2026-05-08
General Secretary Xi Jinping emphasized that energy security and safety are crucial to the national economy and people's livelihood, and cannot be ignored as the 'great national priority'. At present, China is deeply implementing the new energy security strategy, accelerating the construction of a clean, low-carbon, safe and efficient new energy system, continuously increasing the development of clean energy, improving the utilization level, and promoting the rapid and healthy development of the energy storage industry. The export scale of energy storage products is steadily expanding and the growth rate is impressive, and the demand for logistics services supporting it is also increasing, injecting new momentum into the development of related industries.
China's energy structure continues to optimize and upgrade, and the development of renewable energy has achieved significant results, laying a solid industrial foundation for the export of energy storage industry. As of now, China's installed capacity of renewable energy has approached 2.4 billion kilowatts, accounting for nearly half of the global total installed capacity of renewable energy and firmly ranking first in the world. In 2023, the proportion of renewable energy installed capacity in China's total electricity installed capacity will exceed half for the first time, surpassing thermal power in history and achieving a major breakthrough in China's energy development history. It will also promote China's energy self-sufficiency rate to remain stable at over 80%. In the current situation of sustained international geopolitical risks and global energy supply disruptions, it demonstrates strong energy security resilience. Relying on the increasingly perfect green energy industry system, China's research and production capacity of energy storage products continues to improve, and product quality and technological level continue to optimize, providing sufficient and high-quality product supply for export trade and driving the steady development and continuous upgrading of related logistics service industries.

Note: The image is sourced from CCTV News
With the rapid development of China's energy storage industry, the export of energy storage products has shown a good development trend of "not being weak in the off-season", and the export scale continues to expand, driving the demand for related logistics services to continue to rise. At present, the construction of clean energy bases, upgrading of ultra-high voltage power grids, and layout of energy storage projects in China are advancing simultaneously, ensuring the stable release of energy storage product production capacity in all aspects and providing strong support for export trade. The 100 MW solar thermal power station in Naqu, Xizang has entered a critical period of construction. The key projects laid out in the Tenth Five Year Plan outline, such as the "Three North" wind power photovoltaic base and the offshore wind power base, have been implemented in succession. The ultra-high voltage power grid is connected to mountains and rivers and interconnected, further improving the supply chain and industrial chain system of the energy storage industry. At the same time, higher requirements have been put forward for the efficiency, convenience and safety of the export logistics of energy storage products.
According to data released by the General Administration of Customs, in the first quarter of 2026, as one of the most core and critical components of energy storage equipment, the export value of lithium-ion batteries increased by more than 50% year-on-year, reaching 167.21 billion yuan, with an export growth rate far exceeding expectations. Among them, Shenzhen, as an important export base for energy storage products in China, achieved a lithium battery export value of 25.01 billion yuan in the first quarter, a year-on-year increase of 59.7%. The products are exported to 190 countries and regions around the world, and the coverage continues to expand. From the perspective of export markets, the European Union and ASEAN are the main export destinations for China's energy storage products, which are widely used in various scenarios such as communication energy storage and industrial and commercial energy storage. With reliable quality and leading technology, they have gained widespread recognition in the global market. The rapid growth of energy storage product exports not only demonstrates the strong strength of China's energy storage industry, but also brings broad development opportunities for related enterprises.
The outline of the 15th Five Year Plan clearly proposes to strengthen the construction of new energy infrastructure, continuously promote the optimization and upgrading of energy structure, and clarify that by 2035, the scale of non fossil energy supply in China will double on the existing basis, providing direction for the development of energy storage industry and export trade. At present, the export potential of China's energy storage industry continues to be released, with broad market prospects. MBS will also keep up with the pace of industry development, relying on its own perfect logistics network, professional operation team, and rich industry experience to provide efficient, convenient, and safe professional logistics support for energy storage products to go global, helping China's new energy industry develop with high quality and contributing to the global energy transformation.
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