Xuan Gu Bao·2026-02-01 14:48Industry Insights - The National Development and Reform Commission and the National Energy Administration have issued a notice to improve the capacity pricing mechanism for power generation, specifically for coal, gas, pumped storage, and new energy storage [1] - The notice allows localities to establish independent capacity pricing mechanisms for new energy storage based on local coal power capacity pricing standards, discharge duration, and peak contribution [1] - Experts believe that energy storage is a current bottleneck in the power system, and independent energy storage construction can effectively address this issue, thereby promoting the development of the energy storage sector [1] Company Highlights - Sunshine Power is expected to see a 70% year-on-year increase in energy storage shipments in the first three quarters of 2025, with overseas shipments rising from 63% to 83% [1] - Southern Power Grid Energy Storage, a subsidiary of Southern Power Grid, is steadily developing its pumped storage and independent energy storage operations and is likely to benefit from the high growth potential of the new energy storage industry [1]