New policies for energy storage industry, ushering in an out

The National Energy Administration recently issued the Guiding Opinions on Promoting the Development of Commercial and Industrial (C&I) Energy Storage, which explicitly proposes to increase support for C&I energy storage projects and encourage enterprises to build user-side energy storage systems. Industry insiders analyze that with the continuous widening of peak-valley electricity price differences, the economic viability of C&I energy storage has improved markedly, and 2026 is expected to be the breakout year for C&I energy storage.

This is the extended text of the article. As the "Dual Carbon" goals keep advancing, energy storage, as a key component for building a new-type power system, is embracing unprecedented development opportunities. Continuous policy support and rapid technological iteration have injected strong momentum into the whole industry.

In terms of market performance, multiple segmented tracks including C&I energy storage, residential energy storage and large-scale standalone energy storage are advancing in parallel. Investment and financing activities remain highly active, and enterprises across the whole industrial chain are ramping up their layouts. Industry experts point out that the next three years will mark a critical period for the energy storage industry to shift from scale expansion to high-quality development.

At the same time, safety, costs and business models remain the core focuses of the sector. Sustaining cost reduction and efficiency improvement while ensuring safety, and unlocking the multiple values of energy storage through technological and model innovation, will serve as core factors determining enterprise competitiveness. We will continue to track industry developments and bring you the latest updates.

— July 16, 2026