Jing Ji Guan Cha Wang·2026-02-12 07:55Core Insights - The global energy storage battery market is experiencing explosive growth, with Chinese companies maintaining a dominant position and significant reshuffling occurring within the industry [1][8] - In 2025, global energy storage battery shipments are projected to reach 651.5 GWh, representing a year-on-year increase of 76.2%, with Chinese companies accounting for 614.7 GWh, or 94.4% of the total [1][9] Market Dynamics - The 2025 top 10 global energy storage battery companies include CATL, EVE Energy, Xiamen Hicharge, BYD, Ruipu Lanjun, Zhongxin Innovation, Envision AESC, Guoxuan High-Tech, Hubei Chuangneng, and Penghui Energy [7][9] - The top four companies (CATL, EVE Energy, Xiamen Hicharge, BYD) have maintained their positions, while there is increased competition among mid-tier companies, leading to notable ranking changes [7][9] New Entrants and Exits - Hubei Chuangneng has entered the top 10 rankings, marking a significant rise in its market presence, while established players Samsung SDI and LGES have exited the top 10 [8][9] - This shift indicates a transition in the competitive landscape from "China vs. foreign" to "internal competition" among Chinese firms [9] Industry Trends - The overall trend for 2025 shows a stable top tier and a more dynamic mid-tier, with the market share of the top ten Chinese energy storage battery companies slightly decreasing from 95% in 2024 to 90% in 2025, reflecting increased competition [9][10] - Technological advancements are accelerating the industrialization of large-capacity storage batteries, contributing to reduced costs and laying the groundwork for scalable development [10] Future Outlook - The global energy storage battery market is expected to enter a phase of high-quality development in 2026, with a shift in competitive logic towards technological innovation, capacity layout, and market expansion capabilities [10] - The reshuffling of the 2025 top 10 list is seen as a natural outcome of the industry's evolution and a reflection of the enhanced competitiveness of Chinese energy storage battery companies [10]