In 2025, the energy storage market will undergo a sudden change, and grid based energy storage will completely bid farewell to "encouraging pilot projects" and vigorously upgrade to "grid connected essential needs". Under the dual driving force of policy and rigid market demand, this track is expanding at an astonishing speed, and the scale of giant orders has exceeded GW level.

Policy setting: From encouragement to mandatory, the threshold for grid connection has been comprehensively raised

By 2025, China's grid based energy storage policy will undergo a key transformation from "principle support" to "specific mandatory". At the national level, the "Special Action Plan for the Large scale Construction of New Energy Storage (2025-2027)" has for the first time clarified its key position as a demonstration area for large-scale development; The "China New Energy Storage Development Report 2025" will benchmark its reserve capacity against traditional thermal power.

At the local level, Xinjiang has made it clear that the proportion of grid type energy storage configuration should not be less than 20%, directly driving its installed capacity to account for 47.6% of the country's total by 2025, reaching 2.3GW/9.1GWh. Eastern provinces such as Shenzhen and Jiangsu have also quickly followed up through high subsidies and quality electricity pricing mechanisms. At the same time, the new national standard has changed the key supporting capacity from a recommended item to a mandatory item, and traditional energy storage without grid building capacity is facing grid connection difficulties.

Market explosion: The first three quarters exceeded last year's total, and the northwest became the main battlefield

Under strong policy stimulus, market data is extremely impressive. From January to September 2025, the newly installed capacity of grid type energy storage in China reached 2.9GW/9GWh, with a penetration rate exceeding 10%, and has already exceeded the total amount for the whole year of 2024. As of the end of September, the cumulative operational scale has reached 6GW/19.1GWh, an increase of nearly five times compared to 2023.

In the regional market, the northwest region is the absolute mainstay, with Xinjiang, Qinghai, and Inner Mongolia accounting for over 70% of the total market share. The bidding market is also booming. In the procurement of 10.5GWh energy storage by CGN New Energy, the grid type occupies 4.5GWh, setting an industry record. Leading companies such as Huawei and Sunac Power have all exceeded GW level orders for grid based energy storage in the first three quarters.

Technical competition: Full scene coverage and performance limits become the focus of competition

Behind the market lies the intense competition of technology. Top companies have all shown their trump cards: Huawei has launched a full scene network construction platform, achieving full coverage from GW level power stations to energy storage in the substation area; Sunshine Power achieved a performance breakthrough of 3 times overload and millisecond response in the testing of Yajiang, Sichuan; Hewang Electric launches full silicon carbide power cabinet, elevating efficiency and power density to new heights. Security and intelligence, such as AI collaboration and battery level protection, have also become new dimensions of technological competition.

Value verification: Multi scenario application to clear economic accounts

The value of grid based energy storage has been validated in real-world scenarios. In the Xinjiang Huadian Changji Mulei Wind and Solar Storage Project, its supporting capacity has increased the new energy consumption rate from 82% to 95%, with an annual income increase of over 60 million yuan. At the low altitude logistics station in Bao'an, Shenzhen, its black start function prevented a single shutdown loss of over 500000 yuan. For industrial users such as Jingjiang Special Steel, grid based energy storage brings dual benefits of stable power supply and peak valley arbitrage. Keywords: New Energy Information Network, New Energy Latest News, New Energy Latest Reports

Network building capability becomes the 'voice' of the future energy market

Overall, grid based energy storage not only brings compliance and access, but also tangible economic benefits. It transforms itself from a cost item to a source of revenue by improving efficiency, participating in ancillary services, and obtaining subsidies. Its rapid response capability is even more valuable as a "production insurance" for high-end manufacturing industries, surpassing the value of the equipment itself.

Currently, the golden decade of grid based energy storage has begun. Under the inevitable trend of the transformation of the new power system, whoever has the ability to construct the grid will have the right to maintain the stability of the power grid and the discourse power of the future energy market. Editor/Yang Beihua