On September 22, Guangzhou, a conference on new energy storage and the industrial ecology of new power systems was quietly held. Unlike previous events, the main theme of this conference was no longer a showcase of a single company's technology, but rather a collective appearance of the industry chain—ranging from battery manufacturing to system integration, from solutions to financial support, the complete ecological chain made its debut in a holistic manner.

At the conference site, 22 ecological chain enterprises completed centralized signing, covering cutting-edge technology routes such as solid-state batteries and sodium-ion batteries. This scene confirms a trend: the competition in the energy storage industry is shifting from "individual battles" among enterprises to "overall contests" among industrial chains.

At the same time, national-level policies continue to intensify. The "Special Action Plan for the Large-Scale Construction of New Energy Storage (2025-2027)" clearly states that by 2027, the installed capacity of new energy storage nationwide will reach over 180 million kilowatts, driving direct investment in projects of approximately 250 billion yuan.

Data shows that by the end of 2024, the cumulative installed capacity of new energy storage in our country has reached 73.76 million kilowatts, a year-on-year increase of over 60%. In the first half of 2025, the installed capacity of new energy storage will further break through the 100 million kilowatt mark.

China has ranked first in the world for newly installed capacity for three consecutive years. In 2024, the combined share of newly installed capacity in China, the United States, and Europe will exceed 90%, continuing to lead the global energy storage market development.

The new energy storage and pumped storage are like the "power banks" of the power system, charging during low electricity demand and discharging during peak times. They can not only smooth out the instability of photovoltaic and wind power but also provide auxiliary services such as peak shaving and frequency regulation for the operation of the power system.

With the increasing demand for regulation capacity in the power system and the expansion of new energy development and consumption scale, the advantages of new-type energy storage, such as short construction cycles, flexible site selection, and strong regulation capacity, are becoming increasingly prominent.

The most enlightening aspect of this conference is the demonstration of a new model for deep collaboration along the upstream and downstream of the industrial chain. Wuhan Business University and Junan Energy Storage jointly established the Research Institute of New Energy and Energy Storage Technology, introducing an academician team to focus on technological breakthroughs, with multiple achievements already entering the industrialization stage.

This integrated model of "industry-university-research-application" is becoming an important engine for promoting technological innovation in the industry.

On the technical level, various technological routes are flourishing. Although lithium-ion battery energy storage still dominates, the proportion of flow battery energy storage and compressed air energy storage continues to increase.

The focus of industry innovation is concentrated on matrix multi-channel temperature control architecture and global temperature difference coordination technology, among which AI dynamic regulation algorithms have become the key breakthrough point. The new system predicts the temperature evolution trend of battery clusters through real-time thermal field simulation, achieving millisecond-level response adjustment.

“Group outings at sea” has become the most关注话题 of this conference. In the face of global energy transition opportunities, Chinese companies are upgrading from single product exports to overall solution outputs.

This transformation means that Chinese energy storage companies are beginning to go global as a whole by integrating the model of "Chinese standards, Chinese technology, Chinese solutions," rather than just exporting products. This model will significantly enhance the voice of China's energy storage industry in the global market.

The expansion into overseas markets has already shown results. CATL has become the preferred supplier for the UAE RTC 19GWh/8h data center energy storage project by 2025, marking a substantial breakthrough in the ultra-large-scale long-duration energy storage market.

欣旺达持续完善全球制造网络布局，已在中国、泰国、匈牙利等多个国家和地区建立生产基地，展现了创新技术转化为全球供应能力的优势。

Quality and safety are the cornerstones for Chinese energy storage companies to "go global." The "Guiding Opinions on Promoting the High-Quality Development of Energy Equipment" emphasizes the need to "promote the establishment of a high safety and high reliability battery energy storage equipment system," providing clear guidance for competition in the international market.

Looking ahead, the development of the new energy storage industry will present a clear three-stage evolution path: entering the initial stage of scaled development in 2027, achieving comprehensive market-oriented development by 2030, and entering the high-quality development stage by 2035.

Long-duration energy storage technology has become a key to future development. New energy storage station projects with a duration of 4 hours or more are gradually increasing, reflecting the accelerated implementation of medium- and long-duration energy storage technology.

Zhao Tianshou, an academician of the Chinese Academy of Sciences, pointed out that to build a new power system dominated by new energy, it is necessary to rely on energy storage technology that is "highly safe, long-duration, and cross-seasonal."

Digital intelligence technology will deeply empower the energy storage industry. The "Guiding Opinions on Promoting the High-Quality Development of Energy Equipment" propose to focus on breakthroughs in independently controllable industrial control systems, intelligent perception of equipment, and intelligent operation and maintenance of digital intelligence products.

Digital twin technology can be applied to the full lifecycle management of energy storage systems. Through virtual simulation and real-time monitoring, it helps operation and maintenance personnel identify safety risks in advance, achieving minimal or unattended operation, greatly reducing operation and maintenance costs.

After understanding the macro trends, are you thinking about how energy storage can create specific value for your business?

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