Global energy storage maintains high prosperity; 23 concept stocks report positive earnings

People’s Finance News, April 2. On March 31, at the opening ceremony of the 14th International Energy Storage Summit and Exhibition, the China Academy of Information and Communications Technology?—the China Energy Storage Industry Technology Alliance (CNESA) released the “Energy Storage Industry Research White Paper 2026” (hereinafter referred to as the “White Paper”). The report shows that, as of the end of 2025, China’s total installed capacity of new-type energy storage has exceeded 100 GW, accounting for more than two-thirds of the country’s total power energy storage scale. In the global new-type energy storage market, the country’s share has for the first time surpassed 50%, reaching 51.9%. The “White Paper” expects that from 2024 to 2035, the cumulative installed capacity of global battery energy storage will surge by 8 to 17 times. The global energy storage installed-capacity landscape will gradually expand from being mainly led by China, the United States, and Europe to regions such as India and the Middle East. In terms of performance, according to a Securities Times·Datao Bao statistics, based on 2025 annual reports, performance express reports, and the lower bound of forecast attributable net profit, there are 23 energy-storage concept stocks whose year-on-year attributable net profit growth in 2025 includes those that turned from loss to profit. Of them, 4 stocks turned from loss to profit: Enjie Co., Ltd., EVE Energy Co., Ltd., Penghui Energy, and Goodwe. On the capital side, according to Datao Bao statistics, as of the close on March 31, there are 15 energy-storage concept stocks with net purchases of financing exceeding RMB 100 million since March, including BYD, Sungrow, Baichuan Shares, Sunwoda, and Puritay?