Global energy storage system shipments in the first half of 2026 were 328.02 GWh, an increase of 87.9% over the previous year. By application, the share of large reserves remained high, household savings doubled year-on-year, and industrial and commercial savings benefited from a simultaneous increase in overseas demand. In the first half of 2026, the domestic energy storage market showed the characteristics of “vigorous progress on the bidding side and gentle restoration on the winning side”, and the growth rate at both ends clearly diverged. The total bid scale for energy storage in January-June reached 369.3 GWh, an increase of about 89.9% year on year; during the same period, the bid scale was 221.8 GWh, an increase of about 21.5% year on year. There was a difference of about 147.5 GWh between the tender and the winning bid, providing sufficient reserves for system delivery in the second half of the year. The US market's installed capacity forecast went from negative growth at the beginning of the year to positive growth, with the biggest increase coming from AIDC energy storage. According to Wood Mackenzie data, Q1 deployment reached 3.3 GW/ 8.4 GWh, +54% YoY, a record high in a single quarter.

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