In 2026, the global industrial energy transformation has entered a critical period. As the core carrier of distributed energy system, smart microgrid has become the key to achieve the goal of "double carbon" and improve energy resilience. Under this wave, China's photovoltaic energy storage industry, relying on the advantages of the whole industrial chain, technical iterative breakthroughs and global layout, has achieved a continuous market share lead-the global market share of core products such as photovoltaic modules, energy storage batteries and inverters has exceeded 60%, and industrial microgrid solutions have been successfully exported to more than 30 countries and regions, officially establishing its position as a core supplier of global industrial energy transformation, and demonstrating the hard power of China Zhizhi.
The advantages of the whole chain build barriers, and core products monopolize the global market.
The global competitiveness of China's photovoltaic energy storage industry stems from the complete industrial chain ecology and scale advantages formed after more than ten years of precipitation. In the field of core products, from upstream raw material processing to downstream equipment manufacturing, China enterprises have achieved self-control in all aspects, and built insurmountable barriers to cost and efficiency. According to the data, in the global photovoltaic module market for industrial microgrid in 2026, China enterprises contributed over 65% of the production capacity, and new battery technologies such as TOPCon and HJT accelerated mass production, with the conversion efficiency generally exceeding 28%, which reduced the power consumption cost by more than 12% compared with traditional products, and became the preferred scheme for global industrial projects.
Energy storage batteries are equally bright in the field of inverters. Leading enterprises, such as Contemporary Amperex Technology Co., Limited and Sunshine Power Supply, have occupied more than 30% of the global market share of energy storage batteries and more than 40% of energy storage inverters by virtue of technological innovation and capacity scale. Among them, core products such as 587Ah super-large battery cell and liquid-cooled energy storage system have a cycle life of over 6,000 times, and their energy density and safety are significantly better than those of similar international products, which meet the core requirements of long-term operation and high reliability of industrial microgrid. This product matrix advantage of "components+batteries+inverters" makes China enterprises stand out repeatedly in the bidding of global industrial microgrid projects, and the market share continues to climb to over 60%, forming an absolute competitive advantage.
Technology iteration empowers energy, and solutions adapt to global scenarios.
Compared with the output of a single product, China photovoltaic energy storage enterprises use the comprehensive ability of "technology+solution" to solve the differentiated needs of industrial microgrids in different regions of the world and become the core competitiveness for going to sea. In response to the demand for community industrial integration under the European Green New Deal, China enterprises have launched an integrated scheme of "photovoltaic+energy storage+virtual power plant" to adapt to the local spot market trading mechanism, and realize the penetration rate of renewable energy in industrial park projects in Germany, Italy and other countries. In the face of high temperature and off-grid scenarios in the Middle East and Africa, liquid-cooled energy storage systems and grid-type energy storage technologies are widely used, and the battery temperature difference is controlled within 1℃, which improves the safety by 30%, and successfully landed in benchmark projects such as smart cities in Saudi Arabia and mining in Congo (DRC).
The upgrade of intelligent scheduling and digital capability will further strengthen the competitiveness of the scheme. The energy management system (EMS) independently developed by China enterprises, combined with AI scheduling algorithm, can realize the millisecond response coordination between photovoltaic power supply and energy storage discharge, and adapt to the scene with large industrial load fluctuation and high power supply stability requirements. At present, this technical solution has been exported to more than 30 countries, covering diverse scenarios such as industrialization demand in Southeast Asia, low-carbon transformation in Europe, and new energy infrastructure in the Middle East, and has become a "standard reference" for global industrial microgrid construction.
Policy and market are both driven, and the global layout is further promoted.
The outbreak of photovoltaic energy storage industry in China is inseparable from the dual support of domestic policy guidance and global market demand. At the domestic level, the "Implementation Opinions on Industrial Green Microgrid Construction" jointly issued by the National Development and Reform Commission and the Ministry of Industry and Information Technology clearly promotes the large-scale deployment of photovoltaic+energy storage in industrial scenes, forcing enterprises to accelerate technology research and development and capacity expansion; Globally, policies such as the European Union's Clean Zero Industry Act and the United States' Infrastructure Investment and Employment Act have been introduced intensively. In 2026, the global investment in industrial microgrid is expected to account for nearly 48% of the total market, and the compound growth rate of newly added installed capacity will remain above 24%, creating a broad space for China products to go to sea.
In this context, the global layout of enterprises in China presents the characteristics of "multi-point flowering and deep roots". Head enterprises avoid trade barriers and improve delivery efficiency by building factories overseas and operating locally-the proportion of overseas orders for Sunshine Power Supply rose to 83%, accounting for 21% and 48% in Europe and the Middle East respectively; Contemporary Amperex Technology Co., Limited, BYD and other enterprises have won GW-level projects in the United Arab Emirates, Australia and other countries, and the order reserve exceeds 10 billion watt-hours. Small and medium-sized enterprises (SMEs) focus on subdividing racetracks, making breakthroughs in portable energy storage and microgrid control equipment, forming a sea-going pattern of "leading the way and making up for small and medium-sized enterprises", and promoting the deep integration of China photovoltaic energy storage products and solutions into the global industrial energy system.
Take advantage of the situation to start a new journey and anchor new opportunities for global transformation.
The global industrial microgrid market is moving from demonstration pilot to large-scale commercial deployment. The cumulative market size from 2026 to 2030 is expected to hit US$ 120 billion, and the photovoltaic energy storage industry in China has ushered in a new growth window. In the future, with the continuous iteration of technologies such as long-term energy storage and sodium ion batteries, as well as the deepening global demand for energy security and low-carbon transformation, China enterprises will further consolidate the advantages of the industrial chain, promote the high-end and intelligent upgrading of products, and extend their solutions to life-cycle services.
As the core participant of global industrial energy transformation, China photovoltaic energy storage enterprises are taking technological innovation as the sail and global layout as the paddle, which not only realizes the high-quality development of their own industries, but also provides support for global industrial enterprises to reduce costs and increase efficiency and achieve the goal of "double carbon" with reliable and efficient green energy solutions. Standing at a new starting point, China's photovoltaic energy storage industry will continue to lead the global market and write a new chapter in the globalization of green energy.
