Jibang Consulting: Global energy storage cell shipments in the first half of the year exceeded 460 GWh, a year-on-year increase of about 94%

The Zhitong Finance App learned that according to TrendForce Jibang Consulting's global energy storage supply chain database data, in the first half of 2026, global energy storage cell shipments exceeded 460 GWh, a significant increase of about 94% over the same period last year, and the global energy storage market as a whole ushered in a period of rapid explosion.

01 Overall shipping list: CR10 about 84%

Looking at overall shipments in the first half of 2026, the concentration of the global energy storage cell industry has further gathered at the top. CR3 companies account for about 44% of the market share, and CR10 accounts for about 84% of the market share. There are many strong industry echelons, including:

Top 1: Ningde Era has been at the top of the list, with shipments reaching more than 2 times that of the second place, and the scale advantage continues to expand.

Top 2-7: Haichen Energy Storage, Everweft Lithium Energy, BYD, China Airlines, Chuneng New Energy, and Ruipu Lanjun in that order. The shipments of the above single companies all exceeded 30 GWh in the first half of the year. The ranking competition was extremely tight, and the sensitivity to ranking changes was extremely high.

Top 8-10: Includes Envision Energy, Penghui Energy, and Sunwoda. The core positions of global energy storage cells have been controlled by Chinese companies.

Figure: Top 10 energy storage cell shipments in the first half of 2026

02 Large storage/industrial and commercial storage shipment volume is about 407 GWh

According to TrendForce Jibang Consulting data, in the first half of 2026, global large storage (including industrial and commercial) battery cell shipments were about 407 GWh, an increase of about 92% over the previous year. The concentration of large storage (including industry and commerce) is higher, and CR10 accounts for more than 86% of the market.

Analysts at TrendForce Jibang Consulting said that Big Reserve has strict requirements for qualifications, financial performance and long-term quality assurance capabilities. Financial and technical barriers are high, and orders are concentrated at leading companies at an accelerated pace.

Top 1: The Ningde era had outstanding advantages and remained in the top position.

Top 2-5: Haichen Energy Storage, Everweft Lithium Energy, BYD, and China Airlines in that order. The ranking is consistent with the first quarter, and is the main delivery force for large storage and commercial storage.

Top 6-10: Chuneng New Energy, Envision Energy, Ruipu Lanjun, Sunwoda, and Guoxuan Hi-Tech in that order. These companies are in the top ten defensive and offensive positions, and their competitive differentiation is characteristic.

Figure: DACU Industrial and Commercial Cell Shipment List for the First Half of 2026

03 Household battery cells shipped over 53GWh

Compared with the large storage market, household storage cells showed greater explosive power in the first half of 2026. According to data from Jibang Consulting, global household cell shipments in the first half of the year exceeded 53 GWh, an increase of about 113% over the previous year.

In terms of the market pattern, the household battery storage market shows a high concentration. CR10 is as high as 94%, and most of the market space has been locked in by the top ten companies.

Top 1-3: Ruipu Lanjun, Penghui Energy, and Everweft Lithium Energy rank in the top three in the world. CR3 accounts for about 68% of the market share, showing a three-legged pattern and widening a large scale gap with subsequent companies.

Top 4-5: Guoxuan Hi-Tech and Chuneng New Energy are in the catch-up camp and are accelerating their impact through product upgrades.

Top 6-10: Among the top 6 to 10, Paineng Technology, Xinneng An, Ganfeng Lithium, LG, and BYD present diversified specialty competition, and have an advantage in segmented channels and specific regional markets.

Figure: Top 10 household battery cell shipments in the first half of 2026

04 2026 shipment sprint 1012GWh

Energy storage analysts at TrendForce Jibang Consulting said that the surge in shipments in the first half of 2026 stemmed, on the one hand, from a wave of replenishment after European warehousing was completed, and on the other hand, from centralized delivery of large storage projects in the Middle East and North America. As cell prices gradually bottomed out, industry competition has moved from a simple price war to a comprehensive energy war involving warranty periods, overseas localized service capabilities, and safe performance.

Based on the strong trend in the first half of the year, TrendForce Jibang Consulting predicts that total global energy storage cell shipments will reach about 1,012 GWh in 2026, with an estimated annual growth rate of nearly 50%. The overall industry will continue to maintain a high trend in the second half of the year.