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TrendForce: Total energy storage orders in China reached approximately 94 GWh in Q3, with overseas orders from Chinese enterprises accounting for over 90%.
Based on disclosed contract awards, Chinese companies secured approximately 74 GWh of energy storage system contracts in Q3, with overseas orders accounting for about 67.8 GWh, or 93% of the total.
Global EV Battery Market Share in January-August 2026: CATL 39.4%, BYD 15.1%
The 7 Chinese companies in the top 10 held a combined 73.3% share of the global EV battery market. For details, please visit CnEVPost (cnev.co).
Express News | Solid-state battery concept rallies again; Wuhan Landian hits 30% daily limit
The solid-state battery concept rallied again during trading hours, with Wuhan Landian hitting the 30% daily limit. Previously, Guoxuan High-Tech, Shanghai Xiba, Yinglian Shares, Zizhu High-Tech, and Chuanyi Technology, among others, hit their daily limits, while Liyuanheng, Lingge Technology, and Tianli Lithium Energy rose by more than 10%.
Express News | 10:30 AM Quick Comment: Market Volume Contracts Sharply as Yellow-White Line Divergence Widens
The three major indices showed mixed performance, with the Shanghai Composite Index oscillating within a narrow range and the ChiNext Index turning positive again. The divergence between the yellow and white lines was pronounced, indicating stronger performance by small- and mid-cap stocks, while the micro-cap index rose by over 1%. Trading volume contracted significantly; turnover in both markets fell by RMB 198.6 billion in the first hour, with full-day trading volume projected at only RMB 1.3 trillion. Currently, more than 3,800 stocks are advancing. In terms of sectors, hotspots rotated rapidly. The real estate sector strengthened, with Shenzhen Properties A hitting its second consecutive limit-up; Cinda Real Estate and Hualian Holdings hit the limit-up, while Vanke A touched the limit-up during intraday trading. In the battery sector, Shangshui Intelligence hit the 20% limit-up, alongside Gotion High-Tech and Shidai Wanheng. Other sectors seeing rotation included pharmaceuticals, PCBs, and electric power.
Express News | Solid-state battery concepts strengthened at the open; Shanghai Xiba hit the daily limit up.
Solid-state battery concepts gained strength in early trading, with Shanghai Xiba hitting the daily limit up, Wuhan Landian rising over 10%, and Gotion High-Tech, Yinglian Shares, Lyric Robot, and Lingge Technology among the top gainers. On the news front, the "15th Five-Year Plan for the Development of the New Battery Industry," jointly formulated by the Ministry of Industry and Information Technology and six other departments, was officially released on September 28. The plan sets a target to achieve initial large-scale application of all-solid-state batteries by 2030.
Express News | The A-share battery sector opened higher, with Shidai Wanheng hitting the daily limit up. Gotion High-Tech, Wuhan Landian, Zhongrui Shares, Lyric Robot, and Honggong Technology followed suit. On the news front, seven government departments jointly formulated and issued the "15th Five-Year Plan for the Development of the New Battery Industry."