March 17-19, 2025 | Hot Topics in the New Energy Storage Sector
Strategic Partnerships
- Zhiguang Energy and Haicheng Energy Sign 15GWh Cell Procurement Agreement
Date: March 17, 2025
Details: Guangzhou Zhiguang Energy has signed a strategic cooperation agreement with Xiamen Haicheng Energy for the procurement of a total of 15GWh of cell products for the 2025-2026 period. The two companies will deepen collaboration in areas such as energy storage system research and development and supply chain coordination, while exploring pathways for global low-carbon energy transition. This partnership will effectively ensure Zhiguang’s production capacity needs in commercial energy storage and grid-side storage, further solidifying its market position in the integrated energy services sector.
Technological Innovations
- Huajian New Energy Develops Centralized Storage Thermal Management System
Date: March 17, 2025
Details: Huajian New Energy Technology (Shanghai) Co., Ltd. has been granted a patent by the National Intellectual Property Administration for its “Centralized Storage Thermal Management System.” This system uses a cooling module and dual cooling circuit design to achieve collaborative heat dissipation among multiple storage system modules, ensuring safe battery operation while reducing the overall volume by over 20%. This technological breakthrough offers an innovative solution for the compact layout of large-scale energy storage power stations. - Guangdong Changneng Launches Efficient Battery Cooling Device
Date: March 18, 2025
Details: Guangdong Changneng Investment Holdings Co., Ltd. has received a patent for its “New Energy Storage Battery Cooling Device.” This device employs a multi-layer heat spreader structure to quickly transfer internal heat from battery packs to the outer shell, combined with external cooling solutions to enhance overall cooling efficiency by 30%. This technology is applicable in commercial energy storage and electric vehicles, providing reliable safety for high-energy density batteries. - Derun New Energy Releases Modular Home Energy Storage Device
Date: March 18, 2025
Details: Derun New Energy (Shenzhen) Co., Ltd. has been granted a patent for its “Stackable Modular Home Energy Storage Device.” This device features a guided limiting structure design for rapid stacking between modules, allowing flexible expansion to capacities exceeding 10kWh. The product utilizes an intelligent temperature control system, making it suitable for various scenarios such as home photovoltaics and grid backup, thereby facilitating the widespread adoption of distributed energy storage. - State Grid Develops Energy Storage Operation Monitoring System
Date: March 18, 2025
Details: The State Grid Integrated Energy Service Group has applied for a patent for a “New Energy Storage Operation Monitoring and Analysis Method Based on Multiple Application Scenarios.” This system integrates multidimensional data, including grid status and battery health, and employs AI algorithms for dynamic evaluation and optimization of energy storage system performance, improving operational efficiency by over 15% and providing technical support for the large-scale application of grid-side energy storage.
Project Developments and Market Dynamics
- Nantong Port Completes International Transport of Lithium Battery Energy Storage Cabinet
Date: March 17, 2025
Details: Nantong Tonghai Container Terminal successfully shipped its first lithium battery energy storage cabinet to Nagoya Port, Japan. This shipment, valued at over 20 million yuan, was transported by “Sinotrans Hong Kong” vessels. To ensure transportation safety, the Nantong Maritime Bureau has innovatively implemented a “supervision + service” dual-track mechanism, developing a specialized emergency plan to promote the standardization of new energy cargo transport. This breakthrough marks a transition in port logistics toward greener, higher value-added operations. - Xinjiang Energy Storage Capacity Exceeds 10 Million Kilowatts
Date: March 18, 2025
Details: The installed new energy capacity in Xinjiang Uygur Autonomous Region has surpassed 100 million kilowatts, with supporting energy storage capacity reaching 9.777 million kilowatts / 32.663 million kilowatt-hours, ranking among the top in the country. The region has established over 200 energy storage stations, including Woneng Shijianfang, utilizing various technological routes such as lithium iron phosphate, vanadium flow, and compressed air. Through integrated operations of “source-network-load-storage,” Xinjiang’s new energy utilization rate has increased by 3.6%, with annual regulation of over 4.4 billion kilowatt-hours. - Anhui Shijiaheli Accelerates 5GWh Energy Storage Project
Date: March 18, 2025
Details: Anhui Shijiaheli New Energy Co., Ltd. has completed 70% of the engineering work for its 5GWh lithium battery energy storage system project, which is expected to commence production in June. The total investment for the project is 1.36 billion yuan, and upon completion, it will establish comprehensive industrial chain capacity including energy storage PACK, PCS, and cabinets, with an estimated annual revenue of 3.5 billion yuan. This project will effectively address new energy consumption demands in the East China region, supporting the energy transition in the Yangtze River Delta. - Jian Investment Energy Storage Project Exceeds 110MW
Date: March 18, 2025
Details: Jian Investment’s independent energy storage project (110MW) and the Kolin user-side energy storage project (2.2MW) are both operating stably. The company is exploring market-oriented trading and auxiliary service revenue through a “new energy + energy storage” model. Currently, the company’s energy storage business accounts for 12%, with a market capitalization ratio of 0.97, reflecting its position as an industry low, and its integrated energy service capabilities are receiving significant market attention.
Industry Activities and Policy Directions
- Sig Energy Hosts Global Supplier Conference
Date: March 17, 2025
Details: Sig Energy held its “Same Thought, Reach Far” supplier conference in Shanghai, attended by over 100 partners. The meeting focused on topics such as photovoltaic storage technology innovation and supply chain collaboration, recognizing outstanding suppliers for 2024. As a leading global provider of distributed energy storage integration, Sig achieved over $100 million in revenue in 2024, with products covering more than 60 countries. The conference aims to build a more resilient global supply chain system. - Local Energy Storage Subsidy Policies Continue to Strengthen
Date: March 17-18, 2025
Details: A coastal city in Guangdong has introduced a subsidy of 300 yuan per kilowatt-hour for commercial energy storage projects (with a cap of 2 million yuan) to encourage peak shaving and valley filling on the user side. Meanwhile, a major new energy province in the west has implemented operational subsidies for paired storage projects, ensuring long-term returns for energy storage stations. This combination of policies is accelerating the formation of national energy storage industry clusters, with expectations of over 20 million kilowatts of new installations in 2025.
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