CNESA Officially Released the 2024 China Energy Storage Vendor Rankings

On April 10, 2025, the 13th Energy Storage International Conference and Expo (ESIE 2025), jointly hosted by the China Energy Research Society, the China Energy Storage Alliance (CNESA), and the Institute of Engineering Thermophysics, Chinese Academy of Sciences, was grandly held at the Beijing Capital International Convention and Exhibition Center. Concurrently, the 2024 Rankings of Chinese Energy Storage Companies were officially released. Over 40 companies made the list, with CATL, Shoto, Kehua Tech, Sungrow, CRRC Zhuzhou Institute, and JD Energy topping the respective rankings.

About the CNESA Annual Energy Storage Company Rankings

Since 2015, the China Energy Storage Alliance has been publishing the “Annual Energy Storage Company Rankings.” Over the past 10 years, these rankings have received broad attention and high recognition from industry peers. CNESA objectively presents the competitive landscape of Chinese companies in both domestic and global markets through shipment data of energy storage products and project installation data. The changes in the rankings over the years not only reflect the industry’s level of concentration but also mirror the global competitiveness of Chinese enterprises.

The shipment data and project installation data of the companies on the list are all sourced from the CNESA DataLink Global Energy Storage Database (https://www.esresearch.com.cn). Independently developed by CNESA since 2011, the database is the world's first full-chain, one-stop, intelligent data service platform. It includes project library, policy library, manufacturer library, product library, bidding library, investment and financing library, standards library, and research report library. Today, the database is frequently cited by international organizations, governments, official and social media, securities firms, and energy storage companies. Its objectivity and authority have been widely recognized within the industry. In 2022, it won the second prize of the China Energy Research Society Energy Innovation Award and obtained software copyright registration in the same year.

To ensure the quality and comprehensiveness of energy storage data statistics, and to objectively analyze the development status of the energy storage industry for the year and forecast future trends, CNESA regularly collects and compiles data from the global energy storage market through multiple channels. Through multi-dimensional data verification and on an annual basis, it conducts statistical analysis on the installation and shipment data of energy storage products (excluding OEM/contract manufacturing) from Chinese energy storage technology providers, PCS providers, and system integrators in both domestic and global markets.

2024 Rankings of Chinese Energy Storage Companies

Ranking of Chinese Energy Storage Technology Providers:

In 2024, in the global market, the top ten Chinese companies by shipment volume of energy storage batteries (excluding backup power batteries for base stations/data centers) were: CATL, EVE, Hithium, BYD, REPT BATTERO, CALB, AESC, CORNEX, Lishen, and Ganfeng LiEnergy.

Figure 1: Top 10 Chinese energy storage technology providers in the 2024 global market, Unit: GWh

Notes:

1. CNESA defines energy storage technology providers as companies with the capability to manufacture core energy storage technologies and supply core energy storage technology products to customers. The core technology includes energy storage cells, physical storage, etc.

2. The statistical scope refers to the global shipment volume in 2024 of energy storage cells independently produced by enterprises (excluding base station and data center cells). Shipment volume refers to cells that have been manufactured and delivered to customers or project sites.

In 2024, in the global market, the top five Chinese companies by shipment volume of backup power batteries for base stations/data centers were: Shoto, Narada Power, Gotion High-Tech, Cospowers, and CALB.

Figure 2: Top 5 Chinese energy storage base station/IDC technology providers in the 2024 global market, Unit: GWh

Note: The shipment data of backup power batteries for base stations/data centers includes both lithium-ion batteries and lead-acid batteries.

Ranking of Chinese Energy Storage PCS Providers:

In 2024, in the domestic market, the top ten Chinese companies by shipment volume of energy storage PCS were: Kehua Tech, Sineng, NA Electric, Soaring, Sungrow, Inovance, Times Electric, XJ Power Electronics, Hopewind, and IN-Power.

Figure 3: Top 10 Chinese energy storage PCS providers ranked by number of shipments in the 2024 domestic market, Unit: GW

In 2024, in the global market, the top ten Chinese companies by shipment volume of energy storage PCS were: Sungrow, Kehua Tech, Sineng, NR Electric, Soaring, Inovance, IN-Power, Times Electric, XJ Power Electronics, and Hopewind.

Figure 4: Top 10 Chinese energy storage PCS providers ranked by number of shipments in the 2024 global market, Unit: GW

Ranking of Chinese Energy Storage System Integrators:

In 2024, in the domestic market, the top ten Chinese companies by installed capacity of grid-connected energy storage systems were: CRRC Zhuzhou Institute, HyperStrong, Sungrow, SCETL, Envision Energy, BYD, XYZ Storage, Goldwind, ROBESTEC, and SERMATEC.

Figure 5: Top 10 Chinese ESS integrators ranked by number of commissioned ESS installations in the 2024 domestic market, Unit: GWh

Note: Energy storage systems specifically refer to AC-side systems composed of energy storage battery DC systems, PCS and boost systems, EMS, and other related auxiliary equipment. Same applies below.

In 2024, in the domestic market, the top ten Chinese companies by shipment volume of energy storage systems were: CRRC Zhuzhou Institute, Sungrow, Envision Energy, HyperStrong, XYZ Storage, SCETL, ROBESTEC, Goldwind, PotisEdge, and SERMATEC.

Figure 6: Top 10 Chinese EES integrators ranked by number of shipments in the 2024 domestic market, Unit: GWh

In 2024, in the global market, the top ten Chinese companies by shipment volume of energy storage systems were: Sungrow, CRRC Zhuzhou Institute, Envision Energy, HyperStrong, XYZ Storage, SCETL, ROBESTEC, Goldwind, Trina Storage, and Sunwoda Energy.

Figure 7: Top 10 Chinese EES integrators ranked by number of shipments in the 2024 global market, Unit: GWh

In 2024, in the domestic behind-the-meter (user-side) market, the top ten Chinese companies by shipment volume of energy storage systems were: JD Energy, Sungrow, Great Power, ROBESTEC, Hoenergy, NR Electric, PotisEdge, CRRC Zhuzhou Institute, Zhiguang Energy Storage, and Huazhi Energy.

Figure 8: Top 10 Chinese EES integrators ranked by number of shipments in the 2023 domestic user-side market, Unit: MWh

On June 30, 2025, China’s NDRC, MIIT and NEA Jointly Launched a National Push for Zero-Carbon Industrial Parks, Marking a New Phase in the Country’s Decarbonization Strategy

China’s top economic and energy regulators have jointly released a sweeping policy directive to initiate the large-scale construction of “zero-carbon industrial parks,” marking a significant acceleration in the country’s pursuit of carbon neutrality and green industrial transformation.

Issued on June 30, 2025, by the National Development and Reform Commission (NDRC), the Ministry of Industry and Information Technology (MIIT), and the National Energy Administration (NEA), the policy—formally titled Notice on Launching the Construction of Zero-Carbon Industrial Parks (NDRC Environment and Resources [2025] No. 910))—lays out a coordinated plan to reshape industrial energy systems, promote low-carbon technologies, and develop replicable models for decarbonization across China’s vast network of industrial zones.

Coordinated Effort to Lead with Pilot Parks

The notice calls on local governments to recommend no more than two candidate parks by August 22, 2025, for inclusion in a first batch of national-level zero-carbon demonstration zones. Selection will consider factors such as local renewable energy resources, carbon reduction potential, and power supply security. The goal is to support regions with the right conditions to pioneer zero-carbon transitions, while establishing a foundation for wider adoption across the country.

Under the policy, local development and reform commissions (DRCs), in collaboration with MIIT and NEA counterparts, will assess park-level feasibility, conduct impact modeling, and submit formal applications based on a standardized outline. National authorities will then evaluate submissions based on industrial representativeness, carbon mitigation potential, and integrated demonstration value.

Strategic Context: Green Transformation with Chinese Characteristics

The directive comes amid China’s broader “dual carbon” strategy—its commitment to peak carbon emissions before 2030 and achieve carbon neutrality by 2060. Zero-carbon parks are positioned as foundational nodes within this long-term strategy, supporting both national carbon targets and regional economic upgrading.

While earlier policies focused on energy-intensive industries and emission reduction standards, the new directive shifts attention to place-based, system-level transformations. Industrial parks, which concentrate production, infrastructure, and energy loads, are seen as ideal testbeds for integrated decarbonization solutions.

Core Tasks: From Energy Structure to Industrial Synergy

The document outlines eight key task areas for implementation, ranging from energy transition and emissions management to infrastructure upgrades and technological innovation.

1. Energy System Restructuring:
Parks are encouraged to increase reliance on renewable energy through direct green power connections, local clean energy integration into distribution networks, and participation in green certificate trading. New models such as hydrogen-electric coupling and localized storage deployment are explicitly promoted.

2. Energy Efficiency and Carbon Management:
Industrial facilities within the parks are expected to establish energy and carbon management systems, retire outdated equipment, and upgrade to high-efficiency technologies. The policy supports the construction of “ultra-efficient” or “zero-carbon” factories where feasible.

3. Industrial Structure Optimization:
Zones are urged to pivot toward low-energy, high-value-added industries, fostering “green manufacturing with green energy.” Relocation of high-energy-consuming industries to resource-rich and energy-secure parks is also encouraged.

4. Resource Conservation and Circularity:
Parks must improve spatial planning, promote land-use efficiency, and enhance systems for waste heat, water, and material recycling. The development of industrial symbiosis and cascading energy utilization is prioritized.

5. Infrastructure Modernization:
Comprehensive upgrades to park infrastructure—including electricity, heat, gas, hydrogen, water, and environmental controls—are mandated. Standards for ultra-low or near-zero energy buildings and low-carbon transportation are introduced.

6. Technology Integration and Innovation:
The policy encourages collaborations among parks, enterprises, and research institutions to pilot scalable low-carbon technologies. Demonstration scenarios should be built around commercially viable solutions.

7. Digital Carbon Management:
Parks are to establish energy-carbon management platforms capable of real-time monitoring, forecasting, and load optimization. These platforms will underpin initiatives such as demand-side management and resource coordination.

8. Market and Institutional Reform:
The directive calls for broad stakeholder participation—including grid operators, energy service providers, and local governments—and experimentation with new models such as virtual power plants to enhance system flexibility and market integration.

Funding and Institutional Support

To ensure policy traction, the directive includes a robust set of enabling mechanisms. These include:

• Financial Incentives: Parks may access existing central funds and qualify for local government special bonds. Policy banks are encouraged to provide long-term credit for eligible projects, while qualified enterprises may issue bonds for construction.

• Talent and Expertise Support: External experts and institutions may be engaged to support carbon accounting, efficiency upgrades, and product carbon footprint certification.

• Streamlined Approvals: The policy signals possible adoption of single-window approval systems for multi-energy integration projects, along with piloting regional-level energy reviews and carbon assessments.

• Land and Resource Guarantees: Enhanced support is promised for land and sea-use approvals, particularly for new energy sources and supporting infrastructure within zero-carbon zones.

Oversight and Evaluation Framework

Implementation will follow a phased approach. Local DRCs will first submit applications for candidate parks. After central review and selection, the NDRC will announce the first cohort of national-level parks, which will then receive targeted guidance and troubleshooting support.

Each park will undergo a structured evaluation upon completion. Provincial authorities will lead self-assessments, followed by a formal national evaluation process based on a trial indicator system (provided in the policy annex). Parks that pass evaluation will earn the designation of “National Zero-Carbon Industrial Park.”

Outlook: Pilots First, Scale Later

While the policy provides clear direction and generous institutional support, challenges remain. These include aligning stakeholder incentives, ensuring data accuracy for carbon management, and translating demonstration success into scalable models.

Still, the move signals a decisive pivot toward systems-based decarbonization at the industrial park level—an approach with high potential for replicability and impact. As China navigates its complex energy transition, the success of these zero-carbon parks may provide a critical blueprint for industrial transformation across other emerging economies.

US Energy Storage Market to “Sustain Momentum” as Tax Credit Timeline Remains Intact

Developers accelerate construction as industry navigates foreign content restrictions and shifting clean energy priorities

The U.S. energy storage sector is expected to continue expanding after the enactment of the FY2025 Budget Act, which secures Investment Tax Credit (ITC) eligibility for storage projects commencing construction through the end of 2033. Amid changes to federal policy and evolving supply chain rules, developers are expediting project timelines to stay ahead of emerging compliance constraints.

Signed into law on July 4 during the Independence Day holiday, the legislation—branded by Republicans as the “One, Big, Beautiful Bill Act”—introduces sweeping reforms to federal clean energy incentives. While support for solar and wind has been significantly curtailed, the final law preserves robust incentives for storage, geothermal, biomass, and hydropower via a new technology-neutral ITC structure.

Incentive Structure Realigned: Solar and Wind Scale Back, Storage Stays Protected

The legislation effectively eliminates Sections 48E and 45Y tax credits for solar and wind installations. To retain residual incentives, these projects must either begin construction within a year of the bill’s passage or reach operational status by the close of 2027. Meanwhile, residential energy efficiency programs are scheduled to sunset by year-end, accompanied by a reduction in environmental research funding.

Energy storage, however, avoided a parallel rollback. The House-passed version initially proposed shortening ITC eligibility for storage, mirroring the limitations set for solar and wind. But during Senate deliberations, the original timeline was reinstated following Finance Committee revisions and vote-a-rama negotiations.

Under the updated framework, qualifying storage and other dispatchable technologies can receive a base ITC of 30% of capital expenditures. Projects that satisfy domestic content standards may unlock an additional 15% bonus, pushing the total potential tax credit to 45%.

“Construction Start” Benchmark Replaces Commissioning Date for ITC Eligibility

A key change introduced in the law is the replacement of the “placed in service” requirement with a more flexible “construction start” standard for determining ITC eligibility. This aligns with prior changes under the 2022 Inflation Reduction Act (IRA), providing developers with expanded planning options.

Projects that commence construction before 2033 qualify for the full ITC, with credit values dropping to 75% in 2034 and 50% in 2035. Industry observers point to this extended phase-down as a critical advantage that sets storage apart from other clean energy technologies now facing tighter timelines.

FEOC Provisions Drive Pre-2026 Construction Rush

Beginning in 2026, the law introduces new sourcing requirements tied to “foreign entities of concern” (FEOC). To qualify for the ITC, at least 55% of a project’s costs must originate from non-FEOC sources—a threshold that will rise to 75% by 2030. Battery cells, which make up roughly 52% of total storage system costs, are a key focus of this provision.

To navigate compliance, the Internal Revenue Service (IRS) is expected to issue new cost allocation tables by 2027. Until those are available, developers may reference existing safe harbor benchmarks used to determine domestic content bonus eligibility under current ITC rules.

Due to limited availability and elevated costs of non-Chinese battery cells, many developers are working to launch projects before the end of 2025 to avoid the stricter FEOC rules. Projects slated for later execution will need to reconfigure procurement strategies or face diminished credit access.

Domestic Battery Supply Remains a Bottleneck

Current domestic manufacturing capacity is not yet sufficient to meet projected demand for FEOC-compliant battery cells. Fluence is utilizing Tennessee-made AESC cells for a portion of its U.S. projects, while LG Energy Solution has initiated construction of a lithium iron phosphate (LFP) facility in Michigan. Meanwhile, startup Our Next Energy (ONE) has begun domestic LFP cell production, taking advantage of domestic content incentives.

Even with support from the Section 45X advanced manufacturing tax credit, the industry awaits detailed IRS guidance on applying FEOC criteria to domestically produced components. Until then, developers face supply limitations and ongoing uncertainty.

Trade Policy Clouded by Looming Tariff Expiration

U.S. tariffs on batteries imported from China—currently set at approximately 54%—are due to expire on August 12. The absence of clarity on whether these duties will be extended or modified is leading developers to accelerate purchases and construction while trade conditions remain stable.

Although some projects may be economically viable even without ITC support due to low-cost components from China, ongoing policy volatility and compliance risk are prompting many developers to pursue more secure, domestic-aligned supply chains.

Non-Lithium Alternatives Emerge, Face Cost Barriers

A range of alternative battery chemistries—including vanadium flow, zinc-based, and iron-air technologies—are gaining attention for their potential to meet long-duration energy storage (LDES) needs. These technologies may also help circumvent FEOC-related challenges by tapping into non-Chinese supply sources.

LDES applications are particularly relevant in states like California, Massachusetts, and New York, where policy incentives and market demand are aligned. However, cost competitiveness remains a key barrier. Lithium-ion batteries still enjoy strong economies of scale, making alternatives less attractive for large-scale deployment in the near term.

Policy Focus Shifts from Decarbonization to Grid Reliability

According to policy watchers, the current administration’s sustained support for energy storage is driven more by concerns over electric grid stability than by emissions reductions. Dispatchable resources like storage, geothermal, and nuclear are viewed as essential to maintaining power system reliability, which has become a central focus of federal energy strategy.

Despite the rollback of many climate-oriented subsidies, these technologies remain integral to the administration’s broader vision for a secure and resilient grid.

Outlook: Storage Maintains Strategic Position Amid Regulatory Shifts

While sweeping changes to federal clean energy policy have introduced new constraints for several sectors, energy storage retains a favorable position. A longer ITC phase-out schedule, expanded eligibility flexibility, and ongoing federal manufacturing incentives provide a runway for continued growth.

However, developers must act swiftly to navigate FEOC-related deadlines, tariff uncertainties, and domestic capacity bottlenecks. The sector’s success will depend on how effectively stakeholders can adapt to these shifting conditions and restructure their supply chains to align with evolving regulatory requirements.

China’s First Interprovincial Green Hydrogen Pipeline – Inner Mongolia Section Approved

Source: Xinhua News Agency

According to the Energy Bureau of Inner Mongolia Autonomous Region, China’s first interprovincial, long-distance, large-scale green hydrogen pipeline project—the Inner Mongolia Ulanqab to Beijing-Tianjin-Hebei Hydrogen Transmission Pipeline Demonstration Project—has recently received official approval for its Inner Mongolia section.

This pipeline is a national-level pilot demonstration project aimed at facilitating large-scale transmission of green hydrogen and exploring an integrated commercial operation model covering production, storage, transmission, and utilization of hydrogen energy. It also serves as a key green hydrogen outbound project in the preliminary implementation of Inner Mongolia’s hydrogen transmission network. The project is invested in and constructed by Sinopec Xinxing (Inner Mongolia) West-to-East Hydrogen Transmission New Energy Co., Ltd. Upon completion, it will significantly reduce the cost of green hydrogen transportation, further promote the consumption of green hydrogen, and support the full industrial chain development of hydrogen production, storage, transmission, and utilization in Inner Mongolia.

At present, Inner Mongolia is actively improving green hydrogen pipeline infrastructure. It has issued the country’s first provincial-level green hydrogen pipeline development plan and is planning to build a green hydrogen pipeline network featuring “one main line, two loops, and four outlets,” fully opening up both local consumption and outbound transmission channels for green hydrogen. Meanwhile, a relatively complete set of policies and management systems for green hydrogen pipeline construction, operation, and management has taken shape, and the construction and operation of green hydrogen pipelines have entered a normalized management phase.

Next, Inner Mongolia will align green hydrogen resources with market demand, strengthen green hydrogen trade cooperation with neighboring provinces and cities, and continue to advance green hydrogen pipeline construction. It aims to build hydrogen transmission infrastructure that serves major surrounding consumer markets and support the establishment of Inner Mongolia as a northern green hydrogen supply center and the country’s largest green hydrogen production and transmission base. (An Lumeng)

June | Monthly Project Tracker of New Energy Storage | Large-Scale Energy Storage Sees 68% Year-on-Year Decline in New Installed Capacity

Core Data:
• In June, newly commissioned new energy storage reached 2.33GW/5.63GWh in China; for the first time, the “June 30” grid-connection peak cooled down.
• In the second quarter, newly commissioned new energy storage still exceeded previous years at 12.61GW/30.82GWh.
• Jiangsu’s new installed capacity exceeded 750MW, accounting for more than 35% of the national total.
• The average energy storage duration of new projects in Xinjiang, Inner Mongolia, and Qinghai exceeded 3.5 hours.
• Inner Mongolia saw 17 projects start construction in June, totaling 8.2GW/33.1GWh.
• The full-year new installed capacity for large-scale energy storage in 2025 is expected to exceed 43GW.

According to incomplete statistics from the CNESA DataLink Global Energy Storage Database, in June 2025, newly commissioned new energy storage projects in China reached a total of 2.33GW/5.63GWh, down 65%/66% year-on-year and 71%/72% month-on-month.

It can be seen that, due to the “rush installation” of new energy, the grid-connection surge for new energy storage projects in the first half of the year shifted forward to before the “May 31” node, and the “June 30” node’s grid-connection activity declined for the first time in history. Although new installations in June showed negative growth, second-quarter additions still exceeded those of previous years, reaching 12.61GW/30.82GWh, a year-on-year increase of 24%/27%.

Figure 1: New Commissioned Capacity of New Energy Storage Projects in China from January to June 2025
Data Source: CNESA DataLink Global Energy Storage Database
https://www.esresearch.com.cn/
Note: Year-on-year compares with the same period last year; month-on-month compares with the previous statistical period.

Starting this month, we will publish monthly updates on grid-side and user-side new energy storage projects by application market. The following is the installed capacity status of grid-side new energy storage projects in June.

In June, newly installed grid-side capacity was 2.00GW/4.79GWh, down 68%/64% year-on-year and 74%/76% month-on-month. Of this, grid-side new installations were 1.39GW/3.56GWh, down 74%/69% year-on-year, all of which were independent storage; power-side new installations were 0.61GW/1.23GWh, down 33%/42% year-on-year, with nearly 90% of new installations coming from new energy configuration sub-scenarios.

Figure 2: Application Distribution of Newly Commissioned New Energy Storage Projects in June 2025 (MW%)
Data Source: CNESA DataLink Global Energy Storage Database
https://www.esresearch.com.cn/

The newly commissioned grid-side new energy storage projects in June exhibited the following characteristics.

By Region:
Jiangsu leads in newly installed capacity nationwide

This month, Jiangsu’s newly installed capacity exceeded 750MW, accounting for more than 35% of the national total; among this, newly installed independent storage accounted for 43% of the national grid-side new capacity.

On one hand, construction of independent storage power stations in Jiangsu accelerated in the first half of the year; all independent storage power stations commissioned in June were started and commissioned within the first half of the year, with the shortest construction time being only 81 days (from commencement to commissioning).

On the other hand, on June 1, 2025, Jiangsu officially launched trial operation of long-cycle settlement in the electricity spot market. The “Jiangsu Electricity Spot Market Operation Rules (Version 2.0)” stipulate that grid-side storage voluntarily participates in the spot market, and during participation, is no longer settled based on the charging and discharging prices defined in the “Notice by the Provincial Development and Reform Commission on Accelerating the High-Quality Development of New Energy Storage Projects in Our Province” (Su Fa Gai Neng Yuan Fa [2024] No. 775). Grid-side storage participates in the spot market through “quantity bidding and pricing” on a per-station basis.

Figure 3: Provincial Distribution of New Grid-Side New Energy Storage Projects in China in June 2025 (MW%)
Data Source: CNESA DataLink Global Energy Storage Database
https://www.esresearch.com.cn/

By Energy Storage Duration:
Average durations in Xinjiang, Inner Mongolia, and Qinghai exceed 3.5 hours

From a regional perspective, the average energy storage duration of newly commissioned grid-side storage projects in most provinces such as Jiangsu, Zhejiang, and Yunnan was around 2 hours. In Xinjiang, Inner Mongolia, and Qinghai, the average energy storage duration exceeded 3.5 hours, with all newly commissioned projects in Inner Mongolia being 4-hour storage projects.

According to official information, as of May this year, the proportion of new energy installed capacity in Xinjiang, Inner Mongolia, and Qinghai exceeded half of total local generation capacity, leading to higher energy storage duration requirements for new energy storage projects.

Figure 4: Average Energy Storage Duration of New Grid-Side New Energy Storage Projects in China in June 2025 (Unit: Hours)
Data Source: CNESA DataLink Global Energy Storage Database
https://www.esresearch.com.cn/

By Technology:
Lithium-ion dominates, non-lithium technologies accelerating deployment

Newly commissioned projects were primarily based on electrochemical energy storage technology, with lithium iron phosphate batteries accounting for 89% of installed power capacity. For non-lithium technologies, two 100MW-class all-vanadium flow battery energy storage projects were commissioned, with flow battery technology accounting for 10% of installed power capacity. Frequency regulation stations using lithium iron phosphate + flywheel hybrid storage and grid-side stations combining lithium iron phosphate + aqueous flow batteries were also commissioned.

By Energy Storage Planning:
Demonstration project deployment for new energy storage accelerating

Among the independent new energy storage projects included in the “2025 New Energy Storage Special Action Implementation Project List” and the “First Batch of Independent New Energy Storage Construction Projects List in 2025” released by Inner Mongolia in the first half of the year, 17 started construction in June, totaling 8.2GW/33.1GWh. These projects involve multiple technology routes including lithium-ion batteries, flow batteries, solid-state batteries, and compressed air energy storage.

Guizhou Province included 24 grid-side independent new energy storage projects—such as the 500MW/1000MWh shared energy storage station in Zhenning Autonomous County—into its “2025 Provincial Key Projects and Major Engineering Projects” list, with a total scale of 2.7GW/5.5GWh.

Yangquan City in Shanxi released the “Yangquan City Carbon Peaking Implementation Plan for the Energy Sector,” prioritizing construction of grid-side new energy storage projects including the Hongshengtong 500MW/1000MWh independent storage project, with a total scale exceeding 1.1GW.

Market Outlook:
Full-year new grid-side installations expected to exceed 43GW

According to CNESA’s incomplete statistics, more than 23GW of grid-side new energy storage was under construction in the first half of the year. Additionally, over 10GW of provincial new energy storage demonstration projects still in the planning stage are expected to be connected to the grid by the end of 2025. Assuming 80% of these projects are completed and commissioned in the second half of the year, new grid-side installations for the year are expected to exceed 43GW (compared with 41GW for all of last year).

China National Energy Administration: National Power Load Reaches Record High Amid Peak Summer Demand

Source: National Energy Administration (NEA)

Recently, many regions across China have experienced hot and humid weather. Coupled with the dual driving forces of economic growth, power loads in various regions have risen rapidly. On July 4, the national maximum power load reached 1.465 billion kilowatts, an increase of approximately 200 million kilowatts from the end of June, setting a new historical high (compared to 1.451 billion kilowatts in 2024), and an increase of nearly 150 million kilowatts compared with the same period last year. Since the beginning of summer, the power grids in East China, eastern Inner Mongolia, Jiangsu, Anhui, Shandong, Henan, and Hubei have all reached historical highs.

At present, the national power supply remains generally stable and orderly. According to the China Meteorological Administration, from July 4 to 10, regions including Huanghuai, Jianghan, and Jiangnan will experience sustained high temperatures, with some areas reaching or exceeding historical extreme values for the same period. Power loads in East China and Central China are expected to continue rising, further driving nationwide power load growth. The National Energy Administration will closely monitor weather changes and the power supply-demand situation, guiding localities and power enterprises to ensure stable and full operation of generating units, coordinate inter-provincial and inter-regional power balance, promptly resolve emerging issues, and make every effort to ensure electricity supply for people to stay cool during the summer, fully supporting high-quality economic and social development.

93 Energy Storage Stations Participate! Jiangsu Completes China’s Largest Centralized Dispatch of New Energy Storage

Source: Xinhua Daily

According to State Grid, due to the ongoing high temperatures, as of July 7, Jiangsu’s power grid load has broken historical records for the third time this year, reaching 152 million kilowatts. On July 6, under the unified command of the Power Dispatch and Control Center of State Grid Jiangsu Electric Power Co., Ltd., a total of 93 new-type energy storage stations across the province discharged electricity to the grid during the evening peak, with a maximum discharge power of 7.14 million kilowatts, achieving the largest centralized dispatch of new-type energy storage in China.

New-type energy storage is known as a “super power bank,” capable of discharging power during peak demand periods for peak regulation, and charging during off-peak periods to aid the consumption of new energy.

On the evening of the 6th, to support the evening peak of grid electricity usage, a total of 64 grid-side and 29 power-side energy storage stations participated in the centralized discharge. The total participating capacity reached 7.248 million kilowatts, and the actual maximum dispatch scale was 7.14 million kilowatts. This set a new record in centralized dispatch scale, marking a 56.9% year-on-year increase compared to the centralized dispatch of 4.55 million kilowatts of new-type energy storage last summer.

In this centralized dispatch of new-type energy storage, State Grid Jiangsu Electric Power issued discharge instructions to more than 7 million kilowatts of new-type energy storage through its next-generation dispatch support system during peak demand, with a maximum capacity sufficient to meet the one-hour electricity needs of approximately 48 million households.

While it may appear simple, the timing of charging and discharging must be carefully chosen. Discharging, while considering urban electricity demand, must also strive to enable energy storage projects to generate revenue. “Spatially, most of Jiangsu’s energy storage projects are located in northern Jiangsu, while electricity demand is concentrated in southern Jiangsu. The electricity peak in southern Jiangsu occurs during the day, while in northern Jiangsu it occurs at night. Therefore, energy storage can act as a ‘spatiotemporal regulator,’” explained Qiu Chenguang, Director of Dispatch Operation at the Dispatch and Control Center of State Grid Jiangsu Electric Power. Jiangsu’s current installed capacity of new-type energy storage is 7.616 million kilowatts, ranking fourth nationwide, and includes various forms such as electrochemical energy storage and salt cavern compressed air energy storage. (Ni Min)

Inner Mongolia: 1GW/6GWh! World’s Largest Power-Side Electrochemical Energy Storage Project Breaks Ground

Source: Jimusaer County Convergence Media Center

On June 26, the 1,000 MW / 6,000 MWh power-side energy storage project in Chayou Zhongqi, Ulanqab City, Inner Mongolia officially commenced construction. The project is currently one of the largest power-side electrochemical energy storage projects in the world.

It is reported that the project is being constructed by a consortium formed by Sinohydro Bureau 16 Co., Ltd. and Fujian Yongfu Power Engineering Co., Ltd., covering design, procurement, construction general contracting (EPC), and operation and maintenance services.

The project is located in Chayou Zhongqi Ulanqab City, Inner Mongolia, and is planned to build a 1000MW/6000MWh electrochemical shared energy storage power station, occupying an area of approximately 700 mu (115 acres). The main construction content includes 1,200 5.016 MWh lithium iron phosphate energy storage battery containers, four 250 MVA split-winding 220kV main transformers, and the construction of one 220kV transmission line connecting to the Chayou Zhongqi 500kV substation.

The project adopts advanced lithium iron phosphate energy storage technology, integrating power conversion and boosting systems with an energy management system. It is capable of independently participating in grid frequency regulation and peak shaving, electricity market transactions, and capacity compensation. It can perform multiple functions such as peak shaving and valley filling, and load tracking. As a full life-cycle EPC + operation and maintenance management project, Sinohydro Bureau 16 will provide full life-cycle services for 20 years.

The commencement of this project marks a new stage in the development of China’s new-type energy storage industry. Upon completion, the project will have an annual peak shaving capacity of 2.16 billion kWh, equivalent to the annual carbon sequestration of 120 million square meters of forest. It will effectively alleviate the curtailment pressure of wind and solar energy in the Ulanqab new energy base and improve grid stability. It will also increase flexible regulation resources for the Inner Mongolia power grid, help the region achieve its goal of having more than 50% of its installed capacity from new energy sources by 2025, and provide a solid foundation for the safe and stable operation of the North China power grid. At the same time, through the large-scale application of advanced electrochemical energy storage technology, the project offers an “Inner Mongolia solution” with important demonstration significance for building a new-type power system with new energy as the mainstay, and will have a profound impact on promoting technological upgrades and large-scale development of the national energy storage industry.

150MW/300MWh! Egypt’s Largest Standalone Energy Storage Project Commissioned

Source: China Power Engineering Consulting Group Co., Ltd.

Recently, the Kom Ombo 500 MW PV Expansion and 300 MWh Energy Storage Project—Egypt’s largest standalone energy storage project, surveyed and designed by the Southwest Electric Power Design Institute Co., Ltd. of China Power Engineering Consulting Group—was put into commercial operation, marking a new stage in Egypt’s new energy development.

Conceptual Illustration

The project is located in the Kom Ombo area of Aswan, Egypt, and was built as an expansion of an existing 500 MW PV power plant. The energy storage station has a capacity of 150 MW/300 MWh and consists of 72 battery containers, 36 PCS-integrated units, and an intelligent control system.

The project adopts Sineng Electric’s 5 MW centralized PCS and booster integrated units together with Trina Solar’s Elementa liquid-cooled energy storage system, enabling 10-millisecond-level grid switching and precise PV fluctuation regulation. Through 12 cable loops, the system connects to the original PV booster station to realize PV-storage synergy, thereby improving grid stability and energy absorption capacity. After all six zones of the energy storage station achieved power backfeed, thermal commissioning was completed within five days, demonstrating the “China speed.”

As the first utility-scale large energy storage project in North Africa, it is expected to reduce CO₂ emissions by over 150,000 tons annually and provide stable electricity for approximately 500,000 households. The project effectively supports Egypt in increasing the proportion of renewable energy, accelerates the implementation of the “2030 Sustainable Energy Strategy,” offers a “Chinese solution” for PV-storage integration in Africa, and provides strong support for comprehensively enhancing the core competitiveness of the “Four New” areas and expanding the African new energy market.

Brazil’s First Energy Storage Regulatory Framework to Be Introduced This Year, Covering Revenue Mechanisms

At a public hearing held by the Chamber of Deputies’ Mines and Energy Committee, Daniel Danna, Director of the National Electric Energy Agency (ANEEL), stated that the regulatory authority intends to introduce the country’s first regulatory framework for energy storage this year. These initial standards will cover grid access and usage, as well as revenue mechanisms for energy storage, including revenue stacking models.

Danna stated that, at this stage, the regulatory impact analysis and the proposed normative resolution have been completed, and approval is scheduled for the second half of this year. The framework will also address future scenarios such as grid capacity auctions and isolated-system auctions.

Following approval of the results of Public Consultation No. 39 (CP 39), the second round of discussions will focus on the regulatory treatment of “reversible” power plants, criteria for recognizing storage facilities as transmission and distribution system assets, and the regulatory framework for storage systems used to mitigate curtailment and power rationing. A planned third round of discussions will focus on the “storage-as-a-service” aggregator and system operation simulation studies, with all discussions expected to conclude by 2028.

It is understood that CP 39 (Consulta Pública nº 39/2022) was a special public consultation document launched by ANEEL in 2022 concerning the regulatory framework for energy storage systems.

At the hearing, Danna specifically pointed out the impact of budget cuts at the regulatory agency on the progress of discussions regarding energy storage rules.

The hearing also focused on the growing demand for energy storage driven by the surge in renewable energy such as solar PV and wind power. The rapid increase in these sources has outpaced electricity demand and transmission capacity, resulting in widespread curtailment and posing operational challenges for the National Electric System Operator (ONS), particularly the mismatch between midday solar generation peaks and nighttime demand peaks. Brazil’s 103 GW of hydropower installed capacity—accounting for more than half of the country’s energy mix—struggles to adapt to the rapid fluctuations in renewable output and grid load.

Christiany Salgado Faria, Director of Planning and Grants for Electric Power Generation at the Ministry of Mines and Energy (MME), emphasized that the Plano Decenal de Expansão de Energia 2034 projects the need for an additional 5.5 GW of peaking capacity by 2028 to meet system needs. By 2034, this figure is expected to exceed 35 GW.

Between 2024 and 2034, the share of hydropower in Brazil’s energy mix is projected to fall by 10 percentage points to 36%. The share of renewable energy will continue to rise, with distributed clean energy (mainly PV) increasing from 13% to 18%, and centralized solar and wind power rising from 21% to 24%.

Salgado Faria stated that it is therefore necessary to advance the energy storage discussion to address the issue of system flexibility. Currently, public policy is focused on storage auctions, and the Ministry of Mines and Energy has launched a public consultation (CP 176/2024) on related guidelines, but the final plan is still under discussion.

According to the consultation document, energy storage auction contracts will have a ten-year term, starting on July 1, 2029. The projects must provide four hours of daily discharge service under ONS dispatch, and revenues will be adjusted based on the Índice Nacional de Preços ao Consumidor Amplo.

Rodrigo Sauaia, President of the Brazilian Association of Photovoltaic Solar Energy, expressed concern about the postponement of battery storage participation in capacity reserve auctions. He stated: “We recently saw a legal dispute that delayed the auction of thermoelectric and hydroelectric capacity reserves. And our concern is that the batteries not be left for later because we have seen some talk that the battery auction will only take place after the thermoelectric and hydroelectric auction. Why, if this technology is already mature and ready to be used?” Rodrigo Sauaia called for the immediate implementation of battery auctions. This would be a major milestone for Brazil during the year of the COP30 summit—holding the country’s first-ever battery auction and demonstrating Brazil’s commitment to applying this technology.

Jiangsu: Pylontech Assists in Successful Grid Connection of Yangzhou’s Largest Grid-Side Energy Storage Power Station

Source: Pylontech

On June 30, the Jiangsu Huadian Yizheng Wind-Solar Integrated Energy Storage Project was successfully connected to the grid.

As the largest grid-side energy storage power station project in the Yangzhou area, the project has a total scale of 240 MWh and covers an area of 47.8 mu (7.87 acres). It establishes an intelligent energy hub integrating “storage-conversion-boost-regulation” functions. It is expected to consume over 68 million kilowatt-hours of renewable electricity annually and reduce carbon dioxide emissions by approximately 40,000 tons. The project will provide value in peak shaving, frequency regulation, and emergency power supply, effectively safeguarding regional energy and power security.

Pylontech is the core energy storage system supplier for the project. Leveraging its integrated energy storage system solutions and efficient delivery capabilities, and through close cooperation with its partners, the company completed the entire process from production to grid connection in just over two months, building a solid safeguard for stable energy supply in the Yangtze River Delta during the summer peak.

With a total project scale of 240 MWh, Pylontech customized an 80 MWh energy storage system for the project. Centered on a full-chain safety design “from cell to container,” it has built an intrinsic safety protection system through material innovation, process optimization, and BMS upgrades. The intelligent BMS features millisecond-level status monitoring, enabling real-time and precise capture of battery operating data. Liquid cooling thermal management technology ensures accurate temperature control and maintains uniform and stable battery temperatures. A five-tier linkage fire protection mechanism spans the entire process from active monitoring and early warning to rapid response and multi-level fire suppression, forming a rigorous closed-loop safety system.

CNESA Global Energy Storage Market Tour – Vietnam Successfully Concluded! Unlocking New Opportunities in Southeast Asia’s Energy Storage Sector

From June 24 to 27, 2025, the China Energy Storage Alliance (CNESA) organized a delegation to Vietnam for an in-depth market study and exchange. The delegation focused on the current status of Vietnam’s energy storage market, policy environment, and industry cooperation opportunities. Through meetings with government agencies, on-site company visits, participation in industry exhibitions, and expert dialogues, the delegation built a bridge for deep collaboration in the energy storage field between China and Vietnam.

Engagement with Government Agencies
Exploring Policy Frameworks and Cooperation Directions

The first stop of the delegation was a visit to the Ministry of Industry and Trade of Vietnam (MOIT), where a closed-door meeting was held with officials from the Department of Electricity and Renewable Energy, Energy Institute, and Trade Promotion Agency. The two sides conducted a systematic discussion on the development plan for energy storage and clean energy in Vietnam, focusing on topics such as policy support systems, renewable energy consumption mechanisms, and cross-border energy storage cooperation models. Vietnamese officials elaborated on the strategic positioning of the energy storage industry, emphasizing that Vietnam is accelerating the construction of a new power system centered on energy storage through policy incentives and innovative market mechanisms. Drawing on the development experience of China’s energy storage industry, the delegation proposed constructive plans on technical standard alignment and project investment paths. Both parties reached a consensus to establish a regular communication mechanism.

On-Site Enterprise Visits
Focusing on Application Scenarios and Commercial Practices

That afternoon, the delegation visited local energy storage enterprises in Hanoi to gain an in-depth understanding of the development and operation models for residential energy storage systems (SES) and commercial & industrial (C&I) storage. In the on-site discussions, the two sides had in-depth exchanges on key issues such as electricity pricing mechanism design, energy storage system integration technologies, and investment return cycles. Vietnamese enterprises shared case studies on distributed energy access and microgrid management. Drawing on China’s experience in C&I storage projects, the delegation proposed innovative solutions such as “solar-storage-charging integration” and “Virtual Power Plant (VPP) aggregation optimization.” Both parties agreed to launch pilot cooperation in areas such as project resource sharing and joint technology R&D, promoting localized adaptation of storage application scenarios and commercial model innovation.

Participation in Industry Exhibition
Gaining Insights into Technology Trends and Market Demand

The delegation also attended the Battery Expo 2025, holding intensive talks with exhibitors from Vietnam, China, South Korea, Japan, and other countries. At the exhibition, the delegation focused on cutting-edge areas such as lithium battery technology iteration and energy storage system safety management, and engaged in pragmatic discussions with local energy storage equipment manufacturers and system integrators on topics like mutual recognition of technical standards and supply chain coordination. On-site research showed that although Vietnam’s energy storage market is still in its early stages, market demand driven by policy is being rapidly unleashed—particularly in renewable energy storage projects, which are attracting significant international capital and technological attention.

Expert Dialogues and Industry Platform Connections
Building a Long-Term Cooperation Network

The delegation held themed seminars with Vietnamese renewable energy technology experts, representatives from the Ministry of Finance, and the Vietnam Clean Energy Association (VCEA).

In discussions with technical experts, both sides explored the key role of energy storage in the coordinated development of “generation-grid-load-storage,” focusing on technical challenges in renewable energy grid integration and grid flexibility enhancement. A preliminary cooperation intention was reached on jointly launching energy storage demonstration projects between China and Vietnam.

In talks with representatives from Vietnam’s Ministry of Finance, the delegation gained a deep understanding of green investment policies in the northern region, with a focus on tax incentives and cross-border capital flow—laying a policy foundation for Chinese companies investing in storage projects in Vietnam.

In discussions with the Vietnam Clean Energy Association, both parties engaged in systematic discussions on the construction of energy storage standard systems, mechanisms for alliance cooperation, and talent development. A joint initiative was proposed to establish a China-Vietnam energy storage industry cooperation memorandum, promoting institutionalized cooperation in policy research, technical exchange, and project matchmaking.

This tightly scheduled and content-rich mission enabled the delegation to gain a deep understanding of the strategic opportunities and challenges in Vietnam’s energy storage market through multidimensional and multilevel exchanges. Looking ahead, the two sides will take this visit as a starting point to accelerate the implementation of energy storage technologies, project investments, and industry chain collaboration, jointly advancing Vietnam’s energy transition and realization of its “net-zero” targets, and injecting new momentum into the development of the global energy storage industry.

CNESA’s Global Energy Storage Market Tour focuses on three strategic regions: Southeast Asia, Central and Eastern Europe, and Latin America. Through a three-pronged approach of “policy penetration + technical alignment + project implementation,” the program supports the global expansion of Chinese energy storage enterprises. The first leg in the UK and the second leg in Vietnam have now been successfully concluded! Meanwhile, the 14th Energy Storage International Conference and Expo (ESIE 2026), to be held in Beijing in April 2026, will offer Chinese companies more international perspectives and practical cooperation opportunities.

Jinko ESS and METLEN Forge 3GWh+ Strategic BESS Partnership to Accelerate Renewable Energy Transition in Europe and Latin America

Source: JinkoSolar

Jinko ESS, a global leading energy storage company, and METLEN, a leading industrial and energy company, signed a landmark Frame Agreement cementing their strategic partnership in utility-scale Battery Energy Storage Systems (BESS). The agreement, signed at METLEN’s Athens headquarters, establishes a framework for deploying over 3GWh of energy storage projects across Chile and European markets.

The partnership builds around the successful 1.6GWh project currently underway in Chile, where Jinko ESS is supplying its cutting-edge G2 Utility systems for full delivery by Q4 2025. This collaboration highlights Jinko ESS’s rapid ascent in the global BESS sector and Metlen Group’s strategic expansion as an energy transition enabler.

Jinko ESS CEO Mr. Fangkai Zhou signed the 3GWh strategic agreement framework with METLEN’s Executive Director, M Renewables, Nikos Papapetrou. The alliance combines Jinko ESS’s industry-leading BESS technology with METLEN’s global energy expertise to address critical grid stability challenges.

“METLEN’s proven energy infrastructure capabilities and Jinko ESS’s technological innovation create an unmatched value proposition for grid operators," stated Mr. Zhou, CEO of Jinko ESS. "This framework ensures long-term supply security while accelerating the clean energy transition in strategic markets.”

Nikos Papapetrou, Executive Director, M Renewables stated: “By joining forces with Jinko ESS, we are combining cutting-edge storage technology with our expertise to unlock large-scale, resilient energy infrastructure. METLEN is a global leader in green energy, with an overall 12.7 GW pipeline in various steges locations and more specifically 2.6 GW in storage, proving its longstanding efforts to advance energy transition.”

The agreement underscores both companies’ commitment to enabling renewable energy adoption through advanced storage solutions, reinforcing Jinko ESS’s position as one of the fastest-growing global BESS companies and METLEN’s leadership in sustainable energy development.

Spain-China Energy Storage Business Exchange Conference Successfully Held

Recently, a major nationwide power outage in Spain has drawn attention from all sectors of society. This incident has highlighted the stability issues in the country’s power system and intensified Spain’s urgent need for energy storage solutions. Against this backdrop, on the afternoon of June 29, 2025, the Spain-China Energy Storage Business Exchange Conference, jointly hosted by the Eco Exploring Organizing Committee, the Silk Road International Think Tank, and the China Energy Storage Alliance (CNESA), as well as the Beijing leg of the Eco Exploring & Silk Road Cities Promotion Event, was successfully held. As a key participant in the event, CNESA played a pivotal role in promoting international exchange and business development for energy storage enterprises.

Wang Zhisheng, Vice Chairman of the China Chamber of Commerce to the EU, Director of the China-EU Association, and Co-Chairman of the Eco Exploring Organizing Committee, presided over the meeting, during which several distinguished guests delivered speeches. Chinese attendees included Shang Yong, Member of the Standing Committee of the CPPCC National Committee, Deputy Director of the Committee for Education, Science, Health and Sports, and former Party Secretary of the China Association for Science and Technology; Du Xiangwan, Academician of the Chinese Academy of Engineering, former Vice President of the Chinese Academy of Engineering, and Chairman of the Expert Committee of the Eco Exploring; Song Jingwu, Executive Vice President and Secretary-General of the China-EU Association, Member of the 13th CPPCC National Committee, and former Vice President of the Chinese People’s Association for Friendship with Foreign Countries; and Yu Zhenhua, Executive Vice Chairman of CNESA. International guests included Meritxell Budó, President of the Association of Municipalities of Catalonia (ACM), Mayor of La Garriga, and former First Vice President of the Government of Catalonia. These speakers brought high-level, multifaceted, and international perspectives to the conference.

For this exchange meeting, CNESA meticulously organized and invited Chinese companies from the energy storage industry to participate. Yu Zhenhua, Executive Vice Chairman of CNESA, delivered a speech on behalf of Chinese institutions. During the exchange, the Alliance shared its achievements and experiences in energy storage technology R&D and industry advancement, building a bridge for inter-company communication. Representatives from Chinese companies HyperStrong, Risen Energy, and Ray Power also took the stage one after another, sharing their insights into cutting-edge innovation in energy storage technologies and valuable practical experience and outcomes from project implementation. On this platform that brought together diverse expertise and resources, companies demonstrated their technical strength and innovation capabilities, while also gaining in-depth insights into international market demand and development trends through exchanges with global peers, laying a solid foundation for future international expansion efforts.

Yu Zhenhua, Executive Vice Chairman of CNESA, stated that this conference provided a rare opportunity for member enterprises to engage in international exchange. The Alliance has always been committed to integrating industry resources and helping enterprises connect with overseas markets through organizing and participating in various international exchange activities, addressing technical, market, and policy challenges faced by companies going abroad. Moving forward, the Alliance will continue to serve as a vital link, strengthening cooperation with international organizations and enterprises, providing more targeted services for companies, supporting more energy storage enterprises to shine on the global stage, and advancing the internationalization of China’s energy storage industry to a new level.

Conference Announcement | The 4th Sodium-Ion Battery Industry Chain and Standards Development Forum

June 26, 2025 | Beijing

To advance China’s dual-carbon goals and accelerate the energy transition, the 2023 Guiding Opinions of the Ministry of Industry and Information Technology and Other Five Departments on Promoting the Development of the Energy Electronics Industry (No. 181 [2022] of the Ministry of Industry and Information Technology), called for intensified efforts in industrializing new energy storage battery technologies, scaling up advanced energy storage products, and accelerating the development of emerging technologies such as sodium-ion batteries—along with corresponding standardization efforts.

To further strengthen new growth engines through integration of next-generation information technology and new energy and deepen supply-side structural reform of new energy storage, eight government departments including the Ministry of Industry and Information Technology (MIIT) and the National Development and Reform Commission released the Action Plan for Promoting High-Quality Development of the New-type Energy Storage Manufacturing Industry (No. 7 [2025] of the Ministry of Industry and Information Technology) in February 2025. The plan outlines efforts to optimize the industrial system, cultivate 3–5 ecosystem-leading enterprises, enhance product performance, expand application fields, and guide the industry toward high-end, intelligent, and green development. Sodium-ion batteries are a key focus area under the “New-Type Energy Storage Products and Technology” category of the action plan, highlighting the development of anode materials including high-performance hard carbon, and sieved carbon, and high-capacity cathode materials, as well as breakthroughs in system integration and application technologies for large-scale sodium battery energy storage systems.

The 4th Sodium-Ion Battery Industry Chain and Standards Development Forum

In recent years, sodium-ion batteries have gained momentum due to their abundant raw materials, low cost, strong temperature adaptability, and high safety profile. More than 200 companies have already entered the sodium-ion battery industrial chain.

To accelerate industrialization and promote standards development, the China Electronics Standardization Institute (CESI) and the China Energy Storage Alliance (CNESA) will jointly host the 4th Sodium-Ion Battery Industry Chain and Standards Development Forum in September 16-18, 2025 in Weihai, Shandong Province. The forum will focus on sodium-ion battery standards, technology R&D, and industry trends. Key leaders from the Department of Standards Technology Regulation of State Administration for Market Regulation (SAMR), MIIT, and senior experts and academicians are expected to attend.

At the forum, the sixth batch of certified sodium-ion battery units, the second batch of batteries that have passed 1000-cycle life testing, the first batch of low-temperature performance evaluation participants (tentative) will be released. CESI Laboratory is responsible for the testing, conducted in accordance with the T/CNESA 1006—2025: General Specification for Sodium-Ion Batteries, a CNESA group standard.

Over 50 companies and 70 battery models have participated, including:

HiNa Battery, Huana New Energy, Phylion Battery Co., Ltd., Huayu New Energy, Transimage Sodium-ion Battery, Huzhou Horizontal Na Energy, Jiasheng New Energy, DESAY Battery, ZTE Pylontech, Li-fun Technology, Hanxing Tech, DICP CAS, Highstar, FinDreams Battery, Great Power, Higee Energy, Paragonage, Cospower, SVOLT, Veken Tech, Guona Energy, COSMX, Jana Energy, Topband, CHAM New Energy, Hona New Energy, NTEL, Rongke Energy, Jianeng Na Energy, Jufeng New Energy, Huana New Energy, Zoolnasm, Zonergy, CSIT, Puna Times New Energy, Huayu Sodium Energy, Chaona New Energy, Yongkang Jiasheng New Energy, Weifang Energy, Windey Energy, Tech Sodium, Sacred Sun, Greenway, and Puna Energy.

This forum will feature the following highlights: interpretation and dissemination of latest standards, policy analysis and regulatory trends, keynote presentations, authoritative certification, parallel forums on the supply chain and application sectors, product showcases

I.        Organizers

China Electronics Standardization Institute (CESI)

China Energy Storage Alliance (CNESA)

II.      Date

September 16-18, 2025

III.    Location

Weihai, Shandong Province, China

IV.    Scale

500 attendees (tentative)

V.      Invited Stakeholders (tentative)

Government authorities:

State Administration for Market Regulation

Ministry of Industry and Information Technology

Local governments

Local industry and information technology departments

Industry players:

Research institutes and universities

Leading sodium-ion battery manufacturers

Industrial chain companies

Electric bicycle and low-speed vehicle manufacturers

Automotive OEMs

Energy storage solution providers

VI.    Agenda

4th Sodium-ion Battery Industry Chain and Standards Development Forum

September 16-18, 2025, Weihai, Shandong

About Wendeng District, Weihai City, Shandong Province

Wendeng District, located in Weihai City, derives its name from the phrase “summoning scholars to ascend the mountain,” a reference to Emperor Qin Shi Huang’s eastward expedition. Covering a total area of 1,616 square kilometers, the district is home to a population of 548,000. Strategically positioned at the eastern tip of the Shandong Peninsula, Wendeng borders the Yellow Sea to the south and sits at the heart of the Qingdao–Yantai–Weihai economic triangle. Facing Korea and Japan across the sea, it serves as a core area of China’s national development strategy for the Shandong Peninsula Oceanic Economic Zone and the China–ROK Free Trade Zone Local Economic Cooperation Demonstration Area. Wendeng boasts a comprehensive multimodal transport network across land, sea, and air. Major highways such as the Weiqing Expressway, Wenrong Expressway, Wenlai Expressway, and National Highway 206 run through the district. It is also served by the Wendeng East Station on the Qingdao–Rongcheng intercity railway, Wendeng Station on the Jinan–Weihai railway, Wendeng South Station on the Laixi–Rongcheng high-speed railway, and Weihai Nanhai Station. Within a two-hour drive are five national Class I open ports and three international airports. Weihai International Airport, located in Dashuipo Town within the district, is a dual-use military and civilian airport operating over 590 flights weekly, with more than 20 domestic and international routes. A flight to South Korea takes just 45 minutes. Wendeng offers a first-class business environment. All administrative approvals can be processed through a single service window. Its innovative “Four Lists” service mechanism for supporting high-quality enterprise development has been recognized and promoted by the State Council’s inter-ministerial office for easing enterprise burdens. The district’s initiatives in business registration reform and enhanced regulatory oversight have also received commendation from State Council supervision efforts. The district has a solid industrial foundation, anchored by four key sectors: automotive and electromechanical equipment, new energy and new materials, pharmaceuticals and health foods, and electronic information. It is home to 250 industrial enterprises above the designated size and 143 enterprises that have been recognized at the provincial or national level as “Specialized, Refined, Differential, and Innovative” (SRDI), single-product champions, or high-growth “gazelle” companies. 

The new energy and new materials sector focuses on niche areas such as battery electrolytes and electrode materials, photovoltaic power generation and equipment manufacturing, and pumped-storage hydropower. Wendeng has launched a diversified energy storage industrial base. The Wendeng Pumped Storage Power Station, the largest of its kind in the province by installed capacity, is now in operation. Wendeng is also Shandong’s only national pilot county for rural energy transformation. The automotive and electromechanical industry emphasizes critical components for commercial vehicles, new energy vehicles, special-purpose vehicles, and RVs. Its commercial vehicle parts cluster has been recognized as a national-level distinctive industrial cluster for small and medium-sized enterprises.

Its pharmaceutical and health food industry targets the development of medical materials, aesthetic medicine, modern Chinese medicine, innovative pharmaceuticals, and green, nutritious, and functional food products. The electronic information sector focuses on fiber optic cables and electronic components. The Nanhai New Area is a model eco-industrial zone that has won the UN-Habitat Award for Excellence in China. It has also been designated as a provincial-level eco-industrial park and a near-zero carbon zone.

Wendeng’s leading new energy and new materials sector is clustered around a one-square-kilometer industrial park, which has attracted more than ten major projects including Hanxing sodium-ion batteries, Nanhai New Energy anode materials, and Hengsheng lithium batteries. The district is building a multi-energy complementary system integrating wind, solar, energy storage and hydrogen production, alongside a source-grid-load-storage industrial ecosystem. In particular, a complete sodium-ion battery industry chain has been established, supported by supporting projects such as the Sinotrans Chemical Logistics Park, aiming to create an industry cluster with an output value exceeding RMB 10 billion. The Nanhai Port is planned to support a 300,000-ton main channel, with two 10,000-ton berths already completed. In the near term, the district will promote the construction of 50,000-ton general-purpose berths and port-rail links, providing efficient logistics support for raw material transport and product export in the sodium-ion battery sector.

VII.  Registration & Contact

For inquiries regarding testing, forum reports, or product displays, please email us at conference@cnesa.org.

Past Forum Highlights

The 1st Sodium-Ion Battery Industry Chain and Standards Development Forum

The inaugural Sodium-Ion Battery Industry Chain and Standards Development Forum, jointly organized by the China Electronics Standardization Institute and the China Energy Storage Alliance, was successfully held online from November 28 to 29, 2022, with active participation from enterprises and institutions across the sodium-ion battery industry chain. The forum consisted of two sections: the Sodium-Ion Battery Standards Seminar and the Industry Chain Summit Forum. Due to the impact of the COVID-19 pandemic, the event was conducted virtually. It was livestreamed by media outlets including chongdiantou.com, Yicai, and CNESA, attracting tens of thousands of online viewers.

The 2nd Sodium-Ion Battery Industry Chain and Standards Development Forum

The second forum convened on July 14, 2023, in Wuxi, Jiangsu Province, drawing nearly 1,000 in-person attendees and attracting close to 300,000 online viewers during the live-streamed opening ceremony. Discussions focused on the development of sodium-ion battery standards, technological innovation, and industry landscape. The forum also featured the official release of the 2023 Sodium-Ion Battery Industry Research Report and the announcement of the first batch of nationally certified sodium-ion battery evaluation list.

The opening ceremony was chaired by Mr. Gu Wenhao, District Mayor of Xishan, Wuxi. Distinguished government attendees included: Mr. Jin Lei, Director of Electronic Information Department, MIIT; Mr. Liu Dashan, Director of Standards Technical Management Department, SAMR; Mr. Tai Feng, Director of Civil Aviation Dangerous Goods Transport Management Center; Mr. Zhang Jinguo, Second-level Inspector, Jiangsu Provincial Department of Industry and Information Technology; Mr. Jiang Min, Member of the Standing Committee of the Wuxi Municipal Party Committee and Executive Vice Mayor; Mr. Fang Li, Secretary of Xishan District Party Committee. Prominent scholars in attendance included: Academician Li Jinghong, Professor at Tsinghua University and CPPCC National Committee Member; Professor Yang Quanhong, Tianjin University and CPPCC National Committee Member; Dr. Hu Yongsheng, Researcher, Institute of Physics, Chinese Academy of Sciences. Key organizers and supporting leaders included: Mr. Liu Xiangang, Deputy Director of China Electronics Standardization Institute; Mr. Yu Zhenhua, Executive Vice Chairman, CNESA.

Also present were industry executives such as: Mr. Yin Xiaoqiang, General Manager, BYD Energy Storage and Advanced Battery Division; Mr. Li Shujun, General Manager, HiNa Battery; Mr. Bu Yanfeng, Party Committee Member and Deputy GM, Huayang New Material Technology Group. Government officials from over 15 cities and districts—Shenzhen, Changsha, Yangzhou, Nantong, Yangquan, Zhuzhou, Weihai, Quzhou, Fuyang, Suining, Binzhou, Xuzhou, Haining, Yiwu, Yixing, and Wangcheng District of Changsha—attended the forum, along with local departments and key enterprises in Xishan District. The event also received extensive media coverage from Xinhua News Agency, China News Service, Huanqiu.com, China Electronics News, and dozens of other mainstream outlets.

The 3rd Sodium-Ion Battery Industry Chain and Standards Development Forum

On June 13, 2024, the third edition of the forum was held in Yangquan, Shanxi Province, co-hosted by the China Electronics Standardization Institute and the China Energy Storage Alliance, with support from Shanxi Huayang Group New Energy Co., Ltd. More than 1,000 participants attended, including representatives from government agencies, research institutions, academic communities, and enterprises across the battery industry chain.

The forum featured a diverse program, including: Opening ceremony, sodium-ion battery industry chain sub-forum, application-focused sub-forum, sodium-ion standards seminar, new energy storage station development & operation seminar, site visits to sodium-ion battery production lines and storage projects. The 2024 Annual Meeting of the MIIT Working Group on Lithium-Ion and Similar Products Standards was also held a day prior to the forum, focusing on the development of national and industry standards for sodium-ion batteries.

CNESA Delegation Visits Vietnam: China–Vietnam Energy Storage Industry Seminar Successfully Held in Hanoi

On June 24, the China–Vietnam Energy Storage Industry Seminar, co-hosted by the Ministry of Industry and Trade of Vietnam (MOIT) and the China Energy Storage Alliance (CNESA), was successfully held in Hanoi, the capital of Vietnam. The event aimed to establish a bilateral exchange platform to promote deeper collaboration between China and Vietnam in areas such as policy alignment, technological cooperation, and project investment, jointly accelerating the region’s green energy transition.

The seminar attracted significant attention from Vietnamese government and industry stakeholders. Distinguished guests in attendance included: Dr. Đào Việt Anh, Director of International Relations, Vietnam Trade Promotion Agency (VIETRADE), MOIT; Nguyễn Bá Hải, Deputy Director of the Center for Trade and Investment Promotion Support; Ho Duc Linh, Representative of the Electricity Regulatory Authority of Vietnam (ERAV), MOIT; Nguyễn Văn Dương, Research Fellow, Electric Power System Development Department, Institute of Energy, Vietnam; Vũ Thị Vân Hoa, Office Director, Viet Nam Environmentally Friendly Products Manufacturers Association (EPMA). Also present were representatives from leading companies and organizations such as Hanaka, Gilimex, Trade Analytics, EPMA, Seco-Solar, CCIC, An Phat 1 Industrial Park, Liangtian-Yulian, Viglacera, WHA, Soil Build, Anshou Investment, SHINEC, Giza, and others engaged in energy storage technology, renewable energy development, and project investment & operations.

At the opening ceremony, Dr. Đào Việt Anh affirmed the seminar’s strategic importance for bilateral industrial cooperation. Tang Liang, Deputy Secretary-General of CNESA, expressed hopes to build a long-term communication mechanism with relevant Vietnamese departments to jointly address global challenges such as energy transition and climate change.

Tang Liang, Deputy Secretary-General of CNESA

As a leading player in the global energy storage market, China has led the world in new installations for three consecutive years, nurturing a group of globally competitive enterprises. This time, CNESA is joined by industry leaders such as HyperStrong, NARADA, Ganfeng Lithium, and Sicon Chat Union Electric to share insights into China’s cutting-edge practices while exploring strategic opportunities in Vietnam’s growing energy storage sector.

During the seminar, the Vietnam Institute of Energy (IE) provided a comprehensive analysis of Vietnam’s energy storage technology trends, policy frameworks, business models, battery project planning, and key challenges. According to the revised Power Development Plan VIII (PDP VIII) issued by MOIT, Vietnam’s demand for battery energy storage is projected to exceed 20 GW by 2035. The speaker emphasized that the Vietnamese market remains largely policy-driven and that unlocking the commercial potential of energy storage will require a reform of the power market.

To enable in-depth collaboration, the seminar featured a China–Vietnam business matchmaking session. Vietnamese companies hosted dedicated negotiations, facilitating focused discussions with Chinese counterparts on topics such as net-zero industrial parks. The lively and productive exchange underscored the strategic complementarity and vast cooperation potential between both countries in building an energy storage ecosystem.

In the afternoon, the CNESA delegation visited a local commercial & industrial (C&I) energy storage development and operations company, engaging in discussions on the Vietnamese power market and the current status of C&I storage deployment. Chinese enterprises conducted field research on key issues such as electricity pricing mechanisms, storage operation models (e.g., daily charge/discharge cycles), and investment return periods. Both sides will further explore cooperation opportunities in project matchmaking and joint development. Participants noted that the visit provided valuable local insights and data for navigating Vietnam’s C&I storage segments.

In the coming days, the delegation will continue field visits to Vietnam Electricity (EVN), industry associations, EPC firms, and renewable energy developers, as well as conduct on-site assessments of benchmark energy storage projects to further identify local market opportunities.

Looking ahead, the CNESA Global Energy Storage Market Tour will focus on in-depth exploration of Southeast Asia, Central and Eastern Europe, and Latin America, supporting Chinese companies in going global and facilitating the cooperation and deployment of international energy storage projects. In parallel, the 14th Energy Storage International Conference & Expo (ESIE 2026)—scheduled for April 2026 in Beijing—will continue offering Chinese companies broader international perspectives and cooperation opportunities.

As one of the most influential global events in the energy storage sector, ESIE remains committed to building bridges for international cooperation. Moving forward, CNESA will leverage the insights from its global market tour to strategically invite storage project owners and buyers from key countries, driving precise matchmaking between Chinese enterprises and global partners and enabling them to jointly lead the green energy transition.

5,000 Units of Integrated Charging and Storage Systems! HyperStrong Partners with Singaporean Developer to Expand Energy Storage Applications in Charging Market

Source: HyperStrong

On June 29, HyperStrong signed a Framework Cooperation Memorandum of Understanding with Singaporean energy infrastructure developer Alpina. HyperStrong will provide 5,000 units of integrated charging and storage systems to Alpina during 2025–2027. The collaboration aims to jointly develop energy storage applications for the rapidly growing electric vehicle charging market in Singapore and the Asia-Pacific region, injecting strong momentum into integrated energy storage and charging development across the region.

The product offered by HyperStrong in this cooperation features significant highlights. As a fully upgraded, fully liquid-cooled integrated charging and storage system, it incorporates semi-solid-state batteries and AI-powered early warning functionality. It enables comprehensive three-dimensional fire protection, achieving multi-layered safeguards including detection, prevention, venting, and suppression, thus realizing intrinsic safety for charging piles. The system supports whole-station energy sharing and both DC/AC coupling, integrating photovoltaic, wind power, and other energy conversions to achieve 100% green electricity for the entire station. Under the same transformer capacity, charging piles can be over-provisioned by 2–5 times. By utilizing energy storage for power support, station charging capacity increases by 40%–80%, while delaying the need for transformer capacity expansion. Additionally, the product supports six application scenarios: peak shaving and valley filling, demand control, station capacity expansion, virtual power plants, reactive power regulation, and backup power, enabling diversified revenue streams.

The signing ceremony was held at HyperStrong’s Beijing Fangshan Intelligent Manufacturing Base. Attendees included Dr. Zhang Jianhui, Chairman and CEO of HyperStrong; Gao Wujun, Deputy District Mayor of Beijing’s Fangshan District; Chen Xiaodong, Executive Deputy Director of Zhongguancun Fangshan Park Administrative Committee and District Science and Technology Commission; Alpina’s management team; and multiple partners. Following the ceremony, attendees toured HyperStrong’s Beijing Fangshan Intelligent Manufacturing Base, gaining in-depth understanding of HyperStrong’s advanced production processes and technical capabilities. They also conducted comprehensive, in-depth technical exchanges covering project deployment, product certification, localized production and sales, and market promotion, laying a solid foundation for subsequent cooperation.

Low Siong Yong, Executive Chairman and CEO of Alpina, stated: “With the rapid adoption of electric vehicles in Singapore and Southeast Asia, market demand for efficient, intelligent, and compliant energy storage charging solutions is increasingly urgent. We are delighted to partner with an industry leader like HyperStrong to explore greater value for energy storage in urban energy systems.”

Qiu Changbin, Senior Vice President of HyperStrong International, expressed confidence in the collaboration: "HyperStrong possesses profound technical expertise and core advantages in energy storage system integration, intelligent manufacturing, and full lifecycle services. Moving forward, we will fully leverage these strengths to collaborate closely with the Alpina team in building future-oriented smart energy infrastructure, contributing to the energy transition in the Asia-Pacific region."

This cooperation holds significant strategic importance for HyperStrong. On one hand, it marks HyperStrong’s formal entry into the Singapore market, using Singapore as a strategic pivot to deepen its energy storage business expansion across the Asia-Pacific region. On the other hand, as a key implementation of its "Energy Storage Plus X" strategy, HyperStrong’s self-developed integrated charging and storage systems will be deployed in Singapore, demonstrating their flexibility and advancement in diverse scenarios while providing an innovative model for industry development.

Furthermore, this collaboration actively addresses the growing demand for fast-charging infrastructure across Asia-Pacific nations, providing robust support for regional clean energy development and green mobility.

Looking ahead, HyperStrong will continue to leverage "technological innovation + global collaboration" as its core driving force, advancing the implementation of its "Energy Storage Plus X" strategy across more global application scenarios, and contributing to the achievement of the "Dual Carbon" goals and the vision of global energy transition.

Major Breakthrough in Spain’s Energy Storage Policy: Energy Storage Explicitly Classified as “Public Utility”

The Spanish government approved Royal Decree 7/2025 on June 24, resolving several long-standing obstacles hindering the secure and lawful deployment of energy storage projects. This move responds to the large-scale blackout incident experienced by the country in April this year. The Spanish Battery Energy Storage Association (AEPIBAL) stated that the new regulation marks a major breakthrough for energy storage development in Spain.

To accelerate energy storage industry growth, the decree stipulates: Energy storage facilities located within the scope of renewable energy power stations that have passed environmental impact assessments are exempt from environmental evaluation procedures. This measure addresses long-standing industry demands and is expected to significantly shorten project approval cycles.

The decree explicitly classifies energy storage facilities and their associated grid connection infrastructure as “public utility” for the first time. This grants them legal support equivalent to power generation facilities in land acquisition and permitting processes, marking a major breakthrough in Spain’s energy storage policy.

The new regulation finally implements the following core elements promoted for years by AEPIBAL and the Ministry of Energy:
• The Declaration of Public Utility (DUP) is formally established for energy storage facilities and their associated infrastructure—used for injecting and withdrawing electricity between transmission and distribution networks—mirroring the existing legal status of power generation facilities. "Declaration of Public Utility" means the government recognizes such projects as serving public interest, granting rights to legally acquire land and simplify approval procedures.

• For hybrid power generation projects with battery storage, approval processes will be substantially streamlined provided the energy storage facilities are within the project’s planned boundaries. Crucially, such projects are exempt from environmental impact assessments.

• "Installed capacity" is explicitly defined as the maximum output power of inverters. This adjustment fundamentally changes the approval authority threshold for hybrid projects (＞50 MW projects require central government approval; ≤50 MW projects require local government approval). Henceforth, capacity calculations for hybrid project components will no longer be cumulative.

• A breakthrough is achieved in the key area of contention between the Ministry of Energy and the National Markets and Competition Commission (CNMC)—new rules abolish discriminatory treatment of hybrid generation projects under technical curtailment orders. Per the updated regulation, all renewable energy power stations (regardless of energy storage configuration) will receive priority protection during grid congestion, becoming the last to be curtailed.

• Another major breakthrough: Energy storage facilities will gain demand-side flexible access permits and will no longer be classified as electricity consumers. Simultaneously, the regulation standardizes grid connection guarantee requirements: relevant matters are now exclusively handled by project file management agencies, and guarantee releases will only be tied to generation warranties, decoupled from supply contracts.

• Finally, for Behind-the-Meter (BTM) energy storage, the regulation explicitly defines the functions of independent aggregators for the first time—this innovative institutional arrangement requires further specialized discussion and refinement.

It must be specifically noted that this Royal Decree (RDL) has a 30-day provisional validity period. It must obtain approval from the Congress of Deputies within this timeframe to be permanently incorporated into the legal system. If parliamentary approval fails, all provisions of the decree will automatically lapse, at which point the original regulatory framework will be reinstated.

On April 28 this year, Spain experienced a widespread blackout. According to the Spanish Ministry of Energy, grid power supply dropped by approximately 60% within five seconds, equivalent to 15 GW. Portugal, interconnected with Spain’s grid, also suffered extensive power outages. Both countries faced transportation paralysis, communication blackouts, and public life descended into chaos. Electricity supply was largely restored the following day. This stands as one of Europe’s most severe power failure incidents in recent years.

On June 17, the Spanish government released a report attributing the root cause of the blackout to an instantaneous voltage spike—a voltage surge. However, Spain’s power system exhibited "insufficient voltage control capability," stemming from inadequate planning and ineffective response. Due to misjudgment, the surge was not promptly absorbed, triggering a series of "uncontrollable chain reactions." Theoretically, Spain’s grid was robust enough to handle such situations, but the entire system lacked coordination, transparency, and clear division of responsibilities. The government believes enhanced regulation of power operators and grid reinforcement are necessary moving forward.

Narada Power Secures Major 1.4GWh Energy Storage Order in India

Source | Narada Power

Recently, Narada Power signed an energy storage order with a renowned large-scale independent power producer in India to supply a 1.4GWh energy storage system for a major new energy photovoltaic project in India. This project ranks among India’s largest standalone energy storage projects.

Driven by global energy transition and policy incentives, India’s renewable energy sector is rapidly expanding, with its corresponding energy storage market experiencing accelerated growth. Located in a tropical climate zone characterized by extreme summer heat, the project demands exceptionally high heat dissipation performance and long-term stability from the energy storage system.

To address these requirements, Narada’s liquid-cooled energy storage system employs a multi-stage variable-diameter liquid cooling pipeline design that ensures uniform temperature distribution and significantly enhances heat dissipation efficiency. Simultaneously, its dual liquid cooling system backup technology guarantees continuous operation when one cooling unit fails, maintaining stable battery performance.

For the project’s high-temperature environment, Narada optimized the electrochemical architecture, structure, and manufacturing processes of battery cells. Through innovative application of SNS low heat generation technology, the system substantially reduces operational temperature rise and achieves systematic internal heat control—particularly suited for high-rate charging/discharging scenarios.

The system integrates Narada’s self-developed and manufactured energy storage BMS. Its critical components meet automotive-grade reliability standards, delivering high precision and superior high-temperature performance. This enables effective active balancing during operation, significantly improving system consistency.

Furthermore, key components achieve IP67 protection rating. Combined with multi-layered safety designs, the system withstands high temperatures and sandstorms, ensuring long-term secure and reliable operation.

Upon completion, the project will substantially enhance local renewable energy output stability and grid regulation capabilities. It will further solidify Narada’s leadership in the global advanced energy storage sector and positively impact the company’s future operational performance.

Globally, Narada’s liquid-cooled energy storage systems have demonstrated exceptional reliability and high availability across multiple operational projects. They meet long-duration, high-intensity application demands, accelerating the global energy transition.

India Launches 4GWh Solar-Storage Project Tender! Opportunities and Strategies for Chinese Enterprises Under New Mandatory Storage Policy

According to foreign media reports on June 16, the Solar Energy Corporation of India (SECI) has launched a tender for 2GW of grid-connected solar projects, coupled with 1GW/4GWh of energy storage systems. Projects will adopt the "Build-Own-Operate" (BOO) model and can be constructed anywhere in India.

Key terms:

Storage ratio: For every 1MW of solar capacity contracted, developers must configure at least 500kW/2MWh of storage capacity. Storage facilities may be self-owned by developers or secured through third-party agreements to guarantee power supply.

Power Purchase Agreement: SECI will sign a 25-year Power Purchase Agreement (PPA) with winning bidders.

Bid scale: Individual solar project developers must bid for a minimum of 50MW and a maximum of 1GW, with increments in multiples of 10MW.

Supply requirements: Developers must deliver 2MWh of AC electricity per MW of rated capacity daily during grid peak hours specified by the power purchaser (e.g., a 100MW project must supply 200MWh during peak periods).

New Indian Power Ministry Policy: Mandatory Storage for Solar Projects

Earlier this year, India’s Power Ministry issued regulations requiring all relevant renewable energy implementing agencies and state power companies to equip solar projects with energy storage systems at a ratio of 10%/2h during tenders.

The regulation aims to address solar power intermittency and provide support during peak electricity demand periods. Distribution companies may also consider introducing 2h storage systems in rooftop solar installations.

The Power Ministry noted that falling battery costs could further reduce solar curtailment and save on expensive nighttime power purchases.

Under this policy, the Indian government expects to add approximately 14GW/28GWh of energy storage capacity by 2030. India’s renewable energy tenders surged in 2024, with nearly 70GW tendered and 40GW allocated. Nearly half of these tenders were for solar projects. With this new regulation, future tenders will integrate storage systems alongside solar projects.

As of December 31, 2024, India’s total installed energy storage capacity stands at 4.86GW, including 4.75GW from pumped hydro and 0.11GW from new energy storage projects.

Business Model Innovation Accelerates Storage Deployment

India aims to achieve energy independence by 2047 and net-zero emissions by 2070, with battery storage playing a critical role. Consequently, India has introduced a series of storage policies, including defining the legal status of energy storage systems, proposing a Viability Gap Funding (VGF) scheme, exempting storage systems from transmission and distribution charges, replacing diesel generators with storage backup systems, and integrating storage into the High-Price Day-Ahead Market (HP-DAM).

Innovative business models such as “Battery-as-a-Service” (BaaS) and “Storage-as-a-Service” (SaaS) are emerging. BaaS allows companies to lease storage equipment without upfront investment, paying usage fees while service providers handle maintenance and management. SaaS offers similar flexibility, enabling businesses to pay only for consumed storage capacity. These models lower entry barriers and provide scalable, sustainable solutions for commercial and industrial users. Current revenue streams for front-of-meter storage in India include ancillary services, energy arbitrage, long-term PPAs bundled with renewables, demand-side response, and storage services.

Under SECI’s February 2025 energy storage tender, developers can receive 30% funding or ₹2,700/kWh subsidy via the VGF mechanism, whichever is lower. To encourage early commissioning, projects completed ahead of schedule qualify for a 12% investment incentive and may sell capacity to third parties in advance, subject to SECI approval.

India’s Solar Potential Reassessed at 10.8TW

A new study by The Energy and Resources Institute (TERI) reveals India’s total solar potential reaches 10,830GW—a magnitude higher than the Ministry of New and Renewable Energy’s (MNRE) 2014 estimate of 748GW. The study not only recalculates traditional deployment areas like wasteland but also explores multidimensional development pathways.

Sector-Specific Potential Breakdown:

• Wasteland-based ground-mounted solar: 4,909GW (45% of total)

• Floating solar: 100GW (based on 2.5% coverage of artificial water bodies)

• Urban and rural rooftop solar: 960GW (calculated at 9m²/household in rural areas; 10m²/household in urban areas)

• Agrivoltaics: 4,177GW (suitable for horticulture, tea gardens, etc.)

• Transport infrastructure and building-integrated PV: 684GW (including railways/highways, BIPV)

By comparison, MNRE’s 2014 estimate of 748GW solar potential relied solely on 3% wasteland utilization. TERI’s updated data coincides with a critical phase in India’s energy transition—as the nation updates its Nationally Determined Contributions (NDCs) under the Paris Agreement and pursues its 2070 net-zero emissions goal, it is comprehensively upgrading its clean energy development plans.

Under India’s revised 2022 NDCs, the country commits to reducing emissions intensity by 45% from 2005 levels by 2030 while ensuring non-fossil energy accounts for 50% of installed capacity. TERI projects India’s electricity demand will surge to 9,362TWh by 2070, underscoring solar power’s irreplaceable role in deep decarbonization of the power sector.

Chinese Energy Storage Enterprises Enter Indian Market

Amid the global energy transition, India is rapidly building its storage market ecosystem through mandatory storage policies, innovative business models, and subsidies. Chinese storage companies have taken early action in this emerging market. With India’s growing solar and storage demand, Chinese enterprises offering mature solutions stand to expand their competitive advantage under dual policy and market drivers.

• Envision Energy: In 2025, Envision Energy India signed a landmark agreement with India’s JGE to supply 1GW wind turbines and 320MWh storage systems, marking a major step forward for India’s renewable sector.

• Narada Power: Awarded a 242.5MW/245.26MWh solar-storage procurement project from an Indian EPC company in 2024.

• Trina Storage: Signed a 5GWh storage system cooperation agreement with an Indian partner in 2024, focusing on the CORNEX M5 5MWh battery-cabin solution, marking Trina’s formal entry into India.

• Zhiguang Electric: Hosted a delegation from India’s Adani Group in 2025, reaching consensus on energy storage cooperation for Indian market expansion.

• LISHEN Energy: Delivered India’s first government-led 48MWh liquid-cooled storage project in 2024, achieving a breakthrough in the Indian market.

• Jinko Storage: Signed India’s first large-scale textile industry storage project (10MWh) in January 2025; secured India’s largest grid-side storage project (722MWh) with Adani Group in June.

• Wincle Digital Energy: Signed an energy management cooperation agreement with India’s GE Energy in June 2024 to innovate public fuel station energy management; entered a framework agreement with MMI in September to develop storage projects across India, Maldives, and other potential markets.