Energy Storage News•1 day ago
Gotion High-Tech, Clou Electronics, Eve Battery and Kstar show strong performance in Q3
Key Takeaway
Continued high demand and utilization rates for major Chinese battery manufacturers signal a tight global supply market for energy storage, impacting project development timelines and costs for IPPs and large power consumers.
AI Summary
- •Leading Chinese energy storage battery manufacturers (Gotion High-Tech, Clou Electronics, Eve Battery, Kstar) reported strong Q3 2025 performance.
- •China's energy storage battery manufacturing capacity utilization is projected to remain high through Q4 2025, indicating sustained strong demand.
- •This sustained high utilization suggests a tight global supply market for energy storage batteries, potentially impacting lead times and pricing for developers and large power consumers.
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