ReportsNew Energy & Batteries Clear all
Battery Equipment: The Hidden Backbone of Chinese Manufacturing (2026 Deep Research Report)
China's lithium battery equipment market reached approximately RMB 800–900 billion in 2025. After the 2024–2025 trough, recovery is now underway in 2026. Pioneer Intelligent leads globally; Hymson Laser holds the high ground in laser welding; Hangke Technology anchors the back-end formation and grading segment. Solid-state battery pilot lines and overseas factory orders are reshaping this sector's competitive landscape.
Supercharging Arms Race: 2026 China EV Charging Infrastructure Market Size and Competitive Landscape Deep Research Report
By end-2025, China's EV charging infrastructure installed base surpassed 20.09 million units — the world's largest. The supercharging arms race has restructured the value chain: Huawei launched a 1,440kW megawatt supercharger, and liquid-cooled modules have become the gating component for supercharger deployment. This report systematically covers the 2025–2026 China EV charging market: size, competitive landscape, industrial clusters, and 2030 outlook.
2026 China Power Battery Industry: Market Scale and Competitive Landscape Deep Research Report
In 2025, China EV power battery installation reached 769.7 GWh (world #1), LFP share 81.2%; CATL + BYD hold ~65% domestic share; Chinese firms surpassed 70% global share for the first time. This report covers the cell/module/Pack value chain, key company financials and technology, six major industrial clusters, semi-solid/sodium-ion/large-format cylindrical/CTC frontier topics, and a 2026-2030 five-year forecast.
2026 China Wind Turbine Industry Market Scale and Competitive Landscape: An In-Depth Research Report
In 2024, China's newly installed wind power capacity reached approximately 87 GW, with cumulative installations of 520 GW accounting for half the global total. Chinese turbine makers claimed the top four global positions for the first time. Yet average turbine prices fell to a historic low of 1,381 yuan/kW, with turbine gross margins compressed to just 3–8%. This report examines three key variables—the onshore price war, offshore scale-up to 18MW→26MW, and accelerating exports—and maps the in...
2026 China Solar Module Industry: Market Scale and Competitive Landscape Deep Research Report
In 2024, China produced ~600 GW of solar modules — over 80% of global output — while the six major module giants combined for losses exceeding 140 billion RMB. Under the triple pressure of overcapacity, price floors (0.65 RMB/W), and overseas anti-dumping duties, the industry faces a war of attrition. This report analyzes technology route competition (TOPCon vs BC vs HJT), the integration vs. specialization debate, and the 2026-2030 outlook.
China Lithium Battery Four Key Materials 2026: Market Scale and Competitive Landscape Deep Research Report
Deep-dive on China's four key lithium battery materials, updated through FY2025 annual reports. 2025 cathode ~5.03 million tonnes (+50%), output value ~RMB 274bn (+31%). Yuneng net profit +115%, Tianci net profit +181%, SEMCORP returned to profit. Lithium carbonate ~RMB 170,000/tonne by May 2026. Covers LMFP ramp, sodium-ion, semi-solid milestones, EU battery rules, and 2026-2030 forecasts.
Sodium-Ion Battery 2026: How China Built the Industry's Second Card Alone After Lithium Crashed
From 2024 to 2025, foreign sodium-ion pioneers (UK's Faradion acquired by India, Sweden's Northvolt bankrupt, US's Natron shut down) collapsed almost entirely — while China's sodium-ion shipments grew from 0.7 GWh in 2023 to 3.7 GWh in 2024, then another 3.5 GWh in H1 2025, with energy storage taking 62%. This is a research-institute analysis on why the sodium-ion battery supply chain has consolidated to China and where it heads in 2026-2027.
2026 China High-Purity Quartz Sand: Twin-Track Battle in PV Crucibles and Semiconductor Quartz
From RMB 300,000 to 50,000 per tonne in three years — the price cliff masks a twin-track divergence: PV-grade 4N8 has cleared substitution while 5N semiconductor-grade remains 95% import-dependent. This research institute report dissects ore sources, processing barriers, manufacturers, pricing, policy and risks for a 3-to-5 year industry framework.
China Glass Fiber 2026: The Dual Front of Wind Yarn and Electronic Yarn
In 2026 Owens Corning formally completes its global Glass Reinforcements divestiture; the industry enters a China-dominant, Japan-specialty two-pole era. China's yarn output reaches 8.43M tons (~70 percent global). Wind yarn is pulled by offshore scale-up; electronic yarn and cloth enter a decade-tightest shortage on AI compute demand. This report covers furnace scale-up, generations, corporate landscape, substitution, cycles, policy, and risks.
China Submarine Cable 2026: Dual Drivers from Offshore Wind and Cross-Sea Interconnection
China Carbon Fiber 2026: From Wind Blades to Large-Tow, Localization at the Crossroads
China's carbon fiber industry in 2025: 162,000 tonnes capacity, 96,400 tonnes consumption, over 80% localization, 60%+ global share in large-tow, profit per tonne at just 330 RMB. A 14-chapter map from precursor to wind blades, hydrogen tanks, aerospace, low-altitude, and robotics—analyzing the three-year high-end localization window and five-year competitive evolution.
2026 China Energy Storage Industry: Market Size and Competitive Landscape Deep Research Report
China added over 80 GWh of new electrochemical storage in 2024, the most in the world; system prices fell from 1.3 yuan/Wh to 0.6 yuan/Wh; CATL and BYD lead cells while Sungrow and Huawei dominate PCS; standalone storage exceeded co-located for the first time. This report covers China's storage supply chain, competitive landscape, sub-segments, technology trends, and 2026–2030 outlook.