Core Viewpoint - The new energy storage industry is at a critical juncture in 2026, transitioning towards market-oriented independence amidst the dissolution of old paradigms and the construction of new models [2]. Group 1: Global Energy Storage Market - The global new energy storage installed capacity is expected to reach 123.87GW/392.76GWh in 2026, with a growth rate of 42% [4]. - The global commercial and industrial (C&I) storage market is projected to grow significantly, with an expected installed capacity of 30.14GWh in 2026, representing a year-on-year increase of 58.96% [7]. - By 2030, the global new energy storage installed capacity is anticipated to reach 850.5GWh, indicating a robust growth trajectory [6]. Group 2: China's Energy Storage Market - In China, the C&I storage market is expected to achieve an installed capacity of 12.11GWh in 2025, with a growth rate of 61.4% [11]. - The transition from a single peak-valley price profit model to a diversified revenue model is anticipated as the market reforms accelerate [13]. - The capacity price mechanism reform is expected to stimulate independent storage, with various provinces introducing capacity compensation policies [16]. Group 3: Technological Advancements - The integration of AI and digital technologies is becoming a key trend in the evolution of energy storage systems, enhancing operational efficiency and predictive capabilities [29]. - The development of long-duration energy storage solutions is expected to gain momentum, with over 30GWh of new installations projected for 2026 [22]. - The competitive landscape is shifting towards a focus on technological capabilities, project experience, and financial strength among leading firms [35]. Group 4: Market Dynamics and Competition - The energy storage market is experiencing a significant reshaping, with a wave of new entrants leading to a temporary dilution of market concentration [33]. - As the market matures, competition will increasingly focus on understanding electricity market rules, operational capabilities, and customized solutions for specific scenarios [35]. - The emergence of virtual power plants is expected to open new market opportunities for C&I storage, transitioning from a single revenue model to a more diversified approach [27].

Core Viewpoint - In 2026, the Chinese energy storage industry is approaching a historic turning point, following a year of intense competition in 2025 characterized by rapid product technology iterations, evolving brand landscapes, and comprehensive safety standard upgrades [1] Group 1: Awards and Rankings - The "Aurora Awards" committee announced 11 award categories at the "2026 Energy Storage Innovation Summit" [3] - The annual top ten rankings are based on actual shipment volumes, integrating product performance metrics, market share, and customer reputation to identify leading companies in various segments [5] - The rankings include categories for "Top Ten Energy Storage Cell Shipments," "Top Ten User-Side Energy Storage System Integrators," and "Top Ten New Energy Storage System Integrators," aimed at recognizing industry leaders [5] Group 2: Specific Award Categories - The "Top Ten New Energy Storage System Integrators" focuses on companies that excel in system efficiency, intelligence, and project quality, driving high-quality industry development [7] - The "Top Ten User-Side Energy Storage System Integrators" evaluates companies based on adaptability, economic viability, and operational capabilities, emphasizing the commercial value of user-side storage [10] - The "Top Ten Energy Storage Cell Shipments" recognizes companies that establish industry benchmarks through large-scale production and technological advancements [13] Group 3: Influence and Innovation Awards - The "Influential New Energy Storage Enterprise Award" assesses companies based on technical strength, brand influence, operational capabilities, market share, safety standards, and digitalization levels [16] - The "Best Comprehensive Energy Operator" award evaluates companies on resource integration, project operation efficiency, and service quality, promoting high-value upgrades in the energy service market [23] - The "Growth Value Enterprise Award" focuses on companies' innovation potential and growth space, assessing revenue growth, market expansion, and technology conversion efficiency [25] Group 4: Safety and Product Awards - The "Energy Storage Industry Safety Pioneer Award" highlights companies that excel in key technology research, product stability, and safety applications in large-scale projects [27] - The "Influential Product Award" aims to showcase the technological ecosystem in the energy storage field, featuring sub-awards for "Innovative Product Award" and "Outstanding Product Award" [30] - The "Innovative Product Award" recognizes products that meet evolving industry needs through technological breakthroughs or differentiated solutions [31]

Core Insights - The focus of the industry in 2026 will shift towards "operations," emphasizing how to transition energy storage projects from merely connecting to the grid to generating profits. Key discussions will revolve around calculating the revenue per kilowatt-hour, optimizing asset management, and navigating market dynamics [2]. Event Overview - The "2026 Energy Storage Industry Summit" will take place on January 8 in Shenzhen, featuring nearly 30 leading companies in the energy storage sector, including major players like Southern Power Grid Technology, Sungrow Power, and Trina Solar. The event aims to explore the trends and opportunities in energy storage development for 2025 [3]. Participation and Networking - The summit will gather representatives from around 200 companies across the energy storage supply chain, including investors, operators, and end-users, to discuss the future landscape of energy storage and identify new business opportunities [3]. Agenda Highlights - The agenda includes discussions on the transformation of energy storage value and technological innovations, with sessions covering topics such as the current state of distributed energy storage, digital empowerment in energy storage, and the integration of energy storage with virtual power plants [20][22]. Awards and Recognition - The event will also feature the "Aurora Awards," recognizing influential products and companies in the energy storage industry for the year 2025, with categories including the Annual Impact Product Award and the Top Ten Enterprises Award [25].

Core Insights - The article discusses the upcoming "2026 Opening Year Summit on Power Market and Intelligent Storage Innovation Practices," scheduled for January 8 in Shenzhen, focusing on the evolution of storage and its integration with the power market [3][4]. Group 1: Industry Trends - The article highlights the need for a deep discussion on the evolution of storage mechanisms and the role of intelligent storage in the power market, emphasizing the importance of data and intelligence in shaping future strategies [4]. - It mentions the increasing asset scale in the storage sector, which necessitates refined operations to maximize revenue [5]. Group 2: Operational Insights - The article outlines the significance of "intelligent operation and maintenance" in uncovering the full lifecycle value of storage assets, addressing operational pain points and exploring business opportunities through innovative models [5][6]. - It emphasizes the integration of AI technology to enhance safety and optimize charging and discharging strategies, thereby improving project profitability [5]. Group 3: Research and Reports - A report titled "Electric Power Market and Intelligent Storage Research Report" will be released, focusing on the opportunities and challenges within the storage industry amid ongoing power market reforms [7]. - The report aims to explore the practical ecosystem for the implementation of intelligent storage solutions [7]. Group 4: Networking and Collaboration - The event will feature the "Aurora Award" dinner, designed for industry leaders and decision-makers to foster connections and collaborations within the storage sector [9][10]. - The gathering aims to facilitate genuine exchanges and real opportunities among key players in the industry [9].

Core Insights - The storage industry is experiencing a dual reality, characterized by both explosive growth in new storage installations driven by domestic policy and innovative business models, and challenges arising from market reforms and a shift towards diversified revenue models [2][3] Industry Overview - As of Q3 2025, the national new storage registration volume has exceeded 1 TWh, with independent storage projects accounting for over 93% [2] - The industry is transitioning from passive development to actively seeking diverse revenue models, leading to short-term pain amidst a broader trend of value return [2] Company Highlights - **融和元储**: Focuses on operational efficiency through its融和·白泽 platform, achieving a 50% increase in price prediction accuracy and an 80% improvement in data processing efficiency, with a cumulative installed capacity exceeding 20 GWh [4] - **弘正储能**: Recognized as a Tier 1 global storage manufacturer, it is enhancing its digital capabilities in energy control and prediction, aiming to create a smart central system [5] - **海辰储能**: Achieved a battery shipment volume of 35.1 GWh last year, with a compound annual growth rate of 167% over the past three years [6] - **为恒智能**: A Tier 1 global storage manufacturer with over 600 delivered projects, focusing on smart energy management systems for various applications [7] - **海尔新能源**: Provides integrated smart clean energy solutions for commercial and industrial users, covering over 30 provinces in China and exporting to over 50 countries [8] - **利星能**: Engages in comprehensive energy service models with a focus on microgrids and independent storage, having delivered over 3.5 GWh of projects [9] - **华储电气**: Specializes in commercial storage solutions, helping clients reduce electricity costs through various strategies [10] - **南网科技**: Successfully implemented a large-scale battery storage system, marking significant advancements in storage technology [11] - **阳光电源**: Focuses on clean energy conversion technologies, with a strong emphasis on safety and efficiency in its storage solutions [12] - **瑞浦兰钧**: Achieved a revenue of 9.491 billion RMB in the first half of 2025, with a year-on-year increase of 24.9% [14] - **星星充电**: Develops a smart energy ecosystem through its OPEN-OS system, enhancing energy trading and efficiency [15] - **天合光能**: Aims to lead in smart energy solutions with a focus on solar-storage integration, planning to ship 8-10 GWh in 2025 [16] - **鹏辉智慧能源**: Launched a new outdoor liquid-cooled storage cabinet, enhancing operational efficiency and customer value [17] - **汇能科技**: Focuses on user-side markets, providing comprehensive services for commercial storage and virtual power plants [18] - **兆万能源**: Engaged in clean energy solutions, recently obtaining a patent for solar panel maintenance [19] - **奇点能源**: A leading comprehensive energy service provider, delivering over 30,000 energy blocks globally [20] - **智光储能**: Develops advanced storage systems with a focus on high-capacity applications [21] - **领储宇能**: Offers modular storage solutions and has achieved significant project deliveries in the industrial sector [23] - **皇鼎储能**: Expanded its commercial storage projects significantly in Guangdong, becoming a market leader [24] - **星纪云能**: Combines investment and smart operations in its business model, enhancing revenue through AI-driven management systems [25] - **量道储能**: Focuses on high-quality service in the European market, delivering over 600 commercial storage projects [26] - **卧龙储能**: Achieved significant growth in overseas orders, reflecting its technological strength [27] - **亿兰科**: Provides comprehensive solutions for various energy scenarios, focusing on product innovation [28] - **天能储能**: A leading player in the storage industry with a focus on lithium-ion battery production [30] - **国能日新**: Utilizes AI technology to enhance market operations and maximize client revenues [31] - **拓邦股份**: Offers customized services across various energy sectors, focusing on integrated energy management [32] - **煜邦智源**: Emphasizes global expansion and advanced storage solutions for industrial applications [33] - **海信网络能源**: Develops a comprehensive range of storage temperature control products for various applications [34] - **天炜能源**: Focuses on lifecycle management of storage assets, with significant project development in the grid-side sector [35]

Core Viewpoint - The new energy storage industry is entering a paradigm shift in 2025, characterized by rapid growth in installed capacity, a transition from policy-driven to market-driven growth, and a shift from price competition to value competition, focusing on the deepening of the electricity market and the integration of digital intelligence [2][4]. Group 1: Market Dynamics - The market is a certain battleground, but the capabilities that determine victory are uncertain [3]. - With the exit of "mandatory storage" and the acceleration of a unified national electricity market, new energy storage will gradually establish a revenue model primarily based on energy and capacity, with other market revenues as supplementary [4]. - Understanding and adapting to electricity market rules, building core capabilities under market demand, and enhancing storage value for users will become the core competitiveness and decisive factors for storage companies in the future [4]. Group 2: Digital Intelligence Integration - Digital intelligence is a definite trend, but the path to achieving it remains uncertain [5]. - AI, IoT, and big data are no longer just enhancements but are central to reconstructing the value of energy storage systems [6]. - The emergence of new business models such as virtual power plants and smart microgrids raises questions about how to embed technological capabilities into different provincial electricity market rules to design replicable and profitable commercial loops [6]. Group 3: Industry Event and Insights - The "Electricity Market and Digital Intelligence Energy Storage Enterprise Innovation Practice Summit" will be held on January 8 in Shenzhen, aiming to gather decision-makers, technical experts, and market operators from the energy storage industry to explore sustainable profitability paths [6]. - The summit will provide in-depth analysis of the evolution of the electricity market and commercial paths, clarifying the strategic opportunities as the industry transitions from policy-driven to market-driven [7]. - The event will feature over twenty heavyweight guests from policy, academia, industry, and capital, sharing strategic insights and practical experiences [11].

Core Viewpoint - The article discusses the opportunities in the energy storage industry amidst the ongoing reforms in the electricity market and the rise of digital intelligence, highlighting significant partnerships and strategic agreements in Europe [2][3]. Group 1: Strategic Partnerships and Agreements - 中汽新能 signed a strategic cooperation agreement with Belgium's AVESTA for a capacity of 2GWh, marking a significant step in expanding its international presence [4][7]. - 库博能源 established a strategic cooperation with Romania's VoltLink Energy, focusing on a 1GWh capacity, which aims to enhance their overseas business and leverage VoltLink's market experience [9][11]. Group 2: Market Growth and Projections - The European energy storage market is entering a critical phase, with cumulative installed capacity expected to exceed 100GW by the end of November, driven primarily by large-scale storage projects [3][12]. - The EU aims for a target of 500-780GWh of installed capacity by 2030, indicating a substantial growth potential in the sector [3][12]. Group 3: Economic Drivers and Challenges - The economic viability of energy storage has improved due to declining costs and increased revenue opportunities, with CAPEX for LFP storage systems expected to decrease by approximately 37% from 2022 to 2025 [16]. - Despite strong growth prospects, the European storage market faces challenges, including lengthy approval processes and market fragmentation, which could hinder achieving the 2030 targets [17][18].

Core Viewpoint - The new energy storage industry is entering a high-speed development phase by 2025, driven by strong global market demand, with a shift in competitive focus towards globalization, digital integration, safety compliance, and lifecycle services [2]. Group 1: Industry Overview - The energy storage industry is experiencing a new growth cycle, with companies focusing on building core capabilities rather than just expanding production capacity [2]. - The "Annual Influence Enterprise Award" is established to recognize companies excelling in globalization, digitalization, and safety [2]. Group 2: Participating Companies - Multiple energy storage companies have applied for the "Annual Influence Enterprise Award," with a list of candidates being published [3]. - The participating companies include: - Trina Storage: Recognized as a safety pioneer, achieving significant safety standards and testing [4]. - Jinko Storage: A global benchmark with a target of 6GWh shipments in 2025, with 80% of orders from overseas [4]. - Weiheng Intelligent: Noted for its digital energy management systems, achieving significant operational efficiency improvements [4]. - Chuangneng New Energy: Projecting over 100GWh in new orders for 2025, with a total effective capacity exceeding 110GWh [4]. - Huashu Electric: Focused on diverse project distribution across multiple provinces [4]. - Yuanxin Storage and Xinjuneng: Both recognized for their comprehensive energy operation capabilities [4]. - Wolong Storage: Anticipating a 70% increase in overseas orders by 2024 [4]. - Astech Energy: Building a digital energy ecosystem with a focus on smart hardware and AI [4]. - Pengcheng Unlimited: Notable for its extensive quality control measures in production [4]. - Huayuxin: Achieving significant project applications in Brazil [4]. - Gaote Electronics: Innovating battery management systems with enhanced safety features [4]. - Yilankao: Projecting significant shipments of PCS units in 2025 [4]. - Times Tianyuan: Focused on power electronics technology and energy storage solutions [4]. Group 3: Company Highlights - Trina Storage has established a comprehensive production ecosystem and has secured over 10GWh in overseas orders, with a projected shipment of 8-10GWh in 2025 [5][6]. - Jinko Storage has developed a global marketing network and aims for a significant increase in overseas business, with a target of 6GWh in shipments for 2025 [6]. - Weiheng Intelligent has integrated AI into its energy management systems, achieving operational efficiency improvements of 5-10% [7]. - Chuangneng New Energy is expanding its production capacity significantly, with plans for over 500GWh in total capacity [8]. - Huashu Electric has developed a wide range of energy storage products and is expanding into international markets [9]. - Yuanxin Storage has established a comprehensive capability across the energy storage value chain, with a production capacity of 20GWh [10]. - Xinjuneng is focusing on customized energy storage solutions for commercial applications [11][12]. - Wolong Storage has achieved significant project deliveries and is expanding its production capacity [13][14]. - Astech Energy is building a smart energy management ecosystem with significant project achievements in various markets [16][17]. - Pengcheng Unlimited is leveraging advanced quality control in its production processes [18]. - Huayuxin has launched innovative energy solutions and is expanding its global footprint [19]. - Gaote Electronics has introduced advanced battery management systems with enhanced safety features [20]. - Yilankao is focusing on flexible energy storage solutions for commercial applications [21]. - Times Tianyuan is innovating in power electronics and energy storage technologies [22][23]. - Yuntian Shuneng is developing integrated energy storage solutions with significant cost and space savings [24]. - Hemai Co. has launched a new high-power energy storage inverter with industry-leading efficiency [25][26].

Core Insights - The article highlights the advancements and innovations in the energy storage sector showcased at the 2025 International Digital Energy Exhibition, emphasizing the role of companies like BYD, Huawei, and others in developing cutting-edge storage solutions and technologies [3][4]. Group 1: Policy and Industry Trends - The Shenzhen Development and Reform Commission released the "2025 Shenzhen Digital Energy White Paper," outlining a path to becoming a global leader in digital energy, focusing on six key areas: source, network, load, storage, data, and carbon [3]. - The exhibition emphasized the importance of policy guidance and the development of energy in Shenzhen, with a vision to create a "supercharging city 2.0" and a virtual power plant management cloud platform [3]. Group 2: BYD Innovations - BYD introduced its new energy storage product "Haohan," which has a minimum unit capacity of 14.5 MWh and can achieve a maximum capacity of 10 MWh within a 20-foot container, boasting a global highest Vcts of 52.1%, an increase of 39.7% over the industry standard [7]. - The Haohan system features an IP66 protection level, enhancing the lifespan of sensitive components by 100% and reducing system failure rates and maintenance costs by 70% [7]. Group 3: Huawei's Contributions - Huawei showcased its intelligent string-type grid-connected energy storage solutions, emphasizing a full-stack safety architecture and six core capabilities for all-scenario grid integration [10]. - The solutions include the LUNA2000 series and SPMS2000-A01 management system, which enhance lifecycle economics and operational efficiency through full-link digitalization [10]. Group 4: Other Notable Companies - Xiaohai Energy presented its "Star Array" smart energy management system, which integrates AI for energy dispatching, enabling businesses to optimize energy costs and efficiency [13]. - XWANDA displayed its 684Ah and 588Ah energy storage cells, featuring high energy density and long cycle life, with the 684Ah cell achieving over 440 Wh/L [16]. - TuoBang introduced its liquid-cooled energy storage system and the "Zero Carbon Cloud" platform, which enhances energy system efficiency through intelligent modules [19]. Group 5: Emerging Technologies - Shandong Electric showcased its V-Titan 1 energy storage system, which operates efficiently across a wide temperature range and has no capacity degradation over its lifecycle [22]. - NARI Group presented its "4S" energy storage system, focusing on accurate demand assessment, flexible power control, and proactive battery safety [25]. - Dongfang Electronics highlighted its grid-connected storage technology, which enhances energy quality and operational efficiency through advanced control algorithms [28]. Group 6: Future Directions - The article indicates a strong trend towards integrating AI and digital technologies in energy management systems, with companies like Jianjie IoT and YuanYang Energy showcasing their advanced EMS solutions [48][53]. - The focus on sustainability and zero-carbon solutions is evident, with multiple companies presenting integrated energy systems that support renewable energy sources and efficient energy management [40][46].

Core Viewpoint - The 13th Energy Storage International Conference and Expo (ESIE2025) will be held from April 10-12, 2025, in Beijing, focusing on the theme "Digital Intelligence Empowering Industrial Transformation, Energy Storage Reshaping Energy Landscape" [1][24]. Event Overview - The conference will feature a grand opening ceremony, a closed-door leaders' meeting, an academic forum, international business matchmaking sessions, high-level dialogues, thematic forums, and global product launches [1][24]. - More than 40 thematic forums will be held, covering policies, markets, and technologies related to new energy storage [14][24]. Keynote Speakers and Reports - Notable speakers include academicians and industry leaders, with reports on large-scale energy storage technology development, new power system storage issues, and advancements in China's energy storage technology and industry [4][5][10]. - The conference will also see the release of the "Energy Storage Industry Research White Paper 2025" and the "Lithium Battery Carbon Footprint Background Database V2.0" [4][5]. Special Sessions and Awards - The event will host the 9th International Energy Storage Innovation Competition award ceremony, recognizing outstanding projects in the energy storage sector [5][10]. - High-level dialogues will address opportunities and challenges for new energy storage in the context of full marketization of new energy [12][14]. Venue and Logistics - The conference will take place at the Capital International Exhibition Center in Beijing, with various exhibition halls designated for different activities and product launches [15][19]. - A series of pre-conference activities, including business networking and closed-door meetings, are scheduled for April 8-9, 2025 [14][24].