Recently , BYD, CLOU Electronics, and Corun released their latest investor relations activity records, disclosing the companies' newest operating information.
BYD
BYD Energy Storage focuses on the technology research and development and promotion of energy storage systems and new types of batteries. Currently, the company has formed a complete industrial chain integrating the R&D, manufacturing, sales, service, and recycling of energy storage products. Its products fully cover application areas such as power generation-side energy storage, grid-side energy storage, commercial and industrial energy storage, and residential energy storage.
In September 2025, the company launched its new generation energy storage product, "Haohan", which utilizes the 2710Ah global largest energy storage-specific Blade Battery, achieving an improvement of over 300% compared to conventional industry energy storage batteries.
According to its latest production and sales report, the total installed capacity of new energy vehicle power batteries and energy storage batteries for October 2025 was approximately 27.362 GWh, with the cumulative installed capacity for 2025 reaching approximately 230.613 GWh.
CLOU Electronics
CLOU Electronics's current main businesses are smart grid and energy storage. In the energy storage sector, the company possesses deep technical accumulation and rich project experience, having achieved comprehensive self-research and self-production of core control units for energy storage systems, including PCS,、BMS、EMS、DC/DC, and O&MS, thus possessing the capability for full-station solution services.
In the first half of 2025, the company's smart grid and energy storage businesses accounted for 48.74% and 49.83% of total revenue, respectively, with overseas energy storage order delivery being the main driver of performance growth.
Regarding production capacity, the Indonesia 3 GWh energy storage production base is currently under construction, scheduled to officially commence production in 2026. The company will also adjust its capacity planning as needed, depending on business development and market expansion.
Corun
Corun's third-quarter 2025 report shows that the company achieved operating revenue of 1.265 billion yuan, a year-on-year increase of 28.31%, and net profit attributable to shareholders of listed companies of 80.4279 million yuan, with a year-on-year increase as high as 2836.88%.
Currently, the company's 8 reserve projects (with a total capacity of no less than 4 GWh of independent energy storage power stations) that have commenced construction or are about to be built have gradually begun to be deployed in the third quarter of 2025. The company will accelerate the implementation and development of its energy storage business in the fourth quarter.
Among these, the 8 power stations in Baoding Boye (Hebei), Handan Guantao (Hebei), Baoding Zhuozhou (Hebei), Ordos (Inner Mongolia), and other locations are all progressing as planned. Additionally, there are over thirty other types of energy storage application scenarios in reserve, with a total scale exceeding 15 GWh.
In 2026, Corun will further expand its application scenarios, including independent energy storage power stations, source-grid-load-storage integration, and zero-carbon industrial parks. The energy storage business will become the key engine driving the company's performance growth, while also ensuring stable progress in the battery and battery material segment, and actively cultivating a "second growth curve" business.
Source：EnergyTrend
