5G and AI Dual-Engine Revolution in Communication Energy Storage

The document explores the transformative impact of 5G and AI on communication energy storage, shifting it from traditional backup power to a critical component for digital infrastructure. It highlights the dual carbon goals driving industry trends, with major economies targeting carbon neutrality by 2050-2060. China's policies evolve from top-level design (2020-2021) to industry-specific plans (2022-2024) and latest standards for green data centers and microgrids (2025-2026). The surge in 5G base stations and AI data centers demands large-scale, intelligent energy storage solutions. Key challenges include high energy consumption of 5G networks, with single base stations consuming 3.5-4kW, and low utilization of idle backup storage. The document emphasizes leveraging idle storage for peak shaving and carbon reduction, integrating renewable energy, and enhancing grid interaction. It presents data showing China's new energy storage capacity growing from 16.5GWh in 2020 to 24.5GWh in 2024, with cumulative installed capacity reaching 144.7GW by end of 2025. The dual-engine revolution aims to optimize costs, improve energy efficiency, and support green transformation in communications and data centers.