Author: <span>HUIJUE NETWORK TEAM</span>

Recently, what has truly catapulted the energy storage sector into the spotlight is neither a groundbreaking technological breakthrough nor an ultra-large-scale project, but a financing deal: a 200MW/800MWh standalone energy storage power station in Jiuquan, Gansu Province has secured China’s first inter-institutional REITs for energy storage assets. The project has been accepted by the Shanghai Stock Exchange and entered the review feedback phase, with a proposed issuance size of 451 million yuan.

The year 2026 is regarded by the computing industry as the inaugural year for large-scale commercialization of AI, marking a transition from small-scale computing power adaptation to a new stage of constructing large-scale single-cluster ecosystems. Against this backdrop, comprehensive energy solutions have become a core enabler for AIDC enterprises to break through development bottlenecks.

In 2026, an energy crisis triggered by geopolitical conflicts is rapidly spreading from “upstream resources” to “end consumption”. Blockages of key energy shipping lanes represented by the Strait of Hormuz have disrupted the transportation of approximately 20% of the world’s crude oil and liquefied natural gas (LNG). The impact hits Asian countries highly reliant on energy imports particularly hard — tight energy supply, surging prices and logistics delays have quickly escalated into systemic risks.