On August 5, the Institute of Advanced Industrial Research published an article stating that according to incomplete statistics from GGII, as of August 2026, the scale of mobile energy storage orders publicly disclosed by Chinese manufacturers had reached 6 GWh. Among them, the mobile energy storage power service project launched by CNPC in 2026 is currently the largest centralized procurement in the domestic mobile energy storage field with clear technical requirements, with a scale of 982 MWh. At the delivery level, Yuneng Rubik's Cube completed the delivery of the 170MWh mobile energy storage project in May of this year, reflecting the gradual transformation of mobile energy storage demand from project reserves to actual implementation. According to GGII research forecasts, China Mobile Energy Storage will ship 1.9 GWh in 2025, and the shipment volume will reach 3.5 GWh in 2026, an increase of more than 80% over the previous year. China Mobile's energy storage shipments are expected to increase to 15 GWh by 2030, maintaining a compound growth rate of about 40% between 2026 and 2030.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.