Macro

14:11 2026.02.02

Ruipu Lanjun's first profit of 2 billion by 2025! Multi track product development

On February 2, 2026, Ruipu Lanjun announced that it is expected to make its first profit in 2025, with a net profit of 630 million to 730 million yuan, a turnaround of about 2 billion yuan from 2024. This is due to the increase in shipments of power and energy storage batteries driving revenue growth, and the improvement in capacity utilization and cost reduction and efficiency improvement driving gross profit growth. In 2024, its losses will be significantly reduced, with shipments exceeding 23GWh in the third quarter. In 2025, Ruipu Lanjun will focus on the three major sectors of energy storage, passenger vehicles, and commercial vehicles, launching multiple battery cells and system products in various segmented tracks to accurately capture growth potential points. Editor/Cheng Liting

08:44 2026.02.02

China's new energy storage installed capacity exceeds 130 million kilowatts

On January 30, 2026, Bian Guangqi, Deputy Director of the Energy Conservation and Technology Equipment Department of the National Energy Administration, announced at a regular press conference that by the end of 2025, the installed capacity of new energy storage in China had reached 136 million kilowatts/351 million kilowatt hours, an increase of 84% from the end of 2024 and more than 40 times from the end of the 13th Five Year Plan. The average energy storage time had increased to 2.58 hours. From a regional distribution perspective, North China and Northwest China have become the growth cores, with installed capacity accounting for 32.5% and 28.2% of the country's total, respectively. In 2025, the newly installed capacity in the two regions will be 21.88 million kilowatts and 19.66 million kilowatts respectively, accounting for a total of 66.8% of the country's total new capacity.Editor/Yang Meiling

16:52 2026.01.30

Zhiguang Electric's profit forecast increases

At the beginning of the 15th Five Year Plan in 2026, State Grid and Southern Power Grid launched a nearly 5 trillion yuan investment plan, with energy storage becoming a key development focus. Zhiguang Electric announced on the evening of January 27th that it expects a net profit attributable to the parent company of 110 million to 160 million yuan in 2025, a year-on-year increase of 133.69% to 149.01%, achieving a turnaround from losses to profits, mainly due to the rapid development of energy storage business and significant growth in orders and revenue. The company's cascaded high-voltage energy storage system is adapted to the three major upgrade areas of the power grid and has been successfully implemented in energy storage projects in Inner Mongolia, Gansu and other places. It is expected to further grow in the new round of power grid construction.Editor/Gao Xue

09:26 2026.01.29

Tech giants enter the coastal nuclear power market

In 2026, technology and new energy enterprises are accelerating their entry into the coastal nuclear power field. Alibaba recently invested in the Xiangshan nuclear power project in Zhejiang, locking in clean energy for its computing center. Geely Group continues to participate in the Wenzhou San'ao Nuclear Power Project, with an increased shareholding ratio, forming a new pattern of "central enterprises leading and private capital empowering". Meanwhile, companies such as CATL and Tesla provide support for the stable operation of nuclear power through energy storage cooperation and other means. This move conforms to the trend of relaxing the policy of private investment in nuclear power, highlighting the importance of nuclear power in ensuring energy security and supporting computing power demand.Editor/Gao Xue

09:04 2026.01.29

Hunan promotes the integrated development of transportation and energy

On January 26, 2026, the Development and Reform Commission of Hunan Province issued the "Implementation Opinions on Promoting the Integrated Development of Transportation and Energy in Hunan Province". The opinion clearly states that newly built or renovated transportation hubs such as railway stations, airport hubs, ports, and bus stations need to reserve photovoltaic construction conditions on the roof, and reserve construction conditions for energy storage facilities and prefabricated substations in the site area. The document encourages transportation stations to build energy storage systems as needed, establish an integrated microgrid system of source, network, load, and storage, and advocate the priority use of renewable energy such as geothermal energy and air energy for cold and hot supply. This move aims to strengthen the integration and mutual assistance between the power grid and the transportation network, plan energy storage facilities in advance to support the medium and long-term energy demand in the transportation sector, and achieve infrastructure co construction and coordinated development.Editor/Yang Meiling

09:40 2026.01.28

Multiple provinces finalize 2026 water conservancy investment plan

At the beginning of 2026, several provinces have held annual water conservancy work conferences and clarified investment plans. Fujian Province plans to invest 50 billion yuan, Henan Province aims to exceed 60 billion yuan, and Shanxi Province expects to invest over 22 billion yuan. Hebei Province emphasizes that it will continue to maintain a high level of water conservancy investment. The official proposal is that by 2026, the national water conservancy construction will maintain a large-scale and high-level trend, and the planning of each province has formed a hierarchical layout. Hubei Province plans to promote a number of major water network projects and has established a billion yuan water conservancy industry fund by 2025 to prepare for major water conservancy project investments during the 15th Five Year Plan period.Editor/Gao Xue

09:06 2026.01.26

The wave of lithium battery capacity expansion continues

At the beginning of 2026, the production capacity of lithium iron phosphate materials and batteries will continue to expand. Fulin Precision's subsidiary plans to invest 6 billion yuan in Inner Mongolia to build a high-end lithium iron phosphate project with an annual output of 500000 tons. Wanhua Chemical has established a new energy materials company with a registered capital of 740 million yuan in Laizhou, Shandong, to serve its huge plan of producing 650000 tons of lithium iron phosphate annually. A project with an annual output of 400000 tons of lithium iron phosphate cathode material in Leshan, Sichuan has also entered the stage of environmental impact assessment and public announcement. At the same time, emerging technology routes are accelerating their implementation. The world's first 10000 ton sodium iron sulfate positive electrode material base in Meishan, Sichuan has been put into operation, the 280000 ton lithium hexafluorophosphate technological transformation project in Chizhou, Anhui has been promoted, and the 20000 ton silicon carbon negative electrode project has been signed in Inner Mongolia. In addition, Hubei Chuneng New Energy signed an order to export 6GWh energy storage products to Egypt.Editor/Gao Xue

09:03 2026.01.26

Beijing will focus on cultivating future energy in 2026

On January 21, 2026, the Beijing Municipal Bureau of Economy and Information Technology issued a notice on carrying out the "Creating a Winning Future" growth plan in 2026, which clearly listed hydrogen energy, new energy storage, carbon capture and storage utilization, fusion energy, and other key areas for future energy cultivation. According to the policy, enterprises that participate in public roadshows can obtain tiered support of no more than 10 million yuan through the "allocation to investment" method, and agree on conversion conditions. Innovation teams need to complete enterprise registration before they can receive support, with the aim of promoting technological innovation and industrial transformation in the energy sector.Editor/Yang Meiling

08:31 2026.01.23

Three departments release typical cases of energy cost custody for public institutions

On January 20, 2026, the State Administration of Civil Affairs, the National Development and Reform Commission, and the Ministry of Finance jointly released a list of typical cases of energy cost trusteeship for public institutions. A total of 30 typical cases and 25 shortlisted cases were included. In the list, multiple comprehensive energy service companies under State Grid and Southern Power Grid have been selected, including State Grid Anhui, Tianjin, Jiangsu, Zhejiang, Hunan, Shandong, Sichuan, and Southern Power Grid related enterprises. The notice requires all regions to actively promote and publicize these cases, guide public institutions at all levels to learn and draw on them, and promote the widespread application and practice of the energy cost custody model in Chinese public institutions.Editor/Yang Meiling

09:10 2026.01.22

Ningxia Standardizes 2026 Grid Side Energy Storage Projects

The Ningxia Development and Reform Commission recently issued a notice to further standardize the management of electrochemical energy storage projects on the grid side in 2026. The notice emphasizes that the project list will be scientifically determined, project supervision will be strengthened, and the construction of listed projects will be accelerated. It is explicitly stipulated that projects included in the annual construction list must achieve substantial construction within 6 months after the list is announced, and be completed and connected to the grid within 12 months. The substantial commencement of construction is marked by the completion of the first quality supervision inspection and the pouring of the first tank of concrete for important facilities such as energy storage systems. The completion of grid connection is marked by obtaining the grid connection notice from the power grid enterprise. In addition, only projects included in the list can apply for grid access review or delayed review and grid connection acceptance, aiming to firmly prevent project reselling and ensure the orderly progress of the project.Editor/Yang Meiling

08:28 2026.01.20

Five departments issue documents to promote the construction of zero carbon factories

On January 19, 2026, the Ministry of Industry and Information Technology and five other departments jointly issued the "Guiding Opinions on Carrying out Zero Carbon Factory Construction Work". The document proposes to encourage factories with the necessary conditions to build industrial green microgrids, integrating photovoltaic, wind power, waste heat recovery, as well as new energy storage, high-efficiency heat pumps and other technologies to achieve multi energy complementarity and efficient utilization. This guidance aims to promote factories towards zero carbon goals through systematic energy management, and provide specific implementation paths for the green and low-carbon transformation of China's industrial sector.Editor/Yang Meiling

08:26 2026.01.20

Xinjiang promotes the nearby consumption of new energy

On January 19, 2026, the Development and Reform Commission of Xinjiang Uygur Autonomous Region issued a notice to accelerate the work of local consumption of new energy. The notice clearly states that efforts will be made to accelerate the development of green power direct connection, strengthen energy development around new loads, promote the direct supply of new energy to single users, and require the integration of power sources, loads, energy storage, etc. into the public power grid, forming a clear physical and safety responsibility interface. In addition, the document supports the implementation of green power direct connection for existing loads of self owned power plants, and improves the level of new energy consumption by reducing the output of self owned power plants. At the same time, we will explore the participation of outward oriented stock loads in local consumption, and encourage the adoption of new energy sources according to local conditions for loads in national zero carbon parks.Editor/Yang Meiling

14:23 2026.01.19

The first batch of major projects in Anqing will start construction in 2026

At the beginning of 2026, Anqing City in Anhui Province held the first batch of major project mobilization, with 37 projects launched simultaneously. The total annual planned investment reached 6.61 billion yuan, providing solid project support for the high-quality development of the province. This project focuses on expanding effective investment and laying the foundation for a good start to the 15th Five Year Plan. The annual planned investment for manufacturing projects is 3.74 billion yuan, and the investment for infrastructure projects is 1.96 billion yuan. Representative projects include the new energy vehicle intelligent cockpit and automotive electronics manufacturing project in Anqing Economic Development Zone, and the Jinghan annual production of 600000 cubic meters of green building materials project in Huaining County, reflecting the key layout of advanced manufacturing and high-quality industries such as green building materials. This action is a specific measure to implement the unified deployment of the provincial party committee and government, and to vigorously promote the implementation and construction of major projects.Editor/Cheng Liting

14:17 2026.01.19

Guangzhou deploys 2026 industrial blueprint

Guangzhou will focus on cultivating emerging future industries in 2026, with plans to promote the construction of over 10 billion yuan projects. The key layout includes expanding the demonstration operation of unmanned intelligent connected vehicles and accelerating the construction of projects such as Tianhe Aggregation Intelligent Industrial Park; Support the research and development of cutting-edge biopharmaceutical technologies such as brain computer interfaces and cell therapy, and establish characteristic industrial parks such as nuclear medicine; Plan and construct a low altitude industrial ecological city and equipment manufacturing park, and promote the development of a low altitude comprehensive hub in the Greater Bay Area; Accelerate the construction of major projects such as GAC's independent battery and Yuexin Phase IV. By implementing the eight key actions, building a "6+X" dynamic industrial system, cultivating one hundred leading enterprises, and systematically shaping new driving forces for development.Editor/Cheng Liting

08:51 2026.01.14

Yunnan launches three-year action plan

Recently, Yunnan Province has officially issued the "Special Action Plan for High Quality Development of New Energy Storage in Yunnan Province (2025-2027)" to accelerate the construction of a new type of power system and improve the safe and stable operation level of the power grid. The plan specifies the overall goals and key tasks for the development of new energy storage in the province in the next three years, aiming to achieve an installed capacity of over 8 million kilowatts of new energy storage in the province by 2027, and promote its development towards scale and marketization. The technical route will mainly focus on lithium iron phosphate, and diversified development of various energy storage technologies such as sodium ion and all vanadium liquid flow.Editor/Yang Meiling

15:08 2026.01.13

Austria's OMV secures € 123 million financing to build green hydrogen plant

In 2026, Huanggang City will systematically promote the layout of emerging industries and future industries, with semiconductor materials, low altitude economy, and intelligent robots as the key development directions. The government work report clearly states that it will accelerate the construction of projects such as Spark Wet Electronic Chemicals and Xinyao Semiconductor, and promote the completion and operation of key projects such as Sanlipu Polarizer and Desheng New Materials; Simultaneously promote the construction of Macheng and Yingshan general airports, lay out 15 unmanned aerial vehicle take-off and landing points, carry out pilot unmanned aerial vehicle logistics distribution in urban areas and Qichun, and open up multiple low altitude tourism routes; Relying on technology enterprises such as Kefeng Transmission, we will build a core component production base for humanoid robots, implement the "Data Element X" special action simultaneously, plan to promote 200 digital transformation projects, add 20 advanced intelligent factories, and build a new pattern of modern industrial system. Editor/Cheng Liting

11:47 2026.01.12

The coverage rate of China's national water network exceeds 80%

The coverage rate of the national water network has reached 80.3%, and its strategic significance far exceeds the scope of engineering, becoming a key cornerstone for China to ensure water security and support high-quality development. Through key projects such as Huai River management and Chongqing Yuxi, the water network not only systematically solves the problem of uneven distribution of water resources, but also unleashes multidimensional value in water supply guarantee (such as enabling 5 million people in Hebei to bid farewell to bitter and salty water) and ecological restoration, such as the Mother River Revitalization Action. It is not only an important carrier for stabilizing investment and expanding domestic demand to activate the basin economy, but also lays a solid "water support" for China's long-term stability.Editor/Cheng Liting

10:56 2026.01.09

Independent Energy Storage Denied Green Certificates for Discharge, NEA Says

On January 7, 2026, the National Energy Administration of China issued the "Implementation Rules for the Management of Renewable Energy Green Power Certificates (Trial)". The document clearly stipulates that independent energy storage facilities do not issue green certificates for the discharge of electricity. At the same time, renewable energy generation projects equipped with energy storage must measure the power generation facilities and energy storage facilities separately; For projects that have not been separately measured at this stage, green certificates will be issued based on the principle of deducting off grid electricity from on grid electricity. This regulation further standardizes the scope of green certificate issuance, which helps guide the compliant and orderly development of energy storage and renewable energy generation.Editor/Yang Meiling

10:44 2026.01.09

Gold reserves increase for 14 consecutive months

According to data released by the State Administration of Foreign Exchange on January 7th, as of the end of December 2025, China's foreign exchange reserves amounted to 3357.9 billion US dollars, an increase of 11.5 billion US dollars from the end of November, achieving growth for the second consecutive month. The gold reserve data released on the same day showed that as of the end of December 2025, the central bank's gold reserves were 74.15 million ounces, an increase of 30000 ounces from the end of November. This is the 14th consecutive month that the People's Bank of China has increased its holdings of gold. The State Administration of Foreign Exchange stated that in December, the scale of foreign exchange reserves increased due to a combination of factors such as the decline in the US dollar index and changes in global asset prices. The basic trend of long-term economic growth in our country has not changed, which is conducive to maintaining basic stability in the scale of foreign exchange reserves. Editor/Gao Xue

08:34 2026.01.07

Alxa strengthens power safety supervision

On January 5, 2026, the Industrial Commerce and Information Technology Bureau of Alxa Left Banner, Inner Mongolia issued a report on the situation of industry safety production. In terms of power safety, it is required to continuously respond to extreme weather conditions, urge enterprises to strengthen equipment insulation and inspection, ensure stable operation of the power grid, and prevent large-scale power outages. The notification emphasizes the need to strengthen safety management in key areas such as electrochemical energy storage power stations and maintenance construction, strictly implement various safety measures, resolutely prevent accidents such as combustion and explosion, and ensure the safety of power production.Editor/Yang Meiling

09:49 2026.01.04

Announcement of the 9th Batch of Lithium Battery Industry Standardization List in 2025

On December 29, 2025, the Electronic Information Department of the Ministry of Industry and Information Technology of China announced the list of enterprises that meet the "Lithium ion Battery Industry Standard Conditions" (9th batch), with a total of 36 enterprises publicly disclosed. The enterprises involved in the energy storage field include Jiangxi Ganfeng Lithium Battery Technology Co., Ltd., Yichun Guoxuan Battery Co., Ltd., and China Automotive New Energy (Qingdao) Battery Technology Co., Ltd.Editor/Yang Meiling

08:46 2025.12.31

Haichen Energy Storage Debuts at China Manufacturing 14th Five Year Achievement Exhibition

As the only exhibitor in the energy storage field, Haichen Energy Storage's independently developed ∞ Power 6.25MWh 4-hour long-term energy storage system has been selected for the "Building a Strong Country Road - Made in China 14th Five Year Plan Achievement Exhibition". The exhibition will be held at the National Museum of China from December 29, 2025 to April 30, 2026, jointly organized by the National Museum of China and the News and Propaganda Center of the Ministry of Industry and Information Technology, showcasing the innovative achievements of China's energy storage industry.Editor/Yang Meiling

09:50 2025.12.26

China's 2025 Catalogue of Encouragement for Foreign Investment Released

On December 24, 2025, the National Development and Reform Commission of China officially released the "Catalogue of Industries Encouraged for Foreign Investment (2025 Edition)". In the new version of the directory, the operation of independent energy storage power stations, the integration of source, network, load, and storage, the construction of multi energy complementary projects, the operation of virtual power plants, and related technology research and development are clearly included in the encouraged scope. In addition, in the encouraged directory of Jiangxi Province, the investment orientation for the research and development, manufacturing, and engineering installation of distributed energy storage equipment is particularly highlighted. The adjustment of this policy demonstrates China's further expansion of opening-up in the field of energy transformation, actively guiding foreign investment towards key industries such as new energy storage.Editor/Yang Meiling

18:14 2025.12.25

Guizhou achieved remarkable investment results in the first 11 months

On December 24, 2025, it was reported that from January to November 2025, Guizhou had achieved fruitful results in attracting investment for major projects, with 863 planned to be recruited and 548.693 billion yuan invested. The achievements of signed and started projects were impressive, adding momentum to industrial construction. The industrial level has risen, multi-level industrial enterprises have been cultivated, and the investment in the digital industry has exceeded 33.5 billion yuan; Agricultural investment promotion promotes the development of characteristic and efficient agriculture; Outstanding achievements have been made in attracting cultural and tourism investment, and the "5+3" projects are being promoted in an orderly manner; 69 major projects in the productive service industry have been included in the "red list". In the future, Guizhou will improve its working mechanism, leverage its advantages to attract strong enterprises, optimize the business environment, and provide support for the start of the "15th Five Year Plan" and the construction of a modern industrial system through large-scale industrial investment promotion. Editor/Cheng Liting

09:10 2025.12.25

Beijing announces 28 artificial intelligence+energy application scenarios

On December 23rd, the Beijing Municipal Development and Reform Commission announced the evaluation results of the "Artificial Intelligence+" high-value energy application scenarios for 2025, with a total of 28 scenarios selected. This includes Haibosi's innovative energy grid intelligent energy storage solution, and CNOOC Energy Storage's iron chromium liquid flow energy storage full stack intelligent agent. Editor/Yang Meiling

08:57 2025.12.23

Qiannan in Guizhou Aims for Over 1.3GW/2.6GWh of Grid-Connected Energy Storage by 2027

On December 22, 2025, the Office of the People's Government of Qiannan Prefecture officially issued the "Implementation Plan for High Quality Development of Energy Industry in Qiannan Prefecture (2025-2027)". The plan clearly proposes to actively expand the scale of new energy storage, combine the development needs of new energy with the power grid's consumption capacity, accelerate the implementation of a batch of energy storage projects, coordinate the development of energy storage resources throughout the state, and strengthen cooperation with surrounding areas and advantageous enterprises. By 2027, the cumulative installed capacity of grid connected energy storage in the whole state will exceed 1.3 million kilowatts/2.6 million kilowatt hours, in order to enhance the supply guarantee and regulation and consumption capacity of the power system. Editor/Yang Meiling

09:30 2025.12.22

Haining City promotes the integration of photovoltaic energy storage and charging projects

On December 18, 2025, the Development and Reform Bureau of Haining City responded to relevant proposals, stating that they will actively promote the construction of photovoltaics and energy storage. The bureau will strengthen overall planning, focus on the coordinated development of rooftop distributed photovoltaics and energy storage, accelerate the popularization of photovoltaic power generation, and help increase people's income and rural revitalization. At the same time, key villages with good basic conditions are encouraged to pilot the construction of integrated light storage and charging projects using public facilities such as office buildings and carports owned by the village collective. By collecting the surplus electricity generated by distributed photovoltaic power generation for self use in the entire village into an energy storage system, a closed-loop energy supply and consumption system for distributed photovoltaic power generation, energy storage and storage of green electricity, and electric vehicle charging can be achieved, balancing the environmental and economic aspects of the project. Editor/Yang Meiling

09:02 2025.12.19

Guangdong Jiangmen launches energy storage project competition configuration

On December 18, 2025, the Development and Reform Bureau of Kaiping City, Jiangmen, Guangdong Province issued a competitive configuration announcement for the 220kV Kaiping Station grid side independent energy storage power station project. The energy storage installed capacity of the project to be connected to the power grid is 200000 to 250000 kilowatts. The applicant can participate from the enterprise headquarters or authorized subordinate enterprises. The consortium application needs to specify the controlling party and submit an equity ratio agreement. Editor/Yang Meiling

17:16 2025.12.18

Barcelona Port witnesses the miracle of breaking the ice in Spanish Argentine trade

In 2025, the Port of Barcelona witnessed a dramatic trade recovery, with an export growth rate of 3848.4% to Algeria. Previously, due to the Western Sahara issue, West Asia was plunged into a diplomatic crisis and trade fell into a trough. Now that the political ice has melted, traditional trade ties have burst into vitality, and the two sides are efficiently flowing under the zero tariff framework. The vitality of the port is not limited to this. From January to November, the vehicle throughput increased significantly, the import volume of electric vehicles and other vehicles increased significantly, and the passenger throughput to and from North Africa surged. It also attracted a large number of cruise tourists. Barcelona Port has become a comprehensive economic engine, and if the two countries deepen cooperation in high value-added fields in the future, they are expected to embark on a new journey of coordinated development. Editor/Cheng Liting

08:53 2025.12.17

Zhejiang Jiashan provides special subsidies for energy storage photovoltaic projects

On December 15, 2025, the Development and Reform Bureau of Jiashan County, Zhejiang Province organized the application for special funds for distributed photovoltaic county-level subsidies. The policy is clear that for photovoltaic power generation projects that are equipped with energy storage systems and subject to grid coordinated scheduling, an additional one-time energy storage capacity subsidy will be implemented. Among them, the subsidy standards for projects put into operation in 2021, 2022, and 2023 are 200 yuan, 180 yuan, and 170 yuan/kilowatt year, respectively. Projects that meet the requirements must be approved and filed, and the annual utilization hours must not be less than 600 hours. Projects that have already received subsidies from higher authorities will not be eligible for this subsidy again.Editor/Yang Meiling

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