Recently, Jinko Solar, Ganfeng Lithium and HyperStrong have successively released minutes from investor communication sessions, disclosing the latest operating performance, capacity construction schedule, backlog orders and medium- and long-term technology layout plans for their energy storage segments.
Jinko Solar
Jinko Solar published its meeting minutes announcement on June 8. According to the disclosure, the company’s energy storage business has maintained rapid growth for three consecutive years, outpacing the industry average growth rate. It has evolved into a core new business segment that cushions the group against industrial cyclical fluctuations and optimizes its overall profit structure.
In terms of shipment volume, Jinko Solar shipped 1.2 GWh of energy storage products in 2024, with the figure surging to 6 GWh in 2025. Backed by ample order reserves at present, the company targets shipments of over 10 GWh for its energy storage POD products in 2026, representing a projected year-on-year doubling of shipment volume.
Ganfeng Lithium
In its investor meeting minutes released on June 8, Ganfeng Lithium stated that its lithium battery and energy storage businesses are undergoing rapid volume expansion. The company boasts sound order backlogs, maintains high capacity utilization at existing production lines, and steadily presses ahead with new capacity construction.
On the capacity front, the production line for 588Ah cells at its Nanchang manufacturing base is nearing completion. Capacity ramp-up is scheduled to kick off in Q3 2026, with mass production and product delivery to be rolled out by the end of the year. The project for 648Ah cells is also being accelerated for implementation.
Driven by robust market demand, Ganfeng Lithium’s energy storage cell production lines have been running at full capacity from January to April 2026, with capacity utilization rate close to 100%. The self-developed 588Ah and 648Ah large-format cells are tailored for large-scale energy storage power stations and have become benchmark mainstream products across the industry.
The company’s energy storage capacity is currently operating at full production with full sales, while there remains further room for market demand to expand.
HyperStrong
HyperStrong issued an investor relations activity announcement on June 11, unveiling the operational status and market expansion progress of its energy storage business.
To date, HyperStrong has delivered energy storage power stations with a total capacity exceeding 50 GWh, amassing massive operational data from delivered projects. Leveraging such operational data, the company keeps optimizing AI dispatching and trading strategies to boost revenue generation of its projects.
In the overseas market, the company has newly signed and won bids for orders totalling roughly 16 GWh. The overseas business is expected to enter a phase of high-speed growth in the coming years.
Source：EnergyTrend