On March 20th, Guangdong Province issued the "Guiding Opinions on Promoting the High Quality Development of the New Energy Storage Industry in Guangdong Province".
Propose the development goal of new energy storage: by 2025, the operating revenue of the new energy storage industry in the province will reach 600 billion yuan, with an average annual growth of over 50%, and an installed capacity of 3 million kilowatts. By 2027, the operating revenue of the new energy storage industry in the province will reach 1 trillion yuan, and the installed capacity will reach 4 million kilowatts.
Increase research and development efforts in new key energy storage technologies and equipment such as lithium-ion batteries, sodium ion batteries, integrated energy electronics technology, full process safety technology, innovative intelligent regulation technology, and hydrogen energy storage; Develop new battery technologies such as air batteries, solid-state batteries, and magnesium (zinc) ion batteries, and promote the research and development of other new energy storage technology equipment such as supercapacitors, flywheel energy storage, compressed air, and cold and heat storage.
Accelerate the construction of key projects such as Ruiqing Times, BYD, China Innovation Airlines, Yiwei Lithium Energy, Xinwangda, Penghui Energy, Putai Lai, Beiterui, etc., and attract investment projects from domestic and foreign lithium battery leading enterprises.
Promote the construction of virtual power plants. By combining the construction of distributed energy storage in industrial parks, big data centers, 5G base stations, charging stations, and other areas, we will promote the construction of intelligent control terminals and energy management systems, fully tap into the potential of distributed resource regulation such as energy storage, charging piles, photovoltaics, and base stations, and achieve online monitoring and intelligent interaction of terminal equipment energy consumption. Pilot construction of virtual power plants will be carried out in Guangzhou, Shenzhen, and other places to promote interaction between source, network, load, and storage. Build a provincial-level virtual power plant aggregation, trading, and collaborative control platform to form a million kilowatt level virtual power plant response capability. Support virtual power plants to participate in demand side response and auxiliary service markets, gradually expanding the variety of virtual power plant transactions.
The original text is as follows:
Guiding Opinions on Promoting High Quality Development of New Energy Storage Industry in Guangdong Province
The new energy storage industry has a vast market and huge development potential, which is of great significance for promoting comprehensive green transformation of economic and social development. In order to seize the commanding heights and forefront of the development of the new energy storage industry, and make it a strategic pillar industry of our province as the "manufacturing industry leader", in accordance with policies such as the "Guiding Opinions of the National Development and Reform Commission and the National Energy Administration on Accelerating the Development of New Energy Storage" and the "Action Plan for Cultivating New Energy Strategic Emerging Industry Clusters in Guangdong Province (2021-2025)", combined with the actual situation of our province, the following opinions are proposed.
1、 Overall requirements
（1） Guiding ideology.   Adhere to the combination of cooperative introduction and key cultivation, adhere to the combination of innovative mechanisms and security guarantees, promote the deep integration of innovation chain, industry chain, capital chain, and talent chain, focus on building a good situation driven by technology, market, and policy, and build Guangdong into a globally competitive new energy storage industry innovation highland, making Guangdong's efforts and contributions to serving China's energy development strategy.
（2） Development goals. The autonomous and controllable level of key materials, core technologies, and equipment in the new energy storage industry chain has significantly improved, and the competitive advantage of the entire industry chain has been further highlighted. The market mechanism, standard system, and management system have become more sound, and the scale and strength of large backbone enterprises have continued to grow. The industrial innovation and comprehensive competitiveness have significantly improved. By 2025, the operating revenue of the new energy storage industry in the province will reach 600 billion yuan, with an average annual growth of over 50%, and the installed capacity will reach 3 million kilowatts. By 2027, the operating revenue of the new energy storage industry in the province will reach 1 trillion yuan, and the installed capacity will reach 4 million kilowatts.
2、 Increase research and development efforts on key technologies and equipment for new energy storage
（3） Improve lithium-ion battery technology. Support the development of ultra long lifespan, high safety, and all climate energy storage lithium-ion batteries, increase the capacity limit of lithium-ion batteries, promote the research and application of new system lithium-ion batteries, and improve the safety and economy of batteries throughout their entire life cycle from multiple dimensions such as materials, monomers, and systems. Improve the performance of new manganese based positive materials and improve the application level of silicon carbon and lithium composite negative materials. Strengthen the development of high-purity solvents, new lithium salts, and functional additives for electrolytes. Tackle key processes and equipment for separators, and develop solid-state electrolyte separators. Strengthen key core technologies for recycling and utilization, such as intelligent detection and evaluation, flexible non-destructive rapid disassembly, and green * extraction of valuable elements. Breakthrough equipment for mixing, coating, winding, slitting, recycling, etc. (Responsible for the Provincial Department of Science and Technology, Department of Industry and Information Technology)
（4） Tackling sodium ion battery technology. Strengthen technical research on sodium salts and water-based sodium ion batteries, improve energy density, and solve technical problems such as short lifespan and fast discharge. Strengthen the research on layered oxides, Prussian white/Prussian blue, polyanions and other positive materials that match sodium based batteries, negative materials such as coal based carbon materials, as well as main and related auxiliary materials such as electrolytes, separators, and collectors, develop key material preparation processes and cell manufacturing equipment, reduce mass production costs, and support the construction of supply chain systems. (Responsible by the Provincial Department of Science and Technology)
（5） Integrate energy electronics technology. Strengthen the research and development of energy electronic information technology and products, and expand the supply of intelligent and diversified products and services such as photovoltaic power generation systems, new energy storage systems, and new energy microgrids. Key equipment such as intelligent sensors, battery management chips, power semiconductor devices, DC converters, energy routers, circuit breakers, and flexible distribution equipment will be focused on research and development, promoting the deep integration and innovative application of "optical storage terminal information". (Responsible for the Provincial Department of Science and Technology, Department of Industry and Information Technology, and Development and Reform Commission)
（6） Breaking through the entire process safety technology. Breaking through the inherent safety and control technology of batteries, and tackling the intelligent sensing and thermal runaway barrier technology of batteries. Establish a technical system for safety classification and evaluation of energy storage systems, improve the optimization technology of battery cells, battery packs, battery clusters, and system level safety management, and develop intelligent assessment of energy storage system safety situation, safety warning, and clean fire extinguishing technology. Research on control, protection, and security defense technologies for the integration of diverse new energy storage systems into the power grid. Breakthrough in rapid detection of energy storage battery cycle life and evaluation of aging status technology, research and development of retired battery health assessment, sorting, repair, and other related technologies for cascade utilization. (Responsible by the Provincial Department of Science and Technology)
（7） Innovative smart regulation technology. Develop high security and high efficiency energy storage system integration technology, tackle control technologies such as system thermal management, charge and discharge management, intelligent operation and maintenance, emergency response, etc., and improve the available capacity and system availability of energy storage systems. Research on key technologies such as modeling, zoning classification, and intelligent collaborative control of energy storage clusters on each side of the "source network load" system, and strengthen key technology research in areas such as demand side response, virtual power plants, cloud energy storage, and market-oriented transactions. (Provincial Department of Science and Technology, responsible for Guangdong Power Grid Company)
（8） Develop technologies such as hydrogen energy storage. Develop key technologies for renewable energy hydrogen production such as proton exchange membrane electrolyzed water, anionic membrane alkaline electrolyzed water, and high-temperature solid oxide electrolyzed water, improve the level of high-pressure hydrogen storage materials and processes, develop storage and transportation technologies such as low-temperature liquid hydrogen storage, organic solution hydrogen storage, and solid alloy hydrogen storage, and develop relevant preparation, conversion, and storage and transportation equipment to improve the safety and economy of hydrogen energy storage. Continuously tackling key technologies of fuel cells, accelerating the domestic substitution of core materials and devices such as catalysts, proton exchange membranes, gas diffusion layers, double plates, and membrane batteries. (Responsible for the Provincial Department of Science and Technology, Development and Reform Commission, and Department of Industry and Information Technology)
（9） Conduct research on prospective energy storage technologies. Develop new environmentally friendly, long-lived, and low-cost lead-carbon batteries, and develop highly conductive specialized porous carbon materials. Develop new battery technologies such as air batteries, solid-state batteries, and magnesium (zinc) ion batteries. Carry out key technology research and equipment development for long-term energy storage. Develop low-cost, high energy density, safe and environmentally friendly liquid flow batteries, improve energy efficiency and system stability of liquid flow batteries, and reduce full cycle usage costs. Encourage the development of new water based batteries for large-scale energy storage. Breaking through the technology of ammonia hydrogen conversion, promoting the research and demonstration of technologies such as electrocatalysis, biocatalysis, photocatalysis, and electromagnetic catalysis. Strengthen the research and development of key technologies for methanol synthesis such as catalysts, and explore direct methanol fuel cell technology. Promote the research and development of other new energy storage technology equipment such as supercapacitors, flywheel energy storage, compressed air, and cold and heat storage. (Responsible by the Provincial Department of Science and Technology)
3、 Promote the large-scale enhancement of the new energy storage industry
（10） Optimize the regional layout of the lithium battery industry. Focus on Guangzhou, Shenzhen, Huizhou and Dongguan to build the the Pearl River Estuary East Bank Energy Storage Battery Industry Cluster, and focus on Zhaoqing, Jiangmen, Zhuhai and Zhongshan to build the the Pearl River Estuary West Bank Energy Storage Battery Industry Cluster; Focus on building positive material gathering areas in Foshan, Shaoguan, Jiangmen, and Qingyuan; Focus on building lithium-ion silicon carbon negative electrode material clusters in Shenzhen, Huizhou, Dongguan, and Zhanjiang; Build lithium battery separator production and manufacturing bases with a focus on Zhuhai, Foshan, Zhaoqing, and Dongguan; Build electrolyte professional parks with a focus on Huizhou and Zhuhai; Build auxiliary material gathering areas such as copper foil, aluminum foil, and polyvinylidene fluoride film with a focus on Meizhou, Shaoguan, and Huizhou; Focus on building energy storage control products and system integration, advanced equipment manufacturing clusters in Guangzhou, Shenzhen, Huizhou, Dongguan, and Zhaoqing; Build a battery recycling and utilization industry cluster with the Pearl River Delta as the core and Shaoguan, Shantou, and Shenzhen Shantou Special Cooperation Zone as the support points. Based on resource endowments, technological advantages, industrial foundation, human resources, and other conditions, support eligible cities to build national lithium battery high-tech industrialization bases. Accelerate the construction of key projects such as Ruiqing Times, BYD, China Innovation Airlines, Yiwei Lithium Energy, Xinwangda, Penghui Energy, Putai Lai, Beiterui, etc., and attract investment projects from domestic and foreign lithium battery leading enterprises. (Responsible for the Provincial Development and Reform Commission, Department of Industry and Information Technology, Department of Science and Technology, and relevant municipal governments at or above the prefecture level)
（11） Accelerate the development of the sodium ion energy storage battery industry. Accelerate the layout of the field of sodium ion batteries, promote the pilot production of core materials such as metal layered oxides, hard carbon negative materials, sodium salt electrolytes, aluminum foil collectors, and battery cells, and promote the development and application of advanced processes and manufacturing equipment suitable for sodium salt battery systems. Support the demonstration application of sodium ion batteries in energy storage, electric two wheeled vehicles, micro electric vehicles, 5G base stations and other fields, and promote cooperation in sodium ion battery energy storage projects in the Shaoguan Data Center cluster. (Responsible for the Provincial Development and Reform Commission, Department of Science and Technology, Department of Industry and Information Technology, and Shaoguan Municipal Government)
（12） Enhance the supply capacity of energy storage control chips and products. Promote the deep integration of new energy storage and next-generation information technology, develop key components such as energy storage converters, battery management systems, and energy management systems, and enhance the supply capacity of power electronic devices, sensors, and other products. Accelerate the construction of major manufacturing projects for energy storage control chips, vigorously develop new high-performance, low loss, and high stability insulated gate dual transistor power devices and modules for energy storage, and promote the industrialization, promotion, and application of wide bandgap semiconductor power devices such as silicon carbide and gallium nitride. Develop miniaturized, low-power, integrated, and highly sensitive sensitive sensitive components to achieve the industrialization of high-end sensor research and development with integrated multi-dimensional information collection capabilities. (Responsible for the Provincial Development and Reform Commission and the Department of Industry and Information Technology)
（13） Cultivate and develop the industry of electrolytic water hydrogen production equipment. Based on the development stage and application characteristics of the electrolytic water hydrogen production technology route, in accordance with the principles of diversified layout, hierarchical development, and equal emphasis on introduction and cultivation, we will support the leading enterprises in the province in the production of alkaline electrolytic water hydrogen production equipment to increase production capacity, accelerate the construction of key projects in proton exchange membrane electrolytic water hydrogen production equipment, and support the equipment development and pilot production of innovative enterprises in the production of anionic membrane alkaline and high-temperature solid oxide electrolytic water hydrogen. (Responsible for the Provincial Development and Reform Commission, Department of Industry and Information Technology, Department of Science and Technology, and relevant municipal governments at or above the prefecture level)
（14） Forward layout diversified energy storage fields. Carry out engineering research and pilot projects for ion conductive membranes, stacks, and electrolytes in the field of liquid flow batteries. Guide traditional energy equipment manufacturers to build pilot projects for compressed air energy storage around key links in the compressed air energy storage industry chain such as compressors, expanders, and heat exchange systems. Promote the industrialization of materials such as proton exchange membranes and membrane electricity, and promote the demonstration application of clean fuels such as green hydrogen and green methanol in the fields of heavy-duty transportation and ships. Promote the pilot application of megawatt level fully maglev flywheel energy storage devices in rail transit braking energy recovery. (Responsible for the Provincial Department of Industry and Information Technology, Development and Reform Commission, Department of Transportation, Energy Bureau, and relevant municipal governments at or above the prefecture level)
（15） Gradually cultivate new energy storage enterprises. Encourage strong alliances between upstream and downstream enterprises in the new energy storage industry chain, vigorously enhance the integration ability of the industry chain, and create a world * new energy storage enterprise group led by chain owners, supported by individual champion enterprises, and based on specialized, refined, and innovative enterprises. Select new energy storage industry chain "chain owners" enterprises, improve the long-term service mechanism of "provincial governor" direct trains, and provide key support in areas such as industrial promotion, industrial space, industrial investment, technological transformation, technological innovation, financial services, land and talent security, and undertaking major national special projects in accordance with regulations. Implement the market entity cultivation plan of "individual enterprise conversion, small scale upgrade, stock reform, and stock listing", cultivate a group of specialized, refined, and new "small giants", manufacturing "single champion", "unicorn", and other new energy storage enterprises. (Responsible for the Provincial Department of Industry and Information Technology, Department of Science and Technology, and Development and Reform Commission)
（16） Increase the investment attraction efforts of * enterprises. Implement the "top leader" project for investment promotion, formulate integrated policies for domestic and foreign investment promotion, compile investment maps and roadmap around the new energy storage industry chain, use patent navigation decision-making mechanism to establish an industry chain investment database, refine the list of investment target enterprises, strengthen investment promotion through commerce, chain, overseas Chinese, and targeted investment, and accumulate a batch of innovative enterprises with high level of new energy storage Major industrial projects with strong service institutions and industrial radiation driving capabilities. Make good use of major economic and trade platforms such as the Canton Fair, China Import and Export Fair, China High tech Fair, China International Fair, and the Global Investment Promotion Conference in the Guangdong Hong Kong Macao Greater Bay Area to hold new energy storage economic and trade forums and industrial investment promotion activities, and attract new energy storage projects to land in Guangdong. (Responsible for the Provincial Department of Commerce, Department of Industry and Information Technology, and relevant municipal governments at or above the prefecture level)
4、 Innovate and carry out new energy storage applications in multiple scenarios
（17） Expand overseas energy storage markets. Encourage new energy storage enterprises to participate in the "the Belt and Road" initiative and build * new energy storage products import and export logistics center. Encourage new energy storage enterprises to form joint volume * to participate in the construction of large-scale integrated optical storage, independent energy storage power stations, and grid type energy storage projects abroad. In line with the energy demand of markets in Europe, North America, Southeast Asia, Africa, and other regions, we aim to enhance the compatibility and economy of "home photovoltaic+energy storage" and portable energy storage product designs, and continue to expand our international market trade share. Expand the market of energy storage products in overseas data center backup, special vehicle mobile energy storage, and other sub sectors. Support leading enterprises to drive upstream and downstream enterprises in the industrial chain to form clusters and go overseas, promote the export of energy storage products, technologies, standards, brands, and services in Guangdong, and form a business pattern of "Guangdong headquarters+overseas bases+global network". (Provincial Department of Commerce, responsible for relevant municipal governments at or above the prefecture level)