Recently, there has been heavy news in the domestic energy storage industry - a procurement and cooperation agreement for energy storage batteries with a total amount of 15 billion yuan and a scale of 30 GWh has been officially signed and implemented. The finalization of this mega order not only demonstrates the strong market demand and development potential of the energy storage industry, but also marks a new stage of large-scale and high-quality development in the industrial application of energy storage battery technology in China, injecting strong impetus into the energy transformation under the "dual carbon" goal.

The 30GWh energy storage battery signed this time covers core products such as liquid cooled energy storage battery systems and lithium iron phosphate energy storage cells. It will mainly be used in various scenarios such as new energy supporting energy storage on the power generation side, grid side peak shaving and frequency regulation, industrial and commercial user side energy storage, and household energy storage. According to industry standards, a 30GWh energy storage battery can meet the supporting energy storage needs of approximately 30 million kilowatts of new energy projects. It can consume over 45 billion kilowatt hours of green electricity such as wind and photovoltaic power annually, reducing carbon dioxide emissions by over 36 million tons, equivalent to planting nearly 1 billion trees. The ecological and social benefits are significant.

Behind the 15 billion yuan investment is the inevitable result of the dual wheel drive of "policy+market" in the energy storage industry. In recent years, China has continued to increase its layout in the new energy industry, with wind power and photovoltaic installed capacity ranking first in the world. However, the intermittent and fluctuating characteristics of new energy pose a huge challenge to the power grid's consumption capacity, and energy storage, as a key supporting facility, has become the core solution to this problem. At the policy level, various regions have successively introduced policies such as mandatory construction of energy storage, widening of peak valley electricity price differences, and subsidy support, opening up growth space for the energy storage market; At the market level, the demand for cost reduction and efficiency improvement in industry and commerce, the requirement for grid connection of new energy power stations, and the increasing awareness of green electricity consumption among households are jointly driving the explosive growth of demand for energy storage batteries. The landing of this super large order is a high recognition of the reliability and economy of energy storage technology by the market, and also confirms the transformation effect of the energy storage industry from "policy driven" to "market+policy driven".

As the core energy storage battery product of the large order, multiple cutting-edge technologies in the industry will be integrated this time. Liquid cooled energy storage systems have become the preferred choice for large-scale energy storage projects due to their high heat dissipation efficiency, strong operational stability, and long lifecycle; Lithium iron phosphate energy storage cells with high energy density and long cycle life can effectively reduce unit energy storage costs and improve project investment return. In addition, the intelligent upgrade of the Battery Management System (BMS) enables real-time monitoring of battery status, fault warning, and precise regulation, ensuring the safe and efficient operation of the energy storage system. The large-scale application of these technologies will further promote cost reduction and efficiency improvement in the energy storage industry, accelerating the transformation of energy storage from "optional" to "mandatory".

From the perspective of industrial impact, this mega order will form a "chain reaction": on the one hand, it will drive the demand growth of upstream raw material industries such as lithium, phosphorus, and electrolytes, and promote the coordinated upgrading of the upstream and downstream of the industrial chain; On the other hand, it will encourage energy storage battery companies to increase their research and development investment, focus on tackling high safety, long-life, and low-cost energy storage technologies, and enhance the global competitiveness of China's energy storage industry. At the same time, the implementation of large-scale energy storage projects will improve the energy storage business model, explore diversified profit paths such as "energy storage+new energy", "energy storage+virtual power plants", "energy storage+grid services", and lay the foundation for the sustainable development of the industry.

With the gradual implementation of the 30GWh energy storage battery order, China's energy storage industry will usher in a new round of capacity release and technological iteration. In the future, energy storage batteries will further break through towards high energy density, high safety, low cost, and long lifespan, and their application scenarios will extend from the current core areas to more scenarios such as smart energy, microgrids, emergency power supply, etc. Under the guidance of the "dual carbon" goal, the energy storage industry is becoming the core support of the new energy revolution and energy transformation. This super large order of 15 billion yuan is a vivid footnote to the accelerated development of China's energy storage industry, and will surely write a brilliant chapter in building a clean, low-carbon, safe and efficient energy system.Editor/Bian Wenjun