Core Insights - The article highlights a significant surge in the energy storage cell market, with Envision Technology Group securing over 40GWh of energy storage cell orders during the EESA Energy Storage Exhibition [2][3][9] Group 1: Market Dynamics - Envision Technology Group signed cooperation agreements with over 10 energy storage system integrators, with a total scale exceeding 40GWh [3][4] - This order is the second-largest in terms of capacity for energy storage cells this year, following a 50GWh procurement collaboration between Yiwei Lithium Energy and Haibo Innovation [9] - Since 2025, publicly announced energy storage cell orders have reached 152.879GWh, accounting for 56.19% of all related orders [9][10] Group 2: Product and Technology Insights - The energy storage cells supplied will likely include high-capacity models such as the 315Ah and 530Ah cells, as Envision has completed the capacity switch for the 314Ah cells [6][7] - Envision has delivered over 50GWh of cell products to leading international energy storage integrators, with applications in over 300 projects across more than 20 countries [7][9] - The company’s entire range of energy storage cell products has passed over 200 safety tests and received certifications from authoritative institutions in multiple countries, facilitating market trust for Chinese energy storage companies [7] Group 3: Pricing and Supply Trends - Since July, energy storage cell prices have shown signs of recovery, with prices for various models stabilizing or slightly increasing due to rising lithium carbonate costs [10] - The industry is experiencing a "chip shortage" phenomenon, leading to increased competition among energy storage system companies to secure cell orders [10][11] - Envision's senior vice president emphasized the importance of high-quality, internationally certified cells to meet the growing demands for safety, lifespan, and efficiency in energy storage systems [11]