Key Highlights in the New Energy Storage Sector (April 2-4, 2025)

On April 2-4, 2025, several significant developments occurred in the new energy storage sector.

Strategic Partnerships and Capacity Development

1. DeYue Co. Expands Commercial Storage
   Date: April 2, 2025
   Details: DeYue’s wholly-owned subsidiary, Ningbo DeYue Energy Storage Technology Co., signed an agreement with the Cixi Binhai Economic Development Zone to invest in a project that will establish a production line with an annual capacity of 16GWh for commercial storage.
   Project specifics: The project will be executed in two phases: the first phase will have a capacity of 7GWh, and the second phase will be 9GWh, with total fixed asset investment exceeding 2.1 billion yuan. DeYue plans to complete the project within 36 months and achieve full production within 60 months.
   Objective: To meet the growing demand in the overseas commercial storage market and accelerate the company’s global expansion in the energy storage sector.
2. Penghui Energy Selected for Shougang Group Storage Procurement
   Date: April 3, 2025
   Details: According to International Energy Network, Penghui Energy has been shortlisted along with Ruiyuan Electric and Ancheng New Energy for the procurement of a storage system for the emergency power station project at Shougang Group’s Xing Shan Iron Mine.
   Project requirements: The storage system must demonstrate high safety and long lifecycle capabilities.
   Penghui’s advantage: The company stood out due to its liquid cooling technology and modular design in a competitive landscape.

Technological Innovations and Patent Breakthroughs

1. Litai Energy’s Marine Storage Battery System Patent
   Date: April 2, 2025
   Details: Shenzhen Litai Energy Technology Co. has applied for a patent for a “New Energy Marine Storage Battery System and Control Method.”
   Patent highlights: By optimizing the detection of capacitor group charge and power control parameters, the system enhances dynamic performance in vessels under variable loading conditions, significantly reducing energy loss during navigation. Core technologies include energy efficiency calculations and dynamic adjustments of target power demands.
   Applicable scope: Designed for energy storage systems in new energy vessels.
2. Ruineng Times’ Storage Charging Robot Patent
   Date: April 4, 2025
   Details: Shenzhen Ruineng Times Technology Co. has applied for a patent for a “Charging System for Storage Charging Robots.”
   Patent highlights: The design enables rapid battery swapping without waiting for charging, thanks to a detachable battery module and robotic arm. The intelligent docking between the battery module and charging station enhances user convenience.
   Applicable scenarios: Ideal for industrial parks and logistics centers.
3. Dianlan New Energy’s Slow Charge Fast Release Charging Pile Patent
   Date: April 4, 2025
   Details: Shenzhen Dianlan New Energy Technology Co. has applied for a patent for a “Slow Charge Fast Release Charging Pile Storage Method.”
   Patent highlights: The system intelligently schedules slow charging, fully charged, and fast release charging piles to optimize resource allocation during grid fluctuations. A core algorithm dynamically adjusts charging strategies based on recommendations, enhancing charging efficiency and reducing grid load.

Policy Updates and Market Trends

1. Vehicle-to-Grid (V2G) Pilot Programs Launched
   Date: April 2, 2025
   Details: The National Development and Reform Commission announced the first batch of V2G pilot programs, including 30 projects across nine cities such as Shanghai and Guangzhou.
   Policy requirements: Pilot cities must submit work summaries by the end of 2025 and establish follow-up evaluation mechanisms.
   Expert opinion: Academician Ouyang Minggao from the Chinese Academy of Sciences noted that V2G technology will position electric vehicles as vital energy storage units in urban distribution networks, with widespread adoption expected by 2030.
2. Hainan Adjusts Peak and Valley Electricity Pricing Policy
   Date: April 2, 2025
   Details: Hainan Province has adjusted the time periods for peak and valley electricity pricing for electric vehicle charging facilities as of April 1.
   Adjustment details: The previous valley period from “00:00-02:00” has been adjusted to a regular period, and “08:00-10:00” has been changed to a new valley period.
   Policy goal: To address the “midnight peak” phenomenon, encouraging users to charge during off-peak times to ensure the safe and stable operation of the grid.

Project Updates and Industry Activities

1. KeLiYuan Energy Storage Project Receives Policy Support
   Date: April 3, 2025
   Details: The Hebei Provincial Development and Reform Commission raised the capacity price standard for independent energy storage power stations to 100 yuan/kW, effective for 24 months.
   Project status: KeLiYuan’s 100MW/200MWh project in Wangdu and 200MW/400MWh project in Jingxing are now operational, benefiting from waived transmission and distribution fees, with expected annual revenue significantly boosted.
2. International Energy Storage Summit to Focus on Cutting-Edge Technologies
   Date: April 3, 2025
   Details: The 8th Energy Storage Frontiers Technology Conference will be held from April 10-12, focusing on areas such as sodium battery storage, flow batteries, and long-duration storage.
   Conference highlights: Featuring seven academicians and over 60 experts discussing the latest advancements and future trends in energy storage technology.

Industry Data and Cost Trends

1. Phosphate Iron Lithium Material Prices Stabilize
   Date: April 2, 2025
   Details: Data from GGII indicates that prices for phosphate iron lithium materials fell to 30,000 yuan/ton in 2024 and rebounded to 40,000 yuan/ton at the beginning of 2025.
   Market impact: The shipment volume of high-performance materials (such as 2.6g/cm³ high-pressure products) increased by 120% year-on-year, contributing to a 30% decrease in energy storage battery costs and extending cycling life to over 12,000 cycles.
2. Energy Storage System Prices Continue to Decline
   Date: April 3, 2025
   Details: Recent procurement results from New Wind Power Electronic Technology show that 70% of energy storage system quotes are below 0.4 yuan/Wh, with cell procurement prices as low as 0.26 yuan/Wh.
   Industry trend: Companies like CRRC Zhuzhou Institute and Penghui Energy are accelerating the shift from a “price war” to a “value war” through technological optimization and large-scale production.

Safety Management and Standard Development

1. National Energy Administration Strengthens Energy Storage Safety Oversight
   Date: April 4, 2025
   Details: The National Energy Administration published the “2025 Key Tasks for Electricity Safety Regulation,” mandating enhanced safety management throughout the lifecycle of electrochemical energy storage and advancements in fire prevention and emergency response technologies.
   Task goal: Complete safety risk assessments for all energy storage projects by the end of 2025.
2. Sodium-Ion Battery Local Standards Implemented
   Date: April 4, 2025
   Details: Shandong Province has officially implemented the first local standards for sodium-ion battery storage, detailing safety, performance, and grid connection requirements for 200MW/400MWh power stations.
   Significance of the standard: It promotes the application of sodium batteries in extremely cold regions, with an anticipated annual growth of 20% in local energy storage installations.

International Market and Cooperation Developments

1. Mexico’s Mandatory 30% Energy Storage Policy Takes Effect
   Date: April 4, 2025
   Details: The Mexican government now requires new photovoltaic projects to integrate 30% energy storage capacity, projected to drive energy storage demand beyond 1.5GW in 2025.
   Corporate actions: Chinese firms like Sungrow and CATL are initiating local partnerships, leveraging technology exports and investment to capture the Latin American market.
2. UK Innovates Long-Duration Storage Pricing Mechanism
   Date: April 4, 2025
   Details: Bloomberg New Energy Finance reports that the UK’s Ofgem has introduced a “cap-and-floor” pricing mechanism for long-duration storage projects, ensuring revenue security for projects lasting over 8 hours.
   Policy expectation: This move is expected to attract over £2 billion in investments over the next five years, promoting the large-scale application of technologies like compressed air and flow batteries.

Technology Pathways and Project Implementation

1. Yunnan Wenshan’s Networked Lithium-Sodium Hybrid Storage Connects to the Grid
   Date: April 4, 2025
   Details: The Wenshan Qiubei 200MW/400MWh networked lithium-sodium hybrid storage power station has fully connected to the grid.
   Technical approach: The project utilizes a combination of 180MW/360MWh lithium battery and 20MW/40MWh sodium battery technologies.
   Project impact: The networked control enhances grid stability, with an annual adjustment capacity of 800 million kilowatt-hours.
2. Shanxi Datong 400MW/800MWh Storage Project Commences
   Date: April 4, 2025
   Details: The Datong Xinyu Hebang 400MW/800MWh grid-side independent shared storage project has started construction.
   Project specifics: It employs a 1500V high-voltage liquid cooling system and is planned to occupy 120 acres.
   Expected outcome: Upon completion, it will optimize the peak load capacity of the North China grid, with anticipated annual revenue exceeding 200 million yuan.

Industry Competition and Cost Trends

1. Energy Storage System Prices Drop Below 0.4 Yuan/Wh
   Date: April 4, 2025
   Details: Procurement results from New Wind Power Electronic Technology show that 70% of system prices are below 0.4 yuan/Wh, with cell procurement prices reaching as low as 0.26 yuan/Wh.
   Industry trend: Companies like CRRC Zhuzhou Institute and Penghui Energy are shifting from “price wars” to “value wars” through technological advancements and mass production.
2. Aluminum Industry Policy Promotes Energy Storage Material Upgrades
   Date: April 4, 2025
   Details: The Ministry of Industry and Information Technology, along with nine other departments, released a plan for “High-Quality Development of the Aluminum Industry,” emphasizing the development of high-end aluminum materials for electric vehicles and hydrogen storage.
   Policy significance: This initiative will drive technological innovations in aluminum-based energy storage materials, enhancing system lightweight and safety.

Industry Events and Standard Development

1. International Energy Storage Summit Focuses on Technological Frontiers
   Date: April 4, 2025
   Details: The 13th International Energy Storage Summit and Exhibition (ESIE 2025) will feature a forum dedicated to energy storage design and solutions, inviting over 40 industry experts to discuss battery technology, networked storage, and system integration.
   Conference insight: Networked energy storage technologies are expected to enhance grid stability, with global installations projected to surpass 5GW by 2025.