Policy Shift: Phasing Out Admin Time-of-Use Rates Reshaping Industrial ESS Sector

Published: Jan 30, 2026 15:41

Save

According to Polaris Power Network, many regions across the country are gradually phasing out administrative time-of-use electricity prices, and the investment logic of the industrial and commercial ESS sector is consequently undergoing restructuring. Following the withdrawal of administrative time-of-use electricity prices, the electricity market will fully transition to market-based trading. This policy shift not only imposes higher life cycle requirements on industrial and commercial ESS projects but also signifies that technological and business model innovations will become the core drivers for profitability in the industry.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

54 mins ago

Supply Side: Structural Optimization Dominates, Overall Growth Slows Down

54 mins ago

18 hours ago

Citi Cautions on Commodity Risks Amid Copper Surge, Unusual Crude Oil and Gold Movements

【SMM News Flash】Citi Warns of Rising Risks in Commodity Markets - Despite Analysts' View of Weak Fundamentals in Copper Market, Copper Prices Surged Significantly This Week, While Crude Oil and Gold Markets Also Experienced Unusual Movements Due to Escalating Tensions in the Middle East. Tom Mulqueen, Head of Metals Research at Citi, Stated in a Report First Released on Thursday That, Driven by Capital Inflows Following the Rally in Precious Metals and a Weakening US Dollar, Copper Prices Could Climb to $15,000-16,000/mt in the Coming Weeks.

18 hours ago

PengXin Resources Forecasts 2025 Net Profit Turnaround on Higher Output, Prices

【SMM News Flash】PengXin Resources (600490) announced on January 30 that it expects to achieve a net profit attributable to the owners of the parent company of 210 million yuan to 290 million yuan in 2025, turning a profit on a YoY basis. The main reasons for the expected profit were an increase in the production of mined gold, copper cathode, and sulphuric acid, along with a YoY rise in selling prices during the reporting period; additionally, cobalt hydroxide prices rebounded, with the reversal of impairment losses on cobalt hydroxide and the completion of sales of some products.

18 hours ago