New Power System Construction Accelerates, Energy Storage In

The construction of the new-type power system is accelerating, with energy storage incorporated into mandatory configuration policies for renewable energy projects. Development and Reform Commissions across multiple regions have clarified explicit storage allocation standards, requiring newly built renewable energy projects to configure energy storage systems accounting for 10% to 20% of installed capacity with a duration of 2 to 4 hours. Driven by relevant policies, the installed capacity of energy storage on the power supply side and grid side has grown rapidly, making energy storage a core supporting pillar of the new-type power system.

This is the extended text of the article. As the advancement of the Dual Carbon goals continues, energy storage, as a core pillar for developing a new-type power system, is embracing unprecedented strategic development opportunities. Sustained policy incentives at the national level and iterative technological upgrades across the industry have injected robust growth momentum into the entire energy storage industrial chain.

In terms of market development, multiple segmented tracks including commercial and industrial (C&I) energy storage, residential energy storage, and large-scale standalone grid-side energy storage are developing rapidly in tandem. Market investment and financing activities remain highly active, with enterprises throughout the industrial chain accelerating strategic layout and capacity expansion. Industry experts point out that the next three years will be a critical transition period for the energy storage sector, shifting from blind scale expansion to high-quality, refined development.

Meanwhile, operational safety, capital cost control and innovative business models remain the three core focuses of the industry. Continuous cost reduction and efficiency improvement under the premise of ensuring system operational safety, as well as unlocking the multi-dimensional value and full-scenario application potential of energy storage via technological and business model innovation, will become the core competitiveness of enterprises in the fiercely competitive market. We will continue to track real-time industry dynamics and deliver the latest market insights and updates.

— July 26, 2026