Article

After the February 2025 mandate removal requiring energy storage for new wind and solar projects, China's energy storage sector has seen stable growth, with exports rising 24% year-on-year. By September 2025, the installed capacity reached 100 gigawatts, over 40% of the global total. However, challenges remain in profitability and competition in the market, particularly with trade barriers impacting exports, primarily to the US and EU, while opportunities arise in Southeast Asia and the Middle East.