2026 New Year Greetings and Continuing Our Partnership
Jan 09, 2026
2026 New Year Greetings and Continuing Our Partnership
With the arrival of the new year, Sea Forest Trading (SEA FOREST) has officially commenced operations. We would like to extend our heartfelt gratitude to all our partners and clients for your support thus far, and we look forward to your continued collaboration and partnership in the year ahead. Together, let us deepen our cooperation and explore new possibilities in the field of energy storage.
I. 2025 Global Power Battery Market: The Dawn of the TWh Era and Structural Transformation
According to data from SNE Research, the global installed capacity of power batteries from January to November 2025 exceeded 1 TWh (1,046 GWh) for the first time, representing a year-on-year increase of 32.6%. Three key trends have emerged in the market: the strengthening dominance of Chinese companies, the rise of lithium iron phosphate (LFP) technology, and the expansion of competition into energy storage and globalization.
II. Key Analysis: Chinese Companies Leading, Market Structure Reshaped
(I) Chinese Companies Take the Lead Across the Board
Six Chinese companies occupy spots in the TOP 10, with a combined market share of 69.4%.
The top two players, CATL and BYD, account for 54.9% of the market.
Many Chinese companies achieved growth rates exceeding 70%, far surpassing the market average.
(II) Technological Shift Toward Lithium Iron Phosphate
The cost-effectiveness of LFP batteries has accelerated their global adoption, particularly in the Chinese market.
International automakers are rapidly adopting this technology, reshaping supply chains.
Japanese and Korean companies that have long focused on ternary batteries are struggling to maintain market share.
(III) Evolving Competitive Landscape: Energy Storage as the Second Growth Driver
The rapid expansion of energy storage demand has prompted top companies to accelerate their "power battery + energy storage" dual-strategy.
Competition is shifting from production capacity expansion to comprehensive capabilities, including technology, customer portfolio, and global operations.
III. January–November 2025 Global Power Battery Installed Capacity TOP 10
CATL - China | The undisputed global leader
BYD - China | Advantages in vertical integration and LFP technology
LG Energy Solution (LGES) - South Korea | Leading Korean company, facing growth pressure
CALB - China | Maintaining a strong position, continuing to expand
Panasonic - Japan | Leading in technology and quality, with challenges in cost competitiveness
Gotion High-tech - China | Over 70% growth, accelerating internationalization
EVE Energy - China | Over 70% growth, advancing in both power and energy storage
Samsung SDI - South Korea | Declining market share, facing business transformation pressure
SVOLT - China | Over 70% growth, cobalt-free batteries gaining attention
SK On - South Korea | Facing intensified competition and market share pressure
Regional Comparison:
Chinese Companies: Six companies in the rankings, driving high growth and leading in LFP technology.
Korean Companies: Three companies in the rankings, with their combined market share declining from 19.2% to 15.7%.
Japanese Companies: Only Panasonic remains in the rankings.
IV. Sea Forest Trading (SEA FOREST): Your Partner for Comprehensive Energy Storage Solutions
In the wave of energy transformation, energy storage has become a critical pillar. Sea Forest Trading (SEA FOREST) provides comprehensive energy storage solutions for scenarios ranging from residential to large-scale grid-connected systems. With mature technology, reliable performance, and flexible customization, we support our global clients in optimizing energy usage and achieving sustainable development.
Key Solutions:
Residential Energy Storage Systems: Integrated with solar power to achieve household energy self-sufficiency and economical electricity use.
Industrial and Commercial Energy Storage Systems: Offering peak shaving, demand management, and green energy adoption for enterprises.
Large-Scale Energy Storage Systems: Capable of handling high-voltage and ultra-high-voltage projects, with proven cases such as Japan's 2MW PCS + 8MWh system.
Our Strengths:
Proven Reliability: Project experience across multiple countries with stringent safety standards.
High Efficiency and Intelligence: Intelligent energy management systems to enhance operational efficiency and profitability.
Customized Solutions: Tailored design and integration to meet customer needs.
V. Collaborating to Explore the Future of Energy Storage
2026 will be a year marked by both competition and collaboration. Sea Forest Trading is committed to deepening partnerships within the supply chain and seizing opportunities in the global energy storage market together.
For Inquiries and Collaboration:
