China's edge computing equipment industry

The integration of China's edge computing equipment industry and energy storage industry is accelerating, forming a new pattern of 'AI+energy transformation' with two wheel drive. In 2025, the cumulative installed capacity of China's new energy storage will exceed 50GW, accounting for more than 40% of the global total installed capacity. edge computing technology effectively supports the accurate control and optimal scheduling of the energy storage system through local data processing and real-time intelligent analysis. Driven by the 'source network load storage' integration strategy, edge computing devices are deeply integrated with the energy storage system to achieve localized processing of battery status monitoring, charge and discharge management, fault warning and other functions, significantly reducing delays and improving system response speed. In 2026, the country made it clear for the first time that the power grid side independent new energy storage power stations will be given capacity price support, forming a ternary income structure, further stimulating the application demand of edge computing in energy storage scenarios. Edge computing, together with 5G, the Internet of Things and artificial intelligence technology, helps energy storage equipment achieve intelligent operation and energy efficiency optimization. It is estimated that the growth rate of energy storage shipments will be about 40% in 2026. The integration of the two is promoting the ecological construction of energy Internet, evolving from a single device to a system solution, providing key technical support for the construction of a new power system, and showing broad market prospects.