Core Viewpoint - The National Energy Administration and four other departments have issued guidelines to promote the high-quality development of energy equipment, focusing on advanced battery storage systems and various energy storage technologies [1] Group 1: Battery Storage Equipment - Establish a high safety and high reliability battery storage equipment system [1] - Develop long-life, wide temperature range, and low decay lithium batteries, sodium batteries, and solid-state batteries [1] - Construct low-cost, long-duration vanadium-based, iron-based, and organic flow battery equipment systems [1] Group 2: Safety and Monitoring Technologies - Breakthroughs in battery management system safety monitoring, hazard warning, and proactive protection technologies are emphasized [1] - Enhance the intrinsic safety performance of energy storage batteries [1] Group 3: Physical Energy Storage Technologies - Develop large-capacity, low-cost physical energy storage technologies, including high-head pumped storage units and large-capacity variable-speed units [1] - Research key equipment such as high-power, high-parameter compressors and expanders [1] Group 4: Thermal Energy Storage Technologies - Develop low-cost, high-efficiency, and long-life thermal storage key technology equipment [1] Group 5: Short-term Energy Storage Equipment - Research high-efficiency flywheel energy storage and high specific energy long-life supercapacitors for short-term high-frequency energy storage [1] - Promote engineering validation of these technologies [1] Group 6: Networked Energy Storage Technologies - Encourage the development of networked energy storage technology [1] - Create adaptive networked energy storage systems and equipment for multiple scenarios and operating conditions [1]

Industry Overview - The compressed air energy storage (CAES) industry chain consists of upstream equipment manufacturing, midstream engineering and system construction, and downstream system operation [1][2] - Upstream includes production of air compressors, expanders, turbines, and generators, while midstream focuses on energy storage systems and technical solutions [1][2] Key Companies - Major upstream companies include Shanghai Electric, Dongfang Electric, and Harbin Electric Group for air turbine and heat exchanger production; Shangu Group and Shengu Group for compressors [2] - Midstream construction firms like China Storage National Energy and the Institute of Engineering Thermophysics of the Chinese Academy of Sciences are recognized for their extensive experience and international project scale [2] Regional Distribution - As of May 2025, there are 448 companies and research institutions in China related to CAES, with the highest concentration in Beijing (75), followed by Jiangsu (53) and Zhejiang (30) [5] - The industry is primarily located in economically developed eastern coastal regions and energy-rich provinces, facilitating technology exchange and resource integration [8] Market Applications - CAES has seen commercial applications, notably the world's first non-combustion CAES power station in Jiangsu, operational since May 2022, which compresses air in salt caverns during low demand and releases it for power generation during peak demand [2]