CEC Releases China’s First-Half 2025 Energy Storage Data

On August 28, the China Electricity Council (CEC) and the National Electrochemical Energy Storage Station Safety Monitoring and Information Platform jointly released the “Industry Statistics of Electrochemical Energy Storage Stations in the First Half of 2025.”

Overall Installed Capacity

From January to June 2025, electrochemical energy storage maintained steady growth. Member companies of the National Electricity Safety Committee (20 enterprises) commissioned 190 new stations, adding 13.66 GW / 33.75 GWh of capacity—up 22% compared with the end of 2024. This accounts for 4.66% of newly installed national power capacity and 5.07% of newly installed renewable energy capacity.

Storage Duration

2-hour systems remain the most widely used. By June 2025, 2h systems accounted for 114.21 GWh, or 65.22% of total capacity.

Long-duration systems (4h and above) are growing, representing 31.94% of cumulative capacity—up 11 percentage points compared with the first half of 2024.

Renewables + storage performance improved over the same period in 2024:

• Average operating hours: 814 h, up ~134 h YoY
• Average utilization hours: 427 h, up ~56 h YoY
• Average equivalent charge-discharge cycles: 95 (one full cycle every 1.9 days), up ~5 cycles YoY
• Average utilization index: 37%, up ~6 percentage points YoY

Application Scenarios

Grid-side standalone storage saw the fastest growth, adding 8.34 GW, up 22% YoY, accounting for 61% of new installations.

Renewable energy + storage ranked second, with 4.43 GW added, up 31% YoY.

Regional Distribution

New projects were commissioned across 27 provinces in 1H 2025. The top 10 provinces for new capacity were: Hebei, Yunnan, Qinghai, Inner Mongolia, Jiangsu, Shandong, Ningxia, Xinjiang, Gansu, and Guangxi. Together, they contributed 10.82 GW, or 79.18% of the national total.

Enterprise Distribution

• Grid companies: 0.25 GW new capacity (1.83%)
• Five major power generation groups: 3.31 GW new capacity (24.19%)
• Other enterprises: 10.11 GW new capacity (73.98%)

By June 2025, cumulative capacity stood at:

• Grid companies: 1.53 GW (2.02%)
• Five major power groups: 18.42 GW (24.30%)
• Other enterprises: 55.85 GW (73.68%)

Key Equipment Suppliers

By June 2025, member enterprises of the National Electricity Safety Committee reported the following top five suppliers by share of commissioned projects:

Battery Manufacturers: CATL, EVE Energy, BYD, Hithium, Envision — 42.71 GWh, 66.27% share；

BMS Suppliers: Gotion High-Tech Electronics, Xieneng Technology, HyperStrong, BYD, Sungrow — 35.83 GWh, 55.60% share；

PCS Suppliers: Kehua Data, Sungrow Power, Soaring Electric, NARI, XJ Electric — 15.67 GW, 51.94% share；

EMS Suppliers: Deli Software, Changyuan Group, NARI, XJ Electric, Envision — 29.52 GWh, 45.80% share；

System Integrators: HyperStrong, BYD, Sungrow, Envision, CRRC Zhuzhou Institute — 23.45 GWh, 36.38% share.

Source：https://mp.weixin.qq.com/s/8IXEjKueGs-i7kxVQE8EjA