Global ESS Shipments Hit 461.3 GWh in H1 2026 as CATL Extends Market Lead
Global energy storage shipments surged 71% to 461.3 GWh in early 2026, with China leading at 43.9% market share.
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Global energy storage shipments surged 71% to 461.3 GWh in early 2026, with China leading at 43.9% market share.
Global EV battery installations reached 469.2 GWh in early 2026, highlighted by strong demand and dominant Chinese manufacturers like CATL and BYD.
China’s battery output surged 19% in February 2026, but installation rates and consumer demand significantly declined.
The top ten battery manufacturers recorded combined installations of 24.8 GWh, accounting for 94.3% of total installations.
Chinese battery suppliers dominated global market with a combined 73.3% share among the top 10 companies.
Production line to begin operations in 2026, pilot vehicle trials in 2027, and mass production by 2030.
Six of the world’s top 10 EV battery manufacturers by installed capacity are Chinese companies, with a combined 644.4 GWh and a 68.9% global market share.
In Jan–Sep 2025, six Chinese companies ranked among the global top 10 in EV battery installations, with CATL and BYD accounting for 54.5% of the total.
The so-called semi-solid-state battery introduces partial solid electrolytes into traditional liquid electrolyte systems—a transitional solution toward all solid-state batteries.
Gotion unveiled its first-gen “Jinshi” all-solid-state battery last year, featuring an energy density of 350 Wh/kg—more than 40% higher than mainstream NCM lithium-ion cells.