Large-scale deployment of energy storage projects has led to a 300% year-on-year increase in the procurement volume of fire- and explosion-proof materials.
2025-10-25
As the global energy transition accelerates, China’s energy storage industry is entering a new stage of large-scale development. According to the “Special Action Plan for Large-Scale Deployment of New Energy Storage (2025–2027),” the newly installed energy storage capacity from 2025 to 2027 will exceed 100 million kilowatts, driving direct investment of approximately 250 billion yuan. Driven by this trend, the procurement volume of safety protection materials supporting energy storage projects has surged by 300% year-on-year, making them a new growth driver for the industry.
Technological iteration and policy-driven forces are jointly boosting demand growth. On the one hand, energy storage battery cells are upgrading to larger capacities of 500+ Ah, and the resulting increase in system energy density has heightened the risk of thermal runaway, thereby driving a sharp surge in demand for fire-retardant and thermal-insulation materials. On the other hand, multiple fire incidents at energy storage power stations since 2024 have prompted the industry to re-examine safety standards. Among these, commercial and industrial energy storage projects—characterized by dense deployment and complex surrounding environments—have become key areas of focus for enhanced safety protection.
Procurement categories are trending toward specialization. In the recently completed 2025 forest and grassland fire prevention materials procurement project, the proportion of new firefighting equipment—such as high-pressure fine-water mist extinguishing systems and aerosol automatic fire suppression devices—has increased. Products awarded to companies like Huangshan Longtan Fire Hose Co., Ltd. have all passed the CSA/ANSI C800:25 extreme-condition fire test certification. Industry experts point out that in the future, energy storage power stations will be required to equip multi-level protection systems, covering flame-retardant coatings at the cell level, aerosol fire suppression at the pack level, and liquid nitrogen cooling devices at the system level.
Leading companies have already initiated upgrades to their safety technologies. Companies such as Farvision Energy require all operators to undergo safety training before taking up their posts and have established thermal runaway early-warning systems for battery cells. As the revision process of the “Design Code for Electrochemical Energy Storage Power Stations” accelerates, the industry is developing comprehensive safety standards spanning the entire chain—from material selection to emergency response.
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