중국, 2025년 미국 용량의 10배 규모 배터리 증설 돌입
China throws the switch on battery buildout equal to 10 times US capacity in 2025
South China Morning Post
Daniel Ren
EN
2026-04-09 12:40
Translated
중국의 주요 배터리 제조업체들이 2026년 첫 2개월 동안 에너지저장장치(ESS) 시장을 위해 600기가와트시(GWh) 이상의 신규 생산 용량을 추가할 계획을 공개했으며, 이는 재생에너지 인프라에 대한 글로벌 수요 급증을 보여준다.
CATL(Contemporary Amperex Technology Ltd)부터 고션 하이테크에 이르는 주요 업체들이 추진하는 신규 시설들은 2025년 미국 전역에 설치된 총 58GWh 용량의 약 10배에 달한다.
GGII에 따르면...
China’s battery expansion plans highlight a widening gap with the US, as renewable energy demand fuels rapid growth in storage systems
According to the GGII Energy Storage Research Institute, a Shenzhen-based consultancy, 19 mainland Chinese battery producers it tracks were set to invest a combined 180 billion yuan (US$26.3 billion) to build new lithium-ion battery factories.
Once completed – with some facilities due to come online in late 2026 – the projects will add up to 900GWh of annual production capacity. About 70 per cent of this would be dedicated to the ESS market, with the remaining 30 per cent serving the electric vehicle (EV) sector, GGII said in a report released on Wednesday.
ESS comprises batteries alongside battery management, power conversion and control systems that store excess energy generated from renewable sources, while providing backup power during outages and helping stabilise electricity grids.
One GWh of battery capacity can supply around 750,000 households for a year.
“The boom in artificial intelligence computing is driving a surge in demand for renewable energy, and the ESS infrastructure supporting these projects is set for rapid growth,” said Davis Zhang, a senior executive at Suzhou Hazardtex, a supplier of specialised batteries. “More ESS battery facilities will be built in the coming years as global decarbonisation efforts continue.”
According to the GGII Energy Storage Research Institute, a Shenzhen-based consultancy, 19 mainland Chinese battery producers it tracks were set to invest a combined 180 billion yuan (US$26.3 billion) to build new lithium-ion battery factories.
Once completed – with some facilities due to come online in late 2026 – the projects will add up to 900GWh of annual production capacity. About 70 per cent of this would be dedicated to the ESS market, with the remaining 30 per cent serving the electric vehicle (EV) sector, GGII said in a report released on Wednesday.
ESS comprises batteries alongside battery management, power conversion and control systems that store excess energy generated from renewable sources, while providing backup power during outages and helping stabilise electricity grids.
One GWh of battery capacity can supply around 750,000 households for a year.
“The boom in artificial intelligence computing is driving a surge in demand for renewable energy, and the ESS infrastructure supporting these projects is set for rapid growth,” said Davis Zhang, a senior executive at Suzhou Hazardtex, a supplier of specialised batteries. “More ESS battery facilities will be built in the coming years as global decarbonisation efforts continue.”