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Energy Storage News: Tracking Industry Hotspots!


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2025-02-24

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On February 17, the Ministry of Industry and Information Technology and eight other departments issued the "Action Plan for High-Quality Development of the New Energy Storage Manufacturing Industry." The document proposes to focus on scientifically and orderly expanding effective demand, conforming to the development trend of the new power system, and systematically determining the demand for new energy storage by combining factors such as the utilization of renewable energy, the safety and reliability of the power system, and economic rationality. It aims to promote the efficient interaction between demand-driven supply, supply assurance, and demand creation. It guides various regions to scientifically and orderly layout new energy storage manufacturing projects, relying on research institutions to carry out industry operation monitoring and early warning to prevent low-level repeated construction.

National Policies and News

 
The Ministry of Industry and Information Technology and eight other departments issued the "Action Plan for the High-Quality Development of the New Energy Storage Manufacturing Industry"

On February 17, the Ministry of Industry and Information Technology and eight other departments issued the "Action Plan for the High-Quality Development of the New Energy Storage Manufacturing Industry." The document proposes to scientifically and orderly expand effective demand, conforming to the development trend of the new power system, and systematically determine the demand for new energy storage by combining factors such as the utilization of renewable energy and the safety, reliability, and economic rationality of the power system, promoting the efficient interaction between demand-driven supply, supply assurance, and demand creation. It guides various regions to scientifically and orderly layout new energy storage manufacturing projects, relying on research institutions to carry out industry operation monitoring and early warning to prevent low-level repeated construction.

Promote the application of energy storage on the power source and grid side.Actively encourage the exploration of reasonable configurations of new energy storage for thermal power, supporting the application of new energy storage in peak shaving, frequency modulation, and other multi-scenario applications. Promote the construction of friendly new energy power stations integrating new energy storage and intelligent control methods. For areas rich in renewable energy such as deserts, gobi, and wastelands, where local consumption capacity is low, support new energy storage to support large-scale consumption of renewable energy. Accelerate the promotion of shared energy storage to enhance the auxiliary service capacity of energy storage for the power system. Encourage new energy storage to participate in the electricity market as an independent energy storage entity. Accelerate the promotion of grid-type energy storage applications to enhance the support capacity of new energy storage for the stable operation of the power system.

Expand the diverse applications of user-side energy storage.For users with high requirements for power supply reliability and power quality, such as data centers, intelligent computing centers, communication base stations, industrial parks, commercial enterprises, and highway service areas, promote the configuration of new energy storage. Support qualified industrial enterprises and parks to build industrial green microgrids, actively promote the application of new energy storage technology products in the industrial field. Encourage reasonable configuration of new energy storage for urban heating. Relying on the construction of comprehensive charging and swapping stations for "solar storage charging and swapping inspection," play the supporting role of new energy storage in new models such as vehicle-grid interaction. Promote the integration of "photovoltaic + energy storage" systems in public infrastructure such as urban lighting, traffic signals, agriculture and rural areas, public broadcasting, and "smart bike sheds," and encourage the construction of micro off-grid energy storage systems. Develop personalized and customized household energy storage products.

Focus on technological innovation and promote the development of diverse technologies: The "Plan" emphasizes accelerating the diversification of new energy storage core technologies to meet the needs of medium-short and long-term energy storage across multiple time scales and application scenarios. On the one hand, accelerate the iteration and upgrading of mature technologies such as lithium batteries and supercapacitors, and support disruptive technological innovations. For example, in the field of lithium batteries, accelerate the research and development of advanced active material technologies with long life and high capacity, efficient lithium replenishment technologies, and develop high value-added auxiliary material products, focusing on the layout of advanced energy storage lithium battery products such as large-capacity high-safety storage batteries, high-power high-efficiency batteries, solid-state batteries for energy storage, and all-climate long-life batteries, enhancing the supply capacity of high-end products.

On the other hand, promote the engineering and application technology breakthroughs of supercapacitors, lead-carbon batteries, sodium batteries, and flow batteries, and carry out key material technology breakthroughs for flow battery stacks, bipolar plates, electrolytes, and ion exchange membranes, enhancing the energy efficiency, system reliability, and economic viability of flow batteries throughout their life cycle. In addition, develop long-duration energy storage technologies such as compressed air to enhance technological economic viability and system energy conversion efficiency; moderately advance the layout of hydrogen storage and other ultra-long-duration energy storage technologies, encourage the development of various types of hybrid energy storage technologies based on application needs, and support basic research on forward-looking technologies such as new system batteries and thermal storage.

Local Policies and News

01  The Sichuan Provincial Development and Reform Commission issued the "2025 New Energy Storage Project Application Notice for the Power Grid Side" (February 18)
The Sichuan Provincial Development and Reform Commission issued the "2025 New Energy Storage Project Application Notice for the Power Grid Side" New energy storage on the power grid side should be prioritized in areas with significant regional power gaps, obvious load peak-valley differences, and insufficient local power support.New projects in the Chengdu load center are primarily laid out in the southern region of the Chengdu power grid, followed by the eastern region of the Chengdu power grid, with other cities adjacent to Chengdu providing supplementary support. Deyang, Mianyang, Leshan, YibinOther regions with rapid power load growth and strong system regulation demand should layout new energy storage on the power grid side according to local conditions.
Projects applying to be included in the 2025 new energy storage project list for the power grid side should have already conducted preliminary verification work, clarified technical routes, basically determined power grid access plans, and preliminarily implemented construction conditions such as project land, power access, and scheduling requirements.Commit to starting construction within three months after the issuance of the 2025 new energy storage project list for the power grid side. Electrochemical energy storage projects included in the project list must be completed and connected to the grid within 12 months from the issuance of the project list. Other types of energy storage projects must be completed and connected to the grid within 18 months from the issuance of the project list.Projects should select energy storage technologies that are advanced, mature, and safe.

The project construction plan, main technical indicators, and key equipment selection should comply with relevant regulations, standards, and specifications for new energy storage power stations.The Southern Energy Supervision Bureau issued the revised version of the "Implementation Rules for the Operation and Auxiliary Service Management of New Energy Storage Grid Connection in the Southern Region" (February 14)On February 14, the Southern Energy Supervision Bureau issued the revised version of the "Implementation Rules for the Operation and Auxiliary Service Management of New Energy Storage Grid Connection in the Southern Region," which mentions encouraging power generation companies, electricity sales companies, power users, energy storage companies, or other market entities to invest in the construction of energy storage facilities, promoting new energy storage to provide auxiliary services such as frequency modulation, peak shaving, voltage regulation, and black start for the operation of the power system. Relevant local government departments and energy regulatory agencies should refine regulatory measures according to their respective responsibilities, strengthen supervision of independent energy storage scheduling operations, ensure that socially invested energy storage power stations receive fair scheduling, and have equal rights and comparable utilization rates.

0This modification divides primary frequency modulation compensation into small frequency disturbance and large frequency disturbance. The primary frequency modulation input rate and monthly qualification rate of independent energy storage power stations both reach

over 90%,
and compensation can be obtained through action integral energy. Small frequency disturbance isThe monthly compensation for primary frequency modulation of independent energy storage power stations = the monthly action integral energy (MWh) of primary frequency modulation exceeding 70% of the theoretical action integral energy × 0.5 × R1 (yuan/MWh). Large frequency disturbance:独立储能电站一次调频月度补偿=超过理论动作积分电量70%的一次调频月度动作积分电量(兆瓦时)×0.5×R1(元/兆瓦时)。 大频差扰动:The monthly compensation for primary frequency modulation of independent energy storage stations = the monthly action integral energy (megawatt-hours) of primary frequency modulation exceeding 70% of the theoretical action integral energy × 10 × R1 (yuan/megawatt-hour).
The compensation cost for primary frequency modulation is jointly shared by the grid-connected entities on the generation side and market-oriented electricity users according to the sharing coefficient, with the sharing coefficient for the generation side being K1, and the sharing coefficient for electricity users being (1-K1).
Electrochemical energy storage with a self-capacity of 5 megawatts/1 hour directly dispatched by municipal-level power dispatching agencies is included in this document, and other new energy storage (such as flywheels, compressed air, etc.) stations may refer to this for implementation.

Independent energy storage stations should have primary frequency modulation capabilities, with performance indicators including control dead zone, frequency modulation limit, response time, adjustment time, etc. The relevant technical requirement for the primary frequency modulation dead zone is±0.033~0.05Hz.The adjustment amount of active power for primary frequency modulation is generally not limited, and if necessary, the limit should not be less than 20% of the rated power.The adjustment rate for primary frequency modulation should be set at 0.5%~3%.The lag time should not exceed 1 second, and the adjustment time should not exceed 4 seconds.The accuracy of active power adjustment should not exceed ±1% of the rated output.The primary frequency modulation function must not conflict with the AGC function.

0The People's Government of Zhongshan City, Guangdong Province issued "Several Policy Measures to Further Promote the New Energy Industry in Zhongshan City" (February 12).

The document points out that through organizational methods such as "ranking system" and "horse racing system", benchmarking against international leading levels, and focusing on industrialization, key core technology breakthroughs in the fields of wind power, photovoltaics, energy storage, and other new energy areas will be carried out. For enterprises conducting breakthroughs, a maximum of 10 million yuan will be granted for individual projects.
Focusing on the research and transformation application needs of key core technologies in new energy, with a focus on wind power, photovoltaics, energy storageand other fields. Build a number of key laboratories, engineering research centers, engineering technology research centers, enterprise technology centers, etc., with a maximum grant of 10 million yuan.For enterprises planning to build laboratories and R&D centers in the new energy field, support can be provided through a government-enterprise co-construction method after expert demonstration (review) organized by the municipal science and technology department. The municipal finance contribution ratio shall not exceed 30%, with a maximum contribution of 50 million yuan.
Support for the development of new energy storage:New energy storage industry construction projects will be prioritized in the key construction project plan, and the new construction land, energy consumption, and total pollutant emission indicators for eligible new energy storage industry projects will be coordinated. For new energy storage projects that meet the conditions for local government special bond support, support will be provided for applying for local government special bonds. Support will be given to new energy storage enterprises and institutions to form industrial clusters in the form of innovation alliances, focusing on common technology research and development, resource element sharing, and product supply-demand matching, to strengthen integrated collaborative development and enhance overall market competitiveness.

04 The Development and Reform Bureau of Guangming District, Shenzhen City issued the "Operational Procedures for Supporting the Accelerated Development of the New Energy Storage Industry in Guangming District" (February 12).

The objects supported by the document include those engaged in electrochemical energy storage, hydrogen energy, integrated solar storage and other new energy storage industry research and development,production and services of market entities, as well as other institutions such as public institutions, social organizations, and private non-enterprise units.
For enterprises investing in major projects in the electrochemical energy storage field in Guangming District,for major projects related to lithium-ion battery positive and negative electrode materials, separators, battery cell modules, energy storage inverters, battery management systems, system integration, etc., a maximum grant of 50 million yuan will be given at 10% of the actual investment. Or apply for equity investment from the Guangming District government investment guidance fund at no more than 30% of the planned investment, with a maximum of 100 million yuan.For new energy storage enterprises implementing technological transformation projects,
For for the technological transformation projects implemented by the enterprise in the previous year, for the portion of fixed asset investment completed annually of 100 million yuan and below, a maximum grant of 10 million yuan will be given at 15% of the fixed asset investment; for the portion exceeding 100 million yuan, a maximum grant of 30 million yuan will be given at 5% of the fixed asset investment.For the property entities building "new energy storage manufacturing parks" through new construction or transformation of industrial space, construction that meets actual production needs will be supported, with a maximum grant of 30 million yuan for new projects based on 50% of the increased investment compared to general standard factories or for transformation projects based on 50% of the actual investment. For enterprises developing new energy storage station projects,
for eligible new energy storage station projects, a maximum grant of 5 million yuan will be given at 20% of the actual investment. For enterprises constructing vehicle-to-grid (V2G) demonstration projects, for eligible projects, a maximum grant of 1 million yuan will be given at 20% of the actual investment.
Compared to the "Several Measures to Support the Accelerated Development of the New Energy Storage Industry in Guangming District, Shenzhen City" released in August last year, the subsidy intensity for each project has basically not changed. The People's Government of Gansu Province issued the "Notice on the Action Plan to Build a Nationally Important New Energy and New Energy Equipment Manufacturing Base" (February 11).The document proposes to build a number of new energy storage stations with various technical routes such as electrochemical energy storage, compressed air energy storage, and gravity energy storage, in conjunction with the need for system power supply security and stable operation, and to reasonably plan and construct shared energy storage projects. Layout a number of grid-side energy storage at key nodes of the power grid, explore construction models for uninterruptible power supply, electric vehicles, and other user-side energy storage facilities. Expand the application scenarios of new energy storage in zero-carbon parks, smart microgrids, and other fields.
In addition, the document also proposes in "Column 1 National New Energy Comprehensive Development and Utilization Demonstration Zone" to promote the construction of new energy storage on the power supply side and encourage power generation enterprises to flexibly configure new energy storage.

相比去年8月发布的《深圳市光明区关于支持新型储能产业加快发展的若干措施》,各项目的补贴力度基本没有变化。

0 甘肃省人民政府印发《打造全国重要的新能源及新能源装备制造基地行动方案的通知》(2月11日)
文件提出,结合系统供电保障和安全稳定运行需要,建设一批 电化学储能、压缩空气储能、重力储能等多种技术路线的新型储能电站,合理规划建设共享储能项目。 在电网关键节点布局一批电网侧储能,探索不间断电源、电动汽车等用户侧储能设施建设模式。拓展新型储能在零碳园区、智能微电网等领域应用场景。
此外,文件还在“专栏1国家新能源综合开发利用示范区”提出, 推进电源侧新型储能建设,鼓励发电企业灵活配置新型储能。Deploy a batch of grid-side energy storage at key nodes of the power grid, exploring the construction of user-side energy storage facilities such as uninterruptible power supplies and electric vehicles. Focus on electrochemical energy storage, and carry out pilot demonstrations of compressed air energy storage, gravity energy storage projects, and solar thermal projects.
Propose to optimize the price formation mechanism in "Column 4", utilizing the advantage of low marginal generation costs of renewable energy to gradually widen the price difference between peak, flat, and valley prices in medium to long-term electricity trading and implement dynamic adjustments. Establish a peak and deep valley price mechanism in a timely manner, using prices to guide users to actively participate in grid peak shaving, achieving "peak shaving and valley filling" and promoting the consumption of renewable energy.
The document points out that by the end of 2025, the installed capacity of new energy storage will exceed 6 million kilowatts. By the end of 2030, the installed capacity of new energy storage will reach 10 million kilowatts.
 

International Dynamics

 

Germany cancels negative electricity price subsidies

Recently, the German parliament passed an amendment to the Renewable Energy Act (EEG), officially announcing the cancellation of negative electricity price subsidies! This amendment will take effect from March 1, 2025, and energy storage may welcome favorable conditions.

1. Cancel the photovoltaic grid connection subsidy during negative electricity price periods:

During negative electricity price periods, photovoltaic system operators will not be able to receive subsidies for feeding electricity into the grid. This measure aims to alleviate the financial pressure on the federal renewable energy EEG account and promote more efficient management of grid supply and consumption.

2. Extension of subsidy period:

Although subsidies during negative electricity price periods are canceled, the subsidy period will be extended accordingly to ensure that operators do not have concerns about profitability due to losses during negative electricity price periods.

3. Limitations on photovoltaic system generation:

The generation of newly installed photovoltaic systems (with a power greater than 7kW) will be limited to a maximum of 60% of the system's maximum power.

These systems need to be equipped with intelligent metering systems (iMSys) for power management and optimization.

If there is no energy storage device, the grid connection power of these systems will be limited.

4. Compensation mechanism:

Voluntary participating system operators can receive a compensation of 0.6 euro cents per kilowatt-hour to mitigate the impact of policy adjustments.

5. Encouragement of energy storage systems:

Photovoltaic systems equipped with energy storage systems are not affected by grid connection power limitations and can flexibly adjust their generation.

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