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12

2026-01

Energy Storage News: Tracking Industry Hotspots!

On December 31, 2025, the National Development and Reform Commission and the National Energy Administration issued Guiding Opinions on Promoting High-Quality Development of the Power Grid. The Opinions set forth specific targets: By 2030, a new-type power grid platform—featuring a robust backbone grid and distribution network as key foundations, complemented by intelligent microgrids—will be preliminarily established. The capacity for optimal allocation of grid resources will be significantly enhanced; the scale of “power transmission from west to east” will exceed 420 million kilowatts, with newly added inter-provincial power mutual assistance capacity reaching approximately 40 million kilowatts. The proportion of power generated from new energy sources will reach around 30%, and the capacity to accommodate distributed new energy will reach 900 million kilowatts, supporting over 40 million charging infrastructure units. By 2035, the development of the backbone grid, distribution network, and intelligent microgrids will be fully coordinated, and the safety governance mechanisms across all levels of the grid will be further refined. The level of intelligence and digitalization throughout the entire lifecycle of grid facilities will be markedly improved, effectively supporting the safe and stable operation of the new power system and the healthy development of various grid-connected entities, thereby contributing to the achievement of the country’s nationally determined contribution targets. The Opinions emphasize supporting the construction of distributed independent energy storage systems and grid-replacement energy storage systems, thereby enhancing the interaction between distribution networks and various emerging grid-connected power models. The Opinions also call for improving the intelligent control capabilities and operational compatibility of all elements within smart microgrids—namely, generation, grid, load, and storage—and gradually increasing the proportion of self-generated and self-consumed new energy. Furthermore, they encourage actively promoting the development of regulatory capabilities for new grid-connected entities such as distributed new energy and advanced energy storage systems, enabling synergistic optimization and dispatch of diverse and massive resources. The Opinions stress strengthening the personnel and support systems at city (prefecture) and county (distribution) dispatch levels. They also call for refining the regulatory rules governing transmission and distribution tariffs. To meet the needs of building a new power system, the Opinions suggest exploring two-part tariff structures or single-capacity tariffs for projects primarily focused on transmitting clean energy or providing grid connection services. For emerging business models such as local consumption of new energy, single-capacity tariffs will be implemented. Additionally, the Opinions propose studying and establishing a mechanism for settling permitted revenues of grid enterprises, perfecting methods for monitoring and auditing transmission and distribution costs, and solidifying the foundation for pricing.

2026-01-12

15

2025-12

Energy Storage News: Tracking Industry Hotspots!

On December 10, the Ministry of Industry and Information Technology released the "Administrative Measures for Industrial Technology Foundation Public Service Platforms."

2025-12-15

10

2025-11

Energy Storage Insights: Tracking Industry Hotspots!

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.

2025-11-10

27

2025-10

Energy Storage Insights: Tracking Industry Hotspots!

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.

2025-10-27

13

2025-10

Energy Storage Insights: Tracking Industry Hotspots!

On September 30, the National Development and Reform Commission and the National Energy Administration jointly issued a notice announcing the release of the "Measures for the Management of Energy Planning." A responsible official from the National Energy Administration answered questions from reporters, while the Electric Power Planning & Engineering Institute provided an interpretation. The National Comprehensive Energy Plan, national energy plans covering specific sectors, and regional energy plans are all systematically formulated and compiled under the coordination of the National Development and Reform Commission and the National Energy Administration. These planning catalogs must adhere to the principle of streamlining, ensuring they avoid issues such as excessive quantity or overlapping content. In principle, no plans outside the approved catalog list may be developed. Additionally, plans related to routine tasks or those with implementation periods shorter than three years are generally not required to be formally planned.

2025-10-13

22

2025-09

Energy Storage Insights: Tracking Industry Hotspots!

The action plan outlines that by 2027, the nationwide installed capacity of new energy storage systems will reach over 180 million kilowatts, driving direct project investments of approximately 250 billion yuan. Currently, lithium-ion battery-based energy storage remains the dominant technology pathway, though a wider range of technological approaches and application scenarios will continue to expand. The plan also calls for piloting several demonstration projects and developing a number of exemplary application cases. New energy storage systems are encouraged to fully participate in the electricity market. Specifically, "new energy + energy storage" facilities will be promoted as unified bidding entities, enabling them to integrate seamlessly into electricity market transactions. Additionally, orderly initiatives will be launched to facilitate the participation of advanced energy storage technologies in medium- and long-term market mechanisms.

2025-09-22

16

2025-09

Energy Storage Insights: Tracking Industry Hotspots!

On September 8, the National Development and Reform Commission (NDRC) and the National Energy Administration jointly released the "Implementation Opinions on Promoting High-Quality Development of Energy Integration with 'Artificial Intelligence,'" which stated that by 2027, a preliminary integrated innovation system combining energy and AI will be established, laying a solid foundation for the coordinated development of computing power and electricity. Significant breakthroughs are expected in core energy technologies empowered by AI, with applications becoming increasingly widespread and deepened. By 2030, specialized AI technologies and applications in the energy sector are projected to reach globally leading levels overall.

2025-09-16

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