Overseas became the largest market for global energy storage cells for the first time in the first half

Industry
โดย InfoLink·GLOBAL·Read original
Summary · why it matters

In the first half of this year, overseas markets became the largest destination for global energy storage cells for the first time, with their share exceeding 50% for the first time in the same period in history. InfoLink Consulting data shows that global energy storage cell shipments totaled 467.84 GWh in the first half, up 94.76% year on year, of which overseas market shipments were 248.73 GWh, accounting for 53.2% of the global total. SNE Research statistics show that energy storage cell shipments in North America and Europe grew 83% and 74% year on year respectively, with market shares of 16.5% and 15.8%, while large projects in emerging markets such as the Middle East and Australia accelerated into the execution phase. China's market share fell to 43.9% from 50.5% in the same period last year, with shipments of 202.5 GWh, up 49% year on year, still the world's largest single market. The top ten companies in global energy storage cell shipments are all Chinese companies, with CATL firmly in first place with 125 GWh of shipments and a 27.1% market share, followed by Hithium and EVE Energy in second and third. Although LG Energy Solution ranked only eleventh, its first-half shipments surged 357% year on year to 12 GWh, rapidly approaching the top ten. ICCSINO predicts that global energy storage cell shipments for the full year 2026 could reach 1,200 GWh.

Impact on stocks 4

Energy Transition & Power Demand▲ · 1 stocks
Others▲ · 3 stocks
EVE Energy
300014
▲ PositiveDemandrelevance

EVE Energy ranked third in global energy storage cell shipments, benefiting from strong overseas demand.

Theme Impact 1

Off-coverage companies 1

Hithium Energy Storage (海辰储能)Private▲ Positive
Demandrelevance

Hithium ranked second in global energy storage cell shipments, benefiting from overseas expansion.

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