New Energy & Batteries2026 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.