I. Policy Background: Energy Support for the City's Comprehensive Digital Transformation

The national Action Plan for Promoting Urban All-Domain Digital Transformation takes 'data enabling urban economic and social development' as the main theme, and clearly supports the construction of an 'urban digital foundation' and 'adaptation to di

II. Core Policy Orientation and Requirements

Green and Low-carbon: Rigid Constraints on Energy Storage in Data Centers

Since 2025, multi-sector policies have formed a "combined punch":

Green Electricity Consumption Requirements: The Opinions on Promoting the High-Quality Development of Renewable Energy Green Electricity Certificates market clearly states that new AIDC at national hub sites should have a green electricity consumptio

- Green Data Center Standards: The Recommendations for National Green Data Centers in 2025 require data centers to meet the standard of renewable energy utilization and include energy storage and hydrogen technologies as additional credit items.

- Urban energy transformation: The "Key Points for Digital Green Collaborative Transformation" proposes to promote the "zero-carbon development" of digital facilities such as AIDC, and to make energy storage a supporting standard.

2. Safe and reliable: Function upgrade of AIDC energy storage

In the Action to Promote Smart and Efficient Urban Governance, the Digital Empowerment for Emergency Security section clearly states:

- Addressing AIDC's impulsive power consumption characteristics, promoting the participation of energy storage systems in power grid peak shaving and backup power supply to achieve zero interruption of power supply;

Encourage the application of long-duration energy storage and high-rate energy storage technologies to adapt to the load fluctuation requirements of AI training (such as the 8h lithium battery + 1h sodium battery hybrid solution launched by Ningde Ti

3. Innovation Integration: Policy Support for Technology and Mode

Proposed by the Action on Digitalization Reform and Innovation

Supporting the application of technologies such as integrated solar storage and charging, and AI energy management in AIDC (such as the closed-loop solution of Sunshine Power Supply's 'Green Electricity Production - Energy Storage Regulation - Effici

Explore the marketization of data elements and encourage the participation of AIDC energy storage in new business models such as virtual power plants and power auxiliary services.

III. Industry Trends: From 'Backup Power Supply' to 'Energy Asset'

Explosion of market size growth

Driven by both policy and demand, AIDC energy storage has become a new blue ocean in the energy storage industry.

- CATL predicts that by 2030, the shipment of AIDC energy storage batteries will reach 30 times that of 2024, corresponding to a market size of approximately 150 billion yuan;

- On the enterprise side, the revenue of Double Dragon International Group's AIDC energy storage business has increased by 113% year-on-year in the first half of 2025, accounting for 47.2% and becoming a core growth point.

2. Diversified technical route upgrade

Power supply architecture innovation: Transitioning from traditional UPS to HVDC (High Voltage Direct Current) to reduce power loss and adapt to the 'source-grid-load-storage' integration (such as the deployment of 800V HVDC technology by Sunshine Po

Technological Integration and Innovation: Implementation of solutions such as lithium-sodium hybrid energy storage, long-duration energy storage, and AI-based lifespan assessment models, balancing stability and cost (such as the Hai Chen energy stora

3. Regional Layout Differentiation

Domestic market: relying on a strong power grid, focusing on the green power direct connection + energy storage peak regulation, and focusing on the layout of national computing hub nodes.

Overseas market: The demand in regions with weak power grids (such as the United States and the Middle East) is strong, and individual project scales up to 1-2 GWh, becoming a key sector for domestic enterprises to expand overseas.

IV. Challenges and Prospects

Currently, AIDC energy storage still faces issues such as technological integration (across power supply and distribution, refrigeration, and AI scheduling), and business models (cost and revenue balance). However, policy has set a clear direction: b