Leading energy storage enterprises have successively announced strategic bulk procurement plans for energy storage cells spanning 2026–2028, heralding the quiet commencement of a new industry cycle centred on low-cost solutions, high growth, and large-scale deployment.

Recently, multiple enterprises have signed three-year agreements exceeding 200GWh with leading cell manufacturers, signalling the energy storage sector’s transition from the “hundred-megawatt era” into the “gigawatt era” and its comprehensive entry into a “large-scale procurement phase”.

Concurrently, driven by policy, supply-demand dynamics and technological advancements, the sector exhibits a unique convergence of price recovery and robust demand. From large-scale ground-mounted stations to C&I (commercial and industrial) applications, market momentum remains strong as energy storage systems become pivotal tools for peak shaving, load balancing and reducing energy costs within power markets.

 1. Concurrent Price Rebound and Surging Demand: Energy Storage Enters a “Window of Simultaneous Volume and Price Growth”

Since the latter half of 2024, energy storage cell prices have demonstrated a sustained recovery trend. The earlier phased increase in lithium battery materials has caused prices for certain specifications of lithium iron phosphate storage cells to climb significantly from their annual lows. Concurrently, domestic and international storage demand has surged comprehensively—large-scale storage projects are being concentrated for grid connection under policy impetus, commercial and industrial storage orders remain robust, and cell manufacturers are progressively reaching full production capacity.

“From a supply-demand perspective, we’re now seeing situations where even paying a premium doesn’t guarantee delivery,” noted an industry analyst. This supply-demand imbalance stems fundamentally from a temporary mismatch caused by the short-term transition between old and new production capacities, surging overseas demand, and overlapping domestic installation rushes.

As energy storage system prices continue to decline—falling by over 80% within three years—project economics have become increasingly compelling, spurring greater corporate investment. Whether for large-scale peak shaving and valley filling at power plants or enhancing energy efficiency in C&I applications, the long-term energy cost savings and high returns delivered by storage are accelerating.

 2. Overseas markets experience explosive growth, prompting Chinese energy storage enterprises to collectively accelerate international expansion

Since 2025, overseas markets including the US, Europe, and the Middle East have witnessed explosive growth in energy storage demand. Policy incentives, optimised electricity pricing structures, and increased renewable energy penetration have collectively driven the rapid deployment of storage projects. In the first half of this year, Chinese enterprises secured new overseas storage orders totalling 163GWh, marking a 246% year-on-year increase, with the Middle East and Australia demonstrating the most remarkable growth rates.

This substantial surge in overseas orders has further exacerbated the domestic shortage of battery cell production capacity. Industry experts widely anticipate this supply-demand imbalance will persist until the full release of next-generation high-capacity cells, such as 314Ah and 500Ah variants.

Against this backdrop of robust demand, the energy storage supply chain is accelerating a Matthew effect. Leading enterprises are securing substantial high-value orders in overseas markets, while smaller players are increasingly focusing on more competitive niche applications such as residential storage, portable energy storage, and backup power for telecommunications base stations.

 3. Highjoule(HJ Group) Energy Storage: Positioning for New Growth in C&I Storage with High-Efficiency, High-Safety Solutions

As energy storage enters an era of “scalability and productisation”, suppliers offering stable, reliable products capable of large-scale deployment are increasingly favoured by the industry. As a leading domestic provider of integrated photovoltaic energy storage solutions, Highjoule(HJ Group) is gaining significant attention from commercial and industrial users. This is driven by its long-established system design capabilities, comprehensive product portfolio for C&I applications, and robust delivery capacity.

 ● High-Safety Cell System + Full-Path BMS Control

Highjoule(HJ Group) employs high-safety LFP cells alongside multi-layered hardware/software protection strategies. These ensure stable output even under extreme conditions such as high temperatures, humidity, and heavy loads, significantly reducing risk costs for power station-side energy storage systems.

 ● Optimising corporate energy costs while substantially enhancing ROI

Highjoule(HJ Group)’s C&I energy storage systems target regions with substantial peak-off-peak electricity price differentials, delivering multi-scenario benefit models including peak shaving, demand response, and electricity cost optimisation. Field testing across numerous projects demonstrates annual electricity cost savings of 15%-30% for clients, with accelerated payback periods.

 ● Robust productised delivery capability supporting rapid grid integration and bulk deployment

As the industry transitions from project-based to productised delivery, Highjoule(HJ Group)’s standardised 215kWh–5MWh commercial and industrial energy storage systems support modular expansion. This reduces delivery cycles by 30%-50% and aligns with future large-scale procurement trends.

 ● Adaptable to diverse market scenarios, including telecommunications base stations, industrial parks, and commercial/industrial buildings

Particularly in telecommunications base station energy storage, Highjoule(HJ Group)’s equipment offers extended lifespan, rapid response, and precise thermal management. This effectively reduces base station energy consumption while enhancing power supply reliability, making it a highly regarded solution among operators.

Leveraging its highly secure, energy-efficient and standardised product portfolio, Highjoule(HJ Group) is actively expanding its presence in domestic and international energy storage markets, delivering more economically viable deployment models for C&I users.

 4. Outlook for 2026–2028: Industry Enters “Hyper-Scale Procurement Phase” as Energy Storage Value Fully Unleashed

From policy to market dynamics, and from supply-demand to technological advancements, the energy storage sector has undergone significant transformation over the past year. The “Special Action Plan for Scaling Up New Energy Storage (2025–2027)” explicitly states that over 100 gigawatts of new installed capacity will be added nationwide, elevating the role of energy storage in peak shaving, frequency regulation, grid stability, and renewable energy integration.

This signifies that over the next three years, energy storage enterprises will not only face larger-scale market demand but also encounter more intense product-based competition. Companies possessing stable supply chains, productised delivery capabilities, and full lifecycle service offerings will hold a distinct advantage.

For industrial, commercial, and large-scale power stations, selecting safe, reliable, cost-effective, and long-term scalable energy storage systems will become central to investment decisions.

 Discover more about Highjoule(HJ Group) Energy Storage Solutions

If you are exploring how energy storage can reduce corporate energy costs, enhance grid stability, or deploy communication base station storage systems, we invite you to learn more about Highjoule(HJ Group) Energy Storage Solutions .
We are pleased to offer tailored analysis and deployment recommendations to help enterprises secure a leading position in the new wave of energy storage growth.

Should you require further information, please do not hesitate to contact us.