The List Revealed: A Landscape Reshaped by Hyper-Growth
ICC Xinluo Information recently released the 2025 Global Large-Scale Energy Storage Cell Shipment Rankings. This list is not just data; it reflects a dramatic shift in the competitive landscape of the energy storage industry. In 2025, global energy storage battery shipments soared to 640GWh, with an overall market growth rate exceeding 80%. Against this high-prosperity backdrop, the hierarchy of top-tier enterprises has undergone significant changes.
Leaders and Chasers: A New Order Emerges
According to the rankings, CATL, leveraging its profound technological accumulation and massive market stock, continues to sit firmly at Global No. 1, defending its dominance with a significant lead. The most striking performance comes from HiTHIUM (Haichen Energy Storage), which saw a massive surge, leaping to the Global No. 2 spot. Meanwhile, Envision AESC rose to sixth place, Cornex (Hubei Chuneng) advanced from tenth to ninth, while Sunwoda unexpectedly fell out of the top ten.
HiTHIUM: Product Matrix and Profitability Turnaround
HiTHIUM’s leap to second place is attributed to its continuous investment in the energy storage track and the extreme perfection of its product system over recent years. In 2025, HiTHIUM achieved mass production of several heavyweight products, including the 587Ah storage battery, the 1175Ah long-duration storage battery, and the N162Ah sodium-ion battery, precisely covering diverse scenarios.
Financially, the company also saw a qualitative leap, achieving a net profit of 213 million RMB in the first half of 2025, successfully reversing previous losses. Furthermore, its globalization strategy has been effective. Overseas revenue reached 1.221 billion RMB during the same period, accounting for 17.6% of the total, indicating a rapidly rising contribution from international markets.
Envision AESC: Large Cells and Global Dividends
Ranking sixth, Envision AESC’s growth logic stems primarily from its technological advantage in large-capacity cells and strong synergy at the group level. As one of the earliest companies in the industry to mass-produce 300Ah+ and 500Ah+ large cells, Envision is now moving its 700Ah+ ultra-large cells toward the delivery stage, continuing to lead the industry trend.
Globalization is Envision’s ace card; it is one of the few companies with localized cell production capacity across Asia, Europe, and North America. Coupled with the differentiation advantages of its affiliate, Envision Energy, in AI storage, the group has secured numerous large-scale project orders, providing solid support for Envision AESC’s shipment growth.
Cornex: The Victory of Capacity Expansion
Cornex (Chu Neng New Energy) successfully secured the ninth spot on the list through an aggressive and efficient capacity expansion strategy. In 2025, Cornex accelerated its domestic footprint, with the Yichang Phase II and Xiangyang projects starting construction, aiming for a massive capacity exceeding 300GWh by the end of 2026.
Notably, Cornex previously disclosed annual shipment data exceeding 90GWh, demonstrating strong delivery capabilities. Although this figure differs slightly from ICC Xinluo’s statistical results due to varying methodologies, it does not hinder Cornex from being one of the year’s most growth-oriented companies.
New Entrants and Exits: Vertical Integration Wins
The bottom of the top 10 list is equally compelling. Ganfeng Lithium entered the global top ten for the first time, benefiting mainly from its robust supply chain vertical integration advantages. During the energy storage market’s “rush to install” in the second half of the year, Ganfeng leveraged its resource and cost advantages to win more favor from customers, achieving a breakthrough in rankings.
2026 Outlook: Evolution from Scale to Intelligence
Looking ahead to 2026, the global energy storage market is expected to maintain its high-growth trajectory, but the dimensions of competition will undergo profound changes. The market will face a complex situation of “shortages in high-quality capacity” alongside “dual pressure on supply and demand,” where sheer capacity scale is no longer the sole key to victory.
As electricity market mechanisms mature, future competition will emphasize intelligent dispatch capabilities, full lifecycle return on investment (ROI), and system stability. As the rankings suggest, only companies that can provide high safety, high intelligence, and high economic value will survive the long-distance race.
