Hong Kong stock concept tracking | Energy storage companies sign contracts intensively, industry enters an explosion period of orders (with concept stocks)

The energy storage industry is entering a period of explosive orders. Data released by the High-tech Industrial Research Institute of Lithium Battery Research Institute shows that as of June 28, 35 energy storage companies have disclosed signing orders to the public in the first half of this year, with a total contracted capacity of about 550GWh (gigawatt-hours). Looking at the monthly trends, the volume of signed contracts was relatively stable from January to March, while the size of orders skyrocketed from April to June, with the industry showing a state of supply shortage. Insiders revealed that the industry is facing a new situation of capacity shortages, backlog of orders, and extended delivery cycles. By 2026, the capacity utilization rate of major energy storage cell companies will generally be maintained at over 90%, with some large strategic framework agreements covering capacity through 2026 to 2027. The High-tech Industrial Research Institute of Lithium Battery Research Institute analysis believes that three major demands are jointly driving the continuous increase in energy storage orders: First, domestic new energy grid interconnection policies set clear goals to reach 300 million kilowatts of new energy storage installations by 2030, providing a solid growth foundation for the industry. Second, the expansion of industrial and commercial energy storage has become increasingly economically viable, with payback periods compressed to 3-5 years, becoming a key engine for business performance growth. Third, there is a surge in overseas demand for solar and storage, with strong demand in markets such as Europe and Australia, leading to a sharp increase in orders from Chinese companies going abroad. Global industrial and commercial energy storage installations are expected to grow by about 66% year-on-year in 2026. Data from the new energy research organization InfoLink shows that in the first quarter of this year, the market was driven by both large-scale and household energy storage, with global energy storage cell shipments reaching 205.52GWh, a year-on-year increase of 98.70% and a slight increase of 1.62% compared to the previous period. The industry concentration ratio (CR10) was 85.2%, with companies like Contemporary Amperex Technology, Hacheng Energy, Eve Energy Co., Ltd., BYD Company Limited Energy Storage, and CALB ranking in the top five, with CR5 at nearly 59%. Insiders say that with the increasing installation of new energy and the growing demand for peak shaving in the power system, the energy storage industry has entered an important period of development opportunity. It is expected that in the coming years, the energy storage market will continue to maintain a high growth trend, providing related companies with broad development space. Currently, the explosion in demand for AI large model training and inference is driving the rapid expansion of intelligent computing power, with the energy security capability of computing power becoming a core competitive advantage in the industry. The International Energy Agency predicts that by 2030, global data center annual electricity consumption will reach about 945TWh, with electricity consumption by AI-specific data centers expected to grow by over three times. As the demand for AI computing power continues to grow, the importance of high-reliability backup power and energy storage systems is becoming increasingly prominent, with energy storage transitioning from being an optional backup for data centers to becoming an essential infrastructure. BOCOM INTL's outlook report for the second half of 2026 pointed out that the core focus of verification in the energy storage sector in the second half of the year will no longer be on industry growth itselfbecause the market already has sufficient expectations for this, the focus will shift to the progress of overseas household storage and AIDC storage. Industry competition is shifting from hardware production capacity competition to comprehensive strength competition in scenario operations, power trading, and coordinated electricity computing. Related concept stocks: Contemporary Amperex Technology (03750): Contemporary Amperex Technology focuses on the research, development, production, and sales of power batteries and energy storage battery systems, with its market share in power batteries and energy storage batteries ranking first globally for multiple consecutive years. Ganfeng Lithium Group (01772): In early June, Ganfeng Lithium publicly announced that it had reached cooperation intentions with related customers for over 30GWh of all-scenario energy storage, covering the entire field of large-scale, industrial and commercial, and household energy storage. Tianqi Lithium Corporation (09696): A global leader in hard rock lithium mining, with a large lithium salt production capacity, providing a large supply of products to energy storage battery manufacturers, realizing a matching of "lithium mines + energy-grade lithium salts." BYD COMPANY (01211): Data disclosed by BYD Company Limited shows that its energy storage system shipments exceeded 60GWh in 2025 and have already covered various scenes such as power supply, power grid, industrial and commercial, and household energy storage.