Luoyang Juchuang Precision Roller Co., Ltd.

Home
About
Products
Case
News
Technical
Contact
CN

info@hydromobility.cn

News

Committed to providing hydrogen fuel cell systems and power battery energy storage system application solutions

Company News

Industry dynamics

Energy Storage Insights: Tracking Industry Hotspots!

Release time:

2025-10-27

Source:

The 4th Plenary Session of the 20th Central Committee of the Communist Party of China will be held in Beijing from October 20 to 23, 2025. During the session, delegates listened to and discussed the work report delivered by Xi Jinping on behalf of the Politburo of the Central Committee, and approved the "Suggestions of the CPC Central Committee on Formulating the 15th Five-Year Plan for National Economic and Social Development." The plenary session emphasized the need to accelerate the comprehensive green transformation of economic and social development, with a vision to build a Beautiful China. It called for firmly establishing and practicing the philosophy that "lucid waters and lush mountains are invaluable assets," using carbon peaking and carbon neutrality as driving forces to synergistically promote efforts to reduce carbon emissions, curb pollution, expand green initiatives, and foster growth. This includes strengthening the ecological safety barrier and enhancing the momentum for sustainable, green development. Additionally, the session urged continued, deepened efforts to tackle pollution effectively and optimize ecosystems, while speeding up the construction of a new energy system. Finally, it stressed the importance of steadily advancing and achieving carbon peaking goals, while proactively promoting the adoption of green production and lifestyle practices.

National Policies and Headlines

01 "The 15th Five-Year Plan Period: Accelerate the comprehensive green transformation of economic and social development, and build a Beautiful China."

The 4th Plenary Session of the 20th Central Committee of the Communist Party of China will be held in Beijing from October 20 to 23, 2025. The session heard and discussed the work report delivered by Xi Jinping on behalf of the Politburo of the Central Committee, and审议通过 (reviewed and approved) the "Suggestions of the CPC Central Committee on Formulating the 15th Five-Year Plan for National Economic and Social Development."

The plenary session proposed accelerating the comprehensive green transformation of economic and social development, with a vision to build a Beautiful China. We must firmly establish and put into practice the philosophy that "lucid waters and lush mountains are invaluable assets," using carbon peaking and carbon neutrality as driving forces to synergistically promote carbon reduction, pollution control, ecological restoration, and economic growth. This will help strengthen the ecological safety barrier and boost momentum for sustainable, green development. Additionally, we need to continuously deepen efforts in tackling pollution and optimizing ecosystems, speed up the construction of a new energy system, and steadily advance toward achieving carbon peaking while actively fostering the adoption of greener production and lifestyle patterns.

02 The National Energy Administration releases a batch of key industry standards.

Recently, the National Energy Administration issued Announcement No. 5 of 2025, focusing on fostering the development of new technologies, new industries, and emerging business models. The announcement outlines measures to standardize the planning, construction, and operational management of energy projects, while also introducing a series of key industry standards aimed at guiding and shaping the growth of cutting-edge energy technologies, innovative industries, and novel business formats—ultimately enhancing the overall efficiency and sustainability of energy project development and management.

Electricity Blockchain Green Energy Trading Series Standards

The four standards—*Electricity Blockchain Green Power Trading Part 1: General Requirements*, *Electricity Blockchain Green Power Trading Part 2: Process Requirements*, *Electricity Blockchain Green Power Trading Part 3: Functional Requirements*, and *Electricity Blockchain Green Power Trading Part 4: Interface Requirements*—are applicable to the business design, construction, and application of green power trading platforms based on blockchain technology. They provide guidance for electricity trading institutions looking to leverage blockchain technology in conducting green power transactions, outlining the business processes and specific requirements that underpin blockchain-supported green power trading applications. Additionally, these standards define the reference architecture and functional requirements for electricity blockchain platforms used in green power trading, as well as the data interface call procedures, technical specifications, and interface protocols through which the electricity blockchain platform interacts with the green power trading platform.

The issuance and implementation of the standard will provide crucial reference and guidance for building a secure, efficient, and convenient green electricity trading system. It will help lay a solid foundation for the large-scale development of the green electricity market, foster collaborative partnerships across the upstream and downstream sectors of the green electricity industry chain, and accelerate China’s transition toward a greener, lower-carbon energy structure.

"Technical Specification for Green Electricity Consumption Evaluation"

This standard applies to the evaluation of green electricity consumption for four types of entities: organizations, products, activities, and individuals. It outlines the evaluation principles, basic requirements, procedures and criteria, reporting guidelines, as well as the interpretation and application of evaluation results, and the management of relevant information and data.

The issuance and implementation of the standard will help standardize China's work related to green electricity consumption evaluation, effectively align with the country's green certificate policies, provide a solid foundation for establishing a green electricity consumption certification system, and further promote green energy consumption based on green certificates.

Technical Guidelines for Medium-Voltage Distribution Network Renovation

This standard applies to the renovation of 10kV public AC distribution networks; 6kV and 20kV distribution networks may follow these guidelines as a reference. It specifies the relevant technical requirements for the renovation of 10kV overhead lines and equipment, 10kV cable lines, switch stations, ring main units (cabinets), distribution rooms, user connections, as well as the integration of distributed power sources, energy storage systems, and electric vehicle charging/swapping facilities, and the secondary system upgrades.

The issuance and implementation of the standard will effectively guide distribution networks in enhancing their capacity to integrate new types of energy sources and loads, improve the safe and economical operation of distribution systems, promote better power supply voltage quality and energy conservation with reduced carbon emissions, and further support the large-scale grid connection of distributed photovoltaic systems.

Local Policies and Headlines

01 The Henan Provincial Development and Reform Commission has released the draft "Several Measures to Promote High-Quality Development of New Energy Storage in Henan Province," seeking public input.

Recently, the Henan Provincial Development and Reform Commission issued a letter seeking opinions and suggestions on the "Several Measures to Promote the High-Quality Development of New Energy Storage in Henan Province (Draft for Comments)."

Several measures indicate that by 2030, the installed capacity of new energy storage will reach 15 million kilowatts (15 GW), while market mechanisms, business models, and the standardization system will be largely mature and robust, laying the foundation for the initial establishment of a diversified energy storage framework.

Key support measures for independent energy storage are as follows:

When independent energy storage systems experience reduced revenues due to spot-market operations, compensation will be provided for the shortfall based on a benchmark of 75% round-trip efficiency for the energy storage power station system, with a floor price of 0.383 yuan per kilowatt-hour for electricity fed into the grid. If the overall efficiency falls below 75%, the floor revenue will be adjusted downward by multiplying the actual efficiency by the ratio of 75% to the benchmark efficiency.

The power regulator sequentially activates new energy storage, pumped hydro storage, gas-fired power, and coal-fired power in that order. For standalone energy storage projects, the number of full charge-discharge cycles per year should, in principle, not be less than 350.

When providing peak-shaving services, the dispatching agency shall not schedule charging during high- or flat-rate electricity periods, but may schedule discharging during low-rate electricity periods.

For grid-side independent energy storage systems that are neither participating in capacity allocation nor have signed capacity leasing agreements, a reasonable compensation will be provided for the system's reliable capacity. This compensation is calculated by dividing the continuous discharge duration at full power by the longest net load peak duration of the previous year, then multiplying the result by the local coal-fired power plant capacity pricing standard.

Support independent energy storage capacity leasing, strictly implement the province-wide leasing requirements for energy storage projects, and ensure that independent storage capacity can be allocated and utilized across the entire province without regional restrictions.

Dispatching agencies should prioritize allocating electricity from new energy projects that feature high energy storage ratios (including leased storage) and long-duration capabilities. New energy plants leasing energy storage capacity will receive a 30% discount when sharing auxiliary service costs.

Establish and improve mechanisms for new energy storage to participate in the electricity ancillary services market, supporting coal-fired power plants paired with energy storage, independent energy storage facilities, and energy storage aggregators in enhancing their grid-connected performance, thereby enabling them to earn revenues from frequency regulation, black start, ramp-up services, and reserve capacity.

Support new energy-plus-storage projects that have already been put into operation but have not yet applied for financial incentive funds, and accelerate their transition into independent energy storage power stations when conditions permit.

New energy storage projects that have not yet begun construction will, in principle, either adopt a leasing model for energy storage or proceed directly under an independent storage model.

Additionally, when independent energy storage power stations deliver electricity to the grid, the charged electricity is subject to Henan Province's peak-valley electricity pricing policy for industrial and commercial users, but they are exempt from transmission and distribution charges, system operation fees, government-mandated funds and surcharges, and are not required to undergo power factor assessments. For independent small-scale pumped-storage and new-type energy storage power stations supplying electricity to incremental distribution networks, no transmission and distribution charges, system operation fees, or government-mandated funds and surcharges will be levied on their pumped or charged electricity.

The measures also stated that we should coordinate the development of various flexible power sources, including new energy storage, pumped hydro storage, and thermal power plants, while optimizing the layout of each type of power source based on resource endowments and industrial foundations. Additionally, we will expand application scenarios to promote the intensive and differentiated development of new energy storage systems. Newly planned and constructed energy storage projects, in principle, should have a capacity of no less than 200,000 kilowatt-hours (200 MWh).

Accelerate the advancement of independent energy storage project construction. Projects should commence within 6 months of receiving the approval letter for grid connection, and be completed and put into operation within 15 months. If more than 50% of projects in a given city that have been included in the planning yet remain unstarted past their deadlines, the city’s energy storage project planning targets will be strictly controlled.

Encourage the development of integrated source-grid-load-storage projects in eligible sectors such as chemicals, steel, manufacturing, data (computing power) centers, and metallurgy, while equipping them with long-duration energy storage systems to minimize reliance on reserve capacity. Additionally, these integrated projects are encouraged to leverage their built-in energy storage capacity by disconnecting from the main grid and participating in peak-shaving and valley-filling activities on the public power grid.

Regarding subsidies, for projects that establish national-level engineering research centers, engineering technology centers, innovation centers, national laboratories, key laboratories, or demonstration bases in the new energy storage sector within Henan Province, a renewable energy resource allocation incentive of 50,000 kilowatts will be provided for every 100 million yuan invested. Additionally, for entities that secure nationally significant science and technology projects, the National Energy Administration's first-of-its-kind projects, or national demonstration projects, an incentive of 20,000 kilowatts of renewable energy resources will be granted per 100 million yuan invested. Furthermore, organizations undertaking provincial-level or higher-level integrated industry-academia-research-application initiatives focused on tackling critical technological challenges and developing advanced equipment—particularly those supported by major research projects—will receive priority support in areas such as project inclusion in planning, approval processes, and grid connection procedures.

02 The Hunan Regulatory Office of the National Energy Administration has issued the "Notice on Clarifying Relevant Matters Regarding the Electricity Ancillary Services Market in Hunan Province."

On October 17, the Hunan Regulatory Office of the National Energy Administration issued the "Notice on Clarifying Relevant Matters Regarding the Electricity Ancillary Services Market in Hunan Province," stating that the price cap for peak-shaving ancillary services within Hunan Province shall not exceed 450 yuan/MWh—the same as the grid-connected electricity price for our province's competitive new energy projects. Specifically, the bidding limits for coal-fired power plants in the fourth and fifth peak-shaving tiers are set at 400 yuan/MWh and 450 yuan/MWh, respectively, while the bidding limit for new energy storage systems is capped at 450 yuan/MWh.

Compared to the "Hunan Province Electricity Ancillary Services Market Trading Rules (2023 Edition)," the new energy storage price cap has been lowered from 500 yuan/MWh to 450 yuan/MWh. In the provincial peak-shaving ancillary services market, entities such as thermal power plants and new energy storage systems will determine their dispatch order based on bid prices, thereby promoting fair utilization of various regulating resources.

During the trial operation of the electricity spot market, the ancillary services market for peak-shaving has been temporarily suspended, and no compensation will be provided for these peak-shaving services.

On the same day, the Hunan Regulatory Office of the National Energy Administration issued the "Implementation Rules for Electricity Frequency Modulation Ancillary Services Market Trading in Hunan Province," clarifying that independent energy storage systems, pumped hydro storage, and virtual power plants will temporarily not be required to share the costs associated with frequency modulation market services. According to the frequency modulation market parameter table, the declared price range for frequency modulation capacity is set between 4 and 15 yuan/MW, while the maximum clearing capacity for each frequency modulation unit is capped at 10 MW. Meanwhile, based on State Grid Hunan Electric Power's public announcement regarding the energy storage configurations for new energy projects in July 2025, 31 independent energy storage stations collectively incurred a loss of 31.92 million yuan from electricity ancillary service market revenues, with an average charging price of approximately 0.64 yuan/kWh and a discharging price of 0.45 yuan/kWh.

03 The Energy Bureau of the Inner Mongolia Autonomous Region has released the "Management Plan for Property Registration and Transfer of New Energy Storage Projects in the Inner Mongolia Autonomous Region (Draft for Comments)."

On October 17, the Energy Bureau of Inner Mongolia Autonomous Region released the "Management Plan for Property Rights Registration and Transfer of New Energy Storage Projects in Inner Mongolia Autonomous Region (Draft for Comments)." The plan outlines that for newly built and already operational new energy storage projects within the region, a unified, full-lifecycle, end-to-end registration and custody system will be implemented, assigning each project a unique "one location, one code, one certificate." Additionally, a database of energy storage property rights projects will be established.

Include the energy storage property certificate as a prerequisite for new energy storage systems to enter the electricity market. Power trading institutions across the autonomous region will use these certificates to handle market access, spot trading, and other related services, ensuring the standardized operation of the new energy storage market. New energy storage entities must register their projects through the autonomous region's Energy Storage Property Registration System to obtain a unified registration code, clearly indicating the project's current status—such as "planned," "under construction," or "completed"—and complete the initial registration process. This initial registration code is one of the essential requirements for obtaining the energy storage property certificate and successfully filing the project. Energy storage property certificates are categorized into three main types based on the project's construction model: self-built (Category C1), co-built (Category C2), and independent storage (Category C3). These certificates contain critical information, including details about the project’s land, equipment, corporate ownership, and any collateral or pledge registrations. They serve as the fundamental basis for registering, managing, modifying, and transferring ownership rights of new energy storage entities.

04 The Guangdong Electricity Trading Center has released the "Bidding Rules for the Sustainable Development Price Settlement Mechanism of New Energy Incremental Projects in Guangdong" and the "Price Difference Settlement Rules for the Sustainable Development Price Settlement Mechanism of New Energy Generation Projects in Guangdong Province."

On October 16, the Guangdong Electricity Trading Center released two sets of rules: the "Bidding Rules for the Sustainable Development Price Settlement Mechanism of New Energy Incremental Projects in Guangdong" and the "Price Difference Settlement Rules for the Sustainable Development Price Settlement Mechanism of New Energy Generation Projects in Guangdong Province."

The "Bidding Rules for the Sustainable Development Price Settlement Mechanism of New Energy Incremental Projects in Guangdong" stipulates that bidding transactions will be organized annually at year-end for new energy projects already in operation as well as those scheduled to come online within the next 12 months. The first bidding transaction is set to take place in the fourth quarter of 2025.

Bidding entity scope:

(1) New energy projects that commenced operations on or after June 1, 2025, have completed government approval or filing, and were not previously included in the scope of mechanism implementation—excluding offshore wind projects whose owners were determined through competitive allocation or other means prior to June 1, 2025.

Confirmation of commissioning date: For new energy projects of 10 kV and above, the later of the grid connection date specified in the Power Business License and the issuance date of the Project Quality Supervision Grid Connection Opinion Letter shall be used as the official commissioning date. For projects below 6 MW that are exempt from obtaining a Power Business License and undergoing quality supervision, the formal commissioning date document submitted by the project owner will serve as the basis for confirmation, with the power dispatching agency responsible for providing this information. As for new energy projects below 10 kV, the local grid enterprise will determine the commissioning date based on the grid connection acceptance time of the last batch of projects corresponding to the registered capacity.

(2) New energy projects that have not yet begun production but for which the project developer has committed to start operations within the next 12 months from the current bidding month, complete government approval or filing, and are not currently included in the scope of mechanism implementation—details subject to the specific transaction arrangements.

Regarding the project application process, new energy projects participating in the bidding shall be submitted by the project investors (the legal entity or individual to which the project belongs), on a project-by-project basis. The application information must include details such as the mechanism-based electricity proportion and the mechanism-based electricity price. Before the transaction quotation deadline, new energy projects can withdraw or modify their submitted information and resubmit it accordingly. All application data will be managed according to the specific details of each new energy project.

According to the implementation plan, set a cap on the proportion of mechanism power declared, as well as upper and lower limits for mechanism electricity price declarations. Centralized photovoltaic and onshore wind power projects will not participate in bidding. Among the projects that do participate, the cap on the proportion of bid-eligible power for projects at voltage levels below 110 kV will be set at 80%, while for other projects, the cap will, in principle, align with the existing mechanism power ratio of their respective portfolios. However, if new energy projects already have pre-existing medium- to long-term transaction volumes or green power volumes during the bidding period, the cap on their bid-eligible power declaration will be adjusted downward accordingly.

The implementation period for the incremental project mechanism tariff is 14 years for offshore wind projects and 12 years for photovoltaic projects; after these periods expire, the mechanism tariff will no longer apply. Once an incremental project successfully participates in bidding, the start date for projects not yet in operation will be determined based on the commissioning schedule declared during the bidding process, while projects already in operation will follow the timeline corresponding to their selection date. Before implementing the incremental project mechanism tariff, all such projects must first meet the "four capabilities" criteria—observable, measurable, adjustable, and controllable—and must already be operational.

The "Guangdong Province Renewable Energy Power Project Sustainable Development Price Settlement Mechanism—Price Difference Settlement Rules" states that the price difference fees for renewable energy mechanisms will be settled on a monthly basis, with settlement documents issued and electricity bill settlements conducted accordingly.

Regarding settlement electricity prices, for new energy projects implementing the mechanism-based electricity price difference settlement system, the contract must clearly specify the proportion of mechanism-generated power and the corresponding mechanism electricity price level. For existing projects, the mechanism electricity price and its proportion will be determined according to the requirements outlined in the "Implementation Plan on Deepening Market-Oriented Reform of New Energy Grid-Connection Electricity Prices and Promoting High-Quality Development of New Energy" issued by the Guangdong Provincial Development and Reform Commission and the Guangdong Provincial Energy Administration (hereinafter referred to as the "Implementation Plan"). For incremental projects, the mechanism electricity price will be set based on the bidding results provided by the electricity trading institution, combined with the applicable implementation period. The mechanism electricity proportion will no longer apply if it is adjusted according to the Implementation Plan or the bidding results from the electricity trading institution—and subsequently confirmed through the new energy project’s application process. New energy projects may voluntarily choose to withdraw from part or all of their mechanism-generated power; once withdrawn, the relevant electricity output will no longer be subject to the mechanism-based settlement framework.

The monthly real-time market weighted average price of power supply is divided into three categories: offshore wind power, other wind power, and photovoltaic energy. Each category is calculated by weighting the real-time market prices at the nodes where all new-energy projects of that type are located—specifically, projects that either participate in trading through reported capacity and bids, join transactions via virtual power plants, or accept market prices—based on their respective hourly generation output. The electricity trading institution then provides grid companies with the monthly average real-time market prices for each category, typically by the 5th day of the following month.

The implementation period for existing projects will be determined based on either 20 years or the equivalent number of operational years calculated from the cumulative commissioning timeline as of May 31, 2025—whichever comes first. The equivalent annual values based on total lifecycle utilization hours are derived by dividing each project type’s total lifecycle utilization hours by Guangdong’s average annual utilization hours for new energy sources over the past three years. Specifically, this translates to 23 years for offshore wind power, 19 years for onshore wind power, and 21 years for photovoltaic systems.

05 Hebei Provincial Development and Reform Commission has released the "Notice on Optimizing and Adjusting Time-of-Use Electricity Pricing Policies for Industrial, Commercial, and Other Users in the Northern Hebei Power Grid (Draft for Comments)"

On October 16, the Hebei Provincial Development and Reform Commission released the "Notice on Optimizing and Adjusting Time-of-Use Electricity Pricing Policies for Industrial, Commercial, and Other Users in the Northern Hebei Power Grid (Draft for Comments)." The notice stated that, compared to the current system, the optimized time-of-use pricing will introduce an additional 3-hour "deep valley" period from 12:00 to 15:00 starting in November and lasting through January of the following year. Additionally, the peak hours during June to August will be shifted back by one hour—from the original 17:00 to 20:00 to 18:00 to 21:00. Meanwhile, from February to May and September to October, the previously designated peak period from 8:00 to 10:00 will be reclassified as a "flat valley," effectively eliminating the two-hour morning peak period. These adjustments may make it challenging for industrial and commercial users to meet their peak-and-valley charging and discharging needs during the autumn and winter months, potentially impacting the payback periods for energy storage investments in the industrial and commercial sectors.

Time Segment Division

(1) June, July, and August each year

Low point: 11:00 PM - 7:00 AM the next day

Flat period: 7:00-10:00, 12:00-16:00, 22:00-23:00

Peak hours: 10:00-12:00, 16:00-18:00, 21:00-22:00

Peak Hours: 6:00 PM - 9:00 PM

(II) November, December, and January of the following year

Foothills: 12:00-15:00

Low point: 1:00-6:00

Flat periods: 6:00-7:00 AM, 9:00 AM-12:00 PM, 3:00-4:00 PM, 10:00 PM-midnight the next day

Peak hours: 7:00-9:00 AM, 4:00-5:00 PM, 7:00-10:00 PM

Peak Hours: 5:00 PM - 7:00 PM

(III) Every February

Foothills: 12:00-15:00

Low point: 1:00-6:00

Flat period: 6:00 AM - 12:00 PM, 3:00 PM - 4:00 PM, 10:00 PM - 1:00 AM the next day

Peak hours: 4:00 PM - 10:00 PM

(Four) March, April, May, and September, October each year

Low points: 1:00–6:00, 12:00–3:00 PM

Flat period: 6:00 AM - 12:00 PM, 3:00 PM - 4:00 PM, 10:00 PM - 1:00 AM the next day

Peak hours: 4:00 PM - 10:00 PM

This notice will take effect from January 1, 2026. In case of any inconsistency between the current policy and this notice, the provisions of this notice shall prevail.

Key words:

Happy beyond measure! Hydrogen Power’s September-October Birthday Party: Milk Tea + Ring Toss Carnival Fun!

Energy Storage Insights: Tracking Industry Hotspots!

Happy beyond measure! Hydrogen Power’s September-October Birthday Party: Milk Tea + Ring Toss Carnival Fun!

Energy Storage Insights: Tracking Industry Hotspots!