According to the Gaogong Industry Research Institute (GGII), China's lithium battery shipments reached approximately 1.2 TWh in the first half of 2026, marking a year-on-year increase of over 50%. This robust growth was primarily driven by the energy storage sector, which saw shipments of about 485 GWh—an 80% surge compared to the same period last year.
Power battery shipments, which totaled approximately 630 GWh, grew at a more moderate pace of 30% year-on-year. This growth was fueled by sustained demand from new energy commercial vehicles and a strong performance in export markets.
The report highlights a significant market shift: demand from the energy storage sector is rapidly approaching that of the traditional power battery market. This convergence is attributed to the diversification of domestic applications for energy storage systems, coupled with a surge in overseas installations as global energy transition projects accelerate.
Implications for B2B Buyers: This unprecedented growth in the energy storage sector signals an intensifying competition for battery cells and raw materials. For B2B buyers, this could translate to extended lead times and increased price volatility for battery components. Strategic procurement planning, including evaluating alternative supply sources and cell models, will become crucial to maintain project timelines and cost-efficiency. This trend also indicates a maturing market, offering expanded opportunities for suppliers who can secure stable material access and production capacity.
The 80% surge in energy storage shipments signals intensifying competition for battery cells and materials, impacting lead times and costs for all sectors. B2B clients in the UAV industry should proactively consider flexible sourcing strategies. The platform at https://tool.liion-batt.com offers a way to quickly evaluate alternative compatible cell models to ensure project timelines.
