Peak-Valley Price Spread Continues to Widen, Delivering Outs

Driven by ongoing power market reform, the peak-valley electricity price spread continues to expand across multiple provinces. Regions including Zhejiang and Guangdong have seen the spread exceed 0.7 yuan/kWh. With the two-charge and two-discharge operational strategy, commercial and industrial energy storage stations generate considerable daily revenue. Typical project payback periods have been shortened to 3–4 years, highlighting outstanding economic returns.

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 28, 2026