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Energy Storage Insights: Tracking Industry Hotspots!

Release time:

2025-11-10

Source:

On October 31, the National Energy Administration held its fourth-quarter press conference for 2025, during which it released updates on the nation’s energy situation in the first three quarters, the grid integration and operation of renewable energy sources, the development of electric vehicle charging infrastructure, and how market-oriented mechanisms helped successfully meet the summer peak demand and ensure a stable power supply. At the press conference, a senior official addressing concerns about "negative electricity prices" noted that brief instances of negative pricing can be viewed as a "traffic light" for the electricity market, encouraging power plants to adjust operations more deeply, prompting consumers to shift their usage to off-peak hours, and guiding investments in various new players such as energy storage systems. Additionally, when discussing this year’s investment trends in the energy sector, the National Energy Administration highlighted that nuclear power, power grids, advanced energy storage technologies, and coal-fired power generation have become key drivers boosting growth in major energy projects. A number of independent energy storage projects in Northwest China, Southern China, and North China are accelerating construction. In the first eight months of this year, Xinjiang, Guangdong, Yunnan, Shandong, and Inner Mongolia all reported year-on-year investment growth rates exceeding 100% for their respective new energy storage flagship projects.

National Policies and Headlines

01 Office of the Ministry of Industry and Information Technology, "Notice on Issuing the Fourth Batch of Industry Standard Development and Revision Plans for 2025"

On November 4, the General Office of the Ministry of Industry and Information Technology issued the Notice on Printing and Distributing the Fourth Batch of Industry Standard Development and Revision Plans for 2025 (MIIT Office Sci. & Tech. Letter [2025] No. 423), which included 15 new standard development and revision plans for the energy storage industry.

Solid-state lithium batteries utilize solid electrolyte inorganic oxide slurries, with the primary drafting organizations being the China Academy of Information and Communications Technology, BYD Co., Ltd., and Ganfeng Lithium Co., Ltd.

Chemical Analysis Method for Sulfide Solid Electrolytes in Solid-State Lithium Batteries – Part 1: Test Method for Lithium Content; Key drafting units include the China Academy of Information and Communications Technology, Hefei Guoxuan High-Tech Power Energy Co., Ltd., and Shenzhen BYD Lithium Battery Co., Ltd.

Solid-state lithium batteries utilize poly(ethylene oxide)-based polymer solid electrolytes, with the primary drafting organizations being Hefei Guoxuan Hi-Tech Power Energy Co., Ltd., the China Academy of Information and Communications Technology, and Xinwangda Electronics Co., Ltd.

Solid-state lithium batteries utilize lithium-phosphorus-sulfur-chloride sulfide solid electrolytes, with the primary drafting organizations being Hefei Guoxuan Hi-Tech Power Energy Co., Ltd., the China Academy of Information and Communications Technology, and Shenzhen Saixi Information Technology Co., Ltd.

The pre-lithiated silicon-oxide anode material for lithium-ion batteries was primarily drafted by Hefei Guoxuan Battery Materials Co., Ltd., the China Academy of Information and Communications Technology, and Shenzhen Saixi Information Technology Co., Ltd.

Local Policies and Headlines

01 The Yancheng Municipal People's Government of Jiangsu Province has issued the "Notice on Effectively Promoting Direct Green Electricity Connections in Our City's Coastal Areas."

On November 3, the Yancheng Municipal People's Government of Jiangsu Province issued the "Notice on Effectively Promoting Direct Green Electricity Connections in Coastal Areas of Our City," which clearly outlines "one county, one strategy" green electricity direct connection plans for seven coastal regions. These seven regions include the Dongtai Coastal Economic Zone, Shayang Port Economic Development Zone, Binhai Port Economic Development Zone, Xiangshui Industrial Economic Zone, Dafeng Port Economic Development Zone, Tinghu District Environmental Science & Technology City, and the Yancheng Economic & Technological Development Zone. The planned green electricity sources will primarily come from wind and photovoltaic projects. Currently, these seven regions already have an installed capacity of 5.8 GW from wind power and 1.5 GW from solar PV. In addition, the seven regions are set to develop approximately 75.5 GW of new green energy projects, including 35.83 GW of wind power and 39.66 GW of solar PV.

All regions are reducing the costs of green electricity applications through the "Four Collaborative" measures:

On the power generation side: Promote new energy projects to lower contracted electricity prices;

On the electricity sales side: Encourage power retailers to reduce service fees and pass the savings on to businesses;

User side: Guide enterprises to unlock energy-saving potential and reduce overall electricity costs;

On the service side: Promote the participation of third-party integrated energy companies.

02 The Anhui Hefei Municipal Development and Reform Commission has issued the "Notice of the Hefei Municipal Development and Reform Commission on Further Standardizing the Development, Construction, and Operation Management of Distributed Photovoltaic Power Generation Projects."

On November 3, the Development and Reform Commission of Hefei City, Anhui Province, released the "Notice of Hefei Development and Reform Commission on Further Standardizing the Development, Construction, and Operation Management of Distributed Photovoltaic Power Generation" (Draft for Comments). The document states that for distributed photovoltaic projects seeking to connect to areas with limited grid access, it is encouraged to enhance local consumption capacity through integrated solar-storage-charging systems and collaborative, interactive approaches involving energy sources, grids, loads, and storage.

When distributed photovoltaic power generation projects encounter a queue in areas with no available capacity, the power company should inform users that they can achieve grid connection in their region by integrating energy storage systems, and simultaneously provide the recommended energy storage-to-power ratio for users' reference in making their decisions.

Distributed photovoltaic power generation projects built using existing load capacity must, in yellow zones, be equipped with new energy storage facilities accounting for no less than 50% of the installed capacity and capable of operating for at least 2 hours. In red zones, the requirement increases to at least 100% of the installed capacity, also with 2-hour operational capability for the new storage systems. Energy storage systems should be planned, constructed, and put into operation concurrently with the PV projects themselves. For newly established distributed PV projects within the same restricted access level, any leased capacity from these new energy storage facilities will be treated as equivalent to on-site installed capacity. Additionally, all new self-consumption distributed PV projects located within the same land-use boundary as newly added electricity consumers are exempt from any limitations on accessible capacity.

The power supply company should strengthen monitoring of the operation status of distributed photovoltaic generation and energy storage projects, and conduct operational assessments of the surrounding grid as well as the higher-level grid as needed.

03 The Jilin Provincial Energy Bureau releases its reply document on "Suggestions for Strengthening Industrial and Commercial Energy Storage Development in Jilin Province"

On October 30, 2025, the Jilin Provincial Energy Administration released its reply document titled "Suggestions on Strengthening Industrial and Commercial Energy Storage Development in Jilin Province." The document emphasized that, aligned with national policy guidelines, the province will actively promote the establishment of new energy storage market mechanisms and continuously update and refine trading rules in response to market dynamics, thereby fostering the healthy and orderly development of innovative energy storage solutions.

In April of this year, the Jilin Provincial Energy Administration issued the "Jilin Province New Energy Storage High-Quality Development Plan (2024–2030)," emphasizing the need to accelerate the establishment of comprehensive access criteria, trading mechanisms, technical standards, and price-setting frameworks for new energy storage systems to participate in various electricity markets. The plan also highlights the importance of actively promoting the development of market-oriented mechanisms for new energy storage, thereby fostering the healthy and orderly growth of this emerging sector.

In the area of research on key technologies for energy storage, the Provincial Department of Science and Technology allocated 3 million yuan in project funding in 2024 to support technical research across various energy-storage projects. Additionally, the department has actively engaged with leading domestic research institutions, gaining deep insights into the latest developments in both domestic and international emerging energy-storage industries, thereby fostering the localization and commercialization of cutting-edge industry concepts and technological advancements within our province.

In September 2024, the Provincial Energy Administration and the Provincial Development and Reform Commission jointly issued the "Jilin Province New Energy Storage Power Station Recommended Layout Plan," outlining principles for the coordinated and site-specific deployment of new energy storage power stations. They also introduced a series of development plans, further detailing the province-wide layout of new energy storage facilities.

In terms of strengthening publicity and training, the Provincial Department of Industry and Information Technology has organized industrial and information departments across various regions to conduct a comprehensive survey and coordination of new energy storage construction needs among industrial sector users. Additionally, the department convened a special matchmaking meeting focused on energy storage facility construction for industrial enterprises, providing on-site policy briefings and answering questions for key industrial companies within the province.

04 The Northwest Energy Regulatory Bureau has issued the "Implementation Details for Inter-Provincial Medium- and Long-Term Electricity Trading in the Northwest Region—Special Chapter on New Energy Storage Trading."

On October 30, the Northwest Energy Regulatory Bureau issued the "Implementation Rules for Inter-Provincial Medium- and Long-Term Electricity Trading in the Northwest Region—Special Chapter on New Energy Storage Trading," which clearly states that new energy storage trading refers to medium- and long-term electricity contracts whose underlying assets are the charging and discharging volumes of advanced energy storage power stations.

The operating entities participating in the new energy storage trading are independent energy storage power stations. They participate in inter-provincial medium- and long-term electricity trading as both wholesale customers and power generation enterprises: they are treated as wholesale customers when charging, and as power generation enterprises when discharging. The amount of electricity declared for either charging or discharging must not exceed their respective charging or discharging capacity. The province or control area where the station is located is considered the province with equity rights over the independent energy storage power station.

The organizational approaches for new energy storage trading primarily include centralized bidding, listed trading, and bilateral negotiation.

05 The Energy Bureau of the Hubei Provincial Development and Reform Commission has issued the "Notice on Orderly Promoting the Construction of Direct Green Power Connection Projects."

On October 29, the Energy Bureau of Hubei Provincial Development and Reform Commission issued a notice on the orderly promotion of green electricity direct-linkage project construction. The document clearly states that the plan should include details such as power sources, load centers, direct-linkage lines, grid connection systems, and energy storage facilities. Regarding the energy storage facility configuration plan, it emphasizes the need for rational deployment of storage systems to enhance the system's regulation capabilities and meet requirements like managing peak-to-valley differences and ensuring high-quality power supply.

New energy facilities and load centers should, in principle, be located within the same county (city, district) or in two adjacent counties (cities, districts). The capacity of new energy projects should be determined reasonably based on factors such as electricity demand, load characteristics, wind and solar resources, and grid connection distances. The point where user-side connections meet the public grid marks the boundary of ownership. Power generation is primarily absorbed by the connected loads, and operators must ensure an appropriate utilization rate through measures like energy storage systems. Additionally, they are solely responsible for bearing operational risks, including curtailment of wind and solar power.

Viewpoint

The National Energy Administration: The brief occurrence of "negative electricity prices" can incentivize users to fill the valley and guide investment in energy storage infrastructure development.

On October 31, the National Energy Administration held its fourth-quarter press conference for 2025, during which it released updates on the nation's energy situation in the first three quarters, the grid integration and operation of renewable energy sources, the development of electric vehicle charging infrastructure, and how market-oriented mechanisms helped successfully meet the summer peak-load electricity supply challenges. During the briefing, a senior official addressed the issue of "negative electricity prices," noting that brief instances of negative pricing can be viewed as a "traffic light" for the power market, encouraging power units to adjust operations more deeply, prompting consumers to shift their usage to off-peak hours, and guiding investment and construction in various new players, such as energy storage systems.

Additionally, the National Energy Administration highlighted that nuclear power, power grids, advanced energy storage systems, and coal-fired power plants have become key drivers boosting investment growth in major energy projects this year. A number of independent energy storage projects in Northwest China, South China, and North China are accelerating construction. In the first eight months of this year, Xinjiang, Guangdong, Yunnan, Shandong, and Inner Mongolia saw their investments in new energy storage flagship projects grow by more than 100% year-on-year.

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Energy Storage Insights: Tracking Industry Hotspots!

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Energy Storage Insights: Tracking Industry Hotspots!