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Chinese energy storage company Hithium said its cumulative battery shipments exceeded 200 GWh on Oct. 15. It added the second 100 GWh in about 14 months, compared with nearly four years to reach the first; the figure is shipments, not installed storage or annual capacity.
Chinese energy storage maker Hithium said October 15 that its cumulative battery shipments had exceeded 200 GWh, after delivering its second 100 GWh in about 14 months. The milestone, announced at the company’s manufacturing site in Chongqing, marks a faster shipment pace than the nearly four years it took to reach the first 100 GWh, but it does not represent batteries installed and operating worldwide.
Hithium reached its first 100 GWh in August 2025, according to the company’s announcement as reported by Energy Storage. It began commercial deliveries in late 2021. The latest figure is cumulative: it adds up shipments over time, rather than reporting output in a single year or the amount of storage connected to power grids.
The company’s reported shipment and ranking figures point to its expanding role in the energy storage battery market. Hithium shipped 35.1 GWh in 2024, according to figures in an earlier Hong Kong listing application. The company said its global ranking rose from fifth in 2023 to third in 2024 and second in 2025. Separately, InfoLink Consulting ranked it second behind CATL in global energy storage cell shipments in the first half of 2026.
Hithium’s manufacturing network includes sites in Xiamen, Chongqing and Heze. Its overseas operations include a Texas assembly plant, while the company has agreed to develop a cell and system factory in Spain. The facilities cover different stages of production, and some cited capacities are planned rather than verified current output.
What Faster Shipments Signal
The pace of the second 100 GWh suggests Hithium has scaled deliveries as demand for grid-connected battery storage grows. Cumulative shipments are a measure of commercial activity, but they do not show how many systems have been installed, how much electricity they can store at a given time, or whether every shipped battery is already operating.
The milestone also comes as the company builds production and assembly capacity in China and abroad. That expansion could help it serve energy storage projects in multiple markets, though planned capacity should not be confused with current production. For customers and competitors, the key question is whether Hithium can convert its shipment growth and announced investments into sustained supply of cells and systems.
Hithium is targeting long-duration storage, including products designed for four-hour and eight-hour applications. These systems are intended to store electricity for longer periods than shorter-duration battery installations. The company’s announcement provides evidence of shipment growth, but does not establish how much of the total consists of these newer formats or how they are being deployed.
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From First Deliveries to Global Plants
Founded in Xiamen in 2019, Hithium began commercial deliveries in late 2021. It took nearly four years to reach 100 GWh in cumulative shipments, then about 14 months to add the next 100 GWh. The company announced the latest milestone at its Chongqing manufacturing site in southwestern China.
The company’s production footprint is spread across facilities with different roles. Xiamen houses research and development and battery manufacturing; reported annual cell capacity there was 45 GWh in 2025. Chongqing has a planned annual cell capacity of 56 GWh and is ramping up dedicated lines for large-format cells. The World Economic Forum recognized the Chongqing site as a Lighthouse Factory in January 2026.
Hithium’s Heze plant in Shandong province began mass production in August, with planned annual capacity of 30 GWh of storage cells and 20 GWh of integrated storage systems. It made its first overseas shipments in September. In the United States, the Mesquite, Texas, site began shipping systems in August 2025 and is designed to assemble 10 GWh of battery modules and systems per year; it is an assembly operation, not a cell factory.
The company has also agreed to develop a roughly €400 million plant in Navarre, Spain, with production targeted for 2027. Its product plans include 1,175 Ah lithium iron phosphate cells designed for four-hour systems and 1,300 Ah cells aimed at eight-hour applications. The announced capacity figures span different production stages and include planned output, so they cannot be added together as a confirmed total of available cell capacity.
“Our orders for long-duration storage now extend through the end of 2027.”
— Jason Wang, Hithium co-founder and CEO, speaking to ESS News at an October 15 media briefing
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Shipment Totals and Order Details
Hithium’s 200 GWh figure is cumulative shipments. The report does not provide a breakdown by year, customer, product type, destination or whether shipments have been installed and commissioned. The company also did not disclose the volume behind Wang’s statement that long-duration storage orders extend through the end of 2027.
It is not clear how much of the announced production capacity is currently operating at full output. The cited figures combine existing and planned capacity, cell production and system assembly. They therefore do not establish a single verified figure for Hithium’s available annual cell supply. The report also does not detail the timetable for ramping up each line or the share of shipments made outside China.
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Capacity Ramp-Up and 2027 Plans
Hithium’s next milestones include ramping up the Chongqing lines and production at the Heze facility, while pursuing its planned Spanish factory, targeted to begin production in 2027. The Texas plant is already shipping assembled systems, and the company says its long-duration orders extend through the end of that year, without giving a contracted volume.
Further disclosures on annual shipments, plant output, customer deployments and the status of the Spain project would help clarify how the 200 GWh milestone translates into operating storage capacity and future supply. Until then, the confirmed development is the company’s reported cumulative shipment total, not a measure of installed batteries or current annual manufacturing capacity.
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Key Questions
What does Hithium’s 200 GWh figure measure?
It is cumulative battery shipments reported by Hithium. It is not annual production capacity or the amount of battery storage installed and operating worldwide.
How quickly did Hithium add the second 100 GWh?
Hithium said it reached its first 100 GWh in August 2025 and added another 100 GWh in about 14 months, reaching the 200 GWh milestone announced October 15, 2026.
Where does Hithium manufacture or assemble products?
Its network includes battery and cell operations in Xiamen, Chongqing and Heze in China, plus a system assembly plant in Mesquite, Texas. It has also agreed to develop a cell and system plant in Navarre, Spain, with production targeted for 2027.
How much long-duration storage has Hithium sold?
Hithium CEO Jason Wang said orders for long-duration storage extend through the end of 2027, but the company did not disclose the contracted volume.
Source: rss
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