Global energy storage remains strong, with 23 concept stocks reporting good performance.

On March 31, at the opening ceremony of the 14th Energy Storage International Summit and Exhibition, the Energy Storage Industry Technology Alliance of Zhongguancun released the "Energy Storage Industry Research White Paper 2026", which showed that by the end of 2025, China's total installed capacity of new energy storage exceeded 100GW, accounting for more than two-thirds of the total domestic power storage capacity, and for the first time accounting for over half of the global new energy storage market, reaching 51.9%. The White Paper predicts that the cumulative installed capacity of global battery energy storage will increase by 8-17 times from 2024 to 2035. The global energy storage installation pattern will gradually expand from mainly China, the United States, and Europe to include regions such as India and the Middle East. In terms of performance, according to Securities TimesData Bao statistics, there are 23 energy storage concept stocks with year-on-year growth in net profit attributable to the parent company in 2025, calculated based on the lower limit of the net profit attributable to the parent company in the annual report, performance bulletin, and forecast. There are 4 stocks that have turned net losses into profits, namely Enjie Shares, Shanshan Shares, Penghui Energy, and Gudewei. In terms of funding, according to Data Bao statistics, as of the close of trading on March 31, there are 15 energy storage concept stocks with net purchases of over 100 million yuan since March, such as BYD, Shenergy Electric, Bachuan Shares, Xindar, and Putailai.