Beijing HyperStrong Technology sees shipments nearly tripling to 70 GWh this year, anchored by a 10-year partnership with CATL committing 200 GWh of cells in its first three years. The company is betting that AI data centers and grid renewables integration will clear China's swelling inventory overhang before the math turns ugly. Large-scale BESS installations are becoming a defining feature of China's energy infrastructure buildout. From 26 GWh to 70 GWh in One Year When Beijing HyperStrong Technology Co. listed on the Shanghai Stock Exchange in January 2025, its shares surged 230% on the first day of trading. Investors were betting on the same thing Chairman Jianhui Zhang is betting on now: that the global appetite for battery energy storage systems has only begun to show what it can consume. Zhang's projection for 2026, released this week, has the company shipping 70 GWh of BESS this year, up from 26 GWh in 2025. That is not a modest adjustment. It is a target that would rank HyperStrong among the world's most productive storage integrators and would require the company's manufacturing and supply chain infrastructure to perform at a level it has not yet demonstrated at full scale. Of the 70 GWh target, roughly 60 GWh is expected to ship into the Chinese domestic market, with the remaining 10 GWh earmarked for international customers. HyperStrong currently operates in more than 15 countries across Europe, Southeast Asia, India, and North America, with a 1.6 GWh project in Germany with energy company LEAG among its most prominent recent wins. HyperStrong operates five smart manufacturing bases and three R&D centers supporting its global energy storage portfolio. The CATL Deal That Makes the Math Work No storage integrator ships 70 GWh without cells, and that is where HyperStrong's partnership with CATL becomes the structural backbone of its 2026 plan. The two companies formalized a 10-year Strategic Cooperation Agreement that runs through December 31, 2035. In the first three years alone, from 2026 through 2028, HyperStrong has committed to procure a minimum of 200 GWh of battery cells from CATL. The agreement goes beyond a simple supply contract. CATL and HyperStrong will jointly explore energy storage investment funds, build a shared platform for project development, investment, and operations, and pursue co-procurement of AC system components to reduce costs across both supply chains. Rolling three-year targets will be reviewed and updated each year before December 1, giving the partnership a built-in mechanism to scale as the market changes. CATL has ranked first in global energy storage battery shipments for four consecutive years, and held the top spot in EV battery consumption volume for eight straight years. For HyperStrong, locking in 200 GWh from the world's dominant cell maker at a time when cell prices in China are stabilizing after a prolonged downturn is a significant supply chain advantage over smaller rivals who are more exposed to spot-price volatility. The 10-year CATL agreement gives HyperStrong supply security through 2035, with rolling three-year targets updated annually. AI Data Centers Are Now a Battery Market Zhang's bullish shipment forecast rests on two pillars. The first is the ongoing integration of variable renewable energy into China's grid, which creates demand for storage at both the utility and industrial scale. The second is newer: Chinese government mandates require that most of the power consumed by AI computing centers come from green sources, and that is turning data center developers into large buyers of battery storage for the first time. This is not unique to China. Globally, the connection between AI infrastructure and energy storage is tightening fast. Form Energy's record 12 GWh iron-air agreement with AI firm Crusoe, signed at CERAWeek in March 2026, drew attention to the same dynamic playing out in the United States. But in China, where data center build-out is proceeding at an extraordinary pace and green power mandates are enforced at the policy level, the link between AI compute and BESS procurement is more direct and more immediate. HyperStrong's product lineup is built for this moment. Its HyperBlock III system, deployed at the LEAG project in Germany, is designed for utility-scale integration. The company's AI-optimized MagicBlock product is positioned explicitly for data center co-location, featuring predictive energy management that balances grid draw with on-site generation and stored capacity. Having both product lines commercially available gives HyperStrong flexibility that more narrowly focused rivals lack. Renewables integration and green power mandates for AI data centers are combining to drive unprecedented demand for grid-scale storage in China. The Overhang Question No assessment of HyperStrong's outlook is complete without confronting China's storage inventory problem. Independent analysts estimate that roughly 210 GWh of undeployed storage batteries are sitting in Chinese warehouses, a figure that exceeds the entire world's installed BESS capacity from just two years ago. The overhang accumulated during a period when cell production expanded faster than project development could absorb it. That inventory creates a real headwind. Even if HyperStrong ships 70 GWh in 2026, pricing pressure from oversupply could compress margins on every GWh delivered. The company's 2025 revenue was approximately RMB 10.3 billion; whether 2026 delivers proportional revenue growth or volume growth with squeezed margins will depend on how quickly the overhang clears and whether cell prices stabilize or continue drifting lower. Zhang's answer to this is essentially a demand-side argument: the adoption curve for storage in China is steep enough, and the AI data center mandate is urgent enough, that the overhang will clear as project pipelines accelerate. Global ESS shipments hit 421 GWh in 2025, a 75% increase from 2024. If that trajectory holds, the math on the inventory overhang improves considerably. Global Positioning and the Race for Market Share HyperStrong ended 2025 ranked in the top three globally for new BESS installations by S&P Global, and holds the number one position in cumulative installed-plus-contracted capacity. That track record, built across more than 300 projects delivering over 45 GWh of systems worldwide, gives the company credibility with international buyers who need more than price to justify awarding a large contract to a Chinese supplier. Its international strategy is geographically deliberate. Europe is a priority, with Germany, the Baltics, and multiple other EU markets already active. India and Southeast Asia offer different dynamics, with less grid maturity but faster growth in generation capacity that needs storage to be dispatchable. North America, where the regulatory and tariff environment for Chinese storage equipment is more complicated, appears to be a longer-term target rather than an immediate revenue driver. HyperStrong has active projects in more than 15 countries, with Europe, India, and Southeast Asia as its primary international markets. What a 70 GWh Year Would Mean If HyperStrong delivers on its target, it would ship roughly 2.7 times what it shipped in 2025. That scale of growth in a single calendar year, from a company that is already a top-three global player, would be one of the more remarkable manufacturing ramp stories in the history of the energy storage industry. For context, the entire U.S. BESS market is projected to deploy roughly 70 GWh in 2026 according to SEIA's first-ever dedicated sector forecast, released in March. The comparison illustrates the gap in scale between the Chinese storage market and every other market in the world. HyperStrong alone, a company that is not China's largest storage integrator, is targeting domestic shipments equal to the entire projected U.S. market. CATL's total energy storage shipments in 2025 exceeded 100 GWh on