On May 13, 2026, the grand opening of CIBF2026 was held at the Shenzhen International Convention and Exhibition Center. 3000 exhibiting companies, 400000 professional visitors, and 280000 square meters of exhibition scale, behind all the data, gathered the collective appearance of leading companies in the global battery industry. If you just skim through the scenery and watch the excitement, you really miss the core value. The core significance of this industry event lies in predicting the industry landscape for the next three to five years and identifying the leaders and laggards on the track.

The energy storage industry welcomes the golden cycle

Setting aside industry consensus, let's first look at core policy data. In 2026, new energy storage will be included in the six emerging pillar industries of the 15th Five Year Plan, which belongs to the national strategic layout and is comparable to the new energy vehicle industry in the 2010s. The National Energy Administration has set a target for the installed capacity of new energy storage to exceed 120 million kilowatts by 2030. The current installed capacity is about 80 million kilowatts, and there is still 50% room for growth in the next four years. The energy storage industry is far from over and is opening a new chapter of development.

Solid state batteries are approaching mass production

Solid state batteries have become a highly popular hot topic at this year's CIBF exhibition. Although this concept has been promoted for many years, it will reach a critical turning point in 2026. Overall, this year is a crucial milestone for solid-state batteries to move from the laboratory to the pilot production line, and full-scale commercialization still takes two to three years. As of May 2026, Huineng Technology is expected to achieve small-scale mass production and delivery by the end of the year, making it a key enterprise in the solid-state industry chain that deserves special attention.

Hidden opportunities in computer collaboration

Many people only focus on energy storage and power generation and the grid side, but overlook the core logic of computing and power coordination. The computing power of artificial intelligence is growing rapidly, and the demand for electricity is exponentially increasing. The power consumption of large data centers is comparable to that of a small city. Energy storage is the core support for ensuring the use of computing power and achieving stable power supply around the clock. A major highlight of this year's CIBF is the joint exhibition of energy storage and data center scenarios. Companies such as Huawei, CATL, and Sunac have all made deep layouts, and related models have been implemented and applied.

Energy storage ETFs are suitable for most ordinary investors, with a diversified portfolio, no need for stock selection, affordable fees, and strong liquidity. The exhibition market is expected to bring positive emotions and is suitable for long-term investment. Energy storage system integrators can focus on enterprises with a high proportion of overseas orders, which are less affected by domestic industry price wars. The solid-state battery materials industry chain covers links such as solid-state electrolytes and lithium metal negative electrodes. There are investment opportunities for themed investments from 2026 to 2027, but the market volatility is relatively high, making it more suitable for high-risk investors. Keywords: CIBF2026, energy storage, solid-state battery

Energy storage is a long-term high-quality track, but it is inevitable that there will be a significant pullback in the middle, and it is not recommended to hold it for more than three years. Therefore, it is not recommended to invest in individual stocks. CIBF2026 is not just an industry exhibition, but also a major review of industrial strength. By visiting the site, one can distinguish between companies that lead in technology, follow trends, and engage in conceptual hype. For ordinary investors, there is no need to delve into complex technical details and grasp the overall trend of the industry.Editor/Gong Ziwei