English

  • Manufacturing diversification from China: Battery manufacturers are increasingly establishing production facilities in Southeast Asia, the Middle East, and India to reduce reliance on Chinese supply chains
  • Malaysia gains traction: EVE Energy recently completed a facility expansion in Malaysia, contributing to the region's growing role in battery cell manufacturing
  • Indonesia draws upstream investment: Indonesia's mineral wealth and large nickel supply have attracted mid- and upstream supply chain investment, with CATL's battery manufacturing hub under construction covering the full battery value chain
  • REPT opens Indonesia base: REPT has opened a lithium-ion cell and energy storage system (ESS) base in Indonesia, further cementing Southeast Asia's manufacturing credentials
  • Global cell capacity to grow 25%: For companies covered in the BatteryStorageTech report, cell manufacturing capacity is set to increase by over 25% in 2026, with Europe seeing the largest rise driven by EV battery facilities
  • Middle East attracts 35 GWh plans: Over 35 GWh of battery and 45 GWh of cell manufacturing plans have been announced in the Middle East and North Africa region in recent years
  • India ramps up domestic production: India has completed over 10 GWh of energy storage battery-specific facilities in 2026, with nearly 60 GWh of standalone battery storage tenders awarded by end-2025
  • China still dominant: China has over 900 GWh of newly announced or approved battery manufacturing capacity and over 120 billion yuan in investment, remaining the leading player for years to come

中文

  • 制造业从中国分散布局：电池制造商正加速在东南亚、中东和印度建立生产基地，以减少对中国供应链的依赖
  • 马来西亚吸引力提升：亿纬锂能近期在马来西亚完成工厂扩建，提升了该地区在电池电芯制造领域的作用
  • 印尼吸引上游投资：印度尼西亚的矿产资源和丰富的镍储量吸引了中上游供应链投资，宁德时代正在建设覆盖完整电池价值链的制造中心
  • 瑞浦兰钧开设印尼基地：瑞浦兰钧在印度尼西亚开设了锂离子电芯和储能系统基地，进一步巩固东南亚的制造实力
  • 全球电芯产能将增长25%：根据BatteryStorageTech报告覆盖的企业，2026年电芯制造产能将增长超过25%，欧洲因电动汽车电池工厂增幅最大
  • 中东吸引35 GWh产能规划：近年来中东和北非地区已公布超过35 GWh电池和45 GWh电芯制造计划
  • 印度加速国内生产：印度2026年已完成超过10 GWh储能电池专用设施，截至2025年底已授予近60 GWh独立电池储能招标
  • 中国仍占主导地位：中国拥有超过900 GWh新公布或已批准的电池制造产能和超过1200亿元投资，未来数年仍将保持领先