CITIC Construction Investment has reported a significant resonance in domestic and international energy storage demand, signaling a new cycle for the sector. On September 30, 2025, the company highlighted that provinces such as Hebei, Gansu, Ningxia, Shandong, and Inner Mongolia have introduced capacity pricing and capacity compensation policies, providing robust bottom-line returns for energy storage.
The entry of new energy into the market has led to a notable widening of peak and valley price differences across various provinces. For instance, the increase in installed capacity of new energy in provinces like Shandong and Shanxi has considerably raised these price differences this year. The combination of capacity pricing and compensation policies with market-oriented peak-valley arbitrage is enabling many provincial energy storage projects to achieve favorable economics, particularly in Inner Mongolia.
Furthermore, calculations indicate that photovoltaic (PV) projects can enhance their economic viability by shifting electricity production to peak pricing periods through self-supplied energy storage. This trend is expected to gain traction in regions facing challenges in energy consumption.
Globally, the demand for energy storage is experiencing a simultaneous surge, driven by increased penetration of new energy sources and declining costs of energy storage systems. This synchronicity in domestic and international demand is propelling the sector into a new growth cycle.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/citic-securities-highlights-resurgence-in-domestic-and-international-energy-storage-demand-driving-a-new-cycle/
