ESIE | 2027 Debuts AIDC Energy Storage Section, Targeting the New Blue Ocean of Data Center Energy Storage

As one of the world's largest energy storage exhibitions, ESIE has witnessed and continues to lead the innovation and development of the global energy storage industry through fourteen editions of heritage.

The 15th Energy Storage International Summit and Exhibition (ESIE 2027), organized by the China Energy Storage Alliance, the China Energy Research Society, and the Institute of Engineering Thermophysics of the Chinese Academy of Sciences, will be held on March 16-19, 2027 at the Capital International Convention & Exhibition Center in Beijing.

ESIE 2027 Debuts

the AIDC Energy Storage Section

An Exploding New Storage Track

ESIE 2027 debuts its AIDC Energy Storage section precisely against the backdrop of this track's explosive growth.

March 2026 - "Computing-electricity coordination" was written into the Government Work Report for the first time, becoming an important lever for the deep integration of computing power and electricity.

April 2026 - The Action Plan on Promoting Two-Way Empowerment Between Artificial Intelligence and Energy explicitly encourages computing facilities to be equipped with grid-forming energy storage, enabling computing facilities to participate in grid operations as flexible, adjustable load-side resources.

June 2026 - The 15th Five-Year Plan for Building a New Energy System calls for promoting direct green power supply projects for computing centers and "strengthening computing with electricity and promoting electricity through computing".

July 2026 - In its reply to a National People's Congress proposal, the National Energy Administration noted that pilot programs will give key consideration to AIDC energy storage application scenarios, and the first-set-of-equipment selection will consider supporting technical equipment for AIDC energy storage application scenarios.

On the market side, according to National Energy Administration data, total electricity consumption of computing centers nationwide reached 170 billion kWh in 2025, and computing electricity consumption at the eight hub nodes of the national integrated computing power network grew at an average annual rate of about 39.5% over the past three years. During the 15th Five-Year Plan period, national computing electricity consumption is expected to grow by more than 100 billion kWh per year on average, reaching an estimated 800 billion kWh by 2030.

The explosive growth in computing demand not only calls for higher power supply reliability, but also raises brand-new requirements for data centers' energy costs, green power consumption, and computing dispatch. AIDC energy storage is precisely the key carrier connecting computing loads, green power supply, and grid regulation.

But Amid High Growth,

AIDC Energy Storage Still Faces Several Practical Problems

Technology routes still evolving. UPS, HVDC, and SST routes coexist, and solutions differ widely between vendors. Many companies remain at the "selling batteries" stage, lacking integrated solution capabilities from rack-level backup power to campus-level energy storage.

Cost and return out of balance. AIDC supporting energy storage carries high initial investment and a long payback period. Current returns rely mainly on peak shaving/valley filling and backup power assurance; value-added revenue channels such as green power trading, demand response, and ancillary services remain underdeveloped.

Missing standards. Technical standards, acceptance specifications, and safety requirements for AIDC energy storage are still being drafted. High-rate cells, BBUs, and liquid cooling integration lack unified standards, leaving poor product compatibility and no basis for procurement and acceptance.

Insufficient supply-demand matching. Energy storage companies do not understand computing, and cloud vendors do not understand energy storage; both sides lack an effective exchange platform. Information gaps persist between the real needs of the three major telecom operators, cloud vendors, and IDC operators on one side, and the product capabilities of energy storage companies on the other.

The 15th Energy Storage International Summit and Exhibition

Debuts the AIDC Energy Storage Section for the First Time

Exhibition + Matchmaking + Launches + Forums in One

1. Exhibition: The Full Chain of Computing Power Supply

AIDC Energy Storage Panorama Exhibition - all technology routes in one visit:

• Rack-level backup power: high-rate BBU cells, supercapacitors (EDLC), hybrid backup solutions

• Data hall-level power supply: lithium battery UPS systems, HVDC high-voltage DC systems, SST solid-state transformers, grid-forming PCS

• Thermal management systems: cold plate liquid cooling, immersion liquid cooling

• Campus-level energy storage: C&I energy storage cabinets, large-scale storage containers, grid-forming energy storage systems

• Software & platforms: AIDC energy storage EMS, computing-electricity coordination dispatch platforms, digital twin O&M systems

• From millisecond-level power support to hour-level energy regulation - every level in a single visit

2. Matchmaking: Onsite Exchange with Domestic and International Buyers

• Domestic: representatives of the three major telecom operators, domestic cloud providers such as Tencent Cloud, and IDC operators such as Chindata and VNET share data center energy storage practices and procurement needs

• International: overseas cloud providers and IDC operators including Amazon, Google, and Meta join the exchange

3. Launches: Global First Releases of AIDC New Products

The hottest technology directions in AIDC energy storage, with concentrated first launches:

• SST solid-state transformers: core equipment of the 800 V high-voltage DC power supply architecture, the next-generation direction of data center power supply transformation

• High-rate BBU cells: 50C+ discharge, millisecond-level response, a must-have for GPU cluster backup power

• Immersion liquid cooling: single-phase and two-phase routes, the required solution for rack power density above 30 kW

• HVDC high-voltage DC: next-generation power supply technology, 2-3 percentage points more efficient than traditional UPS

• Campus-level energy storage systems: AIDC supporting energy storage with multiple revenue streams from peak shaving/valley filling, green power consumption, and demand response

• Multiple industry-first products make their debut, targeting the most cutting-edge technology directions

4. Forums: Computing-Electricity Coordination Thematic Exchanges

A forum series running alongside the exhibition for in-depth discussion of core AIDC energy storage topics:

• Policy interpretation: top-level design and market mechanisms of computing-electricity coordination, and how they affect energy storage returns

• Technology routes: comparison of UPS, HVDC, and SST power supply architectures and selection logic

• Deployment scenarios: rack-level, data hall-level, and campus-level technical requirements and applicable scenarios

• Business models: revenue models and investment return analysis for peak shaving/valley filling, demand response, green power trading, and virtual power plants

• Operators, cloud vendors, IDC operators, and energy storage companies in dialogue to promote supply-demand matching

5. Going Global: International Market Connections

• International buyer delegations: representatives of cloud vendors, IDC operators, EPC contractors, and infrastructure funds from North America, Europe, Southeast Asia, the Middle East, and elsewhere for onsite matchmaking

• Overseas market sessions: the global AIDC energy storage market landscape and regional opportunities; international certification paths such as UL/CE/IEC and AIDC-specific requirements such as NVIDIA BESS certification; overseas project implementation models and profit paths; and localization compliance requirements to help energy storage companies expand into overseas computing markets

Only 30% of Booths Remain

ESIE 2027: Six Major Sections

01 New Energy Storage

A panorama of the full technology roadmap of new energy storage, covering frontier technologies such as lithium, sodium, flow batteries, solid-state batteries, compressed air, flywheel, and hydrogen. Frontier technology conferences led by academicians and global first-release events for new energy storage products help companies debut next-generation energy storage technology products.

02 AIDC Energy Storage

The first AIDC display section in a professional energy storage exhibition, focusing on rack-level backup power, data hall-level power supply, power supply architecture upgrades, and thermal management, covering the full chain of BBUs, high-rate cells, UPS, SST, and more. High-value buyers from the three major telecom operators, cloud vendors, and IDC operators in attendance.

03 Full-Stack Energy Storage Solutions

Covering residential, C&I, and utility-scale scenarios, showcasing a complete product matrix from cells and core components to systems, and from hardware and software to operations. Multiple international business matchmaking sessions help companies go global.

04 Smart Grid

Focusing on grid adaptation technologies under high renewable penetration, showcasing grid-forming energy storage, flexible transmission, virtual power plants, and smart microgrids. Professional buyers from grid companies, power design institutes, and renewable plant owners in attendance.

05 Transportation-Energy Integration

Covering charging piles, battery-swap stations, integrated PV-storage-charging stations, V2G bidirectional charging/discharging systems, shore power for ships, port energy storage, and regenerative braking energy storage for rail transit - complete solutions for bidirectional vehicle-grid interaction. Cross-sector buyers from automakers, charging operators, mobility platforms, and transport infrastructure investors in attendance.

06 Green Energy

Around scenarios such as direct green power supply, large energy bases, zero-carbon parks, and integrated energy services, presenting zero-carbon solutions from renewable energy development and power trading to end-use energy. High-value buyers from industrial park owners, local governments, high-energy-consuming enterprises, power retail companies, and integrated energy service providers in attendance.

The World's Largest Energy Storage Exhibition

ESIE 2027: Six Core Advantages

01 Industry Leaders Gathered

• Selected past exhibitors

02 Global Cooperation

• International buyers from 90+ countries and regions, covering core markets in Europe, Southeast Asia, the Middle East, and Africa;

• 4 international business matchmaking sessions for precise supply-demand matching.

03 Efficient Matchmaking

• Professional exhibition tour groups covering professional buyers such as central and state-owned energy groups, AIDC operators, and C&I park owners;

• Online smart matching plus offline supply-demand exchange to shorten the matchmaking process.

04 Authoritative Leadership

• Government and energy authorities, State Grid, China Southern Power Grid, and power generation groups in attendance.

• Leaders of top energy storage companies engage in deep dialogue on strategic development directions for the new cycle.

• Selected past guests

05 Technology Leadership

• More than ten academicians of the two academies in attendance;

• Assessment of the development status and future trends of frontier technologies such as hydrogen, long-duration energy storage, short-duration high-frequency energy storage, and grid-forming energy storage;

• Companies' annual blockbuster products make their global debuts here.

• Selected past guests

06 Industry-Academia-Research-Finance Synergy

• 40+ thematic forums with 400+ industry leaders taking the stage;

• Core topics from policy outlook, market mechanisms, and technology trends to industry-finance matchmaking, building a high ground for thought exchange in the energy storage industry.

March 16-19, 2027

Beijing - Capital International Convention & Exhibition Center

ESIE 2027 cordially invites colleagues from the global energy storage community to reunite.

Together, let us build a new future of high-quality development for new energy storage!

Sungrow EnerNeo SST Becomes the World’s First SST with Dual EU-US System-Level Certification: cTUVus + EMC + 13.8kV Reinforced Insulation

The surge in AI computing demand is pushing data center power architectures toward the 800V DC era. The China Energy Storage Alliance (CNESA) has noted that Sungrow’s EnerNeo solid-state transformer (SST) received system-level certification from TÜV Rheinland at the 2026 OCP Global Summit, becoming the world’s first SST to pass both European (IEC/EN) and American (UL) system-level certification and the first to secure a ticket to large-scale commercial deployment in the European and American data center markets. This article examines the substance of the certification, the technology route and the cost calculus behind the milestone.

At the 2026 OCP Global Summit, Zhang Di, President of Sungrow Source Intelligence, received a set of certificates from Sean Tilley, Vice President of the Product Services Business Unit of TÜV Rheinland Americas. The EnerNeo SST became the world’s first SST product to pass both European (IEC/EN) and American (UL) system-level certification, with the complete set of cTUVus, EMC and 13.8kV reinforced insulation certificates.

Not One Certificate, but a Stack

During the days of the OCP Global Summit, the convention center in San Jose, Silicon Valley, was packed with data center professionals. It was there that Sean Tilley handed Zhang Di the system-level and key-component certification certificates based on the UL, IEC, EN and 2 PfG series standards.

This certification covers the complete SST system. TÜV Rheinland conducted a system-level assessment of the EnerNeo against safety standards including UL 2877, IEC/EN 62477-1, IEC/EN 62477-2 and 2 PfG 3175, as well as EMC standards including EN 61000-6-2, EN 61000-6-4 and FCC Part 15. The core component, the high-frequency isolation transformer, additionally passed the dedicated 2 PfG 3179 certification, meeting the 13.8kV reinforced insulation requirement.

The outcome: the EnerNeo obtained the TÜV Rheinland certification mark, the cTUVus and EMC certificates, and the corresponding test reports. For Chinese equipment makers aiming to enter the European and American data center supply chains, completing this full set is far more difficult than passing any single test.

Sean Tilley (right), Vice President of the Product Services Business Unit of TÜV Rheinland Americas, presents the certification certificates to Zhang Di (left), President of Sungrow Source Intelligence.

Why System-Level Certification Is the Real Barrier

Some may ask: SST certification is not news, given that Eaton passed TÜV SÜD’s IEC 62477-2 certification in August. What is the difference?

The key lies in “system-level” and “dual-standard”.

The Solid State Transformer Specification v0.3, effective from June this year under the Open Compute Project (OCP) and jointly developed by Google, Microsoft and NVIDIA, defines the SST as a megawatt-class power electronics converter: a 13.8kV or 34.5kV medium-voltage AC input and an 800V DC output, with a power range corresponding to 5MW or 10MW. The specification covers not only power conversion but also medium-voltage input, low-voltage DC output, auxiliary power, firmware, control and communication, all within the scope of the SST product.

In other words, an SST is no longer just the “transformer” component; it is a complete power electronics system comprising power semiconductors, magnetics, control systems and communication systems. To pass system-level certification, insulation, efficiency, power density and thermal management must all meet the requirements simultaneously, rather than passing part by part.

Certification Dimension

Standards Indicators Involved

US Safety Standards UL 2877

EU Safety Standards IEC/EN 62477-1, IEC/EN 62477-2

Key Component 2 PfG 3175, 2 PfG 3179 (high-frequency isolation transformer,

13.8kV reinforced insulation)

EMC EN 61000-6-2, EN 61000-6-4, FCC Part 15

Certification Marks TÜV Rheinland certification mark, cTUVus, EMC certificates

The European and American markets are particularly strict on this point – UL and cTUVus on the US side, and the IEC/EN series on the European side. For entry into European and American data center procurement lists, system-level dual certification is close to a hard threshold. By securing both at once, the EnerNeo can now compete on equal footing with overseas players such as Delta, Eaton and Vertiv in terms of certification compliance.

800V DC: NVIDIA Sets the Course, Sungrow Delivers First

Why focus on 800V DC? The answer lies in power density.

The white paper “800VDC Architecture for Next-Generation AI Infrastructure”, released by NVIDIA at last October’s OCP Global Summit, has established 800V DC as the standard power architecture for next-generation AI infrastructure, with the SST positioned as the ultimate power supply device in the medium to long term. Sungrow’s 800V solution is also listed in the white paper as a recommended technology route.

The traditional data center power chain is: AC from the grid → step-down via a power-frequency transformer → multi-stage UPS/AC-DC conversion → server racks. Each stage incurs losses, with end-to-end efficiency of about 90%–92%. For megawatt-class racks, hundred-megawatt buildings and gigawatt-scale campuses, these few percentage points of loss translate into enormous electricity bills and thermal loads.

What the EnerNeo does is convert 10–13.8kV medium-voltage AC directly to 800V DC, using SiC power devices and an optimized series-connected H-bridge architecture, eliminating the power-frequency transformer and multi-stage conversion. Published parameters: 98.5% efficiency, 99.999% availability, 312 kW/m² power density, zero partial discharge at rack level (within 21kV), meeting the 42kV power-frequency withstand voltage and 95kV lightning impulse indicators.

According to Sungrow’s own calculation, for a 1GW computing project, the 800V DC architecture can save 400 million kWh of electricity per year. In terms of efficiency difference, 98.5% versus the 90%–92% of the full chain leaves a gap of 6–8 percentage points – no small figure at gigawatt scale.

The EnerNeo SST system and the TÜV Rheinland certificates

Evolution of the power architecture for AI supernode full racks: single-rack power leaps from the 100kW class to the megawatt class, making 800V HVDC an inevitable choice.

The Cost Calculus: SST and Traditional Solutions Are Now on the Same Level

Technology, however good, must pass the cost test. The most-cited criticism of the SST used to be its price; that anchor is now beginning to shift.

In August 2026, the SST procurement budget for the data center of the “Zhiyun Changjingkai” platform was RMB 2 million for 2.5MW of capacity, equivalent to a budgeted unit price of about RMB 0.8/W. In the same year, China Mobile Jiangsu purchased four sets of 2500kVA medium-voltage integrated power systems for its Nanjing Jiangbei Data Center at a winning price of about RMB 1.77 million per set excluding tax, or about RMB 2 million including 13% VAT. 2500kVA is AC apparent power; with the data center load power factor close to 1, the two can be compared at similar capacity levels.

Comparison Item SST Solution Traditional Medium-Voltage Integrated Power

Project Sample Zhiyun Changjingkai 2.5MW SST China Mobile Jiangsu 2500kVA integrated power

Procurement Budget / About RMB 2 million (budget) About RMB 2 million per set (incl. 13% VAT)

Winning Price

Unit Price About RMB 0.8/W About RMB 0.8/W (equivalent at similar capacity)

Capacity Class 2.5MW 2500kVA(≈2.5MW, power factor close to 1)

The comparison is noteworthy: the procurement budget of a 2.5MW-class SST is broadly on par with the winning price of a comparable 2500kVA integrated power system. Once costs reach the same level, the advantages in efficiency, footprint and response speed become decisive factors in procurement decisions.

Certification Is a Ticket, Not the Destination

Back to the OCP Summit. Experts from Google, Microsoft and NVIDIA stood in the audience as Zhang Di received the certificates – a scene carrying more information than the certificates themselves: the core initiators of the OCP SST working group are casting a vote of confidence in a Chinese manufacturer’s technology route.

But this vote is only an entry ticket. The industry is still in the stage of small-batch delivery and customer site validation. Between “certification passed” and “large-scale commercialization” lie multiple tests: engineering reliability, O&M systems, supply chain responsiveness, and acceptance by financing and insurance institutions.

What deserves even closer observation is whether Sungrow Source Intelligence can secure its first large-scale order in Europe and America after obtaining dual-standard certification. Eaton and Delta still hold first-mover advantages in overseas data center O&M and brand recognition; the next challenge for Chinese manufacturers is not laboratory parameters, but the long-term trust of overseas customers.

Three Major Application Segments See Shrinking Returns — Can China’s New Energy Storage Resolve Its Profitability Bottleneck?

BEIJING, 15 October 2026 

China Energy Storage Alliance (CNESA) has published its latest in-depth analysis on China’s new-energy-storage industry. After years of breakneck capacity expansion, the sector faces a new reality: newly-commissioned installations declined more than 15 % year-on-year in H1 2026, as profitability pressure mounts across generation-side, grid-side and customer-side segments. Having pursued a policy-fuelled “installed-capacity race”, Chinese new energy storage now stands at a crossroads, shifting focus from “building assets” toward profitable operation and tangible system-level value delivery for the carbon peaking and carbon neutrality goals.

Market Performance Review: Three Transformations — Scale, Discharge Duration and Application Mix

China’s new-energy-storage market has delivered remarkable capacity growth alongside profound structural changes in technology, discharge duration and deployment scenarios.

By the end of 2025, China’s total commissioned electric-energy-storage capacity reached 213.3 GW (+54 % YoY), accounting for 43.0 % of global installed volume and ranking first worldwide. Cumulative new-energy-storage capacity hit 144.7 GW, a 45-fold increase compared with the end of the 13th Five-Year Plan. Lithium-ion batteries represent 66 % of the national electric-storage fleet, while pumped-hydro storage contributes 31 %. Both flow-battery and compressed-air-energy-storage cumulative installations have passed the 1 GW milestone, signalling that long-duration technologies are moving from demonstration toward large-scale roll-out.

Cumulative Installed Capacity of China’s Electric Energy Storage Market (End-2025), Unit: MW & % | Source: CNESA

Storage project discharge durations keep increasing as the system demands greater long-duration flexibility. The average duration for newly-commissioned projects reached 2.85 hours in 2025, up 58 % versus 2020. Projects offering 4 hours or longer discharge grew 44 % year-on-year and have become the main growth driver.

Historical Average Storage Duration of Newly Commissioned New Energy Storage Projects in China during the 14th Five-Year Plan Period, Unit: Hour | Source: CNESA

Application-segment composition has undergone fundamental change. Stand-alone storage now makes up 58 % of cumulative new-energy-storage capacity, 54 percentage-points higher than at the end of the 13th Five-Year Plan. The industry has transitioned from fragmented customer-side deployments toward large-scale, grid-centric stand-alone-storage assets.

Share of Cumulative Installed Capacity by Major Application Scenarios of New Energy Storage in China, Unit: GW & % | Source: CNESA

Industry Warning: Profitability Compression Triggers First-Ever Installation Downturn

Beneath the capacity expansion, all three core application segments face contracting revenue streams:

· Renewables-paired (generation-side) storage: The abolition of mandatory pairing rules has weakened developer incentives; existing income cannot cover capital and operational expenses.

· Stand-alone (grid-side) storage: Capacity-leasing income, once exceeding 50 % of revenue in some provinces, has sharply fallen following policy adjustments; capacity-tariff mechanisms cannot fully fill the resulting funding gap.

· Customer-side (industrial & commercial) storage: Abolition of administratively-set time-of-use price bands narrows fixed peak-valley spreads, lengthening project payback periods while viable new business models remain under development.

These economic headwinds are reflected in real-world deployment statistics. H1 2026 saw 21.64 GW / 58.20 GWh of new-energy-storage go online; both power and energy metrics dropped by over 15 % year-on-year — the first contraction after multiple years of rapid expansion.

Core Bottlenecks Restraining Storage Profitability

CNESA’s analysis identifies market-design and dispatch-framework shortcomings as the primary obstacles preventing adequate returns for storage assets.

Inefficient dispatch practices limit flexibility utilisation. Renewables-paired-storage utilisation rates remain low, as charge-discharge strategies cannot always adapt dynamically to market signals. A national unified compensation scheme for emergency grid dispatch is absent, so storage’s security-support value cannot be monetised.

Generation-side paired-storage suffers uneven asset quality and narrow revenue streams. Assets built under historic mandatory-pairing requirements often under-perform design specifications and carry safety risks. Projects rely heavily on curtailment-avoidance gains and are frequently prohibited from purchasing power from the public grid, limiting operational flexibility relative to stand-alone storage.

Grid-side stand-alone storage faces unresolved gaps in pricing, cost-recovery, capacity-remuneration and ancillary-service rules. Four concrete market-mechanism bottlenecks constrain commercial performance.

Four Major Market Mechanism Bottlenecks for Stand-Alone Energy Storage | Source: CNESA

Customer-side storage must shift toward multi-market stacked revenue models, yet green-power direct-connection and virtual-power-plant deployments encounter multiple barriers: volatile load-dependent revenues, limited market-product access for VPPs, high forecasting-driven operational risks and incomplete equipment-and-site standards creating safety concerns.

Market Trends: Elevated Strategic Status and Accelerating Power-System Reform

New-energy-storage has advanced from technical-demonstration status to become a core flexible resource for China’s new power system, with successive upward revisions to medium-and-long-term capacity targets:

· 2021: > 30 GW new-energy-storage by 2025

· 2025: > 180 GW new-energy-storage by 2027

· 2026: > 300 GW new-energy-storage by 2030

High-penetration wind-and-solar integration creates sustained structural demand for storage flexibility. CNESA’s dual-modelling outlook (double S-curve plus system-dynamics simulation) forecasts cumulative new-energy-storage power capacity of 365-435 GW by 2030, rising to 527-615 GW by 2035. Decommissioning volumes will generate replacement-equipment demand through the 16th Five-Year-Plan period.

Forecast of Cumulative Installed New Energy Storage Capacity in China, Unit: GW | Source: CNESA

Major national policy documents mark the decisive shift from policy-mandated build-out to market-led growth. Circular 136 removes mandatory pairing as a grid-connection precondition for renewable-energy projects. Circular 114 establishes a national-level capacity-tariff pathway for stand-alone grid-side storage. Updated market rules reform time-of-use pricing and upgrade green-power direct-connection frameworks, while setting clear VPP capacity milestones. Multiple provinces are rolling-out complementary local measures covering spot-market trading, ancillary-service varieties and provincial-level capacity-compensation schemes aligned with national guidance.

Proposed Solutions: Building Multi-Stream Revenue Mechanisms for Storage

CNESA puts forward six policy recommendations to enable the target “capacity remuneration + spot-market income + ancillary-service payment” multi-revenue business model:

1. Refine spot-market price boundaries and push end-users toward spot-indexed tariffs; optimise grid-charge rules to reduce storage operating expenses.

2. Improve dispatch frameworks: permit “renewables + storage” market-entity participation, allow qualified legacy paired-storage assets to convert to stand-alone status, relax grid-power-purchase restrictions and introduce national emergency-dispatch compensation.

3. Enhance capacity-tariff implementation: roll-out provincial detailed rules, adopt time-differentiated effective-capacity assessment, pilot long-duration-storage long-term capacity agreements and progress toward a unified national capacity market.

4. Expand ancillary-service product portfolios including ramp and reserve services; lift frequency-regulation bidding-capacity caps and monetise grid-forming services such as virtual inertia and black-start capability.

5. Support customer-side-storage business-model development: enable re-matching of green-power-direct-connection assets when local loads decline, lower VPP-aggregator entry barriers for multi-market participation.

6. Establish full-lifecycle safety standards; link safety-audit outcomes to market access and capacity-remuneration to build “inspection – rating – revenue” positive incentives.

Strategic Value: Beyond Project Returns — Storage as a Pillar of the New Power System

New-energy-storage delivers peak-shaving, fluctuation-smoothing, inertia and reserve services that stabilise power-system operation amid rising shares of variable renewable generation. It enables wind and solar assets to operate as dispatchable resources and underpins China’s carbon-neutrality transition. National 15th-Five-Year-Plan energy documents clearly define the distinct functional roles of storage across different power-system layers.

Roles of New Energy Storage within the New Power System | Source: CNESA

Conclusion

Competition in China’s energy-storage sector has moved on from pure installed-capacity racing toward system-value competition. The industry must move past policy-driven expansion and construct complete market-based value-realisation mechanisms that fairly compensate storage for safety, flexibility and economic benefits. This market transition shapes both domestic-industry quality and the operational efficiency of China’s high-renewable-penetration power system.

Contributor: Ran Ze

China’s New Energy Storage Installations Catch Up With 2025 Levels In First Three Quarters; Long-Duration Non-Lithium Storage Projects See Concentrated Commissioning

BEIJING, October 14, 2026

China Energy Storage Alliance (CNESA) has released its latest monthly market assessment for China’s new energy storage sector, showing total newly-commissioned capacity hit 35.30 GW / 102.31 GWh across the first nine months of 2026, broadly matching full-year prior-year performance. After a market correction in H1 2026, the third quarter delivered a strong rebound, driven primarily by stand-alone grid-side energy storage and large-scale long-duration storage assets entering commercial operation.

September marked a turning-point month: newly commissioned new energy storage reached 4.33 GW / 14.08 GWh, rising 42 % year-on-year on power capacity and 69 % on energy capacity, alongside 8 % and 14 % sequential month-over-month growth for power and energy respectively. Q3 total installations surpassed 10 GW for the first time on a quarterly basis, landing at 13.4 GW / 43.0 GWh. While power capacity for the January-September period dipped 3 % year-on-year, energy capacity advanced 6 % versus 2025, signalling larger-duration systems gaining market share.

“Stand-alone energy storage has become the core engine for China’s storage market recovery, as provincial power market reforms open viable revenue pathways for grid-connected storage assets,” said a senior analyst at CNESA. “We are observing an inflection point: long-duration non-lithium technologies are moving beyond demonstration projects toward real-world deployment, even as lithium-iron-phosphate batteries remain the workhorse of the industry. Market expansion will continue to hinge on the roll-out of local electricity market rules and capacity compensation frameworks.”

Figure 1 Newly Commissioned Capacity of New Energy Storage Projects in China, September 2026

Data source: CNESA DataLink Global Energy Storage Database

Note: Year-on-year comparison contrasts figures with the same period of the previous year; month-on-month comparison contrasts figures with the immediately preceding statistical period.

Grid-side stand-alone storage accounted for 85.3 % of September’s newly added power capacity at 3.70 GW /12.29 GWh, with power-capacity growth of 112 % year-on-year. Market reforms across multiple provinces are enabling multi-market participation for stand-alone storage assets. Southern China allows stand-alone storage to take part in both frequency-regulation and spot electricity markets; Zhejiang has implemented a breakthrough mechanism allowing daily switching between energy and frequency-regulation market participation, progressively closing the market-oriented profitability loop for stand-alone storage.

Power-side new-energy paired storage saw slower growth, while customer-side deployments continued a downward trend, with industrial-and-commercial storage making up 95.7 % of customer-side additions.

Figure 2 Application Distribution of Newly Commissioned New Energy Storage Projects in September 2026 (Share by Power Capacity)

Data source: CNESA DataLink Global Energy Storage Database

Note: Others include distribution network side, transformer districts, demonstration & research projects, thermal power coupled storage, EV charging stations, rail transit, port shore power, municipal authorities / critical facilities, data centers, etc.

Regional deployment has grown more balanced. North China led September additions with 1.46 GW power capacity, representing 34 % of national volume, followed by East China at 28 %. Guangdong ranked No. 1 for newly-added power capacity (0.83 GW), and Jiangsu topped national energy-capacity rankings (2.86 GWh), boosted by commissioning of the Jintan Salt Cavern Compressed-Air Energy Storage Phase II project. Analysts note that despite strong local demand, Jiangsu still awaits formal launch of its provincial electricity spot market and finalised capacity-compensation provisions for energy storage, creating uncertainty for future project returns.

Figure 3 Regional Distribution of Newly Commissioned New Energy Storage Projects in China, September 2026

Data source: CNESA DataLink Global Energy Storage Database

Note: Southern China Power Region covers Guangdong, Guangxi, Guizhou, Hainan and Yunnan; Others include Jilin and Taiwan.

At provincial level, significant gaps exist in project scale among provinces.

Figure 4 Top 10 Provinces for Newly Commissioned New Energy Storage Projects in China, September 2026 (Ranked by Energy Capacity)

Data source: CNESA DataLink Global Energy Storage Database

Technically, lithium-iron-phosphate batteries still represented 73.08 % of September’s commissioned power capacity. Non-lithium long-duration energy storage captured 23.6 % of monthly power additions, with landmark assets coming online including large-scale compressed-air energy storage facilities, vanadium-redox and iron-chromium flow-battery parks, and multi-technology hybrid demonstration sites. The data confirms a complementary multi-technology landscape is emerging, without near-term full replacement of lithium-based systems.

Figure 5 Technology Distribution of Newly Commissioned New Energy Storage Projects in China, September 2026 (Share by Power Capacity)

Data source: CNESA DataLink Global Energy Storage Database

Note: Others include lead-acid batteries and fuel cells.

Key take-aways from CNESA analysis

1. Q3 reversed H1 market softness; stand-alone storage business-model maturity is the primary growth driver, subject to provincial electricity-market rule implementation timelines.

2. Long-duration storage is transitioning from demonstration to early commercial deployment; LFP remains the mainstream baseline technology, with complementary multi-technology mix taking hold.

3. Regional policy divergence creates market variance: high-demand provinces such as Jiangsu depend on completed market-mechanism roll-out to unlock full project revenue potential.

Data cited is sourced from CNESA DataLink Global Energy Storage Database. Figures represent incomplete statistics of newly-commissioned new-energy-storage projects within mainland China.

Two Japan AI Compute Deals in One Day: Osaka's KIX15 Breaks Ground, Tokyo's TOK1 Adds USD 1 Billion

On October 7, Japan's AI compute market saw two investments land in a single day: MC Digital Realty started construction of the KIX15 data center in Osaka, and AirTrunk added USD 1 billion to the TOK1 campus east of Tokyo for liquid cooling deployment. The two projects differ in scale and route, yet both treat liquid cooling as the foundational solution for high-density AI workloads. Energy storage is becoming part of the supporting infrastructure of AIDC.

1. KIX15: Liquid Cooling Reserved at the Design Stage of a New Campus

On October 7, MC Digital Realty, a 50/50 joint venture between Digital Realty and Mitsubishi Corporation, officially started construction of the KIX15 data center at its KIX campus in Ibaraki City, Osaka Prefecture. With an IT capacity of 24 MW, the project is scheduled for commissioning in Q4 2028. As the fifth data center at the KIX campus, KIX15 will bring the joint venture's data centers operating in Japan to ten, with a combined IT capacity of about 220 MW. The project adopts a hybrid air- and liquid-cooling scheme, with liquid cooling reserved at the design stage to accommodate mid- and long-term AI compute expansion. Included in the "Kansai AI Infrastructure Co-Creation Project", it serves hyperscale cloud providers, cloud service providers, and enterprises building their own AI compute capacity. With relatively ample land and power resources, the Kansai region has become the main landing point for foreign capital building compute clusters in western Japan.

2. TOK1: Liquid Cooling Retrofit for an Existing Hyperscale Campus

On the same day, AirTrunk, backed by Blackstone, announced an additional investment of USD 1 billion in its TOK1 campus in Inzai City, Chiba Prefecture, to deploy liquid cooling systems supporting high-density AI compute loads. TOK1 has a total capacity of more than 300 MW. The investment is matched by a USD 1 billion green loan led by Sumitomo Mitsui Banking Corporation, MUFG Bank, and United Overseas Bank. AirTrunk CEO Robin Khuda said TOK1 aims to become Japan's first large-scale AI compute campus; driven by geopolitical factors, a growing number of North Asian customers are choosing to locate their compute capacity in Japan.

3. Two Construction Routes, One Shared Signal

The two projects represent two approaches to building compute capacity in Japan. KIX15 is a greenfield campus with liquid cooling reserved from the design stage for long-term expansion; TOK1 is a retrofit of an existing campus, where liquid cooling upgrades will convert data halls originally serving general cloud business into AIDC, putting built assets to use and shortening the time to service. Different routes, one shared signal: as rack power density keeps rising, traditional air cooling can no longer support large-scale GPU clusters, and liquid cooling is shifting from an optional extra to a threshold requirement for high-density AIDC.

4. Japan as a North Asian Compute Node: Opportunities and Constraints

Japan is fast becoming an important alternative node for compute in North Asia. In the past, overseas cloud providers and compute service providers expanding in Asia preferred Singapore and Malaysia; today, geopolitics, compliance, and low seismic risk are steadily raising Japan's appeal. But the flip side of capital inflows is real constraint: Japan faces its own pressures on power supply, energy consumption approvals, and land costs. New AI compute projects generally need more than two years of construction; when this batch of projects comes online around 2028, the market's supply-demand landscape will change markedly.

5. CNESA Observation: Beyond Cooling, Power Supply and Backup Needs Rise in Tandem

Liquid cooling addresses thermal management, but high-density AI data halls are raising requirements for power supply reliability, emergency backup, and green power support at the same time, needs that energy storage is positioned to serve. UPS-integrated storage, data center backup power, and battery energy storage systems that participate in grid regulation are gradually becoming part of the supporting infrastructure of AIDC; with power supply tight in Japan, the urgency is even greater. For China's industries, both the liquid cooling and energy storage supply chains stand to win follow-on orders from the wave of overseas compute construction.

LG Electronics Wins 5 GW Chiller Framework Deal in North America: Data Center Cooling Enters Full-Chain Competition

On October 5, LG Electronics announced a long-term chiller supply framework agreement with North American infrastructure platform AIR Control Concepts, covering large AI data center projects in the United States and Canada with a combined capacity of more than 5 GW. This is not a single-site equipment order but a supply arrangement spanning multiple projects and multiple years. The China Energy Storage Alliance (CNESA) notes that rapid GPU power iterations are turning data center cooling from a supporting function into a capacity constraint for AI infrastructure, and thermal management and energy storage are rising in tandem within AIDC infrastructure.

1. What 5 GW Means

Measured against the 50-100 MW IT loads of medium-sized AI data centers in China, 5 GW equates to the cooling capacity of fifty to sixty, or even over a hundred, medium-sized data halls, close to the cooling volume of a core-city compute cluster. The partner, AIR Control Concepts, is a North American infrastructure platform spanning HVAC, electrical, and controls businesses, integrating more than 50 operating companies and over 3,500 technical staff, with long-standing involvement in North America's core data center clusters and top-tier global operators among its customers. A long-term framework agreement with such a platform marks the formal entry of LG chillers into North America's mainstream AI data center supply chain. The order momentum is backed by figures: in the first half of 2026, LG's data center cooling solution orders reached USD 428 million, and the company expects total orders for the year to reach the "billions of dollars" level; the earlier target of KRW 1 trillion (about USD 680 million) in chiller revenue for 2027 is likely to be met ahead of schedule at the current pace.

2. Where the Heat Comes From: Chip Power Pushes Air Cooling to Its Limit

The North American data center cooling market is about USD 9.35 billion in 2026, close to 40% of the global total; within it, the AI thermal management segment is growing at a compound annual rate of about 22%, among the fastest in the data center industry. The root cause is chip power: a single Blackwell-architecture GPU now has a thermal design power (TDP) of 1,000 W, and the next generation could approach 1,400 W. Once rack power density exceeds 200 kW, traditional air cooling can no longer hold, and liquid cooling moves from an option to a must. For liquid cooling to scale, retrofitting campus chiller plants is an unavoidable prerequisite: of the roughly USD 725 billion in combined 2026 capital expenditure by the four major North American cloud providers, about 75% is going to AI infrastructure, and cooling is a hard requirement within it. The division of labor is clear: chillers are the campus-level source of cooling, producing chilled water and ultimately rejecting heat outdoors, while CDUs (coolant distribution units) are the rack-level hub, connecting the chiller's chilled-water loop on one side and server cold plates on the other, precisely controlling the temperature, pressure, and flow of the coolant on the chip side.

3. LG's Three Steps

First, aligning with chipmakers' standards. This year, LG's 600 kW, 1 MW, and 2.6 MW CDUs successively passed NVIDIA infrastructure qualification, and the 2.6 MW CDU entered the first batch of the NVIDIA DSX Ready list, effectively NVIDIA's official entry threshold for AI factory infrastructure, granting seamless integration with NVIDIA compute cluster reference architectures. Verification of the 4 MW CDU is underway, and LG has also become a preferred partner for NVIDIA power and cooling solutions.

Second, moving capacity forward. On October 1, LG announced a new chiller and CDU production base in Virginia, USA, alongside capacity expansion at its Changwon and Pyeongtaek plants in Korea, forming a three-base layout across the US and Korea to shorten delivery cycles for North American projects and meet local supply chain requirements.

Third, expanding its footprint. Beyond North America, data center cooling projects in the Middle East and Indonesia are advancing in parallel; drawing on synergies across the group's electronics, HVAC, and energy divisions, LG aims to move from a single-product supplier to an end-to-end data center thermal management solution provider.

4. The Logic of the Cooling Business Has Changed: From Support to Capacity (CNESA Observation)

A few years ago, data center cooling was a supporting business where vendors competed on energy efficiency ratio, price, and delivery time. That logic is being rewritten: whether a vendor can keep pace with GPU power iterations, align with chipmakers' standards, and withstand heat densities of several hundred kilowatts per rack is now the ticket to entry. Customers no longer ask for single products but for complete solutions from chip cold plates to campus chiller plants, making full-chain integration the dividing line. Notably, LG appears in both the energy storage and CDU columns of the NVIDIA DSX Ready partner list: power supply and cooling are equally hard requirements for high-density AIDC, and cooling and energy storage are both becoming capacity constraints in AI infrastructure. Only vendors whose capacity and service networks span the global market can capture this wave of demand.

10C Ultra-High Rate + Extreme Fire Test: Shuangdeng DP60 AIDC Lithium System Launched Overseas

Shuangdeng Group has confirmed its participation in the 15th Energy Storage International Summit and Exhibition (ESIE 2027). The company will present its annual new products and full-scenario solutions, and cordially invites industry colleagues to gather for the annual global energy storage event!

As the global AI computing wave surges forward, high pulse load impacts, high-density rack deployment, and 24/7 uninterrupted computing output mean that the demands of AIDC scenarios on backup power storage have long surpassed basic stable power supply, forcing the industry to redefine the safety boundaries and performance ceilings of systems.

On September 30, Shuangdeng Group officially launched the DP60 high-rate AIDC lithium system overseas. As a new-generation high-power energy storage backup product built for AI computing centers, DP60 relies on a full-chain safety architecture and breakthrough extreme performance to build a solid, reliable energy foundation for AIDC computing-electricity coordination.

Safety is the bottom line of computing energy storage, and the core origin of DP60's development.

At the launch event, Shuangdeng publicly presented the results of an extreme large-scale fire test of the DP60 system under the UL 9540A framework. The test abandoned ideal laboratory conditions, reproducing 1:1 real boundary conditions of a machine room - 100% SOC fully charged, zero-spacing dense rack arrangement, and enclosed heat accumulation - and fully reproducing the complete thermal runaway process of the cells. The measured results showed that thermal runaway and open flames were strictly confined within a single cabinet, with no cross-cabinet fire spread, no explosion risk, no high-voltage arcing, and no re-ignition after the test; all assessment indicators passed in one go.

Beyond safety, DP60 comprehensively resets the performance benchmark of AIDC energy storage backup, achieving coordinated breakthroughs in three dimensions - power, space, and lifecycle:

10C ultra-high-rate discharge: millisecond-level response to computing power spikes

The system responds at the millisecond level to pulsed high-power loads brought by large model training, withstands instantaneous power impacts, keeps computing clusters continuously online under drastic load fluctuations, and easily adapts to the dynamic power throughput characteristics of AI business.

Extreme power density: releasing core space value of the machine room

A single cabinet occupies only 0.48 square meters, with a maximum output power of 630 kW and a power density of 1,312.5 kW per square meter. In intelligent computing machine rooms where space is at a premium, it sharply compresses the area taken by backup power systems, freeing more cabinet resources for computing deployment and effectively reducing data center infrastructure investment.

Ultra-high power and simplified link design: long-term stable operation

The system adopts large-capacity ultra-high-rate single cells and simplified series-parallel links, reducing electrical connection nodes, lowering system failure probability, and improving on-site integration and O&M efficiency. It matches the development needs of computing business over the long term, maximizing the full-lifecycle value of the equipment.

From the foundation of telecom energy storage to the main track of AIDC energy storage, Shuangdeng insists on starting from real scenarios rather than conceptual technology deductions, putting products through validation under extreme operating conditions. Every fire test and every round of reliability validation is, in essence, a solemn commitment to the safety of customer assets.

In the computing era, the reliability of the energy foundation determines the ceiling of the digital world. The DP60 high-rate AIDC lithium system integrates safety, power, and space efficiency, providing global intelligent computing centers with energy storage backup solutions that combine high performance and high safety, and supporting the high-quality deployment of green computing infrastructure.

At the launch site, the Shuangdeng team held in-depth exchanges with overseas customers, design institutes, and system integrators, conducting focused discussions on core topics such as global AIDC safety compliance standards, localization adaptation of overseas projects, and optimization of computing-storage coordination architectures, working with industry partners to empower the sustainable development of AIDC energy.

In the future, Shuangdeng will continue to deepen its presence in the AIDC energy storage track, leveraging full-industry-chain self-developed manufacturing capabilities to continuously refine product safety and performance, and building a safe, efficient, and sustainable computing-storage ecosystem with industry partners.

Abu Dhabi Raises 2035 Energy Storage Target to 15 GW: PV-Storage and AI Computing Drive Growth in Tandem

In September 2026, the Emirates Water and Electricity Company (EWEC) released its latest long-term plan: up to 15 GW of battery energy storage and more than 35 GW of solar PV capacity in Abu Dhabi by 2035. PV-storage pairing on the energy transition side, and new high-reliability power supply demand from AI data centers. Chinese energy storage companies have already secured orders across several links.

1. A Three-Step Target Raise: Over 35 GW Solar and Up to 15 GW Storage by 2035

Abu Dhabi's capacity targets have been raised repeatedly: the 2035 solar target set in 2024 was 18 GW, raised to over 30 GW in May 2026, and raised again in September 2026 to over 35 GW, together with a storage goal of up to 15 GW set for 2035 for the first time. On the interim timeline, the 2030 solar target stands at 14 GW, meaning at least 21 GW more must be added between 2031 and 2035. As Abu Dhabi's sole purchaser and supplier of electricity and water, EWEC stated that as this advanced capacity comes online, the flexibility contribution of gas-fired generation is expected to decline, and storage will take on the main balancing role.

2. Flagship Project First: 5.2 GW Solar + 19 GWh Storage

Abu Dhabi's storage expansion is not confined to planning. Local energy giant Masdar and EWEC are jointly developing a flagship project pairing 5.2 GW of solar PV with 19 GWh of battery storage, designed to deliver 1 GW of continuous renewable power. Construction began in 2025, with commercial operation targeted for 2027. The project involves a total investment of more than AED 22 billion, is expected to create about 10,000 jobs, and will cut about 5.7 million tonnes of CO2 emissions annually. It marks Abu Dhabi's shift from "solar mainly for daytime generation" to "large-scale PV paired with storage to provide dispatchable renewable power". Chinese companies are deeply involved: BYD Energy Storage signed an 11.275 GWh storage system supply agreement featuring 2,710 Ah blade cells; Sungrow secured a 7.5 GWh storage order in the north zone plus a 2.6 GW PV inverter supply agreement; and PowerChina signed the EPC contract for the 2.1 GW + 7.75 GWh RTC solar-storage project, worth about RMB 13.962 billion. Beyond utility-scale projects, Abu Dhabi is also extending into distributed markets: a PV-plus-storage self-consumption policy for agriculture was launched in February 2026 and extended to residential users in April.

3. Emissions Main Line: Power and Water Carbon Emissions Down Over 45%

These moves serve Abu Dhabi's broader emissions reduction goals. EWEC projects that total carbon emissions from power and water production will fall from about 42 million tonnes in 2019 to about 23 million tonnes by 2035, a reduction of more than 45%. Solar power, battery storage, and reverse osmosis desalination are identified as the three core drivers.

4. AIDC: The Second Growth Curve for Storage

The sharp raise of Abu Dhabi's storage targets is closely tied to the region's fast-moving AI data center buildout. In the desert west of Abu Dhabi, a planned "UAE-US AI campus" covering about 26 square kilometers is under construction. Led by UAE artificial intelligence company G42, its first phase, "Stargate UAE", plans a USD 30 billion investment to build a 1 GW compute cluster, with the first 200 MW expected to enter service in 2026. According to Reuters, changes in the regional security situation may shift the project from a single large campus to multiple sites across the UAE, with studies on protective measures such as building some facilities underground or inside mountains and deploying air defense systems and electronic jamming equipment; G42 said the project is "on track".

The power characteristics of AI loads explain exactly why storage is being added in tandem. Unlike traditional data centers, AI training and inference clusters show large, fast power fluctuations, with far higher requirements for supply continuity and power quality than general loads. Khalid, the storage procurement lead of the RTC project, said the project explicitly requires storage to serve both PV peak regulation and the backup needs of nearby new AIDC computing parks; the differing load characteristics of the two forced the drawings to be redone at the design stage. Green power compliance requirements are also driving storage attachment: the UAE requires new large computing projects to use at least 60% green power, and since PV cannot supply stable power around the clock, storage becomes the hard carrier of compliance. Large computing projects without their own storage typically wait three to five years in the municipal grid connection queue, while adding storage reduces reliance on grid expansion. Acceptance standards likewise reflect the special requirements of computing loads: storage PCS power response must be within 10 milliseconds, annual system availability must reach 99.999%, and all suppliers must complete tens of thousands of load impact simulation tests at local laboratories in Abu Dhabi before entering the site. Institutionally, in January 2026 Abu Dhabi announced plans for a dedicated electricity tariff mechanism for AI data centers, offering globally competitive prices to hyperscale data centers.

For Chinese energy storage companies, AIDC scenarios are reshaping the competitive threshold of overseas utility-scale storage projects: response speed, availability, and simulation validation are becoming new entry tickets. The combined "PV + storage + computing" demand in the Middle East is opening new space for storage applications.

Source material: EWEC's plan and public reports by Reuters and other media

Canadian Solar Eternalplanet Secures RMB 100 Million-Level Financing to Accelerate Global Expansion of EP Cube

Shenzhen Eternalplanet Energy Technology Co., Ltd. (“Eternalplanet”) recently announced the completion of a new financing round worth over RMB 100 million. The round was led by Zhengxuan Investment, with the proceeds to be primarily used for new product development, global market expansion, and supply chain enhancement.

Zhengxuan Investment is a professional investment firm focused on high-tech and innovative companies, with key investment areas including advanced manufacturing, artificial intelligence and robotics, new energy, new materials, semiconductors, and aerospace. Xia Zuoquan, Chairman of Zhengxuan Investment, is one of the co-founders of BYD.

The investment reflects Zhengxuan Investment’s confidence in Eternalplanet’s technological capabilities in residential energy storage and its ability to commercialize products across global markets.

EP Cube Gains Traction Across Global Residential Energy Storage Markets

Eternalplanet’s flagship product, the EP Cube residential energy storage system, has continued to demonstrate strong commercial traction while expanding its global footprint.

Since entering mass production in 2022, EP Cube has been launched in more than ten countries and regions, including the United States, Japan, Italy, the United Kingdom, and Germany.

In Italy and Japan, two highly competitive residential energy storage markets, EP Cube has emerged as one of the faster-growing brands in recent years. Following its market launches in the two countries in 2023 and 2024, respectively, EP Cube reached an approximately 5% market share in each market in 2025.

New Financing to Support the Next Stage of Growth

The new funding will support Eternalplanet’s next phase of development across three key areas: next-generation product R&D, global market expansion, and supply chain optimization.

The company also plans to increase investment in its AI-powered energy management platform, overseas sales and distribution channels, and localized after-sales service teams.

“Residential solar-plus-storage markets around the world are shifting from subsidy-driven growth toward value-driven growth. Product innovation will remain at the core of our competitive strategy. We will continue to pursue full-stack in-house R&D and deepen our presence in key overseas markets, including the United States, Japan and Europe. Through strong product capabilities and localized operations, our goal is to establish EP Cube as a trusted home energy system brand recognized by customers worldwide,” said Yin Shaowen, Founder and General Manager of Eternalplanet.

“As solar and energy storage become increasingly integrated, storage is emerging as a new engine of growth. Eternalplanet is focused on global markets and high-value-added businesses. We take a long-term approach, relying on strong products to navigate industry cycles while creating and sharing long-term value with our customers, employees, suppliers and investors,” said Zhuang Yan, Chairman of Eternalplanet.

About Eternalplanet

Founded in 2021, Shenzhen Eternalplanet Energy Technology Co., Ltd. is a technology company focused on integrated home energy solutions and is majority-owned by Canadian Solar Group. Its business covers R&D, manufacturing, sales, and customer service.

Its flagship EP Cube home energy storage system is now available in more than ten countries and regions worldwide. Through intelligent, safe and reliable residential energy storage solutions, Eternalplanet aims to help households achieve greater energy independence and embrace a greener, lower-carbon lifestyle.

About Zhengxuan Investment

Zhengxuan Investment is a professional investment institution focused on high-tech and innovative companies. Its key investment areas include advanced manufacturing, artificial intelligence and robotics, new energy, new materials, semiconductors, and aerospace.

New Member | Sinotrans Limited (Sinotrans): Expert in End-to-End Integrated Logistics Solutions for Energy Storage Cabinets (Copy)

Sinotrans Limited (referred to as “Sinotrans”) has recently completed its membership admission process and officially joined the China Energy Storage Alliance (CNESA) as a member organization.

I. Company Profile

Founded in 2002, Sinotrans Limited (Sinotrans) is the only nationwide specialized chemical logistics platform enterprise under China Merchants Group and Sinotrans Limited, headquartered in Shanghai.

The company's operational network covers core chemical industry clusters across China, complemented by a global chemical supply chain service system. Focused on energy chemicals and hazardous chemical-related emerging sectors, the company delivers full-chain integrated supply chain solutions, providing customers with safe, resilient, efficient, smart, and green end-to-end integrated logistics services.

The company offers full-chain service capabilities covering warehousing and transportation of dangerous goods and general chemicals, international freight forwarding, multimodal transport, and bulk chemicals. It has long served Fortune Global 500 energy and chemical companies, central and state-owned enterprises in the sector, and leading private chemical companies. Concurrently, the company is deeply engaged in emerging strategic industries, with a service footprint spanning electronics and semiconductors, new energy vehicles, power batteries, energy storage, and high-end pharmaceuticals, demonstrating multi-industry, high-standard, full-scenario integrated supply chain service capabilities.

Certified to ISO 9001, ISO 14001, and ISO 45001, the company has built a mature HSEQ safety management system, established one of China's first emergency response networks, and participated extensively in the drafting and revision of multiple national and industry standards, continuously setting new benchmarks for safe, compliant, and efficient operations in hazardous chemical logistics.

II. Core Capabilities

Nationwide and Global Network Coverage

Strategically deploying warehousing, container yards, and transport capacity nationwide, with precise coverage of key chemical parks and coastal core ports. Leveraging the mature global networks of China Merchants Group and Sinotrans Limited, the company integrates global port agency, overseas warehousing, and distribution resources to open cross-border end-to-end logistics corridors.

Standardized HSEQ Safety Management System

A 24/7 coordinated emergency response mechanism, full-process tiered risk inspection and control, dedicated contingency plans, and regular emergency drills enable high-safety operations throughout hazardous chemical logistics.

Professional Hazardous Goods Operations Teams

All staff are certified to operate, with a large pool of certified professionals in hazardous goods handling, transportation, and customs declaration. Deeply experienced in chemical and emerging-sector storage and transportation scenarios, the teams possess mature risk assessment and on-site response capabilities.

Full-Chain Compliance Qualification System

Holding complete qualifications for dangerous goods road transport, oversize cargo transport, hazardous waste transfer, and hazardous chemical warehousing, the company operates a closed-loop compliance system that fully meets the stringent regulatory requirements for dangerous goods.

Smart Digital Full-Chain Control

Self-developed integrated hazardous chemical logistics platforms and transport information management systems enable digitalized order dispatch, warehouse management, in-transit monitoring, delivery verification, and end-to-end traceability - fully visible and auditable throughout, ensuring delivery stability.

III. Full-Chain Logistics Solutions for Energy Storage Cabinets

Driven by the dual demand of domestic wind-solar-plus-storage projects and the concentrated overseas shipment of equipment, the energy storage industry has entered a period of rapid growth, with surging demand for batch deliveries of energy storage cabinets. Energy storage cabinets present industry-wide pain points - oversize and overweight dimensions, high transport difficulty, challenging lifting and securing operations, Class 9 dangerous goods characteristics, and inconsistent import/export regulations and standards across countries - which traditional logistics providers struggle to address with one-stop, safe, and compliant delivery.

To address these pain points, Sinotrans has developed a standardized, practical full-process supply chain solution for energy storage cabinets, providing one-stop coverage of the domestic and overseas delivery needs for all categories and scenarios of energy storage equipment, spanning the complete chain from domestic transport and ocean shipping to overseas last-mile delivery.

(1) Domestic Transport Services

Dual-Qualification Transport Capacity

A compliant fleet holding both Class 9 dangerous goods and oversize cargo transport qualifications, with ample batch transport capacity to meet the overweight, over-height, and over-width road transport requirements of energy storage cabinets.

Nationwide Long-Haul Trunk Transport

Rich practical experience in high-risk and extreme road conditions, including deliveries to wind-solar-plus-storage project hubs such as Tibet, Heilongjiang, and Qinghai. One-stop services cover pre-dispatch route surveys, long-distance cross-regional oversize permits, transport capacity matching for complex road conditions, and safety control for long-haul transport of lithium battery equipment, ensuring projects are commissioned on schedule.

Professional Inland Securing and Reinforcement

Multiple professional lashing and securing solutions tailored to cabinet structures and lithium battery module characteristics, effectively mitigating the risks of cabinet deformation, cell displacement, and precision component damage caused by vibration and tilting during long-haul transport.

IoT Full-Journey Visualized Safety Control

IoT-enabled visual monitoring throughout the journey, capturing real-time vehicle positioning, transport shock and vibration, and ambient temperature and humidity data, enabling full online visual control with early warnings of transport risks.

(2) Ocean Shipping Services

Hazardous Goods Warehousing and Yards at Core Ports

Dedicated dangerous goods warehousing and container yards at major outbound ports, including Shanghai, Taicang, Ningbo, and Xiamen, providing temporary storage and port consolidation services for energy storage cabinets.

Dangerous Goods Shipping Booking

Cooperative booking arrangements with shipping lines for dangerous goods, coordinating hazardous cargo capacity and supporting multiple shipping modes, including container vessels, breakbulk vessels, and heavy-lift vessels.

Export Compliance Declaration Services

A professional declaration team precisely handles document review, maritime filing and declaration, and customs clearance procedures, ensuring compliant entry of energy storage cabinets to ports.

Efficient Port Consolidation Operations

Coordinated scheduling of dangerous goods vehicles for port consolidation and direct truck-to-vessel loading.

(3) Overseas Last-Mile Delivery Services

Overseas On-Site Route Surveys

Conducting on-site surveys of overseas transport routes before project commencement to plan optimal delivery paths in advance, avoiding overseas road weight, height, and access restrictions and ensuring smooth door-to-door delivery.

Destination Port Lifting Solutions

Pre-matching lifting equipment capacity and safety regulations at destination ports, with customized lifting operation plans that avoid demurrage and cabinet damage caused by mismatched or insufficient lifting equipment.

Destination Port Clearance and Distribution

Leveraging Sinotrans Limited's overseas self-operated network and local partner resources to provide one-stop destination port customs clearance, discharge and transfer, and last-mile delivery services, covering the world's core energy storage export markets.

Cross-Border Regulatory Adaptation Support

Assisting customers in mapping destination-country certification requirements, with full compliance support from domestic transport through to overseas delivery.

(4) Value-Added Services

Insurance Coverage

Comprehensive cargo risk coverage across road transport, ocean shipping, port lifting, and yard storage, safeguarding energy storage equipment throughout the entire journey.

Green Logistics

Product carbon footprint calculation, import/export compliance consulting, and low-carbon logistics services, aligned with the green, low-carbon direction of the energy storage industry.

As domestic wind-solar-plus-storage projects are rolled out at an accelerating pace and new energy enterprises quicken their global expansion, demand for long-distance domestic transport and global bulk shipping of energy storage equipment will continue to grow. Leveraging its nationwide network, practical experience on high-difficulty routes, compliant qualified transport capacity, and global service network, Sinotrans is committed to deep collaboration and complementary synergy with energy storage enterprises, continuously delivering safe, efficient, and stable end-to-end energy storage supply chain solutions, jointly ensuring the efficient delivery of energy storage projects at home and abroad, and supporting China's new energy industry in maintaining its global leadership.

New Member | Sinotrans Limited (Sinotrans): Expert in End-to-End Integrated Logistics Solutions for Energy Storage Cabinets (Copy)

Sinotrans Limited (referred to as “Sinotrans”) has recently completed its membership admission process and officially joined the China Energy Storage Alliance (CNESA) as a member organization.

I. Company Profile

Founded in 2002, Sinotrans Limited (Sinotrans) is the only nationwide specialized chemical logistics platform enterprise under China Merchants Group and Sinotrans Limited, headquartered in Shanghai.

The company's operational network covers core chemical industry clusters across China, complemented by a global chemical supply chain service system. Focused on energy chemicals and hazardous chemical-related emerging sectors, the company delivers full-chain integrated supply chain solutions, providing customers with safe, resilient, efficient, smart, and green end-to-end integrated logistics services.

The company offers full-chain service capabilities covering warehousing and transportation of dangerous goods and general chemicals, international freight forwarding, multimodal transport, and bulk chemicals. It has long served Fortune Global 500 energy and chemical companies, central and state-owned enterprises in the sector, and leading private chemical companies. Concurrently, the company is deeply engaged in emerging strategic industries, with a service footprint spanning electronics and semiconductors, new energy vehicles, power batteries, energy storage, and high-end pharmaceuticals, demonstrating multi-industry, high-standard, full-scenario integrated supply chain service capabilities.

Certified to ISO 9001, ISO 14001, and ISO 45001, the company has built a mature HSEQ safety management system, established one of China's first emergency response networks, and participated extensively in the drafting and revision of multiple national and industry standards, continuously setting new benchmarks for safe, compliant, and efficient operations in hazardous chemical logistics.

II. Core Capabilities

Nationwide and Global Network Coverage

Strategically deploying warehousing, container yards, and transport capacity nationwide, with precise coverage of key chemical parks and coastal core ports. Leveraging the mature global networks of China Merchants Group and Sinotrans Limited, the company integrates global port agency, overseas warehousing, and distribution resources to open cross-border end-to-end logistics corridors.

Standardized HSEQ Safety Management System

A 24/7 coordinated emergency response mechanism, full-process tiered risk inspection and control, dedicated contingency plans, and regular emergency drills enable high-safety operations throughout hazardous chemical logistics.

Professional Hazardous Goods Operations Teams

All staff are certified to operate, with a large pool of certified professionals in hazardous goods handling, transportation, and customs declaration. Deeply experienced in chemical and emerging-sector storage and transportation scenarios, the teams possess mature risk assessment and on-site response capabilities.

Full-Chain Compliance Qualification System

Holding complete qualifications for dangerous goods road transport, oversize cargo transport, hazardous waste transfer, and hazardous chemical warehousing, the company operates a closed-loop compliance system that fully meets the stringent regulatory requirements for dangerous goods.

Smart Digital Full-Chain Control

Self-developed integrated hazardous chemical logistics platforms and transport information management systems enable digitalized order dispatch, warehouse management, in-transit monitoring, delivery verification, and end-to-end traceability - fully visible and auditable throughout, ensuring delivery stability.

III. Full-Chain Logistics Solutions for Energy Storage Cabinets

Driven by the dual demand of domestic wind-solar-plus-storage projects and the concentrated overseas shipment of equipment, the energy storage industry has entered a period of rapid growth, with surging demand for batch deliveries of energy storage cabinets. Energy storage cabinets present industry-wide pain points - oversize and overweight dimensions, high transport difficulty, challenging lifting and securing operations, Class 9 dangerous goods characteristics, and inconsistent import/export regulations and standards across countries - which traditional logistics providers struggle to address with one-stop, safe, and compliant delivery.

To address these pain points, Sinotrans has developed a standardized, practical full-process supply chain solution for energy storage cabinets, providing one-stop coverage of the domestic and overseas delivery needs for all categories and scenarios of energy storage equipment, spanning the complete chain from domestic transport and ocean shipping to overseas last-mile delivery.

(1) Domestic Transport Services

Dual-Qualification Transport Capacity

A compliant fleet holding both Class 9 dangerous goods and oversize cargo transport qualifications, with ample batch transport capacity to meet the overweight, over-height, and over-width road transport requirements of energy storage cabinets.

Nationwide Long-Haul Trunk Transport

Rich practical experience in high-risk and extreme road conditions, including deliveries to wind-solar-plus-storage project hubs such as Tibet, Heilongjiang, and Qinghai. One-stop services cover pre-dispatch route surveys, long-distance cross-regional oversize permits, transport capacity matching for complex road conditions, and safety control for long-haul transport of lithium battery equipment, ensuring projects are commissioned on schedule.

Professional Inland Securing and Reinforcement

Multiple professional lashing and securing solutions tailored to cabinet structures and lithium battery module characteristics, effectively mitigating the risks of cabinet deformation, cell displacement, and precision component damage caused by vibration and tilting during long-haul transport.

IoT Full-Journey Visualized Safety Control

IoT-enabled visual monitoring throughout the journey, capturing real-time vehicle positioning, transport shock and vibration, and ambient temperature and humidity data, enabling full online visual control with early warnings of transport risks.

(2) Ocean Shipping Services

Hazardous Goods Warehousing and Yards at Core Ports

Dedicated dangerous goods warehousing and container yards at major outbound ports, including Shanghai, Taicang, Ningbo, and Xiamen, providing temporary storage and port consolidation services for energy storage cabinets.

Dangerous Goods Shipping Booking

Cooperative booking arrangements with shipping lines for dangerous goods, coordinating hazardous cargo capacity and supporting multiple shipping modes, including container vessels, breakbulk vessels, and heavy-lift vessels.

Export Compliance Declaration Services

A professional declaration team precisely handles document review, maritime filing and declaration, and customs clearance procedures, ensuring compliant entry of energy storage cabinets to ports.

Efficient Port Consolidation Operations

Coordinated scheduling of dangerous goods vehicles for port consolidation and direct truck-to-vessel loading.

(3) Overseas Last-Mile Delivery Services

Overseas On-Site Route Surveys

Conducting on-site surveys of overseas transport routes before project commencement to plan optimal delivery paths in advance, avoiding overseas road weight, height, and access restrictions and ensuring smooth door-to-door delivery.

Destination Port Lifting Solutions

Pre-matching lifting equipment capacity and safety regulations at destination ports, with customized lifting operation plans that avoid demurrage and cabinet damage caused by mismatched or insufficient lifting equipment.

Destination Port Clearance and Distribution

Leveraging Sinotrans Limited's overseas self-operated network and local partner resources to provide one-stop destination port customs clearance, discharge and transfer, and last-mile delivery services, covering the world's core energy storage export markets.

Cross-Border Regulatory Adaptation Support

Assisting customers in mapping destination-country certification requirements, with full compliance support from domestic transport through to overseas delivery.

(4) Value-Added Services

Insurance Coverage

Comprehensive cargo risk coverage across road transport, ocean shipping, port lifting, and yard storage, safeguarding energy storage equipment throughout the entire journey.

Green Logistics

Product carbon footprint calculation, import/export compliance consulting, and low-carbon logistics services, aligned with the green, low-carbon direction of the energy storage industry.

As domestic wind-solar-plus-storage projects are rolled out at an accelerating pace and new energy enterprises quicken their global expansion, demand for long-distance domestic transport and global bulk shipping of energy storage equipment will continue to grow. Leveraging its nationwide network, practical experience on high-difficulty routes, compliant qualified transport capacity, and global service network, Sinotrans is committed to deep collaboration and complementary synergy with energy storage enterprises, continuously delivering safe, efficient, and stable end-to-end energy storage supply chain solutions, jointly ensuring the efficient delivery of energy storage projects at home and abroad, and supporting China's new energy industry in maintaining its global leadership.

293.7 GWh Planned Capacity + 100 GWh Orders! Sodium-Ion Battery Storage Enters Large-Scale Growth Phase

With abundant resources and long cycle life, complemented by distinctive strengths such as excellent low-temperature performance and outstanding rate capability, sodium-ion batteries are accelerating their penetration into scenarios including new energy storage, electric two-wheelers, start-stop batteries, commercial vehicle battery swapping and backup power. In 2026, the industry achieved key breakthroughs in capacity planning, signed orders and investment & financing, with large-scale application clearly accelerating.

Capacity Layout

1. Overall: 293.7 GWh of Planned Sodium-Ion Cell Capacity

According to incomplete statistics from the CNESA DataLink Global Energy Storage Database, as of July 2026, 34 enterprises across China have laid out 45 sodium-ion cell capacity bases in 20 provinces (autonomous regions and municipalities), with total planned capacity of 293.7 GWh. Of this, 25.2 GWh is already operational, accounting for about 8.6%, while capacity under construction and planned totals 268.5 GWh, about 91.4%. The industry as a whole is transitioning from demonstration application toward large-scale construction. 

Figure 1 | Sodium-ion cell capacity structure

Source: CNESA Global Energy Storage Database

2. Regional Distribution: Eastern Coastal Areas Account for Nearly Half

From the perspective of regional distribution and construction progress, sodium-ion battery capacity is mainly laid out in central and eastern China, with Fujian, Jiangsu, Sichuan, Qinghai, Anhui and Guangdong among the top provinces by planned scale. Leveraging a mature lithium battery industrial base, eastern coastal regions were the first to form clusters, accounting for nearly half of national capacity. The western regions, benefiting from abundant new energy resources and lower electricity costs, are accelerating their layout and becoming an important source of new capacity. Overall, sodium-ion battery capacity is highly concentrated in lithium battery industrial clusters, while gradually extending toward new-energy-rich and low-temperature regions in the west.

3. Enterprise Distribution: Three Types of Investors Competing

From the perspective of enterprise composition, there are mainly three types of investors in sodium-ion batteries:

First, lithium battery companies such as CATL, BYD, EVE Energy, Gotion High-tech and Great Power. Relying on mature lithium battery production lines, well-established supply chains and stable downstream customer channels, these companies are rapidly extending into the sodium-ion field. Their production lines are highly compatible with the lithium battery system, enabling flexible production switching according to market orders. With outstanding mass production capability, delivery stability and cost advantages at scale, they are the core players that first achieved GWh-level deliveries in the industry.

Second, emerging and start-up companies such as HiNa Battery, Zoolnasm, Jinna Technology and Namei Technology, whose core business is sodium-ion batteries. Most originate from technology incubation at universities and research institutes, with core strengths in deep technological accumulation and focus on niche tracks. Backed by specialized technical advantages, they deliver projects quickly and demonstrate notable lean operations.

Third, materials and cross-sector companies such as Do-Fluoride, Jiana Energy, Na Innovation Energy and Tongxing Environmental Protection. Building on their foundations in the materials segment, these companies build their own cell production bases along an integrated materials-to-cells path. Their core advantage lies in strong industrial chain synergy: they can locally supply their own sodium-ion battery materials, verify and optimize material systems while iterating product technology, and efficiently connect with downstream application scenarios, creating differentiated integrated competitiveness.

4. Technology Route Distribution: Polyanion Accounts for Over 70%

From the perspective of cathode technology routes, sodium-ion batteries fall into three main categories: the polyanion route has 23 bases with planned capacity of 212.5 GWh, accounting for 72.4%; the layered oxide route has 10 bases with planned capacity of 30.2 GWh, 10.3%; the dual route (layered oxide + polyanion) has 10 bases with planned capacity of 42.5 GWh, 14.5%; and the Prussian blue category has 2 bases with planned capacity of 8.5 GWh, 2.9%. Measured by operational and under-construction capacity, polyanion accounts for 49.6% and 74.5% respectively, ranking first in both; layered oxide accounts for 32.5% of operational capacity but only 8.2% of under-construction/planned capacity.

Figure 2 | Cell capacity and number of bases by technology route

Source: CNESA Global Energy Storage Database

The differences in capacity layout between the layered oxide and polyanion routes mainly stem from differences in material performance, application scenarios and industrialization conditions.

Polyanion cathodes feature stable structures and long cycle life, with abundant main raw materials. Some of their production processes are similar to those of the LFP system, offering relatively clear paths for capacity expansion and cost reduction. They suit scenarios sensitive to lifetime and cost but less sensitive to volume, such as utility-scale storage, backup power, start-stop systems and two-wheelers.

Layered oxides hold advantages in energy density and rate performance, but their cycle life still needs improvement and their cost needs to fall, suiting scenarios with high energy and power demands. Sodium batteries have already achieved scale application in start-stop batteries, and future incremental demand will be dominated by energy storage. As polyanion shows significant advantages across diverse application scenarios, enterprises concentrate their expansion on the polyanion route, while layered oxide focuses on differentiated power applications. In addition, 11 bases adopt a dual-route layout of layered oxide and polyanion to cover both storage and power scenarios; the Prussian blue route remains in the early industrialization stage with no operational capacity yet.

Figure 3 | Distribution of operational capacity by technology route

Source: CNESA Database

Sodium-ion Battery Orders: Over 100 GWh of Global Storage Orders Signed

In H1 2026, domestic sodium-ion battery orders officially moved from the demonstration phase into the commercial scale-up phase, with steady growth in industry production and sales.

CATL and HyperStrong reached a three-year 60 GWh strategic cooperation order for energy storage sodium-ion batteries, setting a global record for a single sodium-ion battery order.

According to statistics, energy storage applications will be the largest source of future sodium battery orders, accounting for 40%. Eight storage tenders were awarded during the year, totaling 170 MW / 512 MWh, with sodium-ion batteries entering the utility-scale storage market mainly through mixed LFP-plus-sodium configurations. In addition, sodium-ion batteries achieved commercial deployment in multiple scenarios: the China Tower Tibet telecom backup power project was awarded to Veken and Shuangdeng, and the telecom backup power and new energy heavy truck markets continue to open up.

In overseas markets, according to incomplete statistics from the CNESA DataLink Global Energy Storage Database, as of July 2026, overseas sodium-ion battery storage orders were signed in a concentrated manner, with commercialization clearly accelerating.

Overseas local manufacturer Alsym Energy has successively signed 8.5 GWh and 9.0 GWh sodium battery storage projects, and Peak Energy has secured a 4.5 GWh storage order, focusing on the US commercial & industrial and utility-scale storage markets. Chinese companies have also made breakthroughs overseas: CATL signed 5 GWh and 2 GWh sodium battery storage cooperation projects with European integrator Alfen and Eastern European energy company Solarpro respectively; on September 2, HiNa Battery signed a five-year 10 GWh long-term sodium battery supply agreement with Korea's VOLTA Corporation.

In terms of order characteristics, new sodium battery orders are currently highly concentrated in the storage segment, and most large projects are medium- to long-term framework cooperation agreements rather than orders for immediate delivery. The actual delivery pace is constrained by multiple factors, including capacity ramp-up, grid connection certification and policy subsidy implementation.

Investment and Financing

Early-Stage Financing Accounts for Over 60%

In H1 2026, China's sodium-ion battery financing market showed distinct stage characteristics: early-stage financing, including angel, Series A and Series B rounds, accounted for more than 60%, with Series A companies the most concentrated and industry entry enthusiasm running high, while only a very few companies completed mature-stage financing.

In terms of financing segments, cell production lines and cathode/anode materials are the core areas, with upstream material financing rising sharply. It can be judged that material scale-up is currently the most critical factor driving sodium-ion battery cost reduction.

In terms of investors, funding sources show a diversified pattern, with industrial capital, local state-owned capital, market-oriented venture capital and overseas capital coordinating their deployment.

In terms of track layout, investment and financing cover the entire sodium-ion battery industry chain, with the three core segments of cathodes, anodes and cells seeing the most concentrated financing.

In terms of technology preference, capital investment closely follows the industry's technology convergence trend, with polyanion cathodes and hard carbon anodes as the mainstream layout directions, alongside diversified technology reserves.

Note: The English names of companies and investors in the table are tentative transliterations; please replace them with official registered names where available.

Industry Outlook

Overall, China's sodium-ion battery industry has left the technical validation stage and entered a key window of development from technology deployment to scale ramp-up. Over the next 2-3 years, with steadily rising capacity utilization, continuously falling core material costs and expanding application scenarios, the industry is expected to bid farewell to the early planning phase and fully enter a new stage of efficient implementation and effective output. Going forward, sodium-ion batteries are expected to continuously replace lead-acid batteries in scenarios such as new energy storage, light-duty power and backup power, while gradually penetrating parts of the lithium battery application market, truly crossing the threshold of large-scale growth and achieving stable commercial, scaled development.

Upcoming sodium-ion battery events:

en.cnesa.org/cnesa-events/2026/9/9/sodium-ion-battery-industry-chain-and-standards-development-forum-to-be-held-in-september

Contact us: overseas@cnesa.org

6 GWh Saudi Storage Order! Gotion High-tech Secures Its Largest Single Energy Storage Contract

Gotion High-tech has confirmed its participation in the 15th Energy Storage International Conference and Expo (ESIE 2027), where it will present its latest annual products and full-scenario solutions. We cordially invite industry peers to join us for this annual gathering of the global energy storage community!

Saudi Arabia's first batch of large-scale battery energy storage projects has recently been officially launched and entered the substantive construction phase.

Leveraging its solid product and technology capabilities in energy storage and its global service strengths, Gotion High-tech has secured the core 6 GWh energy storage order for the projects and will provide full energy storage solutions for Saudi Arabia's three major storage sites. This marks Gotion High-tech's formal breakthrough into the high-end energy storage market in the Middle East, and a key step for Chinese energy storage enterprises to participate deeply in the region's new energy transition and help build a new landscape for the global energy storage industry.

The Middle East presents a demanding climate, with extreme aridity, frequent sandstorms and sharp day-night temperature swings. The projects also adopt a BOO (build-own-operate) long-term operation model, which sets extremely high technical requirements on the reliability, durability and sustainability of energy storage products. In response to the extreme local working conditions and the core needs of long-term operation, Gotion High-tech has tailored an integrated, full-scenario energy storage system solution for the projects.

At the heart of the solution is Gotion's proprietary Qianyuan Smart Storage system, which offers high integration, large capacity and long cycle life. Supported by core technologies including modular integration, precise thermal management and intelligent battery management, the equipment operates stably across an ultra-wide temperature range of -30°C to 55°C. Dedicated high-temperature and sandstorm protection schemes further enhance the stability and reliability of the storage system in complex environments, providing all-round assurance for the safe, stable and long-term operation of Saudi Arabia's first large-scale battery projects.

Once completed and put into operation, the projects will store surplus photovoltaic power during the day and discharge it in an orderly manner during peak demand hours. This will effectively bridge the time mismatch between renewable generation and electricity demand, significantly strengthen the Saudi grid's ability to absorb renewable energy and its flexible regulation capability, and provide solid support for the stable operation of the region's new-type power system.

As benchmark energy storage projects continue to be delivered worldwide, Gotion High-tech is accelerating its value upgrade from “Made in China” to “Chinese technology + global services”. Going forward, Gotion High-tech will keep deepening its presence in the global new energy market and, together with regional industry partners, steadily deliver highly reliable energy storage technologies and full-stack solutions, injecting solid industrial momentum into the global energy transition and green, low-carbon development.

New Member | Boding Energy Storage: Delivering the World's First 100 MW-Class All-Flywheel Standalone Frequency-Regulation Storage Plant

Recently, Boding Energy Storage Technology (Shandong) Co., Ltd. (“Boding Energy Storage” for short) completed its membership procedures and officially became a member of the China Energy Storage Alliance (CNESA).

Groundbreaking in Yueyang: Boding Energy Storage Accelerates Its Industrial Deployment

On August 18, 2026, the Boding Yueyang Flywheel Energy Storage Standalone Frequency-Regulation Station (Phase I) officially broke ground. The project adopts all-magnetic-suspension flywheel single-unit cluster technology, featuring fast response, long service life, safety and environmental friendliness. As a key pilot for the diversified and large-scale development of new energy storage in Hunan Province, it marks another major step in Boding Energy Storage's industrial deployment.

In July 2025, the world's first 100 MW-class all-flywheel standalone energy storage frequency-regulation station — the Rushan 100 MW Project — was officially grid-connected. From the Rushan grid connection to the Yueyang groundbreaking, Boding Energy Storage is accelerating with solid industrialization capabilities.

Company Profile

Boding Energy Storage Technology (Shandong) Co., Ltd. is affiliated with Boding Group. Founded in May 2021 with a registered capital of RMB 50 million and headquartered in the Weifang High-tech Zone, Shandong, it is a high-tech enterprise specializing in the R&D and production of new energy storage systems, deeply rooted in the vacuum magnetic-suspension flywheel energy storage track. Leveraging its self-developed core technologies such as magnetic-suspension control and variable-frequency control, the company has industrialized a series of flywheel energy storage products. It mainly offers vacuum magnetic-suspension flywheel energy storage systems of various power ratings and capacities, widely applicable in power, rail transit, petroleum, data centers and other fields.

Backed by Group Strength

Shandong Boding Technology Group Co., Ltd. was founded in 2015. Rooted in core technologies in mechanics, electronics, hydraulics and magnetics, the group is committed to the domestic substitution of core components. It has successively been recognized as a National High-tech Enterprise, a specialized and sophisticated “Little Giant” enterprise, a gazelle enterprise, a National IP Demonstration Enterprise, a strategic enterprise of the National Industrial Foundation Reinforcement (“Strong Foundation”) Program, and a Shandong provincial unicorn enterprise. Its business covers vehicle and marine power, agricultural machinery, construction machinery, aerospace and defense, magnetic-suspension power and new energy storage, among other fields.

The group has built a full-life-cycle business ecosystem spanning “technology R&D — core component manufacturing — complete machine integration — system platform”, with:

1. Nine national high-tech enterprises, five specialized and sophisticated “Little Giant” enterprises and two unicorn enterprises

2. A total of 907 independent IP rights (including 281 invention patents, 27 PCT international patents and 85 software copyrights)

3. Lead drafter of 12 national and industry standards, with 12 R&D platforms at or above the provincial and municipal level

4. In-depth industry-university-research cooperation with the Chinese Academy of Sciences, Tsinghua University, North China Electric Power University and other research institutes

Advanced Technology

Boding Energy Storage is one of the few new energy storage companies in China to master all six core technologies — special-material flywheel design, high-speed magnetic-suspension active control, high-speed variable-frequency control, PCS rectification and inversion control, AGC systems and EMS energy management.

Building on these core technologies, the company possesses full industrial chain capabilities spanning equipment R&D, production, system integration, and power station planning, construction and even operation and maintenance. With millisecond-level response and a cycle life of over one million cycles, its vacuum magnetic-suspension flywheel energy storage system far outperforms other products in efficiency and economics. Highly adaptable to the environment, green and low-carbon, it is currently the grid's best-quality frequency-regulation resource.

The company's R&D team covers key fields such as flywheel energy storage system design, power electronics conversion and intelligent control, having filed 39 IP rights and been granted 19 invention patents.

Key Typical Application Scenarios

1. Grid frequency regulation — balancing power supply and demand and enhancing grid stability: the Rushan 100 MW flywheel energy storage standalone frequency-regulation station

The world's first 100 MW-class all-flywheel standalone energy storage frequency-regulation station. Phase I was officially grid-connected in July 2025, and Phase II has been included in Shandong Province's 2025 New Energy Storage Demonstration Project catalogue and will soon break ground.

Aerial view of the Rushan Phase I project

Grid-connection testing of the Rushan Phase I project

Following the Rushan grid connection and the Yueyang groundbreaking, multiple flywheel projects — Rushan Phase II, Qixia (Yantai), Quzhou (Zhejiang) and Jingzhou (Hubei) — will break ground intensively in the second half of the year. Flywheel energy storage frequency-regulation systems are one of the optimal solutions for frequency-regulation scenarios, improving overall power quality and enhancing grid security.

2. Smart microgrids and virtual power plants: building replicable and scalable application models through modular and intelligent design concepts

Smoothing the impact of the randomness and volatility of new energy generation on the grid, and building smart microgrids in off-grid mode.

3. Data centers / UPS: optimizing charging efficiency and easing grid capacity-expansion pressure

Providing energy compensation in coordination with UPS during short-term grid faults or fluctuations, and supplying loads continuously during the transition from utility power interruption to generator start-up.

As a new member of CNESA, Boding Energy Storage will uphold the philosophy of openness and collaboration. It will deepen cooperation with upstream and downstream enterprises as well as research institutions both inside and outside the alliance, and advance the large‑scale application of flywheel energy storage in scenarios such as grid frequency regulation, microgrids and virtual power plants, contributing Boding’s strength to the development of the new‑type power system and the achievement of the dual‑carbon goals.

How to Sell Energy Storage Systems into AIDC? Understand the White, Gray, and Black Zones First

Demand for energy storage in AIDC (AI data centers) is shifting from “whether to install” to “where to install it and what problem it solves.”

At the roundtable “Storage-Computing Convergence: Technical and Commercial Practices of Power-Computing Coordination for Data Centers in the Era of Large Models” at the recently held 11th Western Energy Storage Forum, front-line speakers from data center operators and energy storage companies pointed out that, from the campus-level energy foundation to the rack side close to GPUs, different time scales correspond to completely different storage technology routes, and no single product fits all scenarios.

The forum was hosted by the China Energy Research Society, Lanzhou University, and the China Energy Storage Alliance (CNESA). Tang Liang, Deputy Secretary-General of CNESA, moderated the dialogue, joined by Chen Shengjun, Senior Vice President of Chindata Group; Qi Yebai, Senior Vice President and Head of Energy Planning of VNET Group; Ma Jiaxin, Director of Energy Storage Solutions of Shuangdeng Group; and Zhang Kexin, Senior Manager of Policy Research of HyperStrong.

Value Ranking of Energy Storage in AIDC

Deploying energy storage in AIDC must follow the basic logic of “demand driving technology and product selection.” In other words, storage at different levels must first answer what the user’s real pain points are, rather than discussing how much revenue it can bring.

Chen Shengjun, Senior Vice President of Chindata Group, divides the value of energy storage into four levels.

The first is CAPEX (capital expenditure) — whether upfront development and O&M costs can be reduced. If a suitable storage and power supply scheme can cut related capital input, its value first shows at the initial investment stage.

The second is avoiding SLA penalties. For critical business, the value of a stable power supply far exceeds electricity price differentials. Once supply continuity is affected, penalties faced by a data center can reach hundreds of millions of yuan.

The third is reducing OPEX (operating expenditure), including daily operating costs such as electricity bills.

Only the fourth is the additional revenue gained from deploying storage. Chen stressed that simply emphasizing “how much money storage can make for me” is not the first concern of data center owners.

Qi Yebai, Senior Vice President and Head of Energy Planning of VNET Group, also said that the necessity of storage entering AIDC can be summarized in two points: first, making a real contribution to the power supply by providing power support, instantaneous supply, and reliability assurance; second, gaining verified economics. At present, however, the electricity costs saved by storage through peak-valley arbitrage and demand management account for at most 5%–10% of total OPEX — a value mismatch compared with the hundreds of billions of yuan of computing assets that need protection. The value of storage should therefore be measured not by “how much electricity was saved” but by “how much assets were safeguarded.”

Technology Routes of AIDC Energy Storage

For AIDC loads, the core of storage technology routes lies not in one battery type covering everything, but in matching capabilities across different zones and time scales. Chen Shengjun summarizes this as differentiated configuration across the white zone, gray zone, and black zone.

White Zone: Second- and Millisecond-Level Response to Power Transients

The “white zone” refers to the computer room area housing IT equipment — where server cabinets actually compute and power is directly supplied to computing — and also to the low-voltage supply area from inside the cabinet down to the chip level (generally within 48V). It is where power consumption of the entire data center is most concentrated and most volatile. During AI training, GPU load can jump from idle to full load within milliseconds, easily causing voltage sag or false triggering of overload protection.

The “white zone” therefore emphasizes power-type storage with second- or even millisecond-level response, aiming mainly to stabilize power fluctuations, suppress peaks, and reduce demand charges. To meet this need, technologies such as capacitors, supercapacitors, and high-rate lithium batteries in BBUs are more targeted.

Gray Zone: Minutes to Hours, Driving SST and High-Rate Battery Demand

The “gray zone” refers to the area housing back-end infrastructure such as electrical and mechanical equipment, providing power supply, cooling, and other supporting functions. As cabinet power density rises, supply voltage is being upgraded from traditional AC to 800V or even higher-voltage DC to reduce line losses. SST (solid-state transformer) is seen as the key technology for gray-zone transformation: it can step down voltage directly from the high-voltage grid and output high-voltage DC matching the cabinets, simplifying the gray-zone structure and achieving AC/DC compatibility.

Compared with the white zone, the gray zone operates on longer time scales, typically from minutes up to an hour. Lead-acid batteries in traditional UPS will not be fully replaced in the short term, but options such as sodium-ion, high-rate LFP, and supercapacitors are entering retrofits and comparisons. For scenarios converting general-purpose computing rooms into intelligent computing rooms, adding high-power compensation in the gray zone is also a technology path suited to local conditions.

Black Zone: Long-Duration Storage Demand Emerges

The “black zone” refers to the connection point between the bulk grid and the behind-the-meter microgrid, covering utility access, transformers, storage, backup power, and microgrid dispatch — a critical area for ensuring supply continuity and power-computing coordination. Closer to the high-voltage side and the power source side, the black zone can also be planned in a unified way with direct green power connections. Here, long-duration storage can serve as the energy foundation and long-term backup, with demand for 6-hour, 8-hour, and even longer durations becoming evident. For scenarios combining a high share of renewables with a high share of power-electronic loads, grid-forming storage can provide regulation capability and reduce major losses from risks such as wideband oscillation.

Solution Selection for AIDC Energy Storage

Qi Yebai believes that for data centers, different technology routes suit different risk types. Meanwhile, technology routes should not be viewed statically: technology is advancing and customer awareness is changing too.

Qi also pointed out that campus-type wholesale IDC and urban retail IDC follow different logic: for the former, large customers come first and the campus is built afterwards, with customers directly setting the technical standards; for the latter, the computer room is built first and customers are found later. Since a single project of a large customer can reach hundreds of megawatts, storage solutions must be highly customized and cannot be configured along the standardized product logic of traditional utility-scale storage.

Zhang Kexin of HyperStrong noted that on the AIDC computer-room side, HyperStrong is also developing solid-state transformer (SST) products, with releases planned before the end of this year. On the energy foundation side, where wider power access and system regulation must be considered, HyperStrong proposes a “lithium-sodium synergy” approach: sodium-ion batteries handle short-duration shocks, fluctuations, and switching, while lithium-ion batteries handle longer-duration regulation and peak shaving — matching AIDC’s multi-timescale needs through a division of labor between different electrochemical systems.

Ma Jiaxin, Director of Energy Storage Solutions of Shuangdeng Group Co., Ltd., said that AIDC customers’ customization needs are completely different, with a “disruptive” impact on storage products, especially in the North American market. On one hand, cells must withstand short-duration, high-frequency, high-current discharge while also meeting long-duration operation and lifetime requirements; on the other, AIDC’s requirement for SOH (state of health) estimation accuracy may rise from the industry-common 5%–6% to 2%–3%.

Moreover, the integration of backup power and energy storage means control strategies cannot remain static: as battery capacity degrades, the system must dynamically adjust the capacity allocated to backup versus economic operation according to SOH, and thermal management strategies differ under different operating conditions. For PCS, grid-following, grid-forming, off-grid operation, and smooth switching capabilities are required.

AIDC Energy Storage Market Size

Zhang Kexin of HyperStrong looked ahead to future development models. Today’s mainstream power-computing coordination is a one-way, downstream-to-upstream demand model: computing companies demand from AIDC, and AIDC demands from the power supply. In the future it may evolve into two-way regulation between computing and power, as AIDC advances from traditional cabinet rental and server rental models into a “Token factory,” requiring more adjustable resources and giving energy storage much larger room to play.

Ma Jiaxin believes AIDC energy storage is about to enter an explosive growth period — but only after market acceptance, demonstration projects, and testing and certification of new products all run smoothly, after which development will accelerate rapidly. At the same time, overseas policy risks deserve attention: recent US bans targeting energy storage systems and related equipment will have some impact on Chinese companies entering the North American market.

Qi Yebai of VNET Group raised a neglected incremental scenario. He believes storage vendors’ thinking should not just circle between the two ends of “macro (source side)” and “micro (inside the computer room)”; in between lies a “mesoscopic” level: can Phase I and Phase II of the same customer be bridged? Can adjacent data centers be linked, using storage for DC transfer? Viewed from a broader perspective, some more differentiated value points can actually be matched. He encouraged companies to break out of inertial thinking and actively explore.

Chen Shengjun of Chindata Group stressed that next year is critical. Whether storage companies can deliver truly valuable products for data centers in 2027 will determine how large the storage market in the AIDC track can grow and how far it can go. Chen also revealed that from the end of this year into next year, new electrical architectures will be released one after another, and storage may be embedded within them.

The 15th Energy Storage International Conference and Expo (ESIE 2027) will be held on March 16–19, 2027 at the Beijing Capital International Convention and Exhibition Center. For the first time, the expo will feature an AIDC Energy Storage section, showcasing the complete AIDC storage industry chain, from high-rate cells, BBU backup power, UPS, and HVDC to solid-state transformers (SST) and complete system solutions.

China’s three major telecom operators, cloud service providers such as Tencent Cloud, third-party IDC operators such as Chindata and VNET, and leading overseas computing and cloud companies such as Amazon, Google, and Meta will gather at the event to share their on-the-ground practices in data center energy storage.

The expo will also set up an AIDC Energy Storage New Product Launch Zone, supporting companies to debut innovative products and technical solutions in the AIDC storage field. Whether entering the new AIDC storage track, launching annual innovative products, or connecting with upstream and downstream partners across the industry chain, ESIE 2027 is the industry’s key matchmaking platform.

How Is AIDC Energy Storage Different from Utility-Scale and C&I Storage?

As AIDC (AI data centers) gradually become a key application scenario for energy storage, a sharp contradiction has surfaced: does the storage logic designed for power systems fit the power consumption characteristics of computing centers?

At the “Storage-Computing Integration” roundtable of the Computing-Electricity Synergy Sub-forum at the 11th Energy Storage Western Forum, frontline guests from data center operators and energy storage companies pointed out that AIDC energy storage must shift from the logic of utility-scale storage to the logic of critical infrastructure.

The forum was hosted by the China Energy Research Society, Lanzhou University and the China Energy Storage Alliance (CNESA). The dialogue was moderated by Tang Liang, Deputy Secretary-General of CNESA, with Chen Shengjun, Senior Vice President of Chindata Group; Qi Yebai, Senior Vice President and Head of Energy Planning of VNET Group (21Vianet); Ma Jiaxin, Director of Energy Storage Solutions of Shuangdeng Group; and Zhang Kexin, Senior Manager of Policy Research of HyperStrong.

How Are AIDC’s Ultra-Large DC Loads Changing the Power System?

At this year’s National Two Sessions, computing-electricity synergy was written into the Report on the Work of the Government for the first time and explicitly listed as a new infrastructure program, elevating it from industry exploration to a national strategy.

AIDC is becoming a major electricity consumer on the grid: over the next five years, its newly added annual electricity consumption will reach 100 billion kWh, equivalent to the annual output of the Three Gorges Hydropower Station. Qi Yebai, Senior Vice President and Head of Energy Planning of VNET Group (21Vianet), noted that AI brings not only growth in total electricity consumption but, more importantly, a change in load structure.

Qi Yebai, Senior Vice President and Head of Energy Planning, VNET Group

It is understood that China’s power supply and load are currently dominated by the AC grid, but AIDC represents an ultra-large DC load that constantly switches between communication and computing, with the drawback of poor adjustability. This means computing centers cannot be treated as ordinary industrial loads.

In terms of development, Qi Yebai divides computing-electricity synergy into three phases: the parasitic phase, the symbiotic phase and the regenerative phase. In the early stage, the computing side proactively adapts to power conditions, typically locating in regions with advantages in electricity prices, supply capacity or green power resources. In the middle stage, power and computing begin to exchange information and collaborate on dispatch, load forecasting and operations. The longer-term goal of computing-electricity synergy is for the two systems to perceive each other’s state and participate in more refined energy optimization while safeguarding computing services — with energy storage playing a key connecting role throughout this process.

AIDC Projects’ Landing: Power Availability Alone is Not Enough

From the perspective of AIDC project deployment, China has two models: “build after securing customers” and “build first, find customers later.” How should the two models be viewed? This is a hot topic in the industry today.

Chen Shengjun, Senior Vice President, Chindata Group

Chen Shengjun, Senior Vice President of Chindata Group, pointed out that computing center construction requires comprehensive consideration of factors such as chips, land, electricity and water, and that no matter how fast demand grows, grid connection remains the precondition. Without power, large-scale construction is simply out of the question.

According to Chen Shengjun, premium nodes are also areas of concentrated load: they offer good network conditions and strong business demand, but grid connection capacity is tighter. Regions with better renewable resources may fall short on networks, industrial support or construction conditions. Therefore, computing center siting cannot consider electricity prices or total energy alone; it must strike a comprehensive balance among chips, land, electricity and water.

In the short term, projects need to resolve reliable grid access and construction sequencing; in the long term, green power procurement, supply reliability and economics must all be incorporated into planning.

New Requirements AIDC Load Characteristics Place on Energy Storage

Faced with AIDC as a brand-new application scenario, the role and development logic of energy storage are changing.

The positioning of energy storage has changed. As Ma Jiaxin, Director of Energy Storage Solutions of Shuangdeng Group Co., Ltd., put it: “Energy storage is now closer to the infrastructure of computing centers — the product design logic, service model and system positioning have all changed.” In power systems, energy storage appears as a regulating resource, with the core tasks of peak shaving and valley filling, dispatch participation or improving renewable energy consumption. In AIDC scenarios, storage must first serve the continuous power supply and power quality assurance of high-value loads, and its system value can no longer be measured by single-cycle charging and discharging revenue alone. Under these new characteristics, energy storage in computing centers must participate in energy optimization while also providing support during power fluctuations, short-term disturbances and even emergency scenarios.

Ma Jiaxin, Director of Energy Storage Solutions, Shuangdeng Group Co., Ltd.

Operating conditions have changed. Ma Jiaxin noted that grid energy storage products are typically defined by 2-hour, 4-hour or even longer durations, and their operation approximates low-frequency, periodic dispatch scenarios. AIDC energy storage, however, cannot simply wait for one charge-discharge opportunity per day: it may need to respond to power disturbances at millisecond speeds, balancing multiple objectives — backup, power assurance, green power utilization and economic operation — while smoothing load variations. This means storage system design can no longer stop at a “capacity + duration” configuration approach, but must build coordinated capabilities spanning cells, BMS, PCS, PMS and EMS.

Customers and delivery models have changed. Grid storage customers are mostly renewable power plants, power generation groups or grid-related entities with relatively mature and standardized needs, while computing center end customers are diverse — ranging from technology companies to managed service providers — and impose different requirements on vendors.

Zhang Kexin, Senior Manager of Policy Research at Beijing HyperStrong Technology Co., Ltd., believes that storage applications in computing center scenarios must first clarify which side they are positioned on — campus-level and machine-room scenarios call for different overall storage design schemes. For campus-level AIDC with storage, the role of storage remains energy regulation: smoothing peaks and valleys and reducing comprehensive electricity prices, in which the advantages of traditional source-grid-side storage products can carry over. On the machine-room side, storage applications need new design approaches, such as coupling with sodium-ion batteries.

Zhang Kexin, Senior Manager of Policy Research, Beijing HyperStrong Technology Co., Ltd.

Conclusion

This roundtable clearly reveals that computing centers are bringing energy storage into a new application scenario. Faced with computing loads that are high-density, high-frequency, poorly adjustable and extremely sensitive to supply continuity, the value of energy storage will increasingly lie in system reliability, fast response, green power coordination and refined operations.

For the storage industry, this is both a new incremental market and an upgrade of capabilities. Future competition will not be limited to battery capacity or equipment prices, but will hinge on whether players understand the power consumption logic of computing businesses and can turn energy storage into dispatchable, verifiable and long-term operable power supply capability.

The 15th Energy Storage International Conference and Expo (ESIE 2027) will be held on March 16-19, 2027, at the Beijing Capital International Exhibition & Convention Center (CIECC). For the first time, the event will feature an AIDC energy storage section showcasing the complete AIDC storage industry chain, from high-rate cells, BBU backup power, UPS and HVDC to solid-state transformers (SST) and integrated system solutions.

China’s three major telecom operators, cloud service providers such as Tencent Cloud, third-party IDC operators such as Chindata Group and VNET Group (21Vianet), and leading overseas computing and cloud companies such as Amazon, Google and Meta will gather at the event to share data center storage deployment practices.

The expo will also set up an AIDC energy storage new product launch zone, supporting companies to debut innovative products and technical solutions in the AIDC storage field. Whether expanding into the new AIDC storage track, launching annual innovative products, or connecting with upstream and downstream industry chain resources, ESIE 2027 is a key platform for the industry.

New Member | Sinotrans Limited (Sinotrans): Expert in End-to-End Integrated Logistics Solutions for Energy Storage Cabinets

Sinotrans Limited (referred to as “Sinotrans”) has recently completed its membership admission process and officially joined the China Energy Storage Alliance (CNESA) as a member organization.

I. Company Profile

Founded in 2002, Sinotrans Limited (Sinotrans) is the only nationwide specialized chemical logistics platform enterprise under China Merchants Group and Sinotrans Limited, headquartered in Shanghai.

The company's operational network covers core chemical industry clusters across China, complemented by a global chemical supply chain service system. Focused on energy chemicals and hazardous chemical-related emerging sectors, the company delivers full-chain integrated supply chain solutions, providing customers with safe, resilient, efficient, smart, and green end-to-end integrated logistics services.

The company offers full-chain service capabilities covering warehousing and transportation of dangerous goods and general chemicals, international freight forwarding, multimodal transport, and bulk chemicals. It has long served Fortune Global 500 energy and chemical companies, central and state-owned enterprises in the sector, and leading private chemical companies. Concurrently, the company is deeply engaged in emerging strategic industries, with a service footprint spanning electronics and semiconductors, new energy vehicles, power batteries, energy storage, and high-end pharmaceuticals, demonstrating multi-industry, high-standard, full-scenario integrated supply chain service capabilities.

Certified to ISO 9001, ISO 14001, and ISO 45001, the company has built a mature HSEQ safety management system, established one of China's first emergency response networks, and participated extensively in the drafting and revision of multiple national and industry standards, continuously setting new benchmarks for safe, compliant, and efficient operations in hazardous chemical logistics.

II. Core Capabilities

Nationwide and Global Network Coverage

Strategically deploying warehousing, container yards, and transport capacity nationwide, with precise coverage of key chemical parks and coastal core ports. Leveraging the mature global networks of China Merchants Group and Sinotrans Limited, the company integrates global port agency, overseas warehousing, and distribution resources to open cross-border end-to-end logistics corridors.

Standardized HSEQ Safety Management System

A 24/7 coordinated emergency response mechanism, full-process tiered risk inspection and control, dedicated contingency plans, and regular emergency drills enable high-safety operations throughout hazardous chemical logistics.

Professional Hazardous Goods Operations Teams

All staff are certified to operate, with a large pool of certified professionals in hazardous goods handling, transportation, and customs declaration. Deeply experienced in chemical and emerging-sector storage and transportation scenarios, the teams possess mature risk assessment and on-site response capabilities.

Full-Chain Compliance Qualification System

Holding complete qualifications for dangerous goods road transport, oversize cargo transport, hazardous waste transfer, and hazardous chemical warehousing, the company operates a closed-loop compliance system that fully meets the stringent regulatory requirements for dangerous goods.

Smart Digital Full-Chain Control

Self-developed integrated hazardous chemical logistics platforms and transport information management systems enable digitalized order dispatch, warehouse management, in-transit monitoring, delivery verification, and end-to-end traceability - fully visible and auditable throughout, ensuring delivery stability.

III. Full-Chain Logistics Solutions for Energy Storage Cabinets

Driven by the dual demand of domestic wind-solar-plus-storage projects and the concentrated overseas shipment of equipment, the energy storage industry has entered a period of rapid growth, with surging demand for batch deliveries of energy storage cabinets. Energy storage cabinets present industry-wide pain points - oversize and overweight dimensions, high transport difficulty, challenging lifting and securing operations, Class 9 dangerous goods characteristics, and inconsistent import/export regulations and standards across countries - which traditional logistics providers struggle to address with one-stop, safe, and compliant delivery.

To address these pain points, Sinotrans has developed a standardized, practical full-process supply chain solution for energy storage cabinets, providing one-stop coverage of the domestic and overseas delivery needs for all categories and scenarios of energy storage equipment, spanning the complete chain from domestic transport and ocean shipping to overseas last-mile delivery.

(1) Domestic Transport Services

Dual-Qualification Transport Capacity

A compliant fleet holding both Class 9 dangerous goods and oversize cargo transport qualifications, with ample batch transport capacity to meet the overweight, over-height, and over-width road transport requirements of energy storage cabinets.

Nationwide Long-Haul Trunk Transport

Rich practical experience in high-risk and extreme road conditions, including deliveries to wind-solar-plus-storage project hubs such as Tibet, Heilongjiang, and Qinghai. One-stop services cover pre-dispatch route surveys, long-distance cross-regional oversize permits, transport capacity matching for complex road conditions, and safety control for long-haul transport of lithium battery equipment, ensuring projects are commissioned on schedule.

Professional Inland Securing and Reinforcement

Multiple professional lashing and securing solutions tailored to cabinet structures and lithium battery module characteristics, effectively mitigating the risks of cabinet deformation, cell displacement, and precision component damage caused by vibration and tilting during long-haul transport.

IoT Full-Journey Visualized Safety Control

IoT-enabled visual monitoring throughout the journey, capturing real-time vehicle positioning, transport shock and vibration, and ambient temperature and humidity data, enabling full online visual control with early warnings of transport risks.

(2) Ocean Shipping Services

Hazardous Goods Warehousing and Yards at Core Ports

Dedicated dangerous goods warehousing and container yards at major outbound ports, including Shanghai, Taicang, Ningbo, and Xiamen, providing temporary storage and port consolidation services for energy storage cabinets.

Dangerous Goods Shipping Booking

Cooperative booking arrangements with shipping lines for dangerous goods, coordinating hazardous cargo capacity and supporting multiple shipping modes, including container vessels, breakbulk vessels, and heavy-lift vessels.

Export Compliance Declaration Services

A professional declaration team precisely handles document review, maritime filing and declaration, and customs clearance procedures, ensuring compliant entry of energy storage cabinets to ports.

Efficient Port Consolidation Operations

Coordinated scheduling of dangerous goods vehicles for port consolidation and direct truck-to-vessel loading.

(3) Overseas Last-Mile Delivery Services

Overseas On-Site Route Surveys

Conducting on-site surveys of overseas transport routes before project commencement to plan optimal delivery paths in advance, avoiding overseas road weight, height, and access restrictions and ensuring smooth door-to-door delivery.

Destination Port Lifting Solutions

Pre-matching lifting equipment capacity and safety regulations at destination ports, with customized lifting operation plans that avoid demurrage and cabinet damage caused by mismatched or insufficient lifting equipment.

Destination Port Clearance and Distribution

Leveraging Sinotrans Limited's overseas self-operated network and local partner resources to provide one-stop destination port customs clearance, discharge and transfer, and last-mile delivery services, covering the world's core energy storage export markets.

Cross-Border Regulatory Adaptation Support

Assisting customers in mapping destination-country certification requirements, with full compliance support from domestic transport through to overseas delivery.

(4) Value-Added Services

Insurance Coverage

Comprehensive cargo risk coverage across road transport, ocean shipping, port lifting, and yard storage, safeguarding energy storage equipment throughout the entire journey.

Green Logistics

Product carbon footprint calculation, import/export compliance consulting, and low-carbon logistics services, aligned with the green, low-carbon direction of the energy storage industry.

As domestic wind-solar-plus-storage projects are rolled out at an accelerating pace and new energy enterprises quicken their global expansion, demand for long-distance domestic transport and global bulk shipping of energy storage equipment will continue to grow. Leveraging its nationwide network, practical experience on high-difficulty routes, compliant qualified transport capacity, and global service network, Sinotrans is committed to deep collaboration and complementary synergy with energy storage enterprises, continuously delivering safe, efficient, and stable end-to-end energy storage supply chain solutions, jointly ensuring the efficient delivery of energy storage projects at home and abroad, and supporting China's new energy industry in maintaining its global leadership.

New Member | Zhengzhou Yi'an TOMYA: Building Thermal Runaway Protection Solutions for Energy Storage

Zhengzhou Yi'an Waterborne Polymer Materials Co., Ltd. (TOMYA) has recently completed its membership admission process and officially joined the China Energy Storage Alliance (CNESA) as a member organization.

 As the large-scale deployment of new energy storage accelerates, thermal runaway protection has become critical to the safe development of the energy storage industry. As a CNESA member and a national high-tech enterprise, Zhengzhou Yi'an Waterborne Polymer Materials Co., Ltd. (TOMYA), leveraging its self-developed DSP nano-silicon-based materials, has launched its Energy Storage Thermal Safety Management System 3.0, building a full-chain passive protection system from battery packs to energy storage containers and positioning itself at the forefront of the global energy storage thermal safety sector.

An Advanced Innovation Platform Reinforcing R&D Strength

The company is dedicated to the R&D of thermal safety materials and system solutions for energy storage, with an integrated innovation platform covering material development, solution design, and operating-condition validation. It operates a 670-mu (approximately 44.7-hectare) materials R&D base, an 8,000-square-meter professional thermal runaway testing ground, and 10 R&D and testing laboratories, forming an industry-leading thermal safety R&D and testing center.

The project team is led by Professor Li Zhenwen, a leading figure in nanotechnology, and R&D Director Wang Zhen, with in-depth industry-university-research collaboration with universities including Beihang University and Zhengzhou University. The company has won the First Prize of the Henan Provincial Science and Technology Progress Award, with its technical achievements officially recognized. It has also obtained multiple internationally recognized certifications, including the full ISO system, IATF 16949, UL, TÜV Rheinland, and SGS, earning dual endorsement from both domestic and overseas markets for its products and technologies.

Self-Developed Core Materials that Disrupt Traditional Thermal Protection

The company has independently developed DSP nano-silicon-based composite materials featuring a unique nested-bubble "Matryoshka" microstructure. At high temperatures, the material rapidly ceramizes to form a stable, long-lasting thermal insulation layer, with protection performance far exceeding that of traditional fireproof insulation materials.

The material delivers outstanding core performance: temperature resistance above 1,600°C, thermal conductivity as low as 0.025-0.035 W/(m·K), combined with ultra-thin and lightweight properties, water and corrosion resistance, non-toxic and halogen-free composition, and weather and salt-spray resistance. In extreme fire tests, it achieved volume loss of less than 1% after 2 hours of ablation at 1,000°C and less than 2% after 1 hour at 1,600°C; under extreme conditions with a hot-face temperature of 1,350°C, the cold-face temperature can be as low as 51°C - industry-leading thermal insulation performance.

Three-Tier Protection System for One-Stop Compliance Certification

Built on the DSP core material, the company has established a complete product matrix of coatings, boards, core materials, felts, structural adhesives, and gels, creating a three-tier safety protection system: burn-through prevention for battery covers, high fire resistance for packs, and fire spread prevention for containers.

Among them, the 0.35 mm ultra-thin DSP insulation and fireproof coating is easy to apply and suitable for spraying onto cell packs and energy storage cabins; DSP fireproof boards meet the Class A1 non-combustible standard and set a world record of 3.5 hours in the UL 263 fire resistance test. The complete protection system keeps the enclosure intact after thermal runaway with no fire spread, with safety indicators far exceeding industry standards - providing one-stop support for customers to pass the world's most stringent energy storage safety tests, including UL 9540A, NFPA 855, and IEC.

Partnering with Industry Leaders to Build a Safe Energy Storage Ecosystem

Zhengzhou Yi'an is one of the few companies worldwide that possesses core material technology, application development, and structural design capabilities to provide complete thermal runaway management and safety protection material solutions for energy storage. The company has established testing and mass-production cooperation with most of the top energy storage enterprises at home and abroad, and has delivered complete UL 9540A large-scale fire test solutions more than 20 times - all passed on the first attempt - safeguarding energy storage safety.

New Member | Beijing Zhongtai Huadian Technology Co., Ltd.: Focused on Source-Grid-Load-Storage Coordination Technology and Services

Beijing Zhongtai Huadian Technology Co., Ltd. has recently completed its membership admission process and officially joined the China Energy Storage Alliance (CNESA) as a member organization.

I. Company Profile

Founded in 2012, Beijing Zhongtai Huadian Technology Co., Ltd., headquartered in the Science Park of North China Electric Power University, is the virtual power plant working group and network source coordination technology center of the Huadian Alumni Association. It has branches and subsidiaries in Baoding, Hebei; Jinan, Shandong; Wuhan, Hubei; and Hohhot, Inner Mongolia. It is a national high-tech enterprise dedicated to source-grid-load-storage coordination technology and services.

Built on the Xihe Industrial Internet real-time data processing infrastructure as its digital foundation, the company addresses full-scenario demands across the power sector and delivers full-chain services for industries including power systems, petroleum, and smart manufacturing. By deeply integrating industrial-grade hardware and software with digital tools, it empowers the intelligent transformation of energy and power systems and the implementation of industrial digitalization.

II. Company Qualifications

III. Product Portfolio

Leveraging its self-developed core data foundation, Zhongtai Huadian is deeply engaged in the energy internet and industrial internet sectors, and has built a complete product portfolio around source-grid-load-storage integration, covering the entire industry chain, including grid connection, SCADA intelligent monitoring, energy management systems (EMS), virtual power plant operation and control, power trading, and smart energy storage operation.

IV. Product Introduction

NseaEMS-ES Energy Management System for Standalone Energy Storage

NseaIDS Integrated Wind-Storage / Solar-Storage Energy Management System

NSEA Distribution Network Low-Voltage Mitigation Device

NseaVPP-S Aggregator Virtual Power Plant Operation and Control System

NSEA Smart Energy Storage Operation System

NseaEMS-GGLS Integrated Source-Grid-Load-Storage Energy Management System

V. Application Cases

90MW/360MWh Energy Storage System Supporting the Green Power Supply Project in Tuoqing Economic Development Zone, Hohhot

Source-Grid-Load-Storage Integrated Platform for a Storage Microgrid in Inner Mongolia

Microgrid Coordinated Control and Optimization Platform for a Mine Site in Handan, Hebei

Vehicle-Station-Grid Bidirectional Interaction Regulation Technology for the New Power System, Shanghai Electric Power Company

100% Renewable Energy New Power System Technology Demonstration Project of a Power Company

VI. Partners

As an active participant in the new power system and industrial IoT sectors, Zhongtai Huadian continues to deepen strategic cooperation with central and state-owned enterprises, research institutes, and leading energy equipment manufacturers, including CHN Energy, China Huaneng, China Datang, State Power Investment Corporation (SPIC), China Three Gorges Corporation, CGN, CNNC, NARI Group, Goldwind, Shanghai Electric, and CRRC, jointly building an industrial ecosystem for source-grid-load-storage integration and a digital, intelligent new power system.

[CNESA Member News] Breaking the Power Bottleneck for AI Compute: Jereh's Integrated AIDC Microgrid Solution Lands Overseas Landmark Project

The global AI Data Center (AIDC) industry is experiencing explosive growth. However, long public utility approval cycles and complex interconnection processes have made power supply the critical bottleneck restricting the expansion of AI compute scale.

To overcome this "power-constrained compute" dilemma, CNESA member enterprise Jereh has successfully adapted and optimized its field-proven microgrid technology—originally validated in extreme and complex oil and gas environments—for AIDC applications. The company has independently developed an integrated AIDC microgrid solution and recently secured its first overseas landmark order featuring a "Gas Generation + Hybrid Energy Storage + Solid-State Transformer (SST)" configuration. This milestone marks Jereh's strategic evolution from a core power equipment supplier to a full-service EPC provider for high-end AI computing campuses.

How does this solution reshape the energy foundation for AI compute?

1. 800VDC High-Voltage Direct Current Architecture: Agility, Efficiency, and Synergy

Agile Response: Hybrid energy storage (flywheel/ultracapacitor) delivers a 5-millisecond transient response to smooth out AI load fluctuations. Combined with mobile power generation and prefabricated containers, the system enables true plug-and-play functionality and rapid deployment.

High Efficiency & Energy Savings: Proprietary Solid-State Transformers (SST) enable direct medium-voltage to 800V DC conversion, boosting overall energy efficiency by 3–5% while reducing the physical footprint by 30%.

Comprehensive Synergy: By integrating gas turbines, hybrid storage, and SSTs, the Energy Management System (EMS) orchestrates generation, grid, load, and storage in real time. This ensures seamless compute-power synergy, guarantees stable power supply, and maximizes overall efficiency.

2. Deep E+P Integration: Reshaping AIDC-EPC Industry Standards

Turnkey Engineering: Jereh provides end-to-end "Generation-Transmission-Distribution" design capabilities for AIDC power systems. This comprehensively covers gas-fired generation, hybrid storage regulation (layered configurations of ultracapacitors, flywheels, and electrochemical batteries), SSTs, DC bus distribution, and unified PMS dispatch. By strictly aligning with local electrical codes and permitting workflows, Jereh ensures compliance from the source, significantly enhancing design depth, accelerating approval efficiency, and shortening project lifecycles.

Integrated Procurement & Supply: Leveraging reliable delivery capabilities for gas turbines and energy storage, Jereh helps clients successfully bypass North American gas turbine supply chain bottlenecks. The solution builds a core competitive barrier through highly reliable and secure SST and PMS technologies. Featuring "prefabricated delivery and modular expansion," this cross-border combination of "Chinese modular manufacturing efficiency + localized global service response" empowers clients to effectively overcome the multi-year delays of traditional grid capacity expansion.