Shang Hai Zheng Quan Bao·2025-12-09 18:53Core Insights - The global and Chinese energy storage battery shipment growth is expected to exceed 80% in 2025, with significant contributions from mid-tier lithium battery companies [1][2] - The median forecast for shipment growth in 2026 is approximately 40%, with optimism about market demand tempered by potential capacity constraints and price increases [1][3] Group 1: Market Growth and Predictions - In 2025, global energy storage battery shipments are projected to surpass 650 GWh, representing a year-on-year growth of over 80%, while China's shipments are expected to exceed 320 GWh, also with over 80% growth [1] - Several companies, including Chuangneng New Energy, Haicheng Energy, and XWANDA, reported shipment increases exceeding 150% in the first three quarters of 2025, while BYD, Zhongchuang Innovation, and others saw increases over 100% [2] - Predictions for 2026 shipment growth vary, with estimates ranging from 30% to 50%, influenced by supply chain constraints and potential price hikes [4][5] Group 2: Company Strategies and Industry Challenges - Chuangneng New Energy has achieved a production capacity of 110 GWh and aims for 500 GWh, securing long-term agreements with over 20 suppliers for critical materials [3] - Industry leaders emphasize the need for collaboration across the supply chain to address challenges in production capacity and material costs [3][6] - The energy storage sector is expected to face both high growth and intense competition, necessitating a focus on innovation, strategic differentiation, and sustainable development [5][6]