China’s New Energy Storage Capacity Surpasses 100 GW , Driving Global Growth

Beijing, July 2025 – China’s energy storage industry has reached a historic milestone. According to the CNESA DataLink Global Energy Storage Database, the country’s cumulative installed new-type energy storage capacity hit 101.3 GW by the end of June 2025, representing a 110% year-on-year increase. This marks the first time China’s new energy storage capacity has surpassed the 100 GW threshold, equivalent to approximately 4.4 times the installed capacity of the Three Gorges Hydropower Station.

At the same time, China’s total cumulative power storage capacity reached 164.3 GW, up 59% year-on-year, underscoring the nation’s leadership in global clean energy transformation.

Domestic Growth Momentum

In the first half of 2025, 23.03 GW / 56.12 GWh of new energy storage projects were commissioned across China, with both power and energy scales expanding 68% year-on-year. May 2025 alone set a record high for monthly installations at 10.25 GW, an increase of 462% compared with the same period last year, partly due to the “531” policy node.

On the shipment side, Chinese companies delivered 233.6 GWh of energy storage batteries to the global market in the first half of 2025 (excluding telecom base stations and data centers).

Leading Players in Energy Storage

At the domestic system level, the top  Chinese companies by shipment were:

• CRRC Zhuzhou Institute

• HyperStrong (688411.SH)

• Envision Energy

• Sungrow (300274.SZ)

• CECEP Storage – Electrical Times

• Xinyuan Smart Storage

• Ronghe Yuan Storage

• Lingtech BESS

• Xuji

• Goldwind Zero Carbon

• Zhongtian Energy Storage

At the global system level, China also dominated, with the top  suppliers being:

• Sungrow

• CRRC Zhuzhou Institute

• HyperStrong

• Envision Energy

• CECEP Storage – Electrical Times

• Lingtech Energy

• Ronghe Yuan Storage

• Sunwoda

• Canadian Solar (688472.SH)

• Trina Storage

Strong Overseas Expansion

Chinese energy storage companies also excelled abroad. In the first half of 2025, new overseas orders reached 163 GWh, a surge of 246% year-on-year. More than 50 Chinese enterprises, including Lingtech Battery, secured contracts covering over 50 countries and regions. The Middle East, Australia, and Europe ranked as the top three overseas markets, each exceeding 20 GWh in order volume.