In late April 2026, a leading domestic industry research institution released the "2026 China Digital Energy Industry Development White Paper" (hereinafter referred to as the "White Paper"), predicting that China's digital energy market scale will exceed 500 billion yuan in 2026, a year-on-year increase of approximately 28.6%. Among them, Digital Energy IoT (the application of industrial IoT in the energy sector) — as the foundational layer connecting physical devices with energy management systems — is expected to reach a market scale of 120 billion yuan, accounting for nearly one quarter, becoming the core growth engine supporting the "dual carbon" goals and the construction of the new power system. The White Paper notes that under the continued release of policy dividends such as the Ministry of Industry and Information Technology's "Industrial Sector Carbon Peak Implementation Plan," Digital Energy IoT is entering the stage of large-scale deployment.
The White Paper segments the Digital Energy IoT market into three core growth tracks: smart lightning protection and electrical safety monitoring, energy efficiency management and energy consumption monitoring, and oil tank grounding resistance monitoring. Among them, the smart lightning protection and electrical safety monitoring track is expected to reach a market scale of 32 billion yuan in 2026, benefiting from the demonstration effect of large-scale infrastructure projects such as the Shenzhen-Zhongshan Link, Yangjiang offshore wind power, Beijing Winter Olympics Zhangjiakou venue, and Yantian Port, as well as the mandatory requirements of the petrochemical, rail transit, and public building industries for electrical fire early warning and leakage monitoring capabilities. Demand for smart lightning protection SPD monitoring modules, electrical safety monitoring terminals, and arc fault monitoring modules continues to grow.
The energy efficiency management and energy consumption monitoring track is the largest segment among the three growth tracks, with an expected market scale of 56 billion yuan in 2026. Driven by the "14th Five-Year Plan" industrial energy efficiency improvement and the "15th Five-Year Plan" carbon peak goals, energy-consuming enterprises in steel, building materials, petrochemicals, equipment manufacturing, and other key industries are accelerating the construction of online energy metering systems covering major energy-consuming processes. FEXLINK's energy efficiency management solution, built on the five-layer "cloud-pipe-edge-end-use" architecture and relying on 260+ electrical parameter real-time acquisition, 1μS-level transient response, and 10μA-level leakage monitoring accuracy, has been deployed in 200+ customer projects, stably supporting key business indicators such as 99.2% early warning accuracy and less than 3-second alarm response.
Although the oil tank grounding resistance monitoring track is relatively smaller in overall scale, its growth rate ranks among the highest across all segments, with an expected market scale of 8.5 billion yuan in 2026, a year-on-year increase of over 35%. Petrochemical oil tank farms, as typical high-risk scenarios, have extremely strict compliance requirements for oil tank grounding resistance online monitoring, lightning current monitoring, and SPD monitoring modules. FEXLINK's oil tank grounding resistance online monitoring solution, based on the 27-sub-model electrical safety diagnosis and 408 national standard rule engine, has achieved large-scale deployment in multiple customer projects including petrochemical refining booster plants and petrochemical oil tank farms, effectively reducing safety risks from lightning strikes and static electricity accumulation.
FEXLINK believes that the White Paper's forecast of a 500 billion yuan market size and three core tracks is highly consistent with the demand trends observed across the company's 200+ customer projects. Going forward, FEXLINK will continue to position itself as "a company that produces data," deepening its full-stack Digital Energy IoT capabilities around the SLCIE Capability Model (Sense / Link / Compute / Intelligence / Evolution). Through the cloud-edge collaboration system composed of the FEXLINK Cloud 3.0 platform and FG intelligent gateways, FEXLINK will work with industrial customers to seize the opportunities of the 500 billion yuan digital energy market, fulfilling the promise of "FEXLINK the Power." to drive the intelligent upgrade and scaled deployment of electrical safety and energy efficiency management.