金吾财讯 | 据TrendForce集邦咨询全球储能供应链数据库数据，2026年上半年，全球储能电芯出货量超460GWh，较去年同期大增约94%，全球储能市场整体迎来高速爆发期。从2026上半年整体出货来看，全球储能电芯行业集中度进一步向头部聚拢，CR3企业占据约44%的市场份额，CR10占据约84%的市场份额。行业梯队一超多强，其中，宁德时代稳居榜首，出货量达第二名的2倍以上，规模优势持续扩大。基于上半年的强劲走势，TrendForce集邦咨询预计，2026全年全球储能电芯总出货量将达到约1012GWh，预计全年增速近50%，下半年行业整体将持续保持高景气态势。
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