Core Insights - The new energy storage capacity on the user side in China showed year-on-year growth in October 2025, but there was a month-on-month decline [2] - The commercial and industrial storage sector dominates the market, accounting for over 90% of the total capacity [5] - The Central China region leads the market with over 50% of the installed capacity, particularly driven by Henan province [3][8] User-side Storage Capacity - In October, the user-side storage market was primarily driven by commercial applications, with new installations of 178.00 MW/445.19 MWh, showing a year-on-year decline of 39%/51% [5] - The newly operational projects predominantly utilized electrochemical storage technology, with lithium iron phosphate battery technology accounting for 99% of the installed capacity [6] Regional Distribution of User-side Storage - The Central China region accounted for 50% of the new installed capacity, leading the market in October [8] - Henan province had the largest new installed capacity, exceeding 40%, while Shandong followed [8] - The demand for user-side storage in Henan is rapidly increasing due to the province's push for integrated energy solutions and the release of new market demands in rural areas [8] User-side Storage Project Registrations - The number of new user-side storage project registrations in October was significantly higher than the same period last year, with a year-on-year increase of 91% in scale and 4% in number [12] - The traditional strong provinces (Zhejiang, Guangdong, Jiangsu) saw a decline in the number of new registrations, with a total of 430 new projects, down 41% year-on-year [13] Peak and Valley Electricity Prices - In October, 15 provinces had peak-valley price differences exceeding 0.7 yuan/kWh, with Guangdong having the highest price difference, maintaining above 1.0 yuan/kWh in certain areas [15] - The potential for arbitrage in user-side storage remains significant in Guangdong, indicating it could become an important market for user-side storage [16] Overall Analysis of New Storage Projects - In October 2025, the total newly installed capacity of new energy storage projects in China was 1.70 GW/3.52 GWh, reflecting a year-on-year decline of 35%/49% and a month-on-month decline of 51%/66% [18] - Despite the decline in October, the cumulative installed capacity for the first ten months reached 35.8 GW, showing a year-on-year growth of 36% [18]

Core Insights - The core viewpoint of the article highlights the rapid growth of China's energy storage industry, with installed capacity expected to exceed 100 million kilowatts by September 2025, marking a more than 30-fold increase compared to the end of the 13th Five-Year Plan, and accounting for over 40% of the global total, making China the world leader in this sector [3]. Group 1: Domestic Market Growth - The demand for energy storage continues to surge, with some companies reporting orders extending into next year [5]. - A Zhejiang-based power supply company can produce 20 megawatt-hours per day, equivalent to four energy storage containers, which can supply nearly 50 households daily [7]. - The overall production capacity of a Beijing-based energy storage system manufacturer has increased by nearly 80% compared to the same period last year [11]. - Since the implementation of mandatory energy storage policies in 2022, the domestic energy storage industry has accelerated, with shipment volumes increasing by over 80% year-on-year [13]. - Large-scale energy storage systems, particularly those used on the power generation and grid sides, have seen a year-on-year growth rate exceeding 200% [15]. Group 2: Policy and Market Dynamics - The rapid increase in energy storage demand is closely linked to the "dual carbon" goals, which have driven the penetration of renewable energy [17]. - The issuance of document 136 in February has accelerated market demand by removing mandatory energy storage requirements, leading to a faster release of market potential [19]. Group 3: International Expansion - In the first half of 2025, Chinese energy storage companies added 163 gigawatt-hours of overseas orders, a year-on-year increase of 246% [22]. - The demand for energy storage in India has surged tenfold this year, indicating a rapid growth phase in that market [24]. - Emerging markets in Eastern Europe have also seen at least a threefold increase in energy storage demand this year [26]. - The global energy transition is a key driver for the current wave of Chinese energy storage companies expanding internationally, with geopolitical factors contributing to increased demand [30]. - Demand in European and North American markets has grown by 3 to 5 times this year [31]. Group 4: Product and Service Evolution - The small-scale energy storage market is also experiencing rapid growth, with a focus on mobile and household storage products, primarily exported to Europe, America, and Africa [35]. - The revenue from energy storage for a Jiangsu-based battery company has nearly doubled this year, with products ranging from 2.5 kWh to 10 kWh for household use [37]. - Chinese energy storage companies are evolving their international strategy from a cost-based model to one that emphasizes full lifecycle service and maintenance [41].

Core Viewpoint - The 2025 China Energy Storage CEO Summit will be held from December 3-5, 2025, in Xiamen, Fujian, focusing on the theme "Breaking Waves and Coexisting - Co-creating a New Ecology for Global Energy Storage in 2026" [2] Group 1: Event Overview - The summit aims to discuss the global layout of the energy storage industry chain and will invite over 30 high-level guests from international energy organizations and project developers [2] - It serves as a precursor to the 14th Energy Storage International Summit and Exhibition (ESIE 2026), emphasizing overseas project development and localized operations [2] Group 2: International Guest Insights - Notable international guests include Mrs. Anggita Pradipta, Vice Chairman of ASOSIASI ENERGI SURYA INDONESIA, discussing the current status and future of Indonesia's solar storage market [3] - Mr. Benjamin Shing from the British Embassy in Beijing will interpret UK energy storage policies and market mechanisms, promoting bilateral cooperation between China and the UK in energy sectors [3][9] Group 3: Market Focus - The summit will address high-growth energy storage markets in Southeast Asia, seeking compatible and cost-effective cooperation resources and solutions [4] - Discussions will include the rapid expansion of commercial energy storage needs and the diversification of distributed energy storage applications in Central and Eastern Europe [11] Group 4: Event Structure - The event will feature a high-level forum, CEO roundtable discussions, thematic forums, and international roundtable dialogues, along with a showcase of cutting-edge technologies and applications [20] - The agenda includes a project visit to benchmark energy storage enterprises and projects in Xiamen and surrounding areas [22] Group 5: Participation and Collaboration - The summit will invite CEOs and business leaders from domestic energy storage companies, as well as representatives from multinational energy technology firms like Tesla and Shell [23] - The event aims to facilitate strategic investment references for Chinese energy storage companies looking to expand internationally [19]

文 | 鹏程无限 11月12日，鹏程无限 在四川宜宾完成重点项目签约，正式启动在西南地区的储能电芯制造基 地建设，规划年产能达27GWh。 鹏程无限董事长兼总经理吕建上台签约。根据协议，项目将落户宜宾市叙州区储能产业园， 建设行业领先的高速电芯生产线，主要生产新一代500+Ah储能专用电芯产品，总投资约45亿 元。 目前，鹏程无限已成立专项工作组，全力推进项目建设，预计2026年第四季度正式投产。 项目建成后，预计可实现年产值超60亿元，并为当地创造大量就业机会，进一步强化区域产 业集聚效应，助力宜宾打造中国储能产业新高地。 此次落子四川，是鹏程无限继布局长三角、珠三角及西北地区后，进一步完善全国市场网络 的关键一步。 鹏程无限电芯自面向市场以来，以 "长寿命、高性能、高安全"多项亮点获得外界广泛认可， 订单量持续攀升。为积极响应客户需求，鹏程无限不断加快建设步伐，推动全国多地产能协 同并进，发展新格局 加速形成 。 未来，鹏程无限将持续发挥在技术研发与生产工艺方面的核心优势，产能提升与市场拓展双 引擎驱动，为新能源产业的高质量发展注入更强动力。 100MW/200MWh！鹏程无限湖南首个示范性储能项目并网投 ...

Core Viewpoint - The price of lithium hexafluorophosphate (LiPF6) has surged over 200% in four months, reaching over 150,000 yuan per ton, driven by increased demand in the energy storage and power battery markets [2][4][10] Group 1: Market Dynamics - The demand for energy storage batteries and power batteries has rapidly increased, leading to a 50% year-on-year rise in electrolyte shipments by a production company in Huzhou, with energy storage sector shipments up by 80% [4] - The supply of lithium hexafluorophosphate is tight, with decreasing inventory levels exacerbating market supply-demand conflicts [6] - The top five companies in the lithium hexafluorophosphate industry hold about 70% of the market share, indicating a high concentration in the industry [6] Group 2: Production Challenges - The production capacity for lithium hexafluorophosphate is constrained due to high technical barriers and long construction cycles, making short-term capacity expansion difficult [8] - Many suppliers are upgrading technology and planning new capacity projects to address the raw material shortages and rising prices [8] Group 3: Future Outlook - The market for lithium hexafluorophosphate is expected to remain in a tight balance until 2026, with potential for further price increases [10] - The overall supply tightness in the industry is likely to enhance the profitability of the entire supply chain [10] Group 4: Impact on Battery Manufacturers - Despite the rising prices and tight supply of lithium hexafluorophosphate, battery manufacturers in Suzhou report that their production remains unaffected due to prior inventory and stable upstream partnerships [14] - Battery manufacturers are optimizing procurement and supply chain systems, employing flexible pricing mechanisms to adapt to market changes, and exploring alternative lithium salts to replace lithium hexafluorophosphate [16] - The lithium battery industry is currently experiencing strong demand and limited supply growth, indicating a short-term tight balance in the market [16]

Core Viewpoint - Envision Technology Group has launched the world's largest AI power system, the Galileo AI Energy Storage System, which provides a "stable foundation" for high-proportion renewable energy power systems through the collaboration of grid and trading intelligent agents [3][5]. Group 1: Technological Breakthroughs - The Galileo AI Energy Storage System integrates grid and trading intelligent agents, supported by the "Envision Tianji" meteorological model and "Envision Tianshu" energy model, enabling millisecond-level responses to maintain stability in independent "renewable energy oases" [5][6]. - The technology, termed "physical artificial intelligence," merges physical laws with data intelligence, aiming to reconstruct future energy systems [5][9]. Group 2: Industry Transformation - The transition from "supporting the grid" to "building the grid" is a significant leap for grid-type energy storage, which is crucial for addressing stability issues and unlocking new spaces for large-scale renewable energy development [6][11]. - The integration of "wind, solar, and hydrogen" in the largest green hydrogen project in Chifeng exemplifies the value of grid-type energy storage, creating a new industrial paradigm [6][11]. Group 3: AI and Economic Impact - The core of the Galileo AI Energy Storage lies in the collaboration between the grid intelligent agent, which provides stability support, and the trading intelligent agent, which facilitates automated electricity trading [7][9]. - Future energy companies will shift their core competitiveness from installed capacity to the depth of "artificial intelligence assets," emphasizing the intelligence of large models and computational power [9]. Group 4: Global Adoption and Future Outlook - Grid-type energy storage technology is rapidly being implemented globally, from Inner Mongolia in China to international markets like Spain and Italy, promoting the large-scale replication of the "wind-solar-hydrogen" integrated model [10][11]. - As the demand for direct green electricity continues to grow, grid-type energy storage will play a critical role in various industrial scenarios, transitioning the energy system from a "guarantee type" to a "value type" [11].

Core Viewpoint - Longi Green Energy Technology Co., Ltd. is acquiring approximately 61.9998% of the voting rights in Suzhou Jingkong Energy Technology Co., Ltd., which specializes in lithium-ion battery energy storage systems, indicating a strategic move to enhance its control and capabilities in the energy storage sector [4][5]. Group 1: Acquisition Details - Longi Green Energy signed an agreement to acquire shares and voting rights in Jingkong Energy, aiming to gain significant control over the company [3][4]. - Prior to the transaction, natural persons controlled 44.79% of Jingkong Energy's voting rights, while post-transaction, Longi Green Energy will hold 61.9998% [4][5]. - The acquisition is part of Longi Green Energy's broader strategy to expand its influence in the renewable energy market, particularly in energy storage solutions [4][5]. Group 2: Company Backgrounds - Longi Green Energy, established on February 14, 2000, in Xi'an, Shaanxi Province, is a publicly listed company on the Shanghai Stock Exchange, primarily engaged in monocrystalline silicon wafers, solar cell modules, and hydrogen equipment [4][5]. - Jingkong Energy, founded on September 17, 2015, in Suzhou, Jiangsu Province, focuses on lithium-ion battery energy storage systems and emphasizes self-research in core technologies [5][6]. - Jingkong Energy has recently entered a strategic partnership with Club Solar, an Australian energy company, to deploy a 2GWh residential energy storage system in the Australian market, showcasing its commitment to global market expansion [5][8].

Core Viewpoint - The conference themed "Building AI Ecosystem, Creating Energy Civilization" highlighted the rapid development and strategic planning of the company in the new energy sector, emphasizing collaboration and innovation in achieving carbon neutrality and sustainable growth [2][5][16]. Strategic Development - The company has achieved rapid production and operational success since establishing its base in Hefei in 2021, becoming a model for government-enterprise collaboration [5]. - The chairman emphasized the importance of AI and technological innovation in reshaping the energy industry, aiming for carbon neutrality in core operations by 2030 and across the value chain by 2040 [7][8]. Product Innovation - The company launched a new generation of products targeting the power and energy storage markets, including the "Top Flow" series of cylindrical batteries with a range exceeding 1000 kilometers and ultra-fast charging capabilities [8][9]. - In the commercial sector, the "Zhi Yuan" series offers high safety, long lifespan, and wide temperature range solutions, with significant advancements in battery technology [9][10]. - The energy storage solutions include high-capacity cells and systems designed for long-term reliability and efficiency, with a focus on reducing failure rates and enhancing lifecycle performance [10][12]. Strategic Partnerships - The company has formed deep strategic partnerships with leading enterprises across various sectors, including shipping, commercial vehicles, and energy storage, to enhance collaborative efforts and expand market reach [12][14]. - The partnerships aim to foster technological co-creation and market expansion, contributing to a sustainable energy ecosystem [14]. Recognition and Future Vision - The company awarded outstanding partners in a ceremony, recognizing their contributions to mutual success [15]. - The company remains committed to its mission of benefiting humanity through innovation and collaboration, aiming to contribute significantly to a better future [16].

Core Insights - The Chinese energy storage industry is experiencing a "dual-drive" trend, with rapid overseas expansion and deepening industry collaboration to strengthen supply chain coordination for global competitiveness [2] Group 1: Major Collaborations and Projects - Envision Energy has secured a contract with Statera Energy to provide a battery storage system for the 680MW/1360MWh Carrington Storage Project in the UK, which has received £235 million (approximately 2.195 billion RMB) in financing and is expected to be operational by the end of 2026 [3] - Haibos Technology has signed a ten-year strategic cooperation agreement with CATL, committing to purchase no less than 200GWh of battery cells and system products from CATL between 2026 and 2028 [5] - Kehua Data has successfully connected a 20MW REFLEX™ microgrid project in Pakistan to the grid, addressing local power supply instability [6] - Sungrow has shipped multiple hundred-megawatt energy storage products to Eastern Europe, reflecting its commitment to expanding in this emerging market [7] - JA Solar and Chuangneng New Energy have entered a strategic cooperation agreement to jointly develop and supply core energy storage products for overseas markets [8] - LONGi Green Energy has signed an order for 100 iCon commercial energy storage units with European client ES Integrations BV, aiming to optimize energy structure in Belgium [9][10] - Faraday Future has signed a strategic cooperation agreement with a well-known energy developer in Latin America to jointly develop a 1890MW/7560MWh energy storage project [11] - China Energy Engineering Corporation has signed an EPC contract for a solar and storage project in the Philippines, which includes 1.2GWh of storage capacity [12] - Canadian company Canadian Solar has signed a contract to provide a complete energy storage solution for the "Sky 2" project in Ontario, with a scale of 411MW/1.858MWh [13] Group 2: Market Trends and Growth - The global commercial energy storage shipment has increased by 74% year-on-year, with a notable 192% growth in shipments from LONGi Green Energy [10] - The Eastern European energy storage market is rapidly growing, supported by favorable policies and a strong photovoltaic market foundation [7] - The energy storage industry is witnessing significant overseas orders, with over 20GWh of contracts signed in September alone [20]

Core Viewpoint - The company is leveraging its manufacturing capabilities and industry chain support to expand its presence in the growing energy storage market, focusing on professional OEM services and comprehensive service capabilities [2][11]. Group 1: Manufacturing Capabilities - The company, a subsidiary of China Pingmei Shenma Group, has established a complete supply chain management and quality assurance system, achieving an annual production capacity of 5GWh [3]. - It is the largest state-owned enterprise in Henan Province focused on energy storage integration, capable of flexibly responding to various order demands across different scales and application scenarios [3]. Group 2: Quality Assurance - The company adheres to a "standards first, quality foremost" philosophy, having built a comprehensive ISO quality management system, with products certified under the new national standard GB/T 36276 [5]. - It has been recognized as a national-level technology-based small and medium-sized enterprise and has received various important qualifications, showcasing its strength in technology research and development [5]. Group 3: Market Delivery - Since commencing production in June 2024, the company's products have been delivered to multiple provinces, including Xinjiang, Tibet, Inner Mongolia, Hebei, Henan, Sichuan, and Shanghai, with a cumulative delivery scale of 7GWh [7]. - The product range includes air-cooled and liquid-cooled systems, designed to adapt to different climates and operational environments, validated through actual operational reliability [7]. Group 4: Technological Development - The company is proactive in technology development, having achieved mass production of supporting energy storage systems ahead of the widespread adoption of 314Ah cells [9]. - It has completed trial operations for production lines related to the upcoming 587Ah large-capacity cell trend, preparing for the next generation of mainstream products [9]. Group 5: Business Expansion - The company plans to gradually expand its business scope by collaborating on material research and development upstream and exploring energy storage technology integration and operation services downstream [11]. - It aims to build comprehensive capabilities from manufacturing to service, supporting the transformation of the energy structure [11].