Industry insiders point out that China's energy storage industry is moving from "product exports" to a new stage of "ecological win-win"
AI-generated summary
China's energy storage industry is undergoing a model shift from product exports to global and in-depth operations. The industry faces higher entry barriers and needs to build comprehensive competitiveness including technology, standards and ESG.
China News Service, Ningde, Fujian Province, October 15th (Lv Qiaoqin, Wu Yunjie) The 2026 World Energy Storage Conference was held in Ningde City, Fujian Province on the 15th to discuss the global development path of the energy storage industry. Many industry insiders believe that China's energy storage industry is moving from "product exports" to a new stage of "ecological win-win".
The "Development and Prospects of the New Energy Storage Industry in 2026" report released by the Equipment Industry Development Center of the Ministry of Industry and Information Technology of China at the meeting pointed out that China's energy storage overseas maintains a rapid growth trend. In 2025, China's energy storage battery exports increased by 67.9% year-on-year, with business covering more than 60 countries; in the first half of 2026, overseas signed orders were 298GWh, a year-on-year increase of 83%. Among them, Europe is the primary market, accounting for more than one-third, and emerging markets such as the Middle East, India, and Chile are growing rapidly.
"The new energy storage industry will face a change in the overseas export model, from exporting products overseas to in-depth global operations." Liu Xinyan, deputy director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology of China, said that in the context of rising entry barriers, the overseas export model is currently changing from product exports to localized manufacturing, compliance operations, and green supply chains. Companies need to establish localized operations teams, improve carbon footprint management systems, and gradually build comprehensive competitiveness covering technology, standards, intellectual property rights, and ESG.
The "Key Support for Energy Transformation: "Energy Storage +" Paradigm under Cross-border Integration" report released by the International Renewable Energy Agency on the 15th also pointed out that the next stage of renewable energy transformation will shift from installed capacity expansion to system integration, and the development of energy storage technology can better help realize this transformation.
This shift has fallen on projects. Recently, CATL New Energy Technology Co., Ltd. has assisted the "Hydra" project in South Africa through "whole-site delivery", which can meet the electricity needs of 200,000 households every year; the Australian energy storage project "Supernode" delivered by the company has also been put into operation and will supply clean power to the 2032 Brisbane Olympics.
"CATL has implemented more than 3,000 energy storage projects around the world, and the battery research and development test data has accumulated more than 500 billion pieces." Zeng Yuqun, chairman of CATL New Energy Technology Co., Ltd., said that these data help the company deeply understand the power grid operating conditions in different regions, thereby greatly improving the grid connection adaptability and operational reliability of the power station.
From exporting products to "whole-site delivery" to participating in standards collaboration and international cooperation, China's energy storage globalization path is moving from "selling products" to "building an ecosystem."
“We welcome new energy storage companies from all over the world to work with us to promote effective coordination and connection of technologies, standards, and services, and inject more momentum into the green and low-carbon transformation of the world’s energy.” said Xiong Jijun, Vice Minister of China’s Ministry of Industry and Information Technology.
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