August 4, 2026 · Tuesday2026 年 8 月 4 日 · No. 31 · updated更新于 03:20 () SIGNALS信号EVENTS日历ARCHIVE归档LOG日志ACCESS接入ABOUT关于SAVED收藏

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Industry Moves行业动向

CATL leads global ESS battery market with 27.1% share in H1 2026 as non-China shipments overtake China2026年上半年全球储能电池市场:CATL以27.1%份额领先,非中国地区出货首次超过中国

S 2.8 T2 1 sources1 个来源 R4-quantified-first
  1. Global energy storage system (ESS) battery shipments rose 71% year-on-year to 461.3 GWh in H1 2026, with CATL retaining the top spot at 27.1% market share after shipping 125.0 GWh, up 81% year-on-year.
  2. China's share of global ESS shipments fell to 43.9% from 50.5% a year earlier, meaning non-China markets accounted for the majority of shipments for the first time; per SNE Research, Eve Energy (10.4%) and Hithium (10.0%) ranked second and third.
  3. CATL and BYD (7.7% share), both leading global EV battery suppliers, also ranked first and fourth in ESS, underscoring Chinese battery makers' expanding dual dominance across EV and stationary-storage supply chains.
  1. 年上半年全球储能系统(ESS)电池出货量同比增长71%,达461.3 GWh,CATL以27.1%的市场份额继续保持第一,出货125.0 GWh,同比增长81%。
  2. 中国占全球ESS出货的份额从上年同期的50.5%降至43.9%,非中国市场出货量首次占据多数;据SNE Research数据,亿纬锂能(Eve Energy)以10.4%、海辰储能(Hithium)以10.0%分列第二、三位。
  3. CATL与比亚迪(BYD,7.7%份额)同为全球领先的电动车电池供应商,在储能电池市场分别位列第一和第四,凸显中国电池厂商在电动车与储能两大领域的双重主导地位。