GGII: In the first half of the year, the standard scale of the domestic energy storage system reached 79.8 GWh, and the top 15 enterprises together accounted for nearly 65%

The Zhitong Finance App learned that according to incomplete statistics from the “Advanced Energy Storage Industry Database” published by GGII, the total standard capacity of domestic energy storage projects in the EPC/system from January to June 2026 reached 193.08 GWh, an increase of 13% over the previous year. Among them, the bid scale for the energy storage system in the first half of the year was 79.8 GWh, accounting for 41% of the total bid market capacity.

The standard market for energy storage systems shows remarkable characteristics of “head concentration and echelon differentiation”. At the same time, industry competition is evolving rapidly from a “price war” to a “value war” due to the influence of collection volume, long-term energy storage demand, and iteration of large cells.

Judging from the competitive landscape, in the first half of 2026, the standard scale T0p15 enterprises in the energy storage system totaled about 51.8 GWh, accounting for 64.9%. With strong performance in large orders of central state-owned enterprises (such as China Energy Conservation, Datang, CGN, etc.) and large-scale independent energy storage projects, CRRC Zhuzhou has steadily ranked first in the industry in the standard scale of energy storage systems, with a market share of 12.7%.

Companies such as Ronghe Yuan Storage, BYD (002594.SZ), Goldwind Technology (002202.SZ), Electric Era, Haichen Energy Storage, Nanrui Jibao, TBEA, Xinyuan Intelligent Storage, and Ningde Era (300750.SZ) followed suit, and occupied a stable market share with their differentiated advantages in mining, retail mining and the market.