" The core challenge facing the energy storage industry today is no longer simply scaling up, but rather navigating the 'last mile' from project implementation to value creation, " said Li Zhengbin, CEO of Lixin Energy.In December 2024, the "Guiding Opinions on Supporting the Innovation and Development of New Business Entities in the Power Sector" was issued, clarifying that new business entities such as new energy storage enjoy equal market status with other business entities.The energy storage industry will reach a critical turning point in 2025. In February, the National Development and Reform Commission and the National Energy Administration jointly issued the "Notice on Deepening the Market-Oriented Reform of New Energy On-Grid Electricity Prices to Promote the High-Quality Development of New Energy" (hereinafter referred to as "Document No. 136"), pushing the industry from a policy-driven to a market-driven approach.Now it is September. The recently issued "Notice on Improving the Price Mechanism to Promote the Local Consumption of New Energy Power Generation" (Development and Reform Commission Price [2025] No. 1192) (hereinafter referred to as "Document No. 1192") further clarifies the price transmission mechanism, fills the incentive vacuum, and provides a clear commercial return path for flexible adjustment resources such as green electricity direct connection and microgrids.Li Zhengbin believes that "for projects, the introduction of a pricing mechanism presents a more complex challenge of system optimization. This not only tests capital strength but also requires deep technical expertise and exceptional operational capabilities."As a leading company in the deep integration of energy storage technology and asset operations, Lisheng Energy, with its "Energy Storage Plus" positioning, has developed a dual-driven model encompassing equipment R&D and production, along with energy investment and operations. The company holds nearly 3GWh of new energy assets. Through a fully closed-loop ecosystem and intelligent operations, the company has successfully navigated a complete path from technology implementation to improved profitability."We hope to promote the transformation of the energy structure towards a more efficient and cleaner direction through technological innovation and operational optimization," said Li Zhengbin.Focus on microgrids and serve large power grids
Strengthening power system resilience
In 2025, Lixin Energy proposed the strategic positioning of "focusing on microgrids and serving large power grids" .Li Zhengbin said, "The main power grid is the 'aorta' supporting energy transmission, while the microgrid is the 'capillaries' reaching the user side and load end. The two are closely connected and support each other."In recent years, the access of large-scale loads such as distributed power sources and electric vehicles to the power grid has impacted the safe and stable operation of the power system. Large-scale power grids require large-scale energy storage as a ballast, and microgrids are also needed to deeply connect users and loads.Energy storage on the grid side provides a stable and reliable foundation for the larger power grid, creating a stable backbone network environment for the integration and operation of downstream microgrids. This is a prerequisite for the reliable operation of microgrids. Distributed microgrids carry the important functions of enhancing the resilience of the larger power grid, optimizing its operation, and promoting the integration of new energy sources."Focusing on microgrids" means that Lisheng Energy creates diversified value for customers through refined operations by deeply cultivating user-side scenarios. Lisheng Energy not only builds a wide range of "friend circles" with Fortune 500 companies in industries such as metals, chemicals, manufacturing, security, and energy, but also deeply cultivates microgrid scenarios.According to Gaogong Energy Storage, Lisheng Energy has built a zero-carbon smart microgrid project in Poyang, Jiangxi. The project integrates photovoltaics, energy storage, charging, and power distribution systems, and incorporates PV-storage-direct-flexible technology. The park boasts 99% renewable energy access, consuming over 90% of its own electricity while meeting its own electricity needs.From a technical and economic perspective, the "wind, solar, and storage" microgrid solution is ready for large-scale implementation. Li Zhengbin emphasized: "Currently, the cost of a 'wind, solar, and storage' microgrid system is lower than that of coal-fired power, and the development of integrated wind, solar, and storage technology is relatively mature, capable of adapting to the power needs of different scenarios.""Serving the Greater Grid" means contributing to the security and stability of the greater grid through stable and reliable operations. Currently, Lisheng Energy has built and operated independent energy storage power stations in Zhejiang, Hebei, and other provinces. Leveraging intelligent scheduling and second-level response capabilities, these energy storage stations not only enhance the resilience of regional power systems, shaving peak loads during the critical summer peak, but also generate diversified benefits in daily operations.With the advancement of the "dual carbon" goals and the deepening of the construction of new power systems, the future power grid will be a flatter, more intelligent and agile system with many microgrids as nodes and supports.
Green electricity direct connection + electricity price mechanism
Open up the channel for value realization
Doc. 650, issued on May 21st, for the first time explicitly granted green power direct connection projects equal market status. Doc. 1192, released in September, further provided detailed transmission and distribution price calculation formulas for localized consumption projects, including green power direct connection, integrated power generation, grid-load-storage, microgrids, and virtual power plants. This provided a clear return on investment and clarified economic incentives. For businesses requiring larger-scale renewable energy power supply, green power direct connection has become a key enabler."Green electricity direct connection is like issuing a 'license' for direct supply of 'green electricity + energy storage' to load centers, " said Li Zhengbin. "Integrating wind and solar power into the main grid is becoming increasingly difficult, but green electricity direct connection opens up a new path for high-energy-consuming companies. More importantly, it solves the problem of supply stability."Green electricity direct connection with energy storage can ensure both green electricity consumption and power supply reliability, which is extremely attractive to traditionally energy-intensive industries such as non-ferrous metals and chemicals. Based on this judgment, Lixing Energy has made early preparations and collaborated with governments and power grid companies in various regions to promote green electricity direct connection projects.Taking Hubei Province as an example, Lisheng Energy has taken a high-energy consumption park as the core and has taken the lead in deploying the province's first green electricity direct-connected integrated energy project for the non-ferrous metals industry. It is expected that the first phase of the project will be delivered within the year.In Shanxi, Lisheng Energy is also targeting the transformation of traditional high-energy-consuming industries, investing 3 billion yuan in a green electricity direct connection project for the nonferrous metal materials industrial park. This project, which has been included in the list of key construction projects in Shanxi Province, combines wind and solar power with storage, directly supplying green electricity to enterprises in the park for production and application. This will not only reduce electricity costs for enterprises, but also contribute to Shanxi's transformation into a major new energy province."The issuance of Document No. 1192 has verified our previous judgment with policy." Li Zhengbin said that the policy clarified the cost calculation formula, eliminated investment uncertainty, and green electricity direct connection is about to usher in a window period for large-scale development.
