I. Accelerated Rise of New Energy Storage: China Pioneers Global Energy Landscape

Recent data from the National Energy Administration reveals China’s new energy storage capacity has surpassed 100 gigawatts, setting a historic milestone and securing its position as the world leader in installed capacity. Compared to the end of the 13th Five-Year Plan period, this represents over 30-fold growth, accounting for more than 40% of global total capacity. This marks China’s entry into a phase of rapid advancement in the new energy storage sector.

Regionally, North China leads with 31.18 million kilowatts of operational capacity, constituting 30.4% of the national total. Northwest China follows closely with 26.72 million kilowatts; while East China has an installed capacity of 16.55 million kilowatts, accounting for 16.1%. Moreover, projects with single-site capacities of 100,000 kilowatts or above now constitute over two-thirds of the total, demonstrating a pronounced trend towards large-scale and clustered deployment of new energy storage.

Industry experts note that this leapfrog growth not only signifies the maturity of China’s energy storage technology and the refinement of its application systems, but also heralds the emergence of energy storage as the third strategic industry supporting energy structure transformation, following wind power and photovoltaics.

II. Dual-Pronged Momentum from Policy Driven and Market Forces

Following the inaugural inclusion of new energy storage in the 2024 Government Work Report, a series of supportive policies have been implemented, injecting robust momentum into industry development. Song Hongkun, Deputy Director of the National Energy Administration, stated: ‘By the end of September this year, China’s new energy storage installed capacity exceeded 100 gigawatts, establishing itself as a vital component of the new power system.’

Within the national power system reform process, new energy storage plays a pivotal role as an ‘energy regulator’. Its equivalent utilisation hours have reached 770 hours, a year-on-year increase of 120 hours, demonstrating its growing application value in scenarios such as peak shaving, frequency regulation, and load balancing.

Particularly during the peak summer months of July and August, when national electricity demand repeatedly hit record highs, new energy storage systems emerged as the unsung mainstay of power supply security. They participated intensively in dispatch during high-load periods, providing stable power support for hundreds of millions of users.

III. Energy Storage Industry Chain Enters ‘Golden Development Period’

The development of the energy storage industry has not only driven the transformation of the energy system but also spurred the upgrading of the entire equipment manufacturing sector. Currently, China has achieved comprehensive leadership in lithium-ion battery energy storage technology, accounting for a staggering 96.1% of installed capacity. From cell manufacturing to system integration, and from BMS (Battery Management Systems) to EMS (Energy Management Systems), the entire supply chain is forming powerful synergies.

Simultaneously, continuously declining costs and steadily improving efficiency have made energy storage systems increasingly commercially attractive. Amidst the wave of globalisation, Chinese energy storage products are accelerating their expansion into overseas markets, reaching Europe, America, the Middle East, Southeast Asia and beyond, becoming a significant driving force in the global energy transition.

IV. Highjoule(HJ Group): Empowering Industrial and Commercial Energy Storage Scenarios with Innovative Technology

Highjoule(HJ Group)’s energy storage systems utilise high-efficiency lithium iron phosphate cells, offering high energy density, extended cycle life and exceptional safety and stability. Through proprietary intelligent BMS and EMS systems, real-time battery monitoring, condition alerts, and remote dispatch are enabled, comprehensively enhancing operational efficiency and reliability.

Safety and Intelligence Combined: The system integrates multiple safety protection mechanisms to prevent overcharging, short circuits, and thermal runaway. It adapts to complex environments such as high temperatures, humidity, and high salinity, making it particularly suitable for deployment in coastal and island regions.

Flexible Scalability and Seamless Integration: Highjoule(HJ Group) energy storage cabinets support multi-energy complementarity with photovoltaic, wind power, and conventional grids, enabling the construction of distributed energy management systems to meet diverse flexible power consumption requirements across multiple scenarios.

High Economic Efficiency: Through optimised energy scheduling and peak-off-peak electricity tariff management, enterprises can significantly reduce electricity costs and maximise investment returns.

Moreover, Highjoule(HJ Group) excels in integrated photovoltaic-storage solutions. Its high-efficiency monocrystalline silicon PV modules deliver outstanding energy conversion efficiency and weather resistance, maintaining stable power generation even under low-light or overcast conditions. This integrated approach enhances the energy self-sufficiency rate of storage systems, enabling commercial and industrial clients to establish green, low-carbon, and high-yield energy frameworks.

V. From Policy Guidance to Commercial Implementation: The Ongoing Unlocking of Energy Storage Value

Since 2025, an increasing number of industrial and commercial enterprises, industrial parks, and data centres have opted to deploy energy storage systems. This move is driven not only by the need to address power fluctuations but also by dual considerations of energy security and cost optimisation.

Currently, China’s energy storage market is transitioning from ‘supplementary power and emergency backup’ to ‘energy assetisation’. By deploying energy storage equipment, enterprises can participate in power trading, engage in peak-valley arbitrage, and even benefit from carbon reduction revenues, thereby developing more sustainable business models.

VI. Establishing Energy Storage as the “New Foundation” of the Energy System

Experts project that by 2030, China’s total new energy storage capacity could reach 260 gigawatts, maintaining an annual growth rate exceeding 20%. Within future energy systems, energy storage will no longer play a supporting role but will become the pivotal hub enabling the coordinated development of clean energy, digital grids, and smart cities.

As China’s energy storage capacity reaches new heights, those who strike the optimal balance between intelligence and reliability will secure a decisive voice in shaping the future energy landscape.

Highjoule(HJ Group) is empowering Chinese enterprises to achieve dual objectives of green, low-carbon development and energy independence through its exceptional energy storage system technologies.

To explore Highjoule(HJ Group)’s industrial and commercial energy storage solutions and discover the boundless potential of green energy, please contact our specialist consultants.