With policy perfection, technological iteration, and market drive, the energy storage industry will usher in a structural leap.

date
03/04/2026
At the beginning of the "13th Five-Year Plan", China's energy storage industry is experiencing a structural leap. Recently, I visited leading companies in the industry such as Tianhe Energy Storage, GudeWei, and Shuangdeng Shares to investigate the implementation of energy storage projects on the ground. Under the influence of the gradual improvement of policies, technological iteration, and market drive, the energy storage industry has formed a clear pattern of the grid side bearing the main load, the power generation side maintaining steady growth, and the user side making new breakthroughs. AI empowerment and the rise of the AIDC track have become new highlights for the high-quality development of the industry. China's energy storage industry is accelerating its transition from scale expansion to improving quality and efficiency, laying a solid foundation for commercialization and providing core support for the construction of a new type of power system.