When the computing power torrent hits the energy bottleneck, the energy storage will rise from the supporting role station. Chinese lithium battery production lines are working day and night, sodium battery bases are breaking ground for trial production, and Korean giants are betting on new tracks across the sea. A race for energy storage centered around intelligent computing and green electricity is quietly heating up, with multiple technological routes working together to break through, and the global map is being rewritten.

Domestic lithium battery energy storage accelerates production expansion

The global energy storage industry has embarked on a new wave of expansion. In July 2026, Shuangdeng Shares disclosed impressive half year performance, with a year-on-year increase of over 80% in new energy storage orders for AI intelligent computing centers, and related lithium battery orders exceeding 600 million yuan, more than 20 times the scale of the same period in 2025. The new energy storage battery cell project invested and built by the enterprise in Jiangyan, Taizhou, Jiangsu has entered the final stage. It is expected to undergo trial production by the end of 2026 and be fully put into operation in August. The lithium battery production capacity is expected to reach 9GWh by the end of the year, and the orders in hand have been scheduled for the first quarter of 2027. The total investment of this project is 5 billion yuan, focusing on the research and development of high safety and long-life energy storage technology, adapting to the energy storage and power supply needs of intelligent computing centers, while creating a global headquarters and zero carbon industrial park, focusing on technological upgrades in the fields of intelligent computing energy storage and green electricity energy storage.

Accelerate the implementation of sodium battery projects

The industrialization process of sodium ion batteries in China continues to accelerate. The 6GWh sodium battery base constructed by Guangdong Haisida Sodium Star in Neijiang Economic Development Zone is expected to undergo trial production and ramp up in October 2026. The products will focus on large-scale energy storage, automotive start stop and other scenarios. The enterprise's orders and market expansion have achieved significant results. In July 2026, it reached a 1.5GWh energy storage cooperation with Shenzhen Bonan New Energy, and in June 2026, it partnered with European companies to land overseas energy storage projects, accelerating the overseas layout of sodium electricity technology.

Overseas giants set out on new tracks

Overseas battery giants continue to invest in new energy storage tracks such as sodium batteries. LG New Energy plans to build a sodium battery mother production line by the end of 2026 and initiate global project validation in 2027. Samsung SDI has announced its long-term investment plan, with a cumulative investment of approximately RMB 110 billion from 2026 to 2040 to develop next-generation battery technology. Of this amount, RMB 70.9 billion will be used for the construction of the Ulsan Park, with the implementation of three production lines for all solid state, energy storage lithium iron phosphate, and sodium batteries. The focus will be on developing emerging scenarios such as backup power sources for AI data centers. Keywords: lithium battery, sodium battery, production capacity layout

The current global energy storage industry is characterized by diversified technologies, deepening scenarios, and global layout. The industry believes that in the future, the energy storage industry will enter a stage of multi technology route collaborative competition. Chinese domestic enterprises will consolidate their advantages in lithium batteries, promote the industrialization of sodium batteries, and proactively lay out solid-state batteries, which will become the key to seizing the initiative in global energy storage competition.Editor/Gong Ziwei