Panoramic view of China's energy storage battery industry in 2025 - analysis of the industrial chain

The energy storage battery industry chain can be divided into upstream materials and equipment, midstream battery manufacturing and system integration and installation, and downstream applications. The upstream of the energy storage battery industry chain is mainly battery raw materials and battery production equipment, among which battery raw materials include positive electrode materials, negative electrode materials, electrolytes, diaphragms and other materials.

 

The midstream of the industry chain is mainly energy storage battery systems, energy storage converters, energy management systems and energy storage system integration and installation, among which energy storage battery systems include battery packs, battery management systems and battery PACKs.

 

The downstream of the industry chain is mainly operation and maintenance services for different application scenarios, such as home energy storage battery can be used on the power generation side, grid side, and user side of the power system to achieve peak and frequency regulation, reduce abandoned light and wind, alleviate grid congestion, peak and valley price arbitrage, capacity electricity fee management and other functions.

 

 

Other application scenarios also include solar energy storage lifepo4 battery 48v 200ah backup power supplies for communication base stations battery, data centers, etc., as well as power supply for robot systems to ensure the stable operation of high-performance weapons and equipment. Overall, the energy storage battery industry chain covers a wide range and has many participants.

 

From the perspective of the entire industrial chain, in the upstream field, representative companies of battery raw materials include Defang Nano, Guizhou Anda, B&T, Tianci Materials, Enjie Co., Ltd., Xingyuan Materials and other companies; battery production equipment suppliers include Hangke Technology, Pioneer Intelligent, North Huachuang, Yinghe Technology and other companies.

 

In the midstream of the industrial chain, representative companies of battery pack manufacturing include CATL, BYD, Haiji New Energy, Guoxuan High-tech, etc.; representative companies of battery management system manufacturing include Kegong Electronics, Gaote Electronics, Gaotai Hao Neng, etc.; representative companies of energy storage converter manufacturing include Yangxian Power Supply, Kehua Hengsheng, Nanrui Jibao, etc.; representative companies of energy management system manufacturing include Payne Technology, NARI, Zhongtian Technology, Pinggao Electric, etc.; representative companies of energy storage system integration include Kubo Energy, Mengshi Technology, Narada Power, Electric Guoxuan, etc.; representative companies of energy storage system installation include Yongfu Co., Ltd., TBEA, Chint Electric, PowerChina, China Energy Construction, etc.

 

Representative companies of downstream system applications in the industrial chain mainly include State Energy, SDIC Power, China Huaneng, China National Nuclear Corporation, etc.