energy market”.

The analytics provider said the initiative addresses the common BESS industry challenge of fragmented digital tools for operational control, battery condition monitoring, and commercial optimisation. By integrating their platforms, the partners aim to enable continuous, data-driven system management, from performance monitoring to market participation, it said.

A spokesperson for Volytica said that, normally, you have individual software tools for asset management to operate and maintain the BESS, one tool for trading, one tool to access BMS data and one tool for analytics and monitoring, with no connection between providers.

Volytica CEO Claudius Jehle posted in more detail on his LinkedIn about the concept when Volytica announced the project.

The spokesperson said the integrated approach saves time and money, improves efficiency and competitiveness, and erases blind spots and increase transparency.

The project appears to already be operational, with a photo provided showing BESS units from Trina Storage, though the release did not refer to this.

Terralayr’s multi-optimiser BESS arrangement

BESS optimisation and virtual aggregation platform Terralayr has also claimed an industry-first, software-related asset management breakthrough.

It said its latest commercialisation model creates the “world’s first, risk-adjusted portfolio-effect for storage operators”.

The firm’s virtualisation set up allows multiple optimisers to trade a slice of one or multiple physical assets. The solution is live on Terralayr’s assets, will be rolled out to all future ones as well and available to asset owners in Germany.

Every asset owner has one contract per physical asset and that asset would be disaggregated into virtual batteries. Each virtual battery is then optimised by one different optimiser. As a result, one physical asset is optimised by multiple optimisers in parallel, a spokesperson explained.

A hypothetical arranagement is visualised in the infographic the firm provided below, with the BESS sliced into three virtual assets, 50MW each for Entrix and Suena and 100MW for The Mobility House (for example).

The model is called ‘Enhanced Trading of Flexibility – ETF’, and Terralayr claimed that it drives market efficiency, lowers revenue volatility, and creates a more stable risk-return profile for operators.

It also described an additional benefit called the “netting-off effects”, which regularly occurs when optimisers’ dispatch schedules offset each other, saving battery cycles and reducing degradation.

Terralayr’s platform bundles all optimiser dispatch and ancillary service signals and allocates them to the physical asset, while guaranteeing adherence to all technical restrictions and manufacturer specifications.

The firm launched in 2022, and has onboarded big-name energy firms in Germany including RWE and Vattenfall to its virtual BESS aggregation and optimisation platform as offtakers. Terralayr is deploying its own, smaller grid-scale BESS projects, at least partially to provide capacity for, and prove out, its platform.

Parliament in Germany adopts faster permitting for storage

In related BESS industry news, the German Federal Parliament (Bundestag) passed an amendment to the Energy Industry Act and the Federal Building Code which significantly simplifies the development of energy storage projects, law firm Evershed Sutherlands said in a note.

In a nutshell, the reform elevates legal certainty regarding the privileged treatment of thermal storage facilities, hydrogen storage facilities, and large-scale BESS in outside areas (Außenbereich), the firm explained: such projects are now expressly granted privileged status. The reform aims to accelerate energy storage permitting and deployment.

It creates a major simplification of future permit procedures, whereas previously energy storage was subject to considerable legal uncertainty.

Most grid-scale development in Germany is currently focused around projects that will come online before August 2028, when a three-year exemption from grid fees for charging and discharging ends. The government is discussing a more long-term solution, but whether this new change will benefit projects that can be deployed within the next three years is unclear.

(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 25, 2025

Industry Analysis

NVIDIA's 800V Architecture Reshapes AI Data Centers: 31 Core Industry Chain Companies Unveiled

CNESA Admin

November 25, 2025

Industry Analysis

Source: CNESA

“How big is AI's appetite? The power consumption of a large AI data center is comparable to that of a small-to-medium-sized city. More challenging is its power usage pattern, which is like a ‘roller coaster’: one moment it computes at full capacity, and power spikes to its peak; the next moment it exchanges data, and power consumption drops sharply.” Such drastic fluctuations overwhelm traditional power grids and backup power sources represented by UPS (Uninterruptible Power Supply).

Against this backdrop, NVIDIA's recently released 800V DC architecture white paper has significance beyond a simple technical upgrade. It explicitly proposes a key requirement for future AI data centers: the integration of advanced energy storage systems capable of fast response, instantaneous charge/discharge, and intelligent scheduling. This forward-looking guidance signals that the energy storage industry is poised for an AI-driven explosive growth opportunity.

The Energy Bottleneck of Computing Power and Architectural

Breakthroughs

To address this challenge, industry leaders led by NVIDIA have laid out a clear vision, outlining a “three-step” evolution roadmap for the entire sector, aiming to steadily move toward the ultimate 800V DC architecture.

The first step is a transitional solution, innovatively adopting a “side-mounted power cabinet” to physically separate power modules from the core computing area.

The second step, the mid-term solution, promotes the architecture from “distributed” toward “centralized.”

The third step, the ultimate solution, uses SST to achieve a “one-step” conversion from the grid's 10kV medium-voltage AC to 800V DC.

To enable this new architecture to effectively handle power fluctuations, “hybrid energy storage” becomes an inevitable technical core. By organically combining supercapacitors (responding to millisecond-level surges), high-rate batteries (addressing second-to-minute demands), and large-scale energy storage systems, it forms a multi-layered, fast-response backup power system.

However, the new architecture also raises the technical threshold comprehensively.

Traditional silicon-based power chips, like inefficient old engines, can no longer meet the stringent requirements of 800V high voltage. Consequently, third-generation semiconductors represented by silicon carbide (SiC) and gallium nitride (GaN) have emerged.

In this new architecture, SiC acts as the “strongman,” stabilizing high-voltage conversion of tens of thousands of volts in components such as solid-state transformers (SST), while GaN, like a “sprinter,” delivers precise low-voltage power to GPUs inside servers at extremely high speed. They are not just a performance upgrade but the cornerstone enabling the entire new architecture.

The ultimate form of this technological revolution is embodied in the disruptive product, the solid-state transformer (SST). It uses a “high-speed direct route” approach to efficiently convert medium-voltage grid power directly into 800V DC required by data centers, eliminating energy losses from multiple intermediate conversions, saving tens of millions of kWh annually for a large data center.

Under light load, SST efficiency is 5% higher than traditional transformers

Meanwhile, SST replaces heavy copper coils with advanced chips, achieving “silicon in, copper out,” reducing the power supply system footprint by more than half and freeing valuable space for core computing equipment. More importantly, it functions as an intelligent “energy router,” seamlessly integrating photovoltaics, energy storage, and other new energy sources, becoming an indispensable intelligent core for building future AI factories.

Technological and product transformation will ultimately lead to a reshaping of business models. Future competition will no longer be a battle of hardware parameters but a contest of “intelligence,” with suppliers required to evolve into solution providers “understanding computing power.”

This means energy systems must have predictive capabilities, anticipating computing load changes and proactively scheduling resources; simultaneously, they must coordinate intelligently, directing supercapacitors, batteries, and other energy storage units to work efficiently together.

In this transformation, true value is shifting from hardware itself to the control algorithms and software behind it. Future winners will no longer be mere equipment manufacturers but service providers capable of delivering integrated hardware-software intelligent energy solutions.

The Blue Ocean Emerges: “Consensus and Competition” in a

Trillion-Yuan Track

With the surge in computing power and data center energy demand, relevant companies in the energy storage industry chain have actively responded, and a strategic competition over technical routes and market positioning has fully unfolded. From UPS suppliers to thermal management solution providers to energy storage system integrators, numerous market participants are showcasing their core technologies and solutions, forming a vibrant competitive landscape. The following outlines the main market players in this field.

1. Sungrow Power: A leading new energy company entering the AI data center power foundation

As a global leader in PV inverters and energy storage, Sungrow is actively deploying AI data center power solutions. In May 2025, the company announced the establishment of the AIDC division, with related products expected in 2026. The team is positioned at a high starting point, focusing on overseas markets, planning comprehensive solutions including cabinet power, high-voltage side, and low-voltage side DC microgrid solutions.

2. Huawei: A system-level player building AI data centers with full-stack energy digital capabilities

Huawei places great emphasis on future data center trends. In January 2024, it released the Top 10 Trends of Data Center Facility 2024 White Paper, proposing that future data centers should achieve three features: “safe and reliable, ultra-simple integration, low-carbon and green.” Huawei, alongside Schneider and Emerson, is a leading domestic company in data center power distribution, emphasizing high integration and green transformation.

3. Kehua Data: Pioneer in self-built data centers and HVDC solutions

As a leading domestic and the world's fourth-largest modular UPS supplier, Kehua Data focuses on data centers. In China, it has independently built more than 20 data centers, and its efficient liquid cooling, UPS, and power distribution products are deeply adopted by top clients such as Tencent Yangtze River Delta data center, ByteDance data center, and Alibaba Cloud.

4. Shuangdeng Group: The “invisible champion” of data center energy storage

As one of China's earliest companies in communication and data center energy storage, Sundeng is hailed as an “invisible champion.” According to the China Energy Storage Alliance (CNESA) ranking, the company topped the 2024 global market for base station/data center battery shipments.

5. ZTT: Empowering AI data center infrastructure with “communication + power” dual engines

Focused on lithium battery energy storage systems, ZhongTian Energy Storage Technology Co., Ltd. aims to fully develop in communication and power energy storage. Its products are widely used in new energy vehicles, communication backends, and grid-side energy storage systems. Annual capacity has reached billions of ampere-hours, with investment in a top domestic lithium battery R&D center, laying the foundation for integrated product R&D and application.

6. Narada Power: Deep development in energy storage technology, winning overseas AI projects

With over 30 years of energy storage expertise, Zhejiang Narada Power Source Co., Ltd. ranked second in the 2024 global base station/data center battery shipment ranking. In October 2025, it successfully won a lithium battery storage project for a massive AI data center campus in Texas, USA. Its self-developed high-voltage, high-power lithium-ion backup power system is containerized, high-rate, and capable of evolving to HVDC, gradually applied in global top data center projects.

7. Hithium Energy Storage: Dedicated energy storage solutions for AI data centers

Specializing in long-duration and high-density storage, Xiamen Hithium Energy Storage Technology Co., Ltd. launched a comprehensive energy storage solution for AI data centers at the U.S. data center exhibition in September 2025.

8. Potisegde: Focused practitioner of AIDC intelligent energy solutions

In September 2025, iPotisEdge Co., Ltd. launched a new-generation data center solution overseas, including the PotisBank-L6.25-AC energy storage system and intelligent energy management system (EMS).

9. Ampace: Semi-solid batteries safeguarding data centers

Xiamen Ampace Technology Limited has integrated this battery of high rate and high safety into the latest “PU200” data center power supply and “PR-S4” UPS systems for financial, communication, and other critical backup scenarios, featuring multiple safety measures like liquid detection and cell-level fire prevention.

10. CLOU: Next-generation liquid-cooled storage systems empowering data centers

Shenzhen CLOU Electronics Co. Ltd launched the Aqua-C3.0 Pro liquid-cooled storage system globally in September 2025, providing integrated EMS for cloud-edge collaboration.

11. Hopewind: Core supplier in the 800V HVDC supply chain

As a supplier of power electronics and energy storage systems, Shenzhen Hopewind Electric Corporation Limited plays a significant role in the supply chain of NVIDIA's 800V DC architecture. The company is the key subcontractor for Vertiv's 800V HVDC system, providing cabinet-level power modules and dynamic load adapters.

12. Chint Electrics: “Source-Grid-Load-Storage-Charge” integrated solutions empowering green data centers

As a globally renowned comprehensive service provider in new energy and power intelligence, Zhejiang Chint Electrics Co., Ltd. actively promotes the integration of "source-grid-load-storage-charging" and microgrid technology, offering comprehensive energy solutions for scenarios such as industrial parks and data centers. Its "integrated" microgrid architecture can operate in coordination with DC bus technology to optimize energy from the source.

13. Kstar: Winning overseas national AI data center projects

Shenzhen Kstar Science & Technology Co.,Ltd is a leading domestic provider of UPS and energy storage overall solutions. Recently, it successfully won the bid for the National AI Data Center project in Malaysia with its independently developed high-power VRLA lead-acid battery system.

14. Vertiv: Global leader in critical data center infrastructure

As a leading global provider of critical infrastructure, Vertiv Group Corp. closely collaborates with industry partners such as NVIDIA to drive the upgrade of power architectures in AI data centers. The company announced in October 2025 the plan to launch a complete 800V DC (HVDC) product line in 2026 to support NVIDIA's Rubin Ultra platform.

15. Delta Electronics: Author of the 800V DC technical white paper

As a global leader in power supply and cooling solutions, Delta Electronics, Inc. is one of the key power module suppliers in NVIDIA's 800VDC ecosystem. Delta Electronics co-developed the “Panama” medium-voltage DC power solution with Alibaba and released China's first Data Center 800V DC Power Technology White Paper.

16. Eaton: New 800V DC reference architecture for AI data centers

As a global intelligent power management company, Eaton Corporation plc closely collaborated with NVIDIA to launch a brand-new 800V DC reference architecture for AI data centers in October 2025. This solution integrates innovative technologies such as supercapacitors as fast backup power and bus distribution supporting the Open Rack V3 standard.

17. Shenzhen Center Power Tech. Co., Ltd.: Full-range backup power solutions

Shenzhen Center Power Tech. Co., Ltd. has clearly identified data center UPS as its core strategic direction and launched the "REVO 3.0" AI computing center backup power solution that supports 5 to 60 minutes of backup power.

In March 2025, the company provided over 14,000 high-power VRLA lead-acid batteries (model HFS12-710WS) for the second phase of the Shanghai Songjiang Big Data Computing Center project, meeting the backup power demand of this ultra-large-scale autonomous computing infrastructure for up to tens of minutes.

18. Shenzhen Sinexcel Electric Co., Ltd.: Power quality expert for HVDC systems

Shenzhen Sinexcel Electric Co., Ltd. is a provider of core equipment for the energy Internet, specializing in power electronics and power quality management. In 800V DC and HVDC scenarios, its active power filter (APF) and static reactive power generator (SVG) can smooth out harmonics and voltage fluctuations. The company has reached a cooperation with Vertiv to provide a corresponding power quality solution for its HVDC power supply system.

19. JST: Leading SST exporter

As a global supplier of power equipment, JST Power Equipment not only has the delivery capacity for medium and low voltage switch cabinets, transformers and other products, but also has successfully independently developed a 10kV/2.4MW solid-state transformer (SST) prototype specially designed for 800V DC power supply architecture, and is actively promoting customer certification.

20. VNET: Nasdaq-listed IDC cornerstone and green computing pioneer

As the first third-party neutral data center operator in China to be listed on the Nasdaq in the United States, VNET Group is one of the pioneers of China's IDC industry. In 2023, the company will fully focus on the coordinated development of "green electricity + computing power". VNET Group operates over 50 data centers and more than 52,000 cabinets in over 30 cities across the country, and focuses on building projects such as the "10GW Green DC" ultra-large-scale intelligent computing base in Ulanqab and the AIDC node in Huailai, Hebei Province.

21. Sinnet: AWS core operator in China and cloud-network integration service provider

As a digital infrastructure integrated service provider listed on the Growth Enterprise Market of the Shenzhen Stock Exchange, Beijing Sinnet Technology Co., Ltd. has over 12 self-built data centers in core regions such as the Beijing-Tianjin-Hebei area and the Yangtze River Delta, with more than 70,000 operational cabinets. It also actively responds to the "East Data West Computing" strategy and is accelerating the layout of large-scale computing power bases in places like Hohhot and Ulanqab in Inner Mongolia.

22. Aofei Data: “PV + IDC” zero-carbon computing explorer

As an important computing power leasing provider for Alibaba Cloud in South China, Guangdong Aofei Data Technology Co., Ltd. promises to provide it with a cumulative total of tens of thousands of PFlops of AI computing power. The company has established over 13 large-scale data centers across the country and completed a private placement of 1.69 billion yuan in the first half of 2025, which was invested in the Langfang Smart Computing Park project.

23. @hub: State-backed green IDC leader

Shanghai @hub Co.,Ltd. has been operating 35 data centers in seven core markets across the country, with a total installed power of 371.1MW. Dataport is renowned for its outstanding technological and operational capabilities. Not only has it provided security guarantees for Alibaba's "Double 11" promotion for 16 consecutive years, but its Heyuan Data center, in collaboration with Alibaba, has also been rated as a "National Green Data Center of 2025" with a PUE of 1.19.

24. Range Technology: Park-level ultra-large-scale AIDC operator

Range Technology Development Co., Ltd. has in-depth cooperation with operators such as China Telecom and China Unicom. We have completed the layout of seven AIDC computing power clusters across the country, with a planned number of 320,000 racks, covering core regions such as the Beijing-Tianjin-Hebei area, the Yangtze River Delta, the Greater Bay Area, the Chengdu-Chongqing region, Gansu and Hainan, and initially established an "integrated computing power center system".

25. Alibaba Cloud: Absolute leader in China's public cloud market

As a core business under Alibaba Group, Alibaba Cloud is not only the largest public cloud service provider in China in terms of market size, but also a leading global provider of cloud infrastructure. Its infrastructure covers 29 regions and 92 availability zones around the world.

26. Tencent Cloud: Global cloud service provider backed by top ecosystem

By the end of 2024, Tencent Cloud's infrastructure had covered 21 regions and 58 availability zones worldwide, and its international business had become a new growth engine. In February 2025, Tencent Cloud announced an investment of 150 million US dollars to build its first Middle East data center in Riyadh, Saudi Arabia, marking an important step in its global layout.

27. TONGFEI: Industrial temperature control crossing over to AIDC liquid cooling

Sanhe Tongfei Refrigeration Co., Ltd. has launched a complete set of solutions covering both plate and immersion liquid cooling, including core products such as CDU, Manifold, outdoor dry coolers, and immersion boxes. The company has successfully expanded its customer base to include Kehua Data and has products for CPU/GPU cooling scenarios. With the surging demand for efficient heat dissipation in AIDC, TONGFEI is expected to transform its advantages in industrial temperature control into a new growth point in the data center field.

28. Envicool: Leader in full-chain liquid cooling solutions

In 2021, Shenzhen Envicool Technology Co., Ltd. was the first to launch the "Coolinside" full-chain liquid cooling solution, covering the entire architecture from CPU/GPU cold plates to coolants. It has provided a large number of highly efficient and energy-saving cooling products for large-scale Internet data centers such as Tencent, Alibaba, and Chindata.

29. Goaland: “Special forces” in data center liquid cooling

In recent years, Guangzhou Goaland Energy Conservation Tech. Co., Ltd. has successfully extended its technological advantages to the data center field and has formed a complete liquid cooling solution covering cold plate and immersion types. Its immersion liquid cooling technology has reached the international advanced level. The company has established stable cooperative relationships with leading enterprises in the industry such as ByteDance, Alibaba, Tencent and GDS.

30. Shenling: “Tech faction” in energy-saving data center environment control

In 2024, the revenue of the company's data services segment increased by 75.4% year-on-year, and new orders from leading clients such as ByteDance, Tencent, and Alibaba nearly doubled. Since 2011, Guangdong Shenling Environmental Systems Co., Ltd. has been engaged in the research and development of liquid cooling technology and holds over 68 related patents. Its technology has been appraised by the Ministry of Industry and Information Technology as being at the "international leading level".

31. Haiwu: Digital energy and critical infrastructure solutions expert

Beijing Haiwu Technology Co., Ltd. is committed to presenting innovative achievements in thermal management across all scenarios, from air cooling to liquid cooling, and from equipment to systems, providing reliable and efficient intelligent temperature control solutions for data centers. Meanwhile, as a director unit of the China Association of Communication Enterprises and a vice chairman unit of the China Association for Engineering Construction Standardization, the company, relying on its profound technological accumulation, provides innovative products and services for the industry to respond to the global demand for low-carbon transformation.

The 2025 China Energy Storage CEO Summit, held on December 4 in Xiamen, Fujian, will set up a “Energy Storage + Data Center” forum, providing an in-depth discussion and precise matching platform for industry peers to seize new market opportunities. Details: 2025 China Energy Storage CEO Summit & The 10th “International Energy Storage Innovation Competition”

Additionally, the upcoming 14th Energy Storage International Conference and Expo (ESIE 2026) will focus on hot scenarios like data centers, with specialized forums, ecosystem salons, and featured matching events, exploring innovative applications and development trends of energy storage technology in data centers.

Looking forward to your attendance!

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 24, 2025

Projects

3,200 MWh New Energy Storage Projects Reach Key Milestones

CNESA Admin

November 24, 2025

Projects

Source: CNESA

Recently, multiple new energy storage projects across China have reached important milestones. In Shandong, Xinjiang, Hebei, Qinghai, and Inner Mongolia, several 100-MW-level projects have either started construction or successfully connected to the grid. Technologies involved include flywheel storage, lithium iron phosphate (LFP) batteries, hydrogen storage, and more - together painting a rapidly emerging panorama of diversified and large-scale storage development.

Breakthrough in Grid Frequency Regulation: World's First 100-MW

Flywheel Storage Demonstration Project Commissioned

The world's first 100-MW independent flywheel frequency-regulation demonstration plant - the Boding Energy 100 MW Vacuum Magnetic Suspension Flywheel Independent Frequency Regulation Project (Phase I) - has officially been commissioned in Rushan, Weihai, Shandong. Sungrow's energy storage PCS integrated system introduced multiple hardware and software innovations tailored for flywheel storage, achieving key breakthroughs in response speed and operational reliability, and setting a new benchmark for frequency-regulation applications.

Phase I of the Rushan Bodin flywheel project was grid-connected in July, and Phase II has already been included in Shandong's 2025 New Energy Storage Demonstration Program. The project's successful commissioning verifies Sungrow's PCS stability and rapid system response in flywheel-based frequency regulation, enhances overall operational efficiency, and lays a strong foundation for large-scale deployment of flywheel energy storage in grid applications.

CGN's 200 MW / 800 MWh Independent Energy Storage Project in

Lop County, Xinjiang Breaks Ground

On November 16, CGN (China General Nuclear Power Group Co., Ltd.)'s 200 MW / 800 MWh independent energy storage project in Lop County, Hotan Prefecture, Xinjiang officially started construction. Located about 20 km from Luopu County, the project is invested in and developed by CGN New Energy Lop Co., Ltd., and constructed by China Energy Engineering Xinjiang Electric Power Construction Co., Ltd.. The project will build a centralized electrochemical storage station with a planned total capacity of 200 MW / 800 MWh.

Hebei Zhuozhou 200 MW / 800 MWh Independent Energy Storage

Project Starts Construction

On November 18, construction officially began on the 200 MW / 800 MWh independent energy storage station in Zhuozhou, Hebei. As a key pilot project supported by Hebei Province, it carries a total investment of over 1 billion RMB. Jointly developed by DURIA TECH, CORUN, CALB, and Guoxia Technology, the project establishes a full-chain closed-loop system from upstream materials to mid-stream equipment and downstream operations - advancing integrated “project development + supply chain security + full-cycle services.”

The project adopts a hybrid “lithium iron phosphate + nickel-metal hydride” storage technology route. Once completed, it will significantly enhance peak-shaving and frequency-regulation capability for the Beijing-Tianjin-Hebei grid, supporting efficient renewable-energy consumption and improving grid safety and stability.

150 MW / 600 MWh: SPIC Qinghai Haixi Grid-Side Storage Project

Breaks Ground

On November 13, Huanghe Hydropower Development Co., Ltd. Under the SPIC (State Power Investment Corporation Ltd.) held a groundbreaking ceremony for the Qinghai Haixi Tuosu grid-side electrochemical storage project at the Yixuan PV power station. The project is part of the supporting storage facilities for the first phase of the company's 2.2 GW multi-energy complementary project in Delingha. With a planned capacity of 150 MW / 600 MWh, the station will significantly enhance the grid's peak-shaving ability and its capability to absorb PV and other renewable generation.

The project includes a 100 MW / 400 MWh centralized storage system and a 50 MW / 200 MWh high-voltage cascaded storage system, both designed to provide reliable power support during peak demand periods.

300 MW / 600 MWh: Xinjiang's First Immersed Energy Storage

System Commissioned

On November 9, the energy storage project invested by Xinjiang Weilan New Energy Technology Development Co., Ltd. - the first large-scale electrochemical energy storage station in the Xinjiang Production and Construction Corps (XPCC) and the first immersed energy storage system in Xinjiang - successfully completed all equipment commissioning and was energized and put into operation.

The project turns “technological firsts” into “industry benchmarks,” adopting a mature immersed-system design paired with high-safety LFP batteries. As Xinjiang's first immersed-system energy storage project, it can control battery operating temperature differences within ≤2 °C. Combined with its large 300 MW / 600 MWh configuration, the project fills the technical gap for large-scale electrochemical storage within the XPCC.

100 MW / 400 MWh: Independent Grid-Side Storage Demonstration

Project in Huade, Ulaanqab (Inner Mongolia) Successfully Connected

On November 13, the electrochemical portion of the Huade County grid-side independent energy storage demonstration project in Ulaanqab, Inner Mongolia, was successfully connected to the grid. The project includes a total planned capacity of 100 MW / 400 MWh, adopting a hybrid “electrochemical + hydrogen storage” configuration:

Electrochemical storage: 90 MW / 360 MWh, providing second-level frequency regulation and short-term peak-shaving;

Hydrogen storage: 10 MW / 40 MWh, serving long-duration storage (scheduled for completion and grid connection in 2026).

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 23, 2025

Projects

World's Highest-Altitude Operating Wind Power Project Now Connected to the Grid

CNESA Admin

November 23, 2025

Projects

Source: China Electric Power News

On November 17, against the backdrop of the majestic Yarlha Shampo Snow Mountain, the China Huadian Corporation’s Wind Power Project in Qonggyai County - whose highest turbine installation point sits at an altitude of 5,370 meters - was officially connected to the grid. The project is not only the largest single-unit-capacity wind power project in the Tibet Autonomous Region, but also the world's highest-altitude operating wind power project, injecting new momentum into green and low-carbon development on the Tibetan Plateau.

Located in Zhongdui Village, Qonggyai County, Shannan City, the Huadian Qonggyai Wind Power Project has a total installed capacity of 60 MW. It is equipped with eleven 5.0 MW turbines and one 6.25 MW turbine, along with a supporting 12 MW/48 MWh grid-forming energy storage system. Once in operation, the project is expected to supply clean electricity sufficient for about 120,000 households annually, equivalent to reducing carbon dioxide emissions by 128,700 tons per year.

Constructing a wind farm at an altitude of 5,370 meters requires overcoming conventional engineering limitations. Facing extreme conditions - oxygen levels at only 57% of those in lowland areas, day-night temperature variation exceeding 20°C, and cumulative road elevation gain of 1,670 meters - the project team tackled challenges with innovative practices:

they planned logistics routes in advance, optimized the allocation of equipment and personnel, and ensured efficient material transportation; they improved concrete mix designs and pioneered a “film + quilt + tarpaulin” layered insulation method, combined with an intelligent temperature-control curing system, to ensure concrete strength and durability in low-temperature environments. These solutions enabled continuous one-time pouring of large-volume concrete under high-altitude, low-oxygen conditions, providing replicable technical experience for ultra-high-altitude wind power construction worldwide. The team also innovated construction methods by applying single-blade hoisting technology for the first time ever at altitudes above 5,000 meters - saving about 66% of the working area compared with traditional whole-rotor hoisting and increasing the upper limit of operable wind speed to 10 m/s - laying a solid foundation for the project's high-quality commissioning.

Throughout construction, the company fully upheld the principles of being “system-friendly, eco-friendly, and community-friendly.” The project incorporates a “equipment selection + energy storage + intelligent control” technical system with a grid-forming storage facility to effectively smooth wind power fluctuations and enhance grid reliability. It strictly followed the four-step method of “lifting, preserving, nurturing, restoring” for high-altitude meadow protection and adopted high-performance substrate ecological spraying technology, restoring a total of 360,000 square meters of vegetation and installing 120,000 square meters of protective mesh, ensuring coordinated progress between engineering development and ecological conservation.

Meanwhile, through land leasing, local employment, construction participation, and skills training, the project directly increased local residents' income by more than 3.6 million yuan and boosted local industries by over 11 million yuan, ensuring that the benefits of clean energy development are shared by people of all ethnic groups in the region.

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 23, 2025

Events

COP30 Sends a Strong Signal: Trillions of Dollars Flowing In, Marking the “Acceleration Moment” for Global Energy Storage Deployment

CNESA Admin

November 23, 2025

Events

Source: CNESA

The 30th UN Climate Change Conference (COP30), formally the 30th Conference of the Parties to the UN Framework Convention on Climate Change (UNFCCC), was held from November 10-21, 2025, in Belém, the capital of Pará in Brazil’s Amazon rainforest region. It is also the first multilateral climate governance conference since the signing of the Paris Agreement ten years ago.

Against the backdrop of an increasingly severe global climate crisis, COP30 clearly established the strategic importance of energy storage technologies in the global energy transition. The conference not only reaffirmed emissions-reduction goals but also provided institutional and financial recommendations to support the large-scale deployment of energy storage, strengthen international cooperation, and address key development barriers.

Bottlenecks in the Clean Energy Transition and the Urgent Need for

Energy Storage

At the “World Climate Action Leaders Summit,” held on November 6-7, UN Secretary-General António Guterres emphasized that achieving the core mission of “accelerating the phase-out of fossil fuels” requires implementing five priority actions. Among them, “expanding investments in grids, storage, and efficiency to ensure infrastructure keeps pace with the rapid growth of renewable energy” was identified as a critical component. This elevated energy storage from a mere technological option to an indispensable prerequisite for achieving global climate goals.

This strategic consensus was quickly reinforced with concrete technical elaboration in subsequent sessions. On Friday, November 14, Brazil's Secretary of State for Energy Transition and Planning, Gustavo Ataíde, stressed that expanding grid and energy storage capacity is essential for global electrification: “The growth in demand is outpacing grid expansion. Without transmission, there is no transition.”

From the Secretary-General's macro-level call to the host country minister's technical articulation, COP30 formed a high-level consensus early in its first week: Energy storage is the key solution to the biggest bottleneck in integrating renewable energy and unlocking the global energy transition.

Breakthrough Mechanisms: Paving the Way for Global Energy Storage

Deployment

November 14 (Friday), the fifth day of COP30, became a pivotal moment for the energy storage agenda. During the High-Level Ministerial Meeting on Grids and Storage, participants reached several major agreements:

(1) Grids and Storage Implementation Coordination Council

COP30 formally announced the launch of the Grids and Storage Implementation Coordination Council, a new international mechanism aimed at accelerating global action on power grids and energy storage, and advancing the “COP30 Action Plan on Accelerating Grid Expansion and Resilience,” led by the Green Grids Initiative (GGI).

For years, countries have pursued storage deployment independently, lacking unified technical standards, interoperability rules, and cross-border coordination mechanisms. This has hindered seamless integration of storage systems with large-scale grids and limited the potential for regional power balancing and optimization.

The new Council is expected to provide a high-level international platform to coordinate policies, technical standards, market mechanisms, and cross-regional energy storage projects, ultimately helping build more resilient, intelligent, and efficient global energy systems - making energy storage a true “core enabler” of large-scale renewable integration.

(2) Investable Project Framework

To address financing challenges in developing countries, COP30 released the Investable Project Framework, designed to translate national climate goals into investment-ready projects, especially in emerging markets.

Energy storage - particularly large grid-scale storage, pumped hydro, and long-duration systems - generally requires high capital investment and sophisticated commercial and risk assessment models. Many developing countries have strong demand and ambition for storage deployment but lack the ability to design “bankable” storage projects that meet international financing standards.

The Framework is expected to significantly enhance the bankability of storage projects, channeling trillions of climate-related dollars into the “last mile” of the global storage market, enabling large-scale storage infrastructure in emerging economies, and making storage a key destination for global climate finance flows.

Trillions in Investment Commitments: Strong Momentum for Energy

Storage

On November 18, 2025, COP30 delivered its strongest financial signal yet as governments, development banks, and industry representatives announced tens of billions of dollars in new commitments for grids and storage.

The Utilities for Net Zero Alliance (UNEZA) confirmed an annual expenditure plan of USD 148 billion, opening a USD 1 trillion investment pathway for grid and storage expansion. By 2030, members aim to more than triple their renewable power capacity compared to 2023 levels, while undertaking major grid expansion, upgrades, and storage deployment.

Other significant commitments included:

— The Asian Development Bank, World Bank Group, and ASEAN jointly pledged over USD 12 billion under the ASEAN Power Grid Financing Initiative.

— Germany committed EUR 15 million through the Inter-American Development Bank Group to establish a new Transmission Acceleration Platform for Latin America and the Caribbean.

— UK utility SSE plc announced a fully funded GBP 33 billion, five-year investment plan to modernize national power infrastructure.

— The Global Grids Catalyst initiative, launched this year, secured USD 50 million in initial funding plus USD 2 million for an innovation incubation fund.

These commitments underscore that global financial institutions and governments have shifted their investment focus squarely toward energy storage and grid modernization - removing bottlenecks that impede the clean energy transition.

Industry Voice at Side Events: Chinese Companies Showcase

Technologies and Cooperation

Beyond the main agenda, numerous side events highlighted the dynamism of the energy storage industry and China's technological contributions.

On November 13, CATL (Contemporary Amperex Technology) held a side event titled “Driving System Transformation: Co-Creating a Zero-Carbon Future” at the COP30 China Pavilion. Gustavo Ataíde, Brazil's Secretary of State for Energy Transition and Planning, noted in his remarks: “Energy storage is strategic infrastructure for today's energy transition - critical for enhancing flexibility, stability, efficiency, and enabling large-scale renewable integration.”

During the event, CATL and IRENA released their report Solar PV and Storage for Energy Transition, which identified lithium-ion battery storage as the most cost-effective storage technology and “solar + storage” as the most economical clean energy combination.

On the same day, the China Investment Association and several partners hosted a side event titled “Driving Global Low-Carbon Development through Renewable Energy under Climate Change.” In a roundtable session, Hithium Energy Storage delivered a speech titled Innovation and Local Practice for Joint Global Green Transition, reaffirming its commitment to innovation, localization, open collaboration, and global partnership in advancing energy transition.

Diverse Technology Pathways and Global Cooperation Outlook

Throughout COP30, various technological routes and international cooperation models were also showcased.

FTXT Energy Technology Co.,Ltd. under the China Great Wall AMC (International) Holdings Co., Ltd. presented its “Explorer H1” hydrogen-powered research vessel - the first deployment of China's hydrogen fuel cell technology in marine applications in Latin America.

Thiago Prado, President of Brazil's Energy Research Office (EPE), told Sina Finance that as wind and solar continue to grow, pumped hydro and battery storage have become critical issues for Brazil's power system. He expressed hope to learn from China's leading experience in both technologies to accelerate storage integration into Brazil's grid.

In addition, State Grid Corporation of China, Trina Solar, LONGi Green Energy, and others held exhibitions showcasing renewable energy and storage technologies.

Energy Storage: The “Engine of Acceleration and Implementation” at

COP30

The clearest message emerging from COP30 is that global climate governance has shifted from abstract commitments to concrete actions focused on “acceleration and implementation.” At this turning point, energy storage has become the key element enabling the rapid rollout of renewables and the realization of climate goals.

The Grids and Storage Implementation Coordination Council and the Investable Project Framework together provide the institutional and financial foundation needed for global storage deployment.

After COP30, energy storage will no longer be a supporting component of the energy system - it will become the core strategic engine of the global energy transition, driving humanity toward a cleaner, more stable, and more sustainable future.

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 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

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 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.

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 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.

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

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 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

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 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