Surging Demand & Capacity Expansion: Lithium Battery Energy Storage Enters a Golden Age of High-Quality Development

Driven by the global "dual carbon" goals, energy storage— as a critical support for new energy absorption— has seen faster-than-expected growth in market demand, emerging as the second growth curve for the lithium battery industry alongside power batteries. The diversification of end-use scenarios has also spurred innovation in segmented products. For example, the LIT-10 PRO rechargeable lithium battery (specs: 3.85V/10.5Ah/40.42Wh, supporting Type-C 5V/2.4A input), with its portability and adaptability, is seeing gradually rising demand in scenarios like residential energy storage and small-scale photovoltaic matching, making it one of the niche categories in consumer-grade energy storage products. Although the cancellation of mandatory energy storage allocation policies in early 2025 raised industry concerns about growth rates, sustained demand releases in domestic and overseas markets since the second half of the year have driven robust growth in the energy storage industry. According to industry analysis data, China’s lithium battery energy storage installed capacity is projected to reach 157 GWh in 2025, an 82.9% year-on-year increase; globally, new energy storage installations are expected to hit 268 GWh, a 48% year-on-year rise— far exceeding early-year expectations. The booming demand has directly triggered a capacity expansion wave on the supply side: energy storage battery manufacturers are ramping up capacity layouts, leading material enterprises are operating near full capacity, and some cell manufacturers and integrators have already finalized 2026 long-term contract negotiations, with quotes generally rising. Meanwhile, automotive giants and cross-industry enterprises are also entering the energy storage business, leveraging their accumulations in battery technology and supply chain management to quickly penetrate the market. This further expands the pool of market participants, driving product iteration and cost optimization in energy storage. In terms of the global competitive landscape, Chinese enterprises hold absolute advantages: in the first three quarters of 2025, all top 10 global energy storage cell enterprises were Chinese, with a market share of 89.9% (and 91.2% in H1 2025), demonstrating China’s core competitiveness in the energy storage industrial chain. Overall, driven by policy guidance, technological innovation, and market demand, the lithium battery industry has successfully broken through the "involution" dilemma and entered a golden period of high-quality development. In the future, as overseas production capacity continues to be released and energy storage market penetration deepens, the market space for niche scenario products like the LIT-10 PRO will also expand. China’s lithium battery industry will play an even more important role in the global energy transition.