Zheng Quan Ri Bao Wang·2025-09-05 12:53Core Viewpoint - The energy storage battery industry is experiencing significant demand growth, with a notable increase in both domestic and overseas markets, leading to supply challenges and heightened competition among leading manufacturers [1][2][3]. Group 1: Market Demand and Growth - In the first half of the year, global energy storage battery shipments reached 258 GWh, a year-on-year increase of 106%, with China leading at 252 GWh, up 109% [1]. - The demand for energy storage batteries is expected to see a global explosion by 2025, particularly driven by overseas markets, including the U.S., Europe, and the Middle East [2][3]. - Major companies like CATL reported energy storage business revenue of 28.4 billion yuan in the first half of the year, with a gross margin of 25.52%, while EVE Energy achieved 10.298 billion yuan, a year-on-year increase of 32.47% [2]. Group 2: Competitive Landscape - The energy storage battery industry is facing intensified competition, with domestic system prices declining while overseas orders offer higher profit margins [4]. - By the first half of 2025, the top five energy storage battery companies are projected to hold 75% of the global market share, indicating rising technical barriers and a shift towards higher energy density and lower costs [4]. - Companies are advised to focus on developing advantages in large capacity, long lifespan, and system safety to remain competitive [4][5]. Group 3: Technological Innovation and Product Development - Companies are innovating to meet the increasing demand for long-duration energy storage solutions, with products like high-capacity sodium-ion batteries and long-cycle batteries being developed [5]. - The industry is urged to avoid price wars and instead focus on "technology premium" and "value competition" to foster a healthy competitive ecosystem [5].