截至2025年12月底，中国新型储能累计装机规模达到144.7 GW，同比增加85%，历史首次突破100 GW，是"十三五"时期末的45倍。1月22日，中关村储能产业技术联盟(CNESA)DataLink 2025年度储能 数据发布暨储能国际峰会暨展览会2026新闻发布会在北京召开，自现场获悉上述数据。 ...

站在"十五五"新起点，常州锚定更宏大的产业目标：经过5年的努力，常州人均地区生产总值要达到中 等发达国家偏上水平。2026年，全市将强化产业项目牵引，目标直指新增亿元以上项目600个，其中包 括超100亿元或10亿美元项目6个以上。未来5年，常州将全力推动科技创新与产业创新深度融合，瞄准 智能化、绿色化、融合化方向，加速构建"1028"现代化产业体系，并系统培育以人工智能、具身智能、 新型储能为重点的"6+X"未来产业集群。通过深化"人工智能+"行动、建设高端创新平台、培育优质企 业矩阵，常州正奋力朝着"国际化智造名城、长三角创新高地"的目标扎实迈进。 5年来，常州独立或参与建设5个国家级产业集群，新能源产业产值向万亿规模迈进，动力及储能电池开 票销售保持高速增长。创新动能澎湃，全市高新技术企业实现倍增、累计达5791家，每万人高价值发明 专利拥有量大幅提升。2025年，常州在产业项目招引上成果丰硕，全年引进总投资超10亿元或1亿美元 项目82个，其中超百亿元项目5个；中创新航、江苏时代等龙头企业持续加码，理想三期、比亚迪 （002594）二期等标志性项目竣工投产，新能源整车产量突破80万辆，为经济稳中有进注 ...

Core Insights - As of December 2025, China's cumulative installed capacity for energy storage reached 213.3 GW, marking a 54% year-on-year increase [1] - The market share of pumped storage is 31.3%, while new energy storage, represented by lithium batteries, has seen a significant growth, accounting for over two-thirds of the total installed capacity [1] - New energy storage installations reached 144.7 GW, an 85% increase year-on-year, with the cumulative capacity being 45 times that of the end of the 13th Five-Year Plan [1] Installed Capacity and Market Trends - By the end of 2025, new energy storage installations included 66.43 GW and 189.48 GWh, with power and energy scales increasing by 52% and 73% respectively [1] - The top ten provinces in terms of installed capacity each exceeded 5 GWh, collectively accounting for nearly 90% of the total, with western provinces leading the way [1] Bidding and Pricing Dynamics - In 2025, the number of bidding sections for energy storage systems decreased by 10.4% to 690, while EPC bidding sections increased by 4.5% to 1,536 [2] - The bidding scale for energy storage systems reached 121.5 GWh, a 140.1% increase, and EPC bidding scale was 206.3 GWh, up 125.5% [2] - The procurement prices for lithium iron phosphate systems ranged from 391.14 to 913.00 yuan/kWh, with significant price variations based on system duration [2] Policy and Market Reforms - In 2025, 869 new policies related to energy storage were released, a 13% increase year-on-year, indicating a high level of policy activity [3] - The "14th Five-Year" planning goals for new energy storage across provinces exceed 91.6 GW, with most provinces having met their targets [3] - The market is transitioning towards a more market-oriented approach, with commercial energy storage expected to gradually move towards market participation [3] Future Outlook - The commercial energy storage sector is expected to maintain stable growth, with a shift from fixed price arbitrage to a more diversified revenue model [4] - The revenue structure for energy storage is anticipated to transform significantly, with energy arbitrage becoming the dominant revenue source [5] - The average duration of new energy storage installations is projected to increase from 2.58 hours in 2025 to 3.47 hours by 2030, reflecting advancements in technology and market demand [6]

Investment Rating - The report maintains an "Outperform" rating for the lithium battery industry relative to the CSI 300 index [2]. Core Insights - The new energy storage market is experiencing significant growth, with global new energy storage installations expected to reach 74.1 GW/177.8 GWh by the end of 2024, representing year-on-year growth of 62.5% and 61.9% respectively. In China, the new energy storage capacity is projected to increase by 103% and 136% to 43.7 GW/109.8 GWh [10][17]. - Lithium batteries are expected to dominate the energy storage technology landscape, with shipments in China reaching 430 GWh in the first three quarters of 2025, marking a year-on-year increase of 99.07% [10][24]. - The report highlights the supportive policy environment for the energy storage industry, with multiple initiatives launched by the Chinese government to promote the development of new energy storage technologies [10][35]. Summary by Sections 1. Energy Storage Industry Overview - The global energy system is undergoing significant changes to meet carbon neutrality commitments, with a focus on increasing the share of renewable energy [15][16]. - Energy storage technologies are categorized into mechanical and electrochemical storage, with pumped storage being the most mature technology [16][22]. 2. Energy Storage Policies - Since 2021, the Chinese government has introduced a series of policies to support the development of energy storage, including the "New Energy Storage Manufacturing High-Quality Development Action Plan" [35][36]. - The goal is to achieve over 100 million kW of new energy storage capacity by 2027, with significant investments expected [36][37]. 3. Electrochemical Energy Storage - Lithium-ion batteries are highlighted as the most mature and widely used technology in energy storage, with a market share of 97.5% in new energy storage technologies [24][29]. - The report discusses the advantages of lithium batteries, including high energy density and long lifespan, while also noting safety risks [22][24]. 4. Mechanical Energy Storage - Pumped storage remains a significant part of the energy storage landscape, accounting for 54.3% of total storage capacity as of the end of 2024 [24][29]. - Other mechanical storage technologies, such as compressed air and flywheel storage, are also discussed, highlighting their respective advantages and limitations [22][24]. 5. Henan Province Energy Storage Overview - Henan Province has implemented policies to accelerate the development of new energy storage technologies, aiming for a scale of over 15 million kW by 2030 [10][36]. - Key companies in the Henan energy storage sector include multiple firms specializing in lithium, sodium, and flow batteries [10][36].

Group 1 - The chairman of XJ Electric, Li Juntao, has resigned due to job relocation, and his resignation will take effect immediately upon delivery to the board [2][4] - The board has nominated Ji Kan as a candidate for a non-independent director, pending approval from the shareholders' meeting [2][4] - Li Juntao's tenure lasted only one year and nine months, indicating a rapid leadership change in response to the fast-paced energy transition [6] Group 2 - Ji Kan is recognized for his expertise in energy storage, holding the position of chairman at the group's energy storage technology company, which positions him as a key player in the sector [7] - The new energy storage market in China has seen significant growth, with an increase of over 260% in new installed capacity in 2023, highlighting the urgency for XJ Electric to find new breakthroughs [7] - Ji Kan's focus on transforming marketing strategies is crucial for XJ Electric to adapt to the competitive landscape of the energy storage market [7] Group 3 - The total investment planned by State Grid and Southern Grid during the 14th Five-Year Plan period approaches 5 trillion yuan, presenting significant growth opportunities for XJ Electric [8] - XJ Electric remains a core supplier in traditional high-voltage direct current sectors while also needing to expand into new areas like smart distribution networks and virtual power plants [8] - Ji Kan emphasizes that 2026 will be a critical year for the company, as it aims to solidify its position in both traditional and emerging markets [8] Group 4 - Ji Kan's nomination is seen as a strategic move to enhance XJ Electric's market capabilities, integrating traditional manufacturing expertise with new energy system understanding [9] - The competition in the power equipment industry has evolved from a focus on technology and scale to a comprehensive assessment of market responsiveness and ecosystem building [9] - Under Ji Kan's leadership, XJ Electric aims to balance its traditional strengths with new market demands, indicating a significant shift in corporate strategy [9]

文 | 中关村储能产业技术联盟 1月22日， CNESA DataLink 2025年度储能数据发布暨储能国际峰会暨展览会2026新闻 发布会 在北京举行。产业链企业以及关注储能行业的权威媒体欢聚一堂，共同回望过 去，展望未来。 中关村储能产业技术联盟理事长、 中国科学院工程热物理研究所所长/研究员 陈海生 会议期间， 中关村储能产业技术联盟理事长、中国科学院工程热物理研究所所长/研究员 陈海生 代表联盟，对2025年新型储能产业发展情况进行了全面总结，并展望了2026年发 展趋势。 中关村储能产业技术联盟秘书长，刘为 图2：中国新型储能累计装机规模（单位：GW） 数据来源：CNESA DataLink全球储能数据库 中关村储能产业技术联盟秘书长刘为 汇报了第十四届储能国际峰会暨展览会ESIE 2026的 筹备情况。 本届ESIE将实现全面价值升级，核心是打造一个真正的"储能生态展"，不止 于汇聚流量，更致力于创造产业价值——通过精准资源匹配、深度内容服务和长效生态链 接，构建一个赋能储能企业全生命周期增长的平台。 同时站在十五五独立储能市场化转型关键节点，面对区域市场政策差异加剧，产业决策挑 战加大。 联盟 ...

Group 1 - The conference highlighted the active participation of city council members in proposing suggestions and solutions to address key issues and public concerns in the city [1] - A total of 672 proposals were received during the conference, with 524 officially registered, reflecting the commitment and responsibility of the council members [1] Group 2 - Proposals related to economic development accounted for 167 items, representing 31.87% of the total, focusing on county economic growth, technological innovation, and various industry advancements [2] - Political development proposals totaled 24 items, making up 4.58%, addressing talent introduction policies and administrative law enforcement improvements [2] - Cultural development proposals numbered 61, or 11.64%, emphasizing the integration of culture and tourism, and the promotion of intangible cultural heritage [2] - Social development proposals dominated with 258 items, comprising 49.24%, covering urban infrastructure, education resource optimization, and healthcare improvements [2] - Environmental proposals were limited to 14 items, accounting for 2.67%, focusing on green transformation in traditional industries and pollution prevention [3] - Following the conference, a meeting will be organized to address the handling of the proposals, ensuring timely review and assignment of any proposals received after the deadline [3]

Core Insights - Shandong Province has launched a "Work Plan for Steady Growth in the Machinery and Power Equipment Industry," targeting six key areas: industrial mother machines, agricultural machinery, construction machinery, robots, instruments, and power equipment, aiming for over 400 billion yuan in main business revenue by the end of 2026 [1] Group 1: Industry Development Strategy - The plan emphasizes collaboration between enterprises, universities, and research institutions to establish innovation centers and key laboratories, focusing on critical technologies such as high-precision spindles and intelligent control systems [1] - Shandong aims to build pilot verification platforms and test bases in fields like industrial mother machines and robots to facilitate the conversion of scientific achievements into practical applications [1] Group 2: Market Expansion and Application - The province will promote the application of advanced agricultural machinery and intelligent medical equipment, while accelerating major projects in offshore wind power and nuclear power [2] - New business models in the silver economy, smart logistics, and smart agriculture will be developed to drive industry growth through new demands for intelligent equipment [2]

其一，建立分类电价机制，覆盖全场景应用。按照电网侧、电源侧、用户侧三大类别，分别匹配"市场 主导+政府托底""新能源协同开发""用户自利运营"的定价逻辑，形成层次分明、导向清晰的支持架构。 此举有效避免电网侧储能依赖补贴、"吃政策饭"，保障电源侧储能与新能源打捆开发的合理回报，同时 推动用户侧储能回归经济驱动本质，促进资源高效配置与可持续发展。 三维协同定方向：锚定战略、借鉴经验、贴合省情 政策立足国家战略导向、汲取先行地区经验、紧扣本省实际需求，体现了"国家战略—地方实践—省情 需求"三维协同的深层逻辑。 一是精准对接国家战略部署。政策全面贯彻国家"能放尽放、应放尽放"原则，坚持市场配置资源决定性 作用与政府适度调控有机结合。在电价形成机制上，引导市场化项目收益高于保底水平，推动储能主体 主动参与中长期交易、现货市场及辅助服务市场；在成本疏导方面，严格落实充电环节输配电价计收、 放电环节退减政策，切实降低运行负担，打通商业化运营关键堵点。 二是系统汲取先行经验并实现机制创新。面对广东、江苏等地"充放价差+容量补偿"模式的成熟实践， 湖北未简单复制，而是聚焦本地痛点精准施策：通过全国首创实施"清单制"严控项目 ...

Core Insights - Shandong Province has launched a "Work Plan for Steady Growth in the Machinery and Power Equipment Industry," targeting six key areas: industrial mother machines, agricultural machinery, construction machinery, robots, instruments, and power equipment, aiming for a revenue target of over 400 billion yuan by the end of 2026 [1][2] Group 1: Key Areas of Focus - The plan emphasizes collaboration between enterprises and educational institutions to establish innovation centers and key laboratories, focusing on critical technologies such as high-precision spindles and intelligent control systems [1] - Shandong aims to build pilot testing platforms in areas like industrial mother machines and robots to facilitate the conversion of technological achievements [1] Group 2: Industry Development Strategies - The province will enhance collaboration between main engine manufacturers and application units to stabilize the existing industry, while targeting weak links in high-end bearings and precision sensors [1] - Shandong plans to promote advanced agricultural machinery and intelligent medical equipment, while accelerating major projects in renewable energy and smart logistics [2]