With improved policies, technological iterations, and market drives, the energy storage industry will welcome a structural leap

With the start of the "14th Five-Year Plan," China's energy storage industry is experiencing a structural leap. Recently, China Securities Journal visited leading companies in the industry such as Trina Storage, GOODWE, and SHUANGDENG to investigate the implementation of energy storage projects. Under the influence of three major factors: gradual improvement of policies, technological iteration, and market drive, the energy storage industry has formed a distinct pattern characterized by the grid side taking the lead, stable growth on the generation side, and new breakthroughs on the user side. The rise of AI empowerment and the AIDC (Artificial Intelligence Data Center) track has become a new highlight for high-quality development in the industry. China's energy storage industry is accelerating its transition from scale expansion to quality and efficiency improvement, solidifying its commercial foundation and providing core support for the construction of a new power system. (China Securities Journal)