2025 marks a pivotal year for the energy storage industry. The large energy storage cells, which were once limited to “theoretical parameters”, will officially bid farewell to the technical competition phase and enter the practical testing stage of capacity release, yield improvement, and project implementation. Leading enterprises like CATL, EVE, Envision, HTHIUM, and SUNWODA have successively achieved mass production and delivery, and with the intensive landing of GWh-level strategic cooperation and accelerated expansion into overseas markets, this marks the transition of large-capacity cells from lab prototypes to commercial applications. The speed at which energy storage systems are evolving to higher energy density and lower cost has far exceeded industry expectations.
1. The Race for 500Ah+ Cell Mass Production Intensifies: Leading Enterprises Show Impressive Results
2025 is the “explosive year” for the mass production and delivery of large energy storage cells, with many battery companies accelerating capacity ramp-up, and products of 500Ah and above being extensively landed, demonstrating strong commercialization capabilities:
CATL: The 587Ah energy-specific storage cell began mass production in
June, with a daily output of over 220,000 units from its Jining base. By December, it had shipped 2GWh, with an expected annual output of 3GWh, taking the lead in entering into GWh-level commercial-scale applications;
EVE: The 628Ah cell, mass-produced at the end of 2024, achieved the production of 750,000 cells in 2025, and in September, it was successfully used in the world’s first 100MWh-level project--200MW/400MWh independent energy storage station in Ling Shou, Hebei with overseas shipments proceeding in parallel;
Envision: The 500+Ah cell, produced at its Cangzhou plant, has already been exported immediately after mass production, and next-generation 700Ah+ products are also in the mass production preparation phase;
HTHIUM: The world’s first 1,175Ah ∞Cell was launched and mass-produced, while the 587Ah cells were simultaneously delivered in Xiamen base. In October, a 6.25MWh energy storage system, equipped with the 1,175Ah cells, was successfully shipped to Europe;
SUNWODA: The 684Ah stacked cell began mass production in September, and by the end of December, 1 million cells had been produced, highlighting its fast mass production capability.
Additionally, companies such as cornex, GREAT POWER, CALB, RJE, Narada, GOTION HIGH-TECH, REPT BATTERO, and AC New Energy have announced mass production schedules for 500Ah+ and 600Ah+ products. The competition in the large energy storage cell market is expected to fully intensify in 2026.
2. GWh-level strategic partnerships become the mainstream, supply chain synchronization trend emerges
As cell technology gradually converges, supply chain stability and cost control have become the core of market competition. The collaboration model between system integrators and battery companies is evolving toward long-term, large-scale, and deep integration. By the end of 2025, heavy GWh-level orders have emerged, reshaping the industry’s collaboration landscape:
CATL and HYPER STRONG signed a procurement agreement for no less than 200GWh from 2026 to 2028, with the 587Ah cell already being used in the 400MW/2400MWh energy storage project in Baotou;
HTHIUM and CRRC Zhuzhou Institute reached collaboration for 120GWh of energy storage products supply during the 15th Five-Year Plan period, covering the full range products from 314Ah to 1,175Ah;
EVE and Rochenergy signed a three-year 20GWh collaboration agreement, with 10GWh dedicated to the 628Ah/588Ah large-capacity cells;
Sungrow and Sunwoda have deepened their collaboration, with their Powertitan 3.0 energy storage system set to apply the 684Ah large-capacity cell.
These long-term strategic partnerships not only ensure mutual capacity demand but also drive early-stage collaborative development between systems and cells, becoming an industry trend, deeply integrating product performance and safety systems to reduce costs and improve efficiency for energy storage projects.
3. Accelerating overseas expansion! China’s large energy storage cells lead the global long-duration storage market
Leveraging the advantage of complete industry chain, China’s large energy storage cells are rapidly expanding globally. The results of overseas market expansion in 2025 are significant, evolving from single-product exports to system solutions and standards:
CATL’s 530Ah cells, coupled with a 4GWh energy storage system, will supply Vena Energy in Singapore.
EVE Energy’s 628Ah cells successfully secured a 2.2GWh order from Australia’s EVO Power and signed a 1GWh energy storage system project with TSL Assembly.
The global expansion of China’s large energy storage cells not only opens up the long-duration storage market overseas but also enables Chinese energy storage technology standards and solutions to gain global recognition, showcasing China’s core competitiveness in global energy storage industry. Currently, while the 500Ah+ cells are still in a period of rapid development with diverse sizes and specifications, industry consensus is clear: 6MWh+ energy storage systems will accelerate the replacement of the previous 5MWh+ solutions, continuously driving down the cost per unit of energy storage. From mass production and deliveries and strategic partnerships to global project implementation, 2025 undoubtedly marks the “first practical year” for large energy storage cells transitioning from laboratory prototypes to station applications.
4. Focus on ESIE 2026! The vane of global energy storage industry , connecting professional buyers with core resources
As large-capacity cell technology rapidly evolves and global markets continues to expand, the industry urgently needs an efficient platform to connect cutting-edge technology, market dynamics, and supply chain resources. As a “vane” for the energy storage industry, the 14th Energy Storage International Conference & Expo (ESIE 2026) will be grandly held from March 31 to April 3, 2026, at the Capital International Exhibition & Convention Center Beijing China.
So far, leading industry enterprises including CATL, EVE, Envision, HTHIUM , SUNWODA, Cornex, GREAT POWER, CALB, RJE, Narada, GOTION HIGH-TECH, REPT BATTERO, and AC NewEnergy have confirmed their participation. This year’s exhibition will focus on key areas such as large energy storage cells, long-duration storage, energy storage system integration, and integrated solar+storage+charging solutions. It will serve as a high-end platform for new product launches, technical exchanges, and business negotiations, offering global energy storage professional buyers a precise matchmaking channel.
Whether seeking cutting-edge technology collaborations, exploring quality supply chain resources, or planning global energy storage projects, ESIE 2026 will be an unmissable annual event for industry professionals. We sincerely invite global energy storage professional buyers and upstream and downstream enterprises to gather in Beijing to explore new trends in the industry and seize new opportunities for industrial upgrading.
Address: Capital International Exhibition & ConventionCenter Beijing China
When: March 31 – April 3, 2026
Highlights: Leading enterprises gathering, new product launches, precise supply-demand matchmaking, authoritative trend interpretations
Exhibition and Visitor Inquiries: Mr. Cao: +86 135 5271 2189, Mr. Wang: +86 135 8188 5520, Mr. Li: +86 135 8174 1680, Mr. Zhao: +86 182 1018 8771, Ms. Bai: +86 180 3145 1007
