Under the accelerated advancement of the "Dual Carbon Goals" and new-type power systems, the Inner Mongolia Autonomous Region has pioneered the Notice on Accelerating New Energy Storage Construction (NMG Energy Power Document [2025] No. 120), injecting momentum into independent energy storage power stations through an innovative capacity compensation mechanism. As a leader in commercial and industrial energy storage solutions, Homsun Electric Storage provides expert insights into this policy opportunity, empowering clients with proven technical solutions to seize market advantages.

Policy Highlights: Long-Term Revenue Assurance Sparks Investment Enthusiasm

1. Decade-Long Dynamic Compensation Mechanism
   Independent new energy storage stations included in the regional plan will receive compensation based on actual discharge volumes, with a 2025 standard rate of RMB 0.35/kWh and a 10-year execution period—fully covering the lifecycle of electrochemical storage systems.

2. Dual-Market Participation Model
   Storage stations may independently engage in medium-to-long-term power trading or accept grid emergency dispatch, flexibly adapting to Inner Mongolia’s differentiated market mechanisms:

• West Mongolia: "Capacity Compensation + Spot Market Trading"

• East Mongolia: "Capacity Compensation + Ancillary Services"

3. Cost Allocation & Efficiency Optimization
   Compensation costs are proportionally shared monthly among regional power generators (coal, wind, PV, etc.), upholding the "Beneficiary Pays" principle while avoiding end-user tariff fluctuations.

Homsun Electric Storage’s Solutions & Advantages

1. Customized Energy Storage Systems for Extreme Climates
   Designed for Inner Mongolia’s harsh environment, the Homsun SP-215kWh Energy Storage Cabinet (equipped with lithium iron phosphate (LFP) cells) utilizes liquid cooling technology to operate reliably in temperatures from -30°C to 55°C. The system supports parallel expansion up to 1,075kWh with five units, meeting flexible commercial/industrial configuration demands.

2. Smart Energy Management for Precision Efficiency
   Integrated with the EMS Energy Management Platform, the system enables:

• Intelligent Peak Shaving & Valley Filling

• Dynamic Charge/Discharge Optimization

• Demand Control to reduce basic electricity fees
  Reference Case: A Homsun-served project for a South China STAR Market-listed enterprise achieved RMB 389,300 in first-year storage revenue.

Case Study & ROI Analysis

Project: 2.023MW PV + 1,075kWh Energy Storage System

• First-Year Total Revenue: RMB 2.45 million (PV: RMB 1.9834 million + Storage: RMB 389,300)

• Payback Period: 2.5 years (Storage IRR: 16.3%)

• 25-Year Lifetime Value: RMB 55.0526 million (PV: RMB 47.2764 million + Storage: RMB 7.7862 million)

Outlook: Policy Incentives & Technological Breakthroughs in Synergy

Inner Mongolia’s policy marks China’s energy storage transition from "policy-driven" to "market-driven" growth. Homsun recommends prioritizing:

• Technology Evolution: Liquid cooling + 7-layer protection (intrinsic/structural/electrical/active/environmental/thermal/fire safety) for enhanced discharge efficiency.

• Model Innovation: Triple revenue streams via peak-valley arbitrage + capacity compensation + ancillary services.

• Regional Expansion: Following the 2024-2025 Energy Conservation & Carbon Reduction Action Plan, Shandong, Jiangsu, and other provinces may adopt similar mechanisms.

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