Power on Wheels: China Transforming EVs into National Grid Assets

0
Apr 29, 2025
  • China's NDRC initiates landmark pilot projects to integrate EVs into the national power grid, leveraging advanced Vehicle-to-Grid (V2G) technology for enhanced energy resilience.
  • The strategic integration of EVs with the power grid represents a decisive policy shift toward a sustainable, digitally enabled, and renewable-energy-supported future.
  • China’s V2G-enabled energy capacity is projected to reach 26.5x the 2025 level by 2030, positioning the national EV fleet as a vital distributed energy resource that enhances grid stability and supports the large-scale integration of renewables.
  • Automotive industry players must proactively position themselves as key contributors in an ecosystem where electric vehicles become pivotal assets for grid stabilization and renewable energy integration.

In April 2025, China’s National Development and Reform Commission (NDRC), in partnership with the National Energy Administration (NEA), launched 30 strategic pilot projects in some of the country’s major metropolitan regions to integrate electric vehicles (EVs) into the national power grid through advanced Vehicle-to-Grid (V2G) technology, enabling a dynamic, bidirectional flow of electricity. The regions include Beijing, Shanghai, Shenzhen, Guangzhou, and Chongqing. This is a pivotal shift in China’s energy strategy, transforming EVs from simple transportation tools into decentralized, grid-interactive energy assets.

According to Counterpoint Research’s EV Market Forecast, China’s total V2G-enabled energy capacity is projected to reach 26.5x the 2025 level by 2030, as both V2G-enabled passenger and commercial BEV fleets scale up. This would position the national EV fleet as a critical distributed energy resource, comparable to large-scale utility battery systems and capable of meeting the short-term energy demands of major cities. Such capacity would significantly strengthen grid stability and accelerate the integration of renewable energy.

China Passenger and Commercial V2G Contribution Scenario (GWh)

Access full 4-pager here
If you are not a client, reach out to us at info@counterpointresearch.com

Summary

Published

Apr 29, 2025

Author

Liz Lee

Liz, an Associate Director at Counterpoint Research, has 14+ years of extensive experience in the tech industry. Previously, Liz worked for Samsung SDI focusing on IR (Investor Relations) along with insight-based analysis of emerging tech markets and corporate strategies. She holds an International MBA degree from Waseda Business School.