Energy storage

Reports on this topic

Cailian Press2026-11-04

Chinese energy storage companies’ overseas orders rise quarter by quarter, with disclosed capacity reaching 584.6 GWh in the first three quarters

In the first three quarters of 2026, the capacity of overseas energy storage orders disclosed by Chinese companies rose quarter by quarter; the scale of domestic installations already in operation also continued to expand. Orient Securities believes global channels and brands could help energy storage leaders benefit from growing demand.

Cailian Press2026-11-03

Growing electricity demand for computing drives energy storage demand; grid-forming products have entered multiple projects

As of the end of September 2026, the operating capacity of new-type energy storage nationwide had grown 63% year on year. Ping An Securities expects electricity consumption for computing to continue rising and direct green power supply to potentially drive energy storage demand; relevant companies have disclosed technological achievements and project applications.

Bernstein2026-10-28

Bernstein: Energy storage tenders continue to grow as capacity utilization rises to 95%

China’s energy storage battery shipments rose 91% year on year in September. Strong tender activity supports future shipments, but capacity expansion is lagging shipment growth. Monthly installations rebounded in the United States, while the year-to-date total remained level with last year.