Core Viewpoint - The article provides an analysis of the new energy storage projects in August 2025, highlighting the trends in the source-grid side market and the overall growth in installed capacity despite a month-on-month decline [2][3]. Group 1: Overall Market Analysis - In August 2025, the newly installed capacity of new energy storage projects in China reached 2.90 GW / 7.97 GWh, representing a year-on-year increase of 30% / 43%, but a month-on-month decrease of 11% / 10% [3]. - The source-grid side saw an addition of 2.50 GW / 7.08 GWh, with year-on-year growth of 22% / 36% and a month-on-month decline of 17% / 15% [6]. Group 2: Source-Grid Side Market Insights - Independent storage accounted for over 50% of the total installed capacity in August [6]. - The newly added independent storage capacity was 1.39 GW / 3.98 GWh, showing a year-on-year decrease of 21% / 12%, while the power side added 1.10 GW / 3.09 GWh, marking a significant year-on-year increase of 285% / 354% [6]. Group 3: Regional Analysis - The northwest region accounted for 65% of the newly installed capacity, with Xinjiang leading at over 0.8 GW of new installations, where independent storage made up 68% [11]. - Xinjiang's total installed capacity reached 219 million kW, with renewable energy accounting for approximately 60%, an increase of about 10 percentage points from the previous year [11]. Group 4: Project Ownership and Market Share - The "Five Major and Six Small" power generation groups accounted for over half of the new installed capacity, with Huadian having the largest market share [13]. - Notable projects include Huadian's 1 GW / 4 GWh independent storage demonstration project in Xinjiang [13]. Group 5: Storage Duration and Technology Trends - The average storage duration for source-grid projects increased by 12% year-on-year to 2.84 hours, with Xinjiang having the longest duration at approximately 4.0 hours [15]. - In August, all newly installed source-grid storage projects utilized lithium iron phosphate battery technology, with accelerated development in non-lithium technologies such as compressed air storage and hybrid storage systems [16].