---
title: "Industry insiders: In the next three years, Chinese energy storage companies will enter a concentrated production period overseas"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/263706005.md"
description: "According to statistics from the Energy Storage Application Branch of the China Chemical and Physical Power Industry Association, it is expected that in the next three years, Chinese energy storage companies will enter a concentrated production period. By 2025, global energy storage cell shipments are expected to exceed 460GWh, with the top ten companies all coming from China, and domestic companies accounting for more than 94% of the global market. In the first nine months of this year, Chinese companies secured 308 new overseas energy storage orders, with a total scale of 214.7GWh, mainly concentrated in Europe and Australia. Chinese companies have planned 74 production bases overseas, with a capacity of 811GWh"
datetime: "2025-10-31T09:56:01.000Z"
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  - [en](https://longbridge.com/en/news/263706005.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/263706005.md)
---

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# Industry insiders: In the next three years, Chinese energy storage companies will enter a concentrated production period overseas

According to incomplete statistics from the Energy Storage Application Branch of the China Chemical and Physical Power Industry Association (CESA) industry database, the global energy storage cell shipment volume reached 246.4 GWh from January to June 2025, a year-on-year increase of 115.2%. All of the top ten companies are from China, with domestic companies accounting for over 94% of global energy storage lithium battery shipments.

On October 30th, at the "New Energy Storage Going Global: Reshaping the Global Energy Landscape" - the 8th Hongqiao Forum "Promoting High-Quality Development of New Energy Storage for Global Energy Transition" sub-forum preview salon hosted by The Paper, Liu Yong, Secretary-General of the Energy Storage Application Branch of the China Chemical and Physical Power Industry Association, stated in his keynote speech that **in the first half of this year, Chinese companies' energy storage cell shipments exceeded 230 GWh, with exports exceeding 102 GWh, accounting for over 44% of total shipments. The global energy storage cell shipment volume is expected to exceed 460 GWh by 2025.**

Liu Yong mentioned that **in the first nine months of this year, Chinese companies secured 308 new overseas energy storage orders, with a total scale of 214.7 GWh, an increase of 131.75% compared to the same period last year.** Europe and Australia each accounted for over 1/5, with Europe at 48.08 GWh, Australia at 43.21 GWh, the Middle East at 40.06 GWh, India at 13.25 GWh, and Chile at 10.81 GWh.

"Due to the impact of the trade war and high tariffs, orders from the United States were only 8.63 GWh, a sharp decline of 86.16% year-on-year." However, in 2024, among the overseas energy storage orders secured by Chinese companies, those from the United States accounted for the most and the largest scale, reaching 65.8 GWh, accounting for 33.63%.

It is noteworthy that **in recent years, leading lithium battery companies, including CATL, have been increasing their overseas production capacity layout.** According to the CESA industry database, as of early October 2025, 33 Chinese companies, including CATL, EVE, GOTION, and Envision, have invested in, are constructing, or planning a total of 74 battery/storage system integration manufacturing bases overseas, with a production capacity of 811 GWh. Among them, 41 projects have disclosed investment amounts totaling over 387.1 billion yuan, mainly concentrated in the United States, Hungary, Morocco, Spain, Germany, and Southeast Asia.

From the current layout, Chinese companies have planned the most production bases in the United States, with a total of 10 bases and a production capacity of 150 GWh, with an investment of 72.4 billion yuan.

However, Liu Yong also added that by 2030, how much capacity will actually be released? "Due to various conditions, we estimate that about 300 GWh will be put into production." So far, the lithium battery capacity that Chinese companies have put into operation overseas has exceeded 50 GWh. Liu Yong believes that \*\*according to the current expansion pace, the period from 2026 to 2028 will see a concentrated production period for overseas capacity \*\*

Liu Yong finally reminded that under the wave of de-globalization combined with factors such as tariffs and trade barriers, the export of China's energy storage products is full of uncertainties. Taking the United States as an example, the export of Chinese energy storage batteries to the U.S. faces the dual impact of IRA subsidy reductions and high tariffs. He also pointed out that the technology procurement restrictions implemented by the U.S. targeting "Foreign Entities of Concern (FEOC)" have a greater impact on Chinese battery and energy storage system manufacturers.

Liu Yong believes that it is necessary to further strengthen international cooperation, including establishing strategic partnerships with local energy storage companies, energy companies, and research institutions overseas, to achieve resource sharing and complementary advantages through collaborative research and development, technology licensing, and joint bidding, jointly exploring overseas markets. Through mechanisms such as China-Europe energy cooperation, joint research and demonstration projects should be carried out to promote the application of new technologies and new products.

In addition, attention should also be paid to the product price, delivery, operation and maintenance, and inventory pressures brought about by the high saturation of energy storage markets in different regions. Liu Yong suggested that while Chinese energy storage companies actively seize the mainstream markets in Europe and the United States, they should accelerate the exploration of energy storage demand in the Middle East, South America, Southeast Asia, South Africa, and countries participating in the "Belt and Road" initiative, enhance the risk resistance capability of the industrial chain and supply chain, achieve differentiated competition and global layout, and avoid potential risks caused by excessive reliance on a single market.

Author of this article: He Liping, Source: The Paper, Original title: "Industry: In the Next Three Years, China's Energy Storage Companies Will Welcome a Concentrated Production Period Overseas"

Risk Warning and Disclaimer

The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at their own risk

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