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Energy Storage Insights: Tracking Industry Trends! Hydrogen Power | November 17, 2025, 10:15 AM | Henan

Release time:

2025-11-17

Source:

National Policies and Headlines

01 The National Energy Administration has released the "Guiding Opinions of the National Energy Administration on Promoting the Integrated Development of New Energy."

On November 12, the National Energy Administration released the "Guiding Opinions of the National Energy Administration on Promoting the Integrated Development of New Energy."

The opinion points out that by 2030, integrated and convergent development will become a key approach to new energy growth, significantly enhancing the reliability of new energy as a substitute while markedly boosting market competitiveness, thereby providing strong support for a comprehensive green transformation of the economy and society.

Optimize the power structure and energy storage configuration ratio of the "Shaguo Huang" new energy base,因地制宜 (adapting to local conditions) by developing regulating power sources such as solar thermal power generation. At the same time, reasonably control the demand for newly built coal-fired power capacity in the base, and encourage approaches like molten salt thermal storage coupled with peak-shaving, as well as on-site green ammonia production blended with coal combustion—methods that enhance deep-level synergy between new energy and coal power, thereby boosting the proportion of green electricity generated at the base. Additionally, support regions with suitable conditions to fully leverage the supporting and regulating capabilities of solar thermal, pumped hydro storage, and advanced energy storage technologies, exploring the possibility of creating 100% renewable energy bases. Furthermore, investigate the development of innovative integrated water-wind-solar bases, using pumped hydro storage and other advanced energy storage systems as regulatory power sources to drive large-scale, high-quality development of nearby wind and solar resources.

Promote integrated and aggregated operations for new energy. Continuously enhance the accuracy of new-energy power generation forecasting, actively adopt advanced grid-forming technologies, and advance coordinated, joint, and optimized control across multiple types of new energy sources. Comprehensively strengthen the observability, measurability, adjustability, and controllability of new energy systems, while building a group of system-friendly new-energy power plants. Encourage the integrated utilization of new energy with co-located energy storage facilities, explore substantive joint operations between new energy and other power sources under certain conditions, and collaboratively develop market participation strategies to boost overall market competitiveness.

Encourage integrated development of solar, storage, and charging/swap systems. Promote the advancement of building-integrated photovoltaics, ensuring that PV systems are planned, designed, constructed, and implemented simultaneously with buildings. This will drive low-carbon energy use and clean heating in buildings, ultimately paving the way for the construction of "solar-storage-direct-flexible" next-generation buildings.

Optimize the power dispatching mechanism. On the premise of ensuring grid safety and stability, promote coordinated and optimized dispatching for projects such as "Shaguo Huang," hydropower-wind-solar integration, and offshore new energy bases. Actively encourage the aggregation and coordinated control of distributed resources through models like virtual power plants, and foster integrated projects that combine new energy with industrial applications, thereby enhancing the collaborative efficiency of source, grid, load, and storage elements, as well as improving the system's self-balancing capabilities. Additionally, refine and完善 technical standards, operational rules, and evaluation criteria for grid connection and dispatching across various types of projects, clearly defining the regulatory relationships and accountability frameworks among all relevant parties.

Improve market trading and certification mechanisms. Support "Shaguo Huang" and integrated water-solar-wind new energy bases to participate in electricity market transactions through an integrated model. Promote multi-year green power purchase agreements, and refine the market participation and transaction settlement mechanisms for new energy projects that are closely integrated with industrial applications. Actively explore ways for these integrated new energy projects to fairly engage in both the electricity energy market and the ancillary services market. Additionally, advance the development of a robust capacity compensation mechanism, and investigate including eligible integrated new energy projects within the scope of capacity compensation. Finally, pioneer efforts to establish certification frameworks for non-electric energy carriers such as green hydrogen, ammonia, and methanol, while gradually enhancing green evaluation standards, certification protocols, and labeling systems.

02 The National Development and Reform Commission and the National Energy Administration have released the "Guiding Opinions on Promoting New Energy Consumption and Regulation."

On November 10, the National Development and Reform Commission and the National Energy Administration jointly released the "Guiding Opinions on Promoting New Energy Consumption and Regulation."

The opinion points out that by 2035, a new type of power system tailored for high proportions of renewable energy will be basically established, the renewable energy consumption and regulation framework will be further refined, and the nationwide unified electricity market will play a fundamental role in allocating renewable energy resources.

Accelerate efforts to enhance system regulation capabilities. Actively promote the construction of key reservoir hydropower stations in river basins, as well as expansion and capacity upgrades of existing hydropower facilities. Speed up the development of pumped storage power plants to fully leverage their multiple functions, such as peak shaving and valley filling. Vigorously advance the construction of advanced, safe, and efficient new energy storage systems, unlocking the potential of energy storage integrated with renewable energy projects to improve utilization efficiency. Appropriately plan for peaking gas-fired power plants tailored to local conditions.因地制宜 (adapt to local resources and needs) to develop concentrating solar power plants where feasible. Drive the transformation and upgrading of next-generation coal-fired power plants, accelerating the shift toward renewable energy sources to replace coal-fired captive power plants. Fully harness the role of virtual power plants in aggregating load-side flexibility resources, while expanding large-scale applications of vehicle-to-grid (V2G) interactions. Focus on breakthroughs in flexible system regulation technologies. Innovatively deploy diverse technological approaches, including flow batteries, compressed air energy storage, and gravity-based energy storage, to expedite advancements in large-capacity, long-duration energy storage solutions. Ensure that newly built pumped storage power plants are equipped with variable-speed regulation capabilities. Deepen the application of coordinated operation and control technologies for virtual power plants, along with diversified trading techniques, to broaden the use of innovative load-flexibility regulation technologies. Accelerate pilot projects and widespread adoption of next-generation coal-fired power technologies. Support the emergence of new business models that facilitate local consumption of renewable energy. Promote the healthy and sustainable development of integrated energy systems—such as source-grid-load-storage integration, direct green power connections, smart microgrids, and incremental distribution networks designed for renewable energy access—while also supporting localized renewable energy integration. This will help boost green electricity consumption in industrial parks, commercial buildings, export-oriented enterprises, and high-energy-consuming industries, while enhancing power supply reliability in remote regions.

03 The State Council Information Office has released the white paper titled "China's Actions for Peaking Carbon Emissions and Achieving Carbon Neutrality."

On November 8, the State Council Information Office released the white paper titled "China's Actions for Reaching Peak Carbon and Achieving Carbon Neutrality."

The foreword states that this white paper is released to comprehensively showcase the significant achievements China has made over the past five years in advancing carbon peaking and carbon neutrality, as well as to share China's approaches and practical experiences in tackling these critical issues. It mentions:

Energy activities are the primary source of carbon emissions, making the green and low-carbon transformation of the energy sector crucial for achieving peak carbon and carbon neutrality goals. Grounded in China's basic national conditions and developmental stage, while ensuring energy security, China is vigorously promoting the substitution of renewable energy sources, advancing the construction of a new energy system and a new power system—providing strong support for realizing the "dual carbon" targets.

China adheres to the principle of "establish first, then phase out," placing high priority on vigorously developing non-fossil energy sources. As a result, the country has achieved the largest-scale and fastest-growing renewable energy development globally. This has driven the share of non-fossil energy consumption from 16.0% in 2020 to 19.8% in 2024, with an average annual increase of nearly 1 percentage point.

Promote the transformative development of wind and photovoltaic power generation. China adheres to a balanced approach that combines centralized and distributed systems, accelerating the construction of large-scale wind and photovoltaic power bases—particularly in desert, Gobi, and barren regions—while also advancing the standardized and orderly development of offshore wind power. At the same time, the country is actively promoting rooftop photovoltaic installations in urban and rural areas and encouraging the development of decentralized wind projects in rural communities. As of the end of August 2025, the installed capacity of wind and photovoltaic power has surpassed 1.69 billion kilowatts—more than three times the level recorded in 2020. These renewable energy sources have accounted for approximately 80% of all new power-generation capacity added since 2020, with the share of wind and solar power steadily climbing to new heights at an average annual growth rate of 2.2 percentage points.

As new energy sources continue to expand at a large scale, China is vigorously enhancing the safe operation and risk-resilience capabilities of its power system. The country is accelerating the development of a new type of power system that is clean, low-carbon, secure, abundant, economically efficient, demand- and supply-coordinated, and smartly flexible. This initiative promotes integrated growth across the entire "source-grid-load-storage" framework—encompassing power generation, grid infrastructure, end-use loads, and energy storage—and has enabled the large-scale development and utilization of renewable energy resources.

Enhance the coordinated and optimized operation capabilities of power sources. China has fully leveraged the flexible regulation capacity of coal-fired power plants, comprehensively implementing flexibility upgrades for coal-fired generating units—more than 50% of these units now possess deep peak-shaving capabilities. Additionally, natural gas peaking power plants are being built according to local conditions, while pumped storage hydro and concentrating solar power facilities are strategically deployed. Meanwhile, the large-scale application of advanced energy-storage technologies is being accelerated. By continuously optimizing multi-energy complementary dispatching methods on the power supply side, we are fully tapping into peak-shaving potential, ensuring the safe operation and steadily improving the comprehensive regulation capabilities of the power system.

Strengthen the development of next-generation energy storage systems. Energy storage is a critical foundation for building a new-type power system. China is promoting the integrated and coordinated development of energy storage with every segment of the power system. Actively advancing initiatives such as "new energy + energy storage," integrated source-grid-load-storage solutions, and complementary multi-energy systems, while prioritizing key grid nodes or remote regions to strategically deploy advanced energy storage technologies. Additionally, we encourage electric vehicles and uninterruptible power supplies to participate in system peak-shaving and frequency regulation efforts. We are also driving the diversified application of cutting-edge technologies, including lithium-ion batteries, flow batteries, compressed-air energy storage, gravity-based energy storage, and flywheel energy storage systems. By the end of 2024, China’s installed capacity of next-generation energy storage reached 73.76 million kilowatts/168 million kilowatt-hours—20 times higher than in 2020—and now accounts for over 40% of the global total installed capacity.

Strengthen practical cooperation on green energy. China has established energy cooperation platforms with six major regional groups, including ASEAN, the Arab League, the African Union, Central and Eastern Europe, the Shanghai Cooperation Organization, and the Asia-Pacific Economic Cooperation. Additionally, China has forged "Belt and Road" energy partnership frameworks with 34 countries and is collaborating on green energy projects with over 100 nations and regions. Over the years, China has actively undertaken clean-energy power projects in countries jointly building the Belt and Road Initiative, effectively supporting these host nations in their transition toward greener energy systems and fostering high-quality development.

04 The National Energy Administration has issued the "Guiding Opinions on Promoting the Integrated Development of Coal and New Energy."

Recently, the National Energy Administration issued the "Guiding Opinions on Promoting the Integrated Development of Coal and New Energy," proposing: Leverage coal mining area resources to vigorously develop new energy, systematically implement clean energy substitution in mining areas, and by the end of the 15th Five-Year Plan period, essentially establish a mature development model for photovoltaic and wind power industries in coal mining regions, while also building a number of clean, low-carbon mining areas.

The main task highlights the need to innovate approaches for developing and utilizing green energy in mining areas. Specifically, it calls for因地制宜 (tailoring solutions to local conditions) to build intelligent microgrids in mining regions, featuring coordinated control among "energy sources, grids, loads, and storage." This initiative will drive the integrated development and operation of photovoltaic and wind power, coalbed methane-based power generation, diversified energy storage systems, and smart energy management systems—promoting efficient, complementary use of multiple energy sources. Additionally, the plan actively encourages enhancing the ability of mining areas to regulate production loads, while systematically advancing direct connections to green electricity. It also advocates for greater participation in green certificate and green electricity trading schemes, aiming to significantly increase the proportion of green power used within these regions. Furthermore, the strategy emphasizes vigorous efforts to promote energy-saving and carbon-reduction upgrades across mining areas. This includes benchmarking against industry-leading and advanced standards to modernize key energy-consuming equipment, with a particular focus on critical facilities such as mining machinery repair workshops and transportation/logistics hubs. The goal is to establish a series of exemplary, high-efficiency, low-carbon, and even zero-carbon industrial parks and campuses, thereby reducing overall carbon emissions in mining regions. Finally, the initiative encourages eligible mining areas to scientifically implement carbon sink forest and grassland projects, working collaboratively to restore ecosystems while simultaneously boosting carbon sequestration and enhancing carbon sinks in these regions.

Local Policies and Headlines

01 The Energy Bureau of the Inner Mongolia Autonomous Region has issued the "Notice on Matters Relating to the Standardization of Management for Independent New Energy Storage Power Stations."

On November 10, the Energy Bureau of the Inner Mongolia Autonomous Region issued the "Notice on Matters Relating to the Standardization of Management for Independent New Energy Storage Power Stations."

The notice indicates that the compensation standard for power discharged from independent new energy storage power stations into the public grid in 2026 will be 0.28 yuan per kilowatt-hour. For independent new energy storage power stations included in the list of construction projects in Inner Mongolia Autonomous Region, the calculation of compensation for power discharged to the public grid will begin from the month when substantial commercial operation commences after completion.

The recently released notice also stated that grid companies should publicly announce daily electricity supply-and-demand forecasts, verify the charge-discharge curves submitted by independently operated, newly built energy storage power stations, and, in principle, limit the number of full-capacity charging cycles within a single day for these stations to no more than 1.5 times.

Energy storage power stations listed on the registry must not alter their construction plans without authorization. During the project's construction period and within two years after completion, the shareholding ratios among project stakeholders cannot be changed through methods such as nominee holdings, hidden shareholders, or cross-shareholdings. Additionally, the investment entity must not undergo any substantive changes—whether by selling shares, leasing assets, subcontracting, or transferring contracts—in any form. For projects where shareholder equity ratios are altered, the investment entity is changed, or the actual controller shifts, the energy authorities of each league and city must immediately terminate the project or report to the Autonomous Region Energy Bureau, which will then remove the relevant project from the Independent New Energy Storage Project List of Inner Mongolia Autonomous Region.

02 Jilin Provincial Energy Administration's "Jilin Province Electricity Market Operation Rules and Supporting Implementation Details (Trial Version 4.0)"

On November 10, the Jilin Provincial Energy Administration released the "Jilin Province Electricity Market Operation Rules and Supporting Implementation Details (Trial Version 4.0)," which includes updated content related to energy storage in the "Jilin Province Electricity Ancillary Services (Frequency Regulation) Market Implementation Details" and the "Jilin Province Day-Ahead Electricity Market Trading Implementation Details."

The "Implementation Details for Jilin Province's Electricity Ancillary Services (Frequency Regulation) Market" states that grid-connected power generation units equipped with supporting energy storage systems, after being approved by the power dispatching agency, may participate in the frequency regulation market as joint entities. If the integrated energy storage system meets the requirements for independent energy storage, it can, upon mutual agreement with the grid-connected power generation unit, voluntarily transition to independent energy storage and join the frequency regulation market in accordance with relevant regulations of Jilin Province. Additionally, hybrid virtual power plants formed by aggregating distributed energy storage resources alone—provided they meet the corresponding criteria—may participate in the frequency regulation market under the same requirements applicable to independent energy storage systems.

During the operation of the spot market, independently operated energy storage systems that have already declared participation in the frequency regulation market will no longer take part in the spot-market clearing process, and their day-ahead charging and discharging schedules will be set to zero.

The frequency modulation capacity prices are sorted from lowest to highest. If prices are identical, the bid with the higher historical comprehensive frequency modulation performance coefficient kp will be awarded first. If both the price and the historical comprehensive frequency modulation performance coefficient kp are the same, the bid with the larger standard frequency modulation capacity will take precedence.

The price of the last winning frequency modulation service provider is set at the current clearing price in the FM market; however, the upper limit for the FM market clearing price does not exceed 15 yuan/MW.

The participants in the frequency modulation service cost-sharing include coal-fired units, new energy plants, independent energy storage facilities, and virtual power plants that take part in the spot market. During the initial trial phase of the spot market, the costs for frequency modulation ancillary services will not yet be allocated to the user side.

The "Implementation Rules for Spot Electricity Trading in Jilin Province" state that independent new energy storage systems can act as market participants; meanwhile, newly built energy storage facilities integrated with their respective operators are treated as a single entity. Once connected to the power dispatch automation system and subject to grid monitoring and scheduling, these facilities—provided they hold legal person status—may choose to transition into standalone energy storage projects, enabling them to directly participate in electricity market transactions as independent operators. The准入 threshold for independent energy storage systems is set at 5 MW/2 hours.

The price range for the upper and lower limits of day-ahead/real-time market clearing in the electricity market is set between 0 and 1,500 yuan per megawatt-hour.

Independent energy storage systems can voluntarily choose, on a calendar-month basis, to participate fully in the day-ahead spot market either through the "quantity-and-price bidding" method—or, alternatively, to independently decide their charge/discharge power curves, opting instead for "quantity-only bidding," which ensures priority clearing in the day-ahead spot market.

Independent energy storage systems participate in the frequency regulation market based on their bid-winning frequency modulation capacity and real-time state of charge, but no longer take part in the spot market. During actual frequency regulation operations, the system adjusts its charging and discharging activities as well as its state of charge according to the real-time AGC frequency regulation demands.

The number of daily charge-discharge cycles refers to the maximum allowable number of state transitions between charging and discharging that an independent energy storage system can undergo each day during the spot market optimization process. Specifically, when the cumulative charged and discharged capacity of the independent energy storage system reaches 200% of its maximum allowed state of charge during spot market optimization, it counts as one full daily charge-discharge cycle.

"Reporting volume but not quoting prices," independent energy storage and load-based virtual power plants participating in the market are given priority clearing in the day-ahead spot market, without engaging in market pricing.

Independent energy storage systems should, in principle, follow the pre-day charge-and-discharge schedule during the day, prioritizing clearing in the real-time spot market without participating in market pricing. However, when entering the frequency regulation market, these systems will dynamically track frequency regulation instructions in real time.

Independent energy storage systems must ensure that their state of charge at the initial and final moments of the optimized period aligns with both the end-of-last-optimization-cycle conditions and the parameters declared by the independent storage provider.

03 The Beijing Electricity Trading Center has released the "2026 Transmission Prices for All Links of Inter-Provincial and Inter-Regional Transactions by State Grid Corporation of China."

On November 7, the Beijing Electricity Trading Center released the "2026 Transmission Prices for All Links of Inter-Provincial and Inter-Regional Transactions by State Grid Corporation of China," which announced: transmission prices for dedicated inter-provincial and inter-regional projects, regional grid transmission prices, transmission prices in sending provinces, as well as the potential cost-saving sharing opportunities from price reductions in these special projects.

The attachment shows that the transmission prices for 40 inter-provincial and inter-regional special projects range from 0.81 yuan/kWh to 8.36 cents/kWh.

The transmission prices for the regional power grid consist of electricity price, capacity price, and line-loss price, among which:

The highest electricity price in the Central (Southwest) region is 2.22 cents/kWh, while in the Northeast it’s 1.63 cents/kWh, the Northwest region sees 1.42 cents/kWh, the North China region charges 0.82 cents/kWh, and the East China region offers 0.75 cents/kWh.

And in the submitted provincial transmission price list:

Sichuan sets the highest approved transmission price: 5.22 cents/kWh,

Hubei and Shaanxi have both set their maximum electricity transmission prices at 4 cents/kWh.

Other provinces with rates exceeding 3 cents/kWh include Gansu at 3.82 cents, Qinghai at 3.72 cents, Xinjiang at 3.49 cents, Eastern Mongolia at 3.01 cents, Jilin at 3.0 cents, and Heilongjiang at 3.0 cents.

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Energy Storage Insights: Tracking Industry Hotspots!

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Energy Storage Insights: Tracking Industry Hotspots!