Core Viewpoint - The article highlights the upcoming 2025 TrendBank Long-term Energy Storage Industry Conference, focusing on advanced technologies such as flow batteries, compressed air storage, and hydrogen storage, aiming to foster discussions among industry stakeholders [3][11]. Conference Details - The conference will take place on July 2-3, 2025, at the Yinda Deep Hang International Hotel in Yinchuan, with an expected attendance of over 300 participants [11][12]. - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., and supported by various local government and industry associations [10][11]. Key Participants - New Hydrogen Power Technology Co., Ltd. and Ningxia Hydrogen Energy Technology Co., Ltd. are the main sponsors, showcasing their solid-state hydrogen storage products and engaging in discussions [5][10]. - The conference will feature a series of presentations and discussions from industry experts, including a release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" [3][12]. Industry Focus - The conference will cover various topics related to long-term energy storage, including the development and application of solid-state hydrogen storage systems, which are crucial for safe and efficient hydrogen storage and transportation [6][8]. - New Hydrogen Power is noted for its significant market share in hydrogen fuel cell technology for industrial vehicles, exceeding 95%, and aims to promote its innovative solutions at the conference [6][7]. Agenda Highlights - The agenda includes keynote speeches, specialized sessions on compressed air and hydrogen storage, and discussions on flow battery technologies [12][19]. - Notable speakers include former officials from the National Energy Administration and experts from leading universities and companies in the energy sector [17][19]. Registration Information - Registration fees for the conference are set at RMB 2000 per person, with early bird discounts available [20].

Key Points - The global power battery installation reached 285.1 GWh from January to April 2025, with a year-on-year growth of 36% driven by the sales of 5.39 million new energy vehicles, which increased by 29% [3] - China's power battery installation accounted for 60.9% of the global total, with six out of the top ten companies being Chinese, and the highest growth rate of 68% was observed in Honeycomb Energy [3] - The global installation of lithium iron phosphate power batteries saw a year-on-year increase of 63%, primarily due to the sustained growth in China's lithium iron phosphate battery installations [3] Company Developments - Ruite New Materials announced that its solid-state battery electrolyte materials have begun sales, although the revenue contribution remains small, and further development is needed in technology and commercial routes [6] - Haitian Energy announced the mass production of the world's first 1175Ah long-duration energy storage battery, marking a new phase for large-scale applications in long-duration energy storage [8] - Zhengli New Energy's 25 GWh automotive power lithium battery project is set to commence production in the fourth quarter of 2025, with a total investment of 10 billion yuan [10] - Tianshi Materials signed an investment agreement to build a comprehensive production base for electrolytes and key raw materials in Morocco, with an expected annual output of 150,000 tons and a total investment of approximately 2.8 million USD [15] Industry Collaborations - Talan New Energy and Nandu Power signed a cooperation agreement to integrate Talan's Safe+ solutions with Nandu's energy storage system technology, aiming to establish a new safety benchmark in the energy storage industry [13] - EcoPro BM from South Korea announced the suspension of its CAD 1.2 billion (approximately 630 million yuan) battery materials factory construction project in Quebec, Canada, due to uncertainties in the electric vehicle and battery industry, particularly influenced by U.S. tariff policies [17]

Core Viewpoint - The article highlights the upcoming 2025 TrendBank Long-duration Energy Storage Industry Conference, focusing on advanced technologies such as flow batteries, compressed air storage, and hydrogen storage, aiming to foster discussions among industry stakeholders [2][8]. Group 1: Conference Details - The 2025 TrendBank Long-duration Energy Storage Industry Conference will take place on July 2-3, 2025, at the Yinchuan Lida Deep Hang International Hotel, with an expected attendance of over 300 participants [16][10]. - The conference is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and supported by various local government and industry associations [16][18]. - A key feature of the conference will be the release of the "2025 TrendBank Long-duration Energy Storage Industry Development Blue Paper" [2][17]. Group 2: Key Speakers and Topics - Yang Linlin, General Manager of Shanghai Electric Energy Storage, will present on the current status and future outlook of the all-vanadium flow battery industry chain [4][7]. - The agenda includes various sessions focusing on compressed air and hydrogen storage technologies, as well as specialized discussions on flow battery applications in renewable energy generation [17][23]. Group 3: Venue and Regional Development - The Su-Yin Industrial Park, where the conference will be held, is a collaborative initiative between Ningxia and Jiangsu provinces, aimed at developing new energy and advanced manufacturing sectors [18][19]. - The park focuses on building a comprehensive energy storage battery manufacturing industry chain, emphasizing lithium-ion, sodium-ion, and flow battery production [19].

Core Viewpoint - TrendBank is a leading industry research and data company in China, focusing on providing data, research, consulting, and conference services to support business development and decision-making [14]. Group 1: Events and Conferences - The 2025 TrendBank Long-term Energy Storage Industry Conference will be held on July 2-3 in Yinchuan, Ningxia [3]. - The conference aims to recognize companies that contribute to the advancement of China's long-term energy storage industry by awarding them for their courage, determination, and commitment to product and technology [5]. - The awards will be given to companies that align with the values of the green hydrogen industry and have outstanding performance indicators [6]. Group 2: Award Categories and Selection Process - Award categories include Potential City, Zero Carbon Industrial Park, Industrial Technology Strength, Industrial Product Strength, Industrial Market Strength, and Emerging Industry Award [6]. - The selection process involves online registration by companies, collection of relevant information, determination of winners by the organizing committee, and the creation of awards [8]. - Each company can apply for a maximum of two awards [9].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 长时储能 群 在 银川市兴庆区政府 、 苏银产业园 指导下， 势银（TrendBank） 将联合 上海电气储能科技有限 公司 于 7月2日-3日 在银川兴庆区 银川立达深杭国际酒店 （地址：银川市兴庆区清和南街1471 号）举办 【2025势银（银川）长时储能产业大会】 ，聚焦液流电池、压缩空气储能、氢储能等前 沿技术，邀请产业链上下游共话未来。会上，势银（TrendBank）还将联合 杭州储能行业协会 免费 发布 《2025势银长时储能产业发展蓝皮书》 。 目前，大会首批8家确认演讲（排序不分先后）： 议程（持续更新） | 2025势银（银川）长时储能产业大会 | | | --- | --- | | 7.2下午 开幕式(长时储能商业化应用专场) | | ...

Group 1: Energy Security - The geopolitical turmoil, particularly the Russia-Ukraine conflict, has heightened energy security risks for China, which relies on foreign imports for over 70% of its oil and 40% of its natural gas [2] - The unique advantages of flow battery technology, particularly its core material (vanadium), which China possesses in abundance (47% of global reserves), can significantly reduce dependence on sensitive imported resources like lithium and cobalt [2] - Flow batteries can effectively address the issue of renewable energy curtailment, with China experiencing over 30 billion kilowatt-hours of renewable energy wastage in 2023 [3] Group 2: Economic Development - The all-vanadium flow battery industry encompasses a complete supply chain, including vanadium mining, electrolyte preparation, and system integration, which can significantly stimulate high-end materials and precision equipment sectors [5] - Developing all-vanadium flow batteries can increase the value of vanadium products by 5-10 times, creating a closed-loop economy with 100% recyclable electrolytes [7] Group 3: International Competition - China has the opportunity to break through the "green technology hegemony" of the US and EU, as flow battery technology has not yet formed a monopoly internationally, and China holds a 38% share of global flow battery patents as of 2023 [8] - The long-duration storage characteristics of flow batteries align perfectly with the renewable energy needs of regions with weak power grids, such as Southeast Asia and Africa, allowing China to export technology and standards through the Belt and Road Initiative [9] Group 4: New Power System - Flow batteries can serve as a hub for building a coordinated "source-grid-load-storage" system, adapting flexibly to various applications in renewable energy storage, grid frequency regulation, and backup power [11] - With the projected increase of wind and solar power to 60%-70% of total electricity generation by 2060, flow batteries are essential for balancing the grid and addressing the intermittency of renewable energy sources [12] - Despite higher initial investment costs, flow batteries are expected to achieve a levelized cost of electricity (LCOE) below 0.1 yuan, making them economically favorable compared to lithium batteries in long-duration storage scenarios [13]

Industry Overview - The Long-Duration Energy Storage (LDES) industry in China is experiencing unprecedented development opportunities driven by carbon neutrality goals, with a projected market size of approximately 85.2 billion yuan in 2024 [1][10] - The three main LDES technologies are flow batteries, compressed air energy storage, and molten salt storage, with flow battery installations expected to grow by about 10 times year-on-year in 2024, and compressed air energy storage installations expected to increase by approximately 70 times [1][10] - The price of all-vanadium flow battery systems has dropped below 2 yuan/Wh, significantly improving economic viability [1][10] Industry Development History - The LDES industry in China has gone through four stages: the initial stage from the mid-20th century to the 1990s, the early development stage from 2000 to 2015, the commercial phase from 2015 to 2020, and the current scale development phase from 2020 to present [4][5] - The early policies focused on technology verification and demonstration, while post-2015 policies began to emphasize the role of energy storage in supporting the power grid [8][9] Current Industry Status - The LDES industry is set to benefit from the dual carbon goals, with a market size of approximately 85.2 billion yuan in 2024 [10] - The industry is witnessing significant growth in new installations, with flow batteries and compressed air storage technologies leading the way [10] Key Companies - Leading companies in the LDES sector include CATL, BYD, and Sungrow, with CATL maintaining the largest global market share in energy storage batteries [14][15] - Companies like Sungrow and Haibo Innovation focus on energy storage system integration and PCS (Power Conversion System) development, with Sungrow achieving the highest global PCS shipment volume [14][15] Industry Trends - The LDES industry is expected to see significant trends in technology integration and diversification, with a push towards hybrid storage technologies combining different energy storage methods [19] - The market size is anticipated to continue expanding, driven by increasing policy support and market demand, leading to a peak in investment and construction of LDES projects [21] - Policy-driven initiatives and improved market mechanisms will be crucial for the future development of the LDES industry, with government support expected to include financial subsidies and tax incentives [22]

Core Viewpoint - The article emphasizes the urgent need for long-duration energy storage solutions in China to support the transition to a renewable energy system, highlighting the limitations of current short-duration storage technologies and the growing importance of long-duration storage for stabilizing power supply [2][5]. Group 1: Research Background and Purpose - The research is driven by the global climate change response, with China advancing energy transition and aiming to build a renewable energy-based system. In 2024, renewable energy generation in China reached 3.46 trillion kWh, accounting for approximately 35% of total generation, but the average storage duration of new storage projects was only 2.3 hours, with only 15.4% having a duration of 4 hours or more [2][3]. - Long-duration storage is essential for cross-day, cross-month, and even cross-season energy storage and release, which is crucial for stabilizing the power system amid increasing renewable energy generation [2][5]. Group 2: Policy Promotion - In August 2021, the National Development and Reform Commission and the Energy Administration issued a notice encouraging renewable energy companies to build or purchase peak-shaving capabilities, mandating that new renewable energy projects must have over 4 hours of peak-shaving capacity, thus stimulating market demand for long-duration storage [3]. - The 2024 government work report included new energy storage for the first time, indicating the government's strong emphasis on the storage industry, particularly long-duration storage [3]. Group 3: Technology Development - Pumped storage is currently the most mature technology, known for its large capacity and long discharge time, but it is limited by geographical conditions. New technologies such as flow batteries, compressed air storage, hydrogen storage, and molten salt thermal storage are gaining attention and developing diversely [4]. - As of the end of 2024, the installed capacity of flow battery storage in China reached 1.8 GWh, with future plans exceeding 15 GWh. Compressed air storage projects in Shandong and Hubei have begun operations, with a 300 MW advanced compressed air storage demonstration project completed in Feicheng, Shandong [4]. Group 4: Challenges in Long-Duration Storage - Despite progress, challenges remain, including the need for breakthroughs in key technologies like hydrogen storage, high costs, insufficient project construction experience, and unclear market mechanisms affecting investment returns [5]. - The industry chain is not yet mature, with issues in component supply and equipment manufacturing, leading to high costs and inconsistent quality [5]. Group 5: Blue Paper Overview - The "2025 TrendBank Long-Duration Energy Storage Industry Development Blue Paper" will be released during the 2025 Long-Duration Energy Storage Industry Conference, providing comprehensive analysis and recommendations for enterprises, investors, policymakers, and industry practitioners [2][6].

Core Insights - The article emphasizes the critical role of energy in AI training, highlighting that AI consumes significant power, with ChatGPT's daily energy usage equivalent to that of a typical American household over 40 years [1] - The concept of "computing-energy integration" is explored as a solution for reducing emissions and energy consumption in the AI industry, particularly in Shanghai [1][2] Group 1: Computing-Energy Integration - "Computing-energy integration" and "computing-electricity collaboration" are identified as key terms for breaking through challenges in the AI industry, where AI technology can optimize energy allocation [2] - Successful global examples, such as Google's DeepMind improving the UK's energy grid efficiency by 20%, demonstrate the potential of AI in enhancing energy management [2] - Shanghai's initiatives include using AI to improve grid stability and reduce energy consumption, with a specific case where AI reduced the time for fault handling in substations to under 3 minutes [2] Group 2: Energy Quality and Management - AI industries, such as integrated circuits and data centers, have high demands for energy quality, with even minor voltage fluctuations potentially causing significant financial losses [3] - Shanghai's DaMao Intelligent has developed an energy model that transforms chaotic computing power fluctuations into orderly scheduling tasks, improving energy efficiency in data centers [3] - The energy utilization efficiency at SenseTime's Lingang Intelligent Computing Center improved from 1.74 to below 1.3 due to these optimizations [3] Group 3: Future Energy Solutions - The increasing demand for AI computing power necessitates new energy sources, with Shanghai focusing on advanced nuclear energy and new storage technologies [4] - Long-duration energy storage is seen as a potential solution for stabilizing the supply of renewable energy sources like solar and wind, with a projected market size exceeding 1 trillion yuan by 2030 [4] - Nuclear fusion is highlighted as a promising energy breakthrough for AI, with significant advantages such as unlimited fuel and zero carbon emissions [5] Group 4: Strategic Investments - Shanghai's strategic investment in the China Fusion Energy Company signifies a major move in the future energy sector [6]

Core Viewpoint - The article emphasizes the importance of long-duration energy storage technologies in the context of increasing renewable energy penetration in China, highlighting the need for innovative solutions to support a stable and reliable power system [4][7]. Group 1: Conference Information - The 2025 TrendBank Long-Duration Energy Storage Conference will be held on July 2-3, 2025, in Yinchuan, focusing on the industrialization paths of technologies such as flow batteries, compressed air storage, and hydrogen storage [4][11]. - The conference aims to gather industry chain enterprises to discuss the future of long-duration energy storage and build a new ecosystem for green energy [4][7]. Group 2: Industry Background - With the increasing penetration of renewable energy sources like wind and solar, the demand for stable and reliable long-duration energy storage systems is growing, with projections indicating that by 2030, global renewable energy penetration will reach approximately 60%-70% [4][7]. - The cumulative installed capacity of long-duration energy storage is expected to reach between 150-400 GW, corresponding to a storage capacity of 5-10 TWh [4]. Group 3: Long-Duration Energy Storage Technologies - Pumped hydro storage is currently the most widely used long-duration energy storage technology in China, characterized by large installed capacity and long discharge times, but it faces limitations due to site selection and resource saturation [7][9]. - New technologies such as flow batteries, compressed air storage, and hydrogen storage are emerging as alternatives, representing a shift towards more economical and efficient solutions in the long-duration energy storage market [7][9]. - Hydrogen storage offers cross-regional long-distance storage capabilities, but its current market maturity is hindered by low energy conversion efficiency and high costs [8][9]. - Flow battery technology, particularly vanadium flow batteries, is advancing rapidly, with improvements in stability and cost expected to drive commercialization [8][9]. - Compressed air storage systems are noted for their high safety and capacity, but they face challenges related to project scale and construction timelines [10][11]. Group 4: Conference Agenda - The conference agenda includes a variety of sessions focusing on different aspects of long-duration energy storage technologies, including specialized sessions on hydrogen and flow batteries, as well as discussions on market challenges and technological advancements [11][17]. - Key topics will cover the commercialization challenges of hydrogen storage, advancements in flow battery technology, and the future opportunities and challenges in the energy landscape [17]. Group 5: Venue and Organization - The conference will take place at the Yinchuan Lida Shenhang International Hotel, with organizational support from local government and industry associations [4][11]. - The Su-Yin Industrial Park, which focuses on developing new energy and materials, will also be highlighted during the conference [12][14].