Recently, the State Energy Administration issued the "China New Energy Storage Development Report 2025" (hereinafter referred to as the "Report"), further highlighting the key role and positioning of new energy storage in the national energy transformation and the construction of new power systems. The report is of great significance to further consolidate the consensus of all parties on the development of new energy storage, guide the healthy and orderly development of new energy storage, support the construction of new power systems, promote the implementation of the "double carbon" strategy, and achieve a good start of the "15th Five-Year Plan" of the new energy storage industry. The official publication of the Report is timely.
First, the law and policy are clearly positioned, and the new energy storage has become the key technical equipment
to ensure the safe and stable operation of the power system and promote the development of energy transformation. The Energy Law incorporates "promoting the high-quality development of new energy storage" into the legal framework, and the Report on the Work of the Government is first written into "developing new energy storage". It is clear that the function orientation of the new energy storage is to play its regulating role in the new power system, which indicates that it has become the key technology to support the construction of the new power system. The report shows that the State Energy Administration has formed a management system of "guiding scientific development-improving market mechanism-strengthening power station safety" through more than 20 special policies, and further clarified the top-level design of the new power system from the national level; At the provincial level, according to the local resource endowment and demand, the implementation plan is introduced according to local conditions, and the innovative market model and cost guidance mechanism are actively explored, thus forming a deep synergistic effect between local practice and national strategy. The high-quality development of
new energy storage strengthens the role
of flexible regulation and security support for the power system. The report shows that the installed capacity of new energy storage in China achieved a historic breakthrough in 2024, totaling 73.76 million kilowatts, an increase of 130% over the end of 2023. Large-scale development achieves structural upgrade: large-scale, medium and long-term new energy storage dominates the trend, with 62% of projects with single station scale ≥ 100,000 kW and 86% of projects with energy storage duration ≥ 2 hours; independent and shared energy storage leads the growth, with a total installed capacity of 34.12 million kW (accounting for 46%), an increase of 15 percentage points over 2023; The utilization efficiency has been greatly improved, with an average annual equivalent utilization hours of 911 hours (300 hours higher than that in 2023), which is equivalent to the annual utilization hours of distributed photovoltaic in the central and eastern regions. The new energy storage further plays its role of regulation and support, providing peak guarantee for 20 provincial power grids during the summer peak period, and providing millisecond fault recovery capability for grid-type energy storage to ensure system stability under high proportion of new energy access.
3. Technological innovation step by step iteration, the new energy storage has formed a clear road map
of diversified technology development, the report shows that China's new energy storage has formed a "application generation, demonstration generation, pre-research generation" step by step d evelopment ecology, technological innovation from a single breakthrough to a systematic layout, and the new energy storage has become a new generation. It provides full-cycle technical support for the construction of new power system. The leading technology of lithium battery has achieved intergenerational transition, rapid iteration in battery body, thermal management, system grid-connected technology, etc. Compressed air energy storage, flow battery energy storage, flywheel energy storage and other engineering breakthroughs have been achieved, laying the technical foundation for the long-term regulation capacity and inertia support capacity required by the high proportion of new energy power system; A number of cutting-edge disruptive technologies, such as semi-solid-state batteries, all-solid-state batteries and hydrogen energy storage technology , have accelerated their development to meet the needs of future new power systems for multi-timescale, high-security storage and extreme environmental adaptability. Through large-scale application and construction and operation of demonstration projects, the feasibility and economy of different technologies are verified, which further promotes the iterative upgrading of new technologies and realizes the healthy development of various technological routes.
Fourth, the key breakthrough of market mechanism and the acceleration of the historic transformation
of new energy storage from policy-driven to market-driven market promotion are the only way for the healthy development of new energy storage industry. The report shows that China's energy storage market mechanism has made three major progress in 2024. Firstly, the electricity spot market is officially operated, which guides the new energy storage to participate in the system regulation through flexible and accurate market price signals, and releases the time value of the new energy storage; Secondly, the ancillary service market is diversified, and the access conditions, trading mode and price mechanism of participating in the ancillary service market are clarified, as well as the rules of participating in ancillary services such as reserve, climbing and black start, and the security value of new energy storage is quantified. Thirdly, the capacity compensation mechanism is actively explored, and some provinces have defined the compensation period and the sharing subject. By enriching the variety of electricity market transactions, improving the market mechanism adapted to the participation of new energy storage, broadening the channels for new energy storage to obtain multiple market benefits, and promoting the healthy and orderly development of new energy storage.
Fifth, the standard system is becoming more and more perfect, and the cornerstone of the high-quality development of new energy storage is further
strengthened. The report shows that in 2024, 26 national standards and 18 industry standards were issued in the field of new energy storage, covering the whole chain of planning and design, access to power grid, operation control, maintenance test and post-evaluation, and providing new energy storage. The differentiated development of technology routes is guided by performance classification to avoid low-end redundant construction; the industry is forced to eliminate backward production capacity by strict safety standards to improve the level of intrinsic safety. By establishing a rule system covering the whole life cycle and the whole technical route, and improving the standard system of the whole industry chain of new energy storage, it provides a benchmark framework for global energy storage standardization, further improves the construction level of the new energy storage standard system in China, and guides the orderly development of the new energy storage industry. The publication of the
report is a summary of the achievements of the past year and a guide for action in 2025. China's new energy storage industry has stood at a new starting point of high-quality development. It is expected that under the guidance of the Report, the industry will continue to focus on tackling key technical problems, deepening the construction of market mechanism, expanding diversified application scenarios and enhancing global competitiveness, so as to achieve the goal of "double carbon" and build a new energy system and a new power system. Provide more abundant, reliable and economic regulatory support capacity.
(Rao Hong, chief scientist of China Southern Power Grid Corporation)
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