Highlights in the New Energy Storage Sector (March 14-17, 2025)

Corporate Collaborations and Capital Movements

1. Qilu Expressway Partners with Shandong Energy
   Date: March 14, 2025
   Content: A wholly-owned subsidiary of Qilu Expressway, in collaboration with Shandong Energy Development, has jointly invested 110 million yuan to establish a new company focusing on energy storage project investments. This new entity aims to leverage the resource advantages of both parties in transportation infrastructure and energy development, exploring a model that integrates transportation and energy to support new energy consumption and stabilize regional power grids.
2. Kelon Electronics Accelerates New Energy Industry Chain Layout
   Date: March 14-15, 2025
   Content: Kelon Electronics has established two new energy companies through its subsidiaries: Lezhi County Kexing New Energy, which focuses on energy storage technology research and carbon reduction, and Shenzhen Chedianting, specializing in electric vehicle charging infrastructure. This expansion aims to enhance the company’s collaborative capabilities in the energy storage and charging sectors, strengthening its market competitiveness in the new energy field.

Technological Breakthroughs and Patent Innovations

1. Zhonglv Zhongke Air Storage Co-generation Technology Patent Granted
   Date: March 15, 2025
   Content: The patent for the “Air Storage Co-generation System for Integrating Ammonium Bicarbonate and Methanol” by Zhonglv Zhongke has been officially announced by the National Intellectual Property Administration. This technology combines air storage with chemical synthesis subsystems, producing ammonia and methanol as by-products during energy storage generation while recovering reaction heat to enhance power generation efficiency, providing innovative pathways for large-scale energy storage and industrial emissions reduction.
2. Xinyuan Zhichu Secures Patent for Multi-layer Optimization Scheduling of Energy Storage Devices
   Date: March 15, 2025
   Content: Xinyuan Zhichu Energy Development Company has obtained a patent for a “Multi-layer Optimization Scheduling Method for Energy Storage Devices in Source-Grid-Load-Storage Scenarios.” This technology dynamically adjusts the operational strategies of energy storage devices to improve the overall efficiency and stability of multi-energy complementary systems, suitable for complex scenarios such as new energy grid connection and microgrids.
3. Zhongjun Energy Launches Battery Health Diagnosis System
   Date: March 15, 2025
   Content: Jiangsu Zhongjun Energy has introduced a patented battery health diagnosis system for energy storage stations, based on big data. This system monitors battery pack status parameters in real time and uses AI algorithms to predict battery life and failure risks, significantly enhancing the operational efficiency and safety of energy storage stations.

Global Market Dynamics

1. Philippines Initiates 9.4GW Green Energy Auction
   Date: March 14, 2025
   Content: The Philippines Department of Energy has launched the fourth round of the Green Energy Auction (GEA-4), which includes 9.4GW of renewable energy projects. Notably, 1.1GW of integrated solar and storage projects will now include mandatory storage requirements (4-hour storage). The projects will be implemented across three regions, with winning bidders receiving 20-year power purchase agreements, aiming to achieve a renewable energy share of 35% by 2030 while enhancing grid stability.
2. Trina Solar Delivers 49.9MW Solar Storage Project to the UK
   Date: March 14, 2025
   Content: Trina Solar has provided a 49.9MW integrated solar storage solution for the Sandon Brook project in the UK, which includes 700W+ modules, mounting structures, and a 70MWh storage system. Once operational, the project will meet the electricity needs of 16,500 households and reduce carbon emissions by 15,000 tons annually, marking a significant breakthrough for the company’s integrated solar storage solutions in high-end overseas markets.
3. State Energy Group Completes Main Structure of Suzhou Power Plant Storage Project
   Date: March 16, 2025
   Content: The main structure of the largest “thermal power + molten salt” storage project in the country—State Energy Group’s 1000MWh molten salt storage project at the Suzhou power plant—has been completed. This project utilizes high-and-low-temperature dual molten salt tank technology and is expected to reduce unit peak load to 30% of rated capacity, enhancing new energy consumption capacity by 128 million kilowatt-hours annually and supporting coal power flexibility transformation and “dual carbon” goal achievement.

Policies and Market Trends

1. Explosive Growth in Data Center Energy Storage Demand
   Date: March 14-16, 2025
   Content: Eight departments, including the Ministry of Industry and Information Technology, are encouraging data centers to deploy new types of energy storage. The 25MW/200MWh project of the Anhui Intelligent Computing Center has been announced as the winning bid, and Nandu Power has received a 1.2GW framework order from GDS. High-tech industry research predicts that from 2025 to 2030, global data center energy storage battery shipments will increase from 15GWh to 300GWh, with AI computing demands driving energy storage to be a key factor in the greening of data centers.
2. EU Plans to Introduce New Energy Storage Subsidy Policy
   Date: March 16, 2025
   Content: According to Bloomberg New Energy Finance, the European Commission plans to offer up to 30% investment subsidies for newly built independent energy storage facilities, with a focus on supporting long-duration energy storage technology research and demonstration. This policy is expected to stimulate over 5 billion euros in private investment over the next five years, accelerating the development of the European energy storage industry chain and enhancing grid flexibility.
3. Intensive Local Subsidy Policies for Energy Storage Launched in China
   Date: March 17, 2025
   Content: A coastal city in Guangdong has introduced a subsidy of 300 yuan per kilowatt-hour for commercial energy storage (with a cap of 2 million yuan), while a major new energy province in the west is implementing operational subsidies for renewable energy storage projects. Local policies are forming a “combined approach” to promote the development of energy storage industry clusters and assist in the transformation of the energy structure.

Industry Events and Predictions

1. 2025 China International Energy Storage Conference to Begin
   Date: March 17, 2025
   Content: The annual global energy storage industry event will be held in Hangzhou, focusing on the theme of “Building the Energy Storage Ecological Chain.” The conference will feature four major exhibition areas and 23 events covering battery technology, system integration, testing, and certification. The event is expected to attract over 300 companies, including CATL and BYD, and introduce more than 30 new products and 50 new technologies.
2. Global Household Storage Market Size Continues to Rise
   Date: March 14, 2025
   Content: BNEF predicts that the global household energy storage market will reach 100GWh in 2025, with a compound annual growth rate of 62%, nearly quadrupling compared to 2022. The recovery of overseas household storage demand has led to a significant increase of 39.4% in China’s energy storage battery exports in February, accounting for 39% of total battery exports.

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