Core Insights - The article highlights a decline in the scale of energy storage EPC (Engineering, Procurement, and Construction) bidding in October, attributed to the construction cycle of energy storage projects, while the energy scale of storage system bidding has shown a slight increase, indicating solid market demand [2][5]. Bidding Scale and Trends - In October, the total number of energy storage bidding segments tracked was 175, reflecting a year-on-year decrease of 28.6% and a month-on-month decrease of 34.0%. The total bidding scale for storage systems was 2.9GW/11.2GWh, down 21.0%/11.3% year-on-year but up 15.4% month-on-month [3][5]. - The EPC bidding scale reached 5.1GW/14.2GWh, showing a year-on-year decline of 11.3%/7.8% and a month-on-month drop of 60.9%/58.3% [3][5]. Technical and Market Trends - Long-duration energy storage and grid-connecting technologies are the most significant trends in the current market, with multiple projects requiring 4 hours or more of storage capacity, reflecting a growing demand for long-duration regulation capabilities [2][5]. - In regions rich in renewable energy, such as Xinjiang, grid-connecting storage has become a key technology choice for new projects, enhancing grid stability [2]. Regional Insights - Xinjiang has emerged as the dominant region for EPC bidding, with a scale of 4GWh in October, primarily due to multiple GWh projects in the Aksu area [11]. - The Ningxia region also showed significant EPC bidding activity, with a scale of 2.4GWh, where user-side projects accounted for over 50% [11]. Participants and Market Dynamics - The number of bidding entities for storage systems was 66, down 7.0% year-on-year, while EPC bidding entities totaled 87, down 25.6% year-on-year [13]. - Major players include China Power Construction Group and local energy companies, with increasing participation from private enterprises, contributing to a more diverse market landscape [13].

Core Viewpoint - The article emphasizes the importance of integrated and collaborative development in the renewable energy sector, aiming for significant improvements in reliability and market competitiveness by 2030, which will support a comprehensive green transition in the economy and society [6][7]. Group 1: Overall Requirements - The guidance is aligned with Xi Jinping's thoughts and aims to implement the new development philosophy, focusing on system integration and one-time development to enhance the reliability and stability of energy supply [7]. - By 2030, integrated development will become a key approach in renewable energy, significantly enhancing its reliability and market competitiveness [7]. Group 2: Accelerating Multi-Dimensional Integrated Development - The article calls for optimizing the power structure and energy storage configuration of renewable energy bases, encouraging the use of thermal power and new storage technologies to enhance collaboration between renewable and coal power [9]. - It supports the establishment of 100% renewable energy bases in suitable regions and promotes the integrated development of water, wind, and solar energy [9][10]. Group 3: Promoting Integrated Operation of Renewable Energy - Continuous improvement in the accuracy of renewable energy power forecasting and the adoption of advanced grid technologies are encouraged to enhance the controllability of renewable energy [12]. - The article advocates for the integration of renewable energy with energy storage systems and the exploration of substantial joint operations with other power sources to improve market competitiveness [12]. Group 4: Promoting Synergistic Development with Multiple Industries - The guidance suggests enhancing the green manufacturing capabilities of the renewable energy industry and promoting the integration of renewable energy with traditional industries to optimize energy consumption and reduce costs [13][14]. - It encourages the development of new energy industries, such as green hydrogen and ammonia, in resource-rich areas, promoting the establishment of comprehensive industrial bases [16]. Group 5: Strengthening Organizational Support - The article emphasizes the need for coordinated project construction and management, encouraging local energy authorities to enhance collaboration and ensure the smooth execution of renewable energy projects [19]. - It also highlights the importance of optimizing investment and development management processes for renewable energy integration projects [20].

Core Viewpoint - The 14th Energy Storage International Conference and Expo (ESIE 2026) will be held from April 1-3, 2026, at the Capital International Exhibition and Convention Center in Beijing, showcasing significant advancements in the energy storage industry [2][4][18]. Event Overview - The exhibition area will cover 160,000 square meters, featuring six themed pavilions with over 1,000 exhibitors/sponsors and more than 50,000 industry participants [2][4]. - The B1 Energy Storage Application Hall will be named after CRRC Zhuzhou Institute, highlighting its commitment to innovation in the energy storage sector [8][9]. Company Profile - CRRC Zhuzhou Institute, established in 1959, is a wholly-owned subsidiary of CRRC Corporation Limited, with a strong focus on transportation and energy sectors [7]. - The institute has nearly 10,000 R&D personnel, including one academician of the Chinese Academy of Engineering and over 270 PhDs, emphasizing its robust research capabilities [7]. Industry Collaboration - CRRC Zhuzhou Institute maintains a deep collaborative relationship with the ESIE, aiming to empower the innovative development of the energy storage industry [8]. - The B1 Energy Storage Application Hall will showcase a diverse range of energy storage products, including household storage, industrial storage, and portable power solutions [9]. Exhibitor Participation - Notable companies confirmed to participate in the B1 China CRRC Pavilion include Huawei Digital Energy, Gotion High-Tech, and others, indicating a competitive landscape among global energy storage leaders [12]. Exhibition Opportunities - Limited exhibition spaces remain available in the B1 Pavilion, with core positions already sold out, reflecting high demand for participation [15].

Core Viewpoint - The successful "black start" test of the gas turbine units at Huadian Qingdao Company marks a significant advancement in the integration of energy storage technology with gas turbine systems, enhancing the reliability and stability of the regional power grid [2][4]. Group 1: Project Overview - On November 4, Huadian Qingdao Company completed the "black start" functionality test for two 9F gas turbine units using a semi-solid battery energy storage system with a capacity of 15.6 MW and 31.3 MWh [2]. - The project simulates a large-scale power outage, allowing the gas turbine units to utilize the energy storage system to supply auxiliary power, ensuring stability in voltage and frequency during startup [2][4]. Group 2: Future Developments - Following the completion of the electric boiler project, the two gas-steam combined cycle units will serve as "fire sources" for initiating four additional 300 MW subcritical coal-fired units, establishing Qingdao Power Plant as a black start power base with a total installed capacity of 2281.08 MW [4]. - The project is crucial for enhancing the resilience of the power grid, especially in light of increasing risks of large-scale power outages due to environmental factors and structural vulnerabilities in the power system [4]. Group 3: Industry Context - The project aligns with national and provincial initiatives aimed at strengthening local power grid construction and enhancing the safety and reliability of electricity supply [4]. - The integration of new energy storage technologies is emphasized in the recent guidelines issued by the National Energy Administration and the Shandong Provincial Energy Bureau [4].

Core Viewpoint - The article emphasizes the critical importance of large-scale combustion testing in the energy storage industry, highlighting its role in market access, customer trust, and high-quality development [2][5][30]. Group 1: Importance of Large-Scale Combustion Testing - Experts agree on the necessity of large-scale combustion testing, driven by customer concerns, market demands, and industry development [5]. - Large-scale combustion testing serves as a direct method to explore whether thermal runaway can lead to thermal propagation, especially as energy storage projects reach several GWh in scale [6]. - The testing is seen as a strategic component to build market trust, demonstrating that risks can be controlled even in extreme scenarios [7][8]. Group 2: Testing Conditions and Standards - Different testing conditions significantly impact results, with factors such as door status, state of charge, and fire initiation points being critical [11]. - Current testing practices are debated, particularly regarding ventilation conditions and the involvement of fire suppression systems during tests [12][13]. - The industry is moving towards a more standardized approach to testing, with calls for unified standards to reduce costs and improve safety verification [16][22]. Group 3: Cost and Future Directions - The high costs associated with combustion testing are a concern, with suggestions to utilize simulation technology and system integration to lower expenses [16][17]. - The article discusses the need for a systematic approach to energy storage safety, advocating for a shift from individual testing to a more integrated safety verification system [16][28]. - The balance between testing costs and long-term value is crucial, with a focus on differentiating testing methods to manage expenses while ensuring safety [19]. Group 4: Market Reality and Requirements - Large-scale combustion testing is becoming an implicit requirement in project bids, especially in high-end markets, despite not being formally mandated [21]. - The article highlights the need for China to lead in establishing unified testing standards to alleviate cost pressures and enhance global competitiveness [22]. - Leading companies are positioned to leverage their comprehensive testing reports as a competitive advantage in securing projects and financing [23][24]. Group 5: Value of Successful Testing Reports - A successful combustion test report is increasingly viewed as a market necessity, potentially becoming a mandatory requirement in various regions [26]. - The article suggests that the testing should reflect real operational scenarios to enhance its credibility and relevance [14]. - Collaboration among leading companies, research institutions, and universities is essential to create a unified safety assessment system, moving towards more efficient testing methodologies [27].

Core Insights - The new energy storage market in China is experiencing a temporary decline in October 2025 after a peak in September, with new installed capacity dropping significantly year-on-year and month-on-month [1][3][4] - Despite the short-term setback, the cumulative installed capacity for the first ten months of 2025 shows a robust growth of 36%, with a potential for record-high annual installations by year-end [3][4] New Energy Storage Project Analysis - In October 2025, the total newly installed capacity of new energy storage projects reached 1.70 GW/3.52 GWh, representing a year-on-year decrease of 35% and 49%, and a month-on-month decrease of 51% and 66% [1][4] - Independent energy storage projects accounted for over 75% of the new installations, indicating a shift towards independent storage solutions [3][7] - Third-party enterprises surpassed state-owned enterprises for the first time, with over half of the new installations attributed to equipment manufacturers and private energy companies, highlighting a diversification in market participants [3][17] Regional Distribution - The western region of China accounted for over 50% of the new installed capacity in October, with Ningxia and Shanxi leading in new capacity [10][11][12] - Ningxia's new energy storage demand is driven by high renewable energy integration and national infrastructure projects, positioning it as a key area for energy storage development [12][13] Technology Trends - The majority of new installations utilized lithium iron phosphate battery technology, which made up 98.5% of the capacity, while non-lithium technologies like compressed air and flow batteries are gaining traction [20][21] - Multiple projects utilizing non-lithium technologies are in planning and construction phases, indicating a trend towards technological diversification in the energy storage sector [20][21] Market Dynamics - The market is witnessing a significant shift in investment dynamics, with third-party companies increasingly participating in energy storage projects, driven by favorable policies and declining technology costs [17][19] - Despite the rise of third-party enterprises, large energy groups remain crucial players in the market, contributing to 46% of the new installations in September [17][19]

Core Viewpoint - The article discusses the successful bid by Chuangneng New Energy for the procurement of energy storage cells for the 300MW/1200MWh independent energy storage project in Hohhot, Inner Mongolia, highlighting the competitive pricing and requirements for suppliers [1][4]. Group 1: Bid Details - Chuangneng New Energy won the bid with a total price of 337 million yuan and a unit price of 0.2809 yuan/Wh [2][4]. - Other candidates included Zhejiang Nandu Power and Xiamen Haichen Energy Storage, with bids of approximately 342 million yuan and 341 million yuan, respectively, and unit prices of 0.2850 yuan/Wh and 0.2849 yuan/Wh [2][4]. Group 2: Project Specifications - The project involves the procurement of energy storage cells with a requirement for suppliers to have at least two supply achievements of 314 lithium iron phosphate cells since January 1, 2022, with each contract having a capacity of no less than 500MWh and a cumulative supply capacity of at least 5GWh [1][4].

Core Viewpoint - Under the "dual carbon" goals, user-side commercial energy storage is becoming a key factor for enterprise transformation [2] Group 1: Project Overview - The Zhuhai user-side commercial energy storage project, a collaboration between Haibo Sichuang and subsidiaries of Zhuhai Technology Industry Group and Gaojing Solar, has established a 28.5MW/100MWh energy storage project at the Zhuhai Jinwan base [2] - The project employs an innovative model of "peak shaving and valley filling + photovoltaic consumption + virtual power plant," aligning with Haibo Sichuang's "energy storage + X" strategic layout [3] Group 2: Cost Reduction Strategy - The project utilizes Haibo Sichuang's advanced liquid cooling energy storage system to reduce Gaojing Solar's electricity costs through a "peak shaving and valley filling" approach [5] - With the upcoming adjustment of time-of-use electricity pricing in Guangdong in 2025, peak electricity prices are expected to exceed 1 yuan per kWh, while valley prices will be around 0.27 yuan per kWh, providing a new opportunity for high-energy-consuming enterprises to alleviate energy costs [3] Group 3: Technological Innovations - The energy storage system features high charging and discharging efficiency and long battery life, along with a comprehensive fire safety solution tailored for high-temperature, high-humidity, and high-salt environments [5] - The project integrates with Gaojing Solar's photovoltaic operations to utilize excess generated power, enhancing generation stability and officially operating as a virtual power plant to flexibly participate in auxiliary service markets, thereby continuously increasing project revenue [5] Group 4: Industry Trends - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with off-peak electricity usage shifting from a flexible choice to a rigid necessity [5] - Haibo Sichuang aims to deepen its customized "energy storage + X" strategic layout to empower enterprises in optimizing both energy utilization efficiency and operational costs [5]

两个项目的项目单位分别为 内蒙古民控新能源有限公司和 内蒙古民泰新能源有限公司 。天眼查股 权穿透显示，两公司由人民控股集团有限公 司 控 股 。 文 | 内蒙古自治区能源局 10月27日， 内蒙古自治区能源局发布关 于终止内蒙古民泰新能源有限公司和内蒙古民控新能源有限公司电网侧独立储能示范项目的公告。 公告指出，内蒙古自治区能源局收到关于两个储能项目 倒卖项目指标的举报 。经包头市发展和改革委员会调查，查实了该项目业主与相关企业 签订了出卖股份、变更投资主体的协议 ， 现包头市发展和改革委员会终止两个项目，内蒙古自治区能源局 收回相应的储能建设指标规模 ，规 模合计 500MW/3GWh。 项目一：内蒙古民控新能源有限公司30万千瓦/180万千瓦时电网侧独立储能示范项目 ，计划 总投资26亿元，其中自有资金7.8亿元, 申请银行 贷款18.2亿元。项目 位于内蒙古自治区包头市昆都仑区 ， 总容量为0.3GW/1.8GWh。原本计划于2025年6月开工建设，2025年12月建成投 产。 项目二：内蒙古民泰新能源有限公司20万千瓦/120万千瓦时电网侧独立储能示范项目 ， 计划总投资18亿元，总规模为0.2GW ...

文 | 内蒙古自治区能源局 11月10日，内蒙古自治区能源局发布《 关于规范独立新型储能电站管理有关事宜的通知 》。 通知指出，2026年度独立新型储能电站向公用电网 放电量的补偿标准为0.28元/千瓦时 。纳入内蒙古自治区独立新型储能建设项目清单的独立 新型储能电站执行向公用电网放电量补偿的时间，自建成实质性投产当月起开始计算。 今年年初，内蒙古能源局印发了《关于加快新型储能建设的通知》，该通知明确了灵活的容量补偿标准。提出对纳入自治区独立新型储能电站规 划的独立新型储能电站向公用电网的放电量执行补偿，补偿标准一年一定，每年9月底前公布次年补偿标准，补偿标准明确后执行时间为10年。 2025年度独立新型储能电站补偿标准为 0.35元/千瓦时， 2025年6月30日前不能开工的独立新型储能电站项目不执行2025年度补偿标准。 此次发布的通知中还提到，电网企业要逐日公布电力供需预测信息，对已建成独立新型储能电站申报的充放电曲线进行校核，原则上清单内储能 电站 日内全容量充电次数不得超过1.5次。 清单内储能电站不得擅自变更建设内容，在项目建设期内和建成后 2年内不得通过代持、隐性股东或交叉持股等方式改变项目股东 ...