On December 11, the energy storage sector in the A-share market showed strong performance, with multiple stocks surging and becoming a focal point for investors. As of the latest update, several energy storage-related stocks, including China Tianying Inc. (000035.SZ), Qingdao Hanhe Cable Co.,Ltd. (002498.SZ), and Jiangsu Zhongli Group Co.,Ltd. (002309.SZ), hit the daily limit-up. Zhejiang Narada Power Source Co.,Ltd. (300068.SZ) rose sharply by 13.84%. Other notable performers included Sinomach Heavy Equipment Group Co.,Ltd. (601399.SH), Suwen Electric Energy Technology Co.,Ltd. (300982.SZ), and Ktk Group Co.,Ltd. (603680.SH), all gaining over 6%.
The energy storage sector is currently at a critical economic inflection point. With gradual improvements in electricity pricing, subsidies, and grid integration, the return on investment for energy storage projects continues to rise. In provinces like Gansu and Jiangsu, projects now benefit from diversified revenue models, including spot market arbitrage, ancillary services, and capacity leasing or compensation, significantly boosting yields. Some high-quality projects have already reached the threshold for market-driven investment.
According to the "2025 China AIDC Energy Storage Industry Development Blue Paper" released by Green Globe International, Inc. (GGII) on December 10, the global AIDC energy storage market is experiencing explosive growth. By 2030, AIDC lithium battery shipments are projected to exceed 300GWh—20 times the 15GWh forecast for 2025.
"Energy storage is at a pivotal stage of rapid growth and transformation," said Zhang Xiaofei, Chairman of GGII. The market is increasingly dominated by leading players, while mid-tier battery manufacturers are also benefiting, with some second-tier companies reporting shipment growth exceeding 150% year-on-year. Energy storage has emerged as a high-growth sector, outpacing even the power battery industry.
Technological innovation remains the core driver of the sector's sustained development. Major manufacturers are advancing next-generation solutions such as sodium-ion and solid-state batteries, alongside long-duration storage technologies. Digitalization, intelligence, and safety are also key industry focuses. As large-scale energy storage integration increases operational complexity, AI-driven solutions for load forecasting, battery management, and smart charging/discharging decisions are becoming industry standards.
The competitive landscape is shifting from price wars to value-driven competition, spurred by policy support. Companies with core technologies, stable supply chains, and sustainable business models are poised to lead the sector toward high-quality, standardized, and differentiated growth.
Institutional investors remain bullish on the sector's long-term prospects. CICC noted that demand for energy storage in 2026 will remain robust due to ongoing global energy transitions, substantial project pipelines in key markets (China, the U.S., and Europe), and strong demand for residential and commercial storage. Zhongtai Securities highlighted that while China's utility-scale storage market is transitioning from policy-driven to value-driven growth, residential and commercial storage in developed markets benefits from improved economics and subsidies, whereas emerging markets are driven by grid instability and diesel replacement needs.
Xing Xing, Director of Beijing Boxing Securities Research Institute, emphasized that the energy storage sector is entering a golden era, supported by policy tailwinds, market demand, and technological advancements. With the economic inflection point and global energy transition accelerating, the sector's growth prospects are promising. Investors are advised to consider high-quality energy storage stocks during market dips to capitalize on this rapid expansion.
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