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Chinese energy storage companies reported overseas sales and order activity, but the source material does not provide a single Q3 order-growth figure for portable battery players. PowerOak’s prospectus lists revenue through the first three quarters of 2025, while Linyang reported 2026 results and overseas project activity across grid-scale storage. The periods and business segments differ, so the figures should not be treated as a like-for-like comparison.
Chinese energy storage companies have reported overseas sales and order activity, with portable-storage maker PowerOak disclosing revenue and cumulative shipments and Linyang Energy citing repeat European orders, Southeast Asian project wins and a grid-scale installation in Mauritius. The figures describe different companies, products and reporting periods; the available material does not establish a single Q3 growth rate for overseas orders across portable battery players.
PowerOak’s prospectus reported revenue of RMB 1.777 billion in 2023 and RMB 2.174 billion in 2024, followed by RMB 1.572 billion in the first three quarters of 2025. Its gross margin increased from 35.6% to 42.3%, according to the prospectus figures cited in the report. The supplied material does not give a year-on-year comparison for PowerOak’s first-three-quarter 2025 revenue or break out the share generated overseas.
The report also said PowerOak had shipped more than 3.5 million energy storage products worldwide as of December 31, 2025. That cumulative shipment figure covers the company’s global sales, not a single quarter, and does not specify how many units went to overseas buyers during Q3.
Separately, Nanjing-based Linyang Energy reported revenue of RMB 5.857 billion for the first three quarters of 2026, up 59.42% year on year, and net profit attributable to shareholders of RMB 440 million, up 22.63%. The Shanghai-listed company operates in grid-scale battery storage as well as smart meters, inverters and solar PV. It said repeat orders in Europe and project wins in Southeast Asia supported its storage business; its new overseas energy storage revenue exceeded RMB 300 million in the first half of 2026.
Overseas Sales Span Different Markets
The figures point to overseas business as a meaningful part of activity for Chinese energy storage companies, but they do not measure one uniform market. Portable power products serve applications such as outdoor recreation and emergency backup, while Linyang’s cited projects involve grid-connected, utility-scale storage. Orders, revenue and cumulative shipments are different measures, so the reported numbers cannot be combined into a single estimate of Q3 demand.
Linyang’s results offer a more specific view of overseas project activity: the company reported repeat European orders, bids won in Southeast Asia and first-half overseas storage revenue above RMB 300 million. Its reported delivery in Mauritius also shows how overseas activity can include project execution and grid testing, not just new orders. These developments matter to investors and suppliers tracking whether Chinese firms can convert international demand into revenue and completed installations. The information supplied does not establish the profitability of those overseas projects or the value of Linyang’s outstanding order book.
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Portable Demand and Grid Projects
The report links portable storage demand to outdoor recreation and emergency backup power. It cites market research from Frost & Sullivan that estimated the global portable energy storage market at US$700 million in 2020 and US$3.3 billion in 2024, a compound annual growth rate of 46.2% over that period. The research projected a market value of US$8.5 billion by 2029. These are market estimates and a forecast, not company sales results or confirmed future outcomes.
Linyang’s business is different in scale and use. The company said it had advanced standalone storage projects in China while fulfilling overseas orders. Its filing put global annual production capacity for energy storage packs and systems at 15 GWh at the end of Q3. The report also described a Poland regional hub with local marketing, engineering and order-fulfilment teams, an operating model that combines Chinese-made systems with local functions.
The source material brings together disclosures from separate reporting windows: PowerOak’s prospectus figures run through the first three quarters of 2025, while Linyang’s results concern the first three quarters of 2026 and were released on October 26, 2026. Those dates and company segments should remain distinct when interpreting the reported growth and overseas activity.
“The company said it had seized opportunities in the global energy storage sector, advancing major standalone projects in China while fulfilling overseas orders.”
— Linyang Energy, in its 2026 third-quarter report, as described by Energy-Storage.News
Order Growth Still Unquantified
The available source material does not provide a comparable Q3 overseas order-growth rate for portable battery storage companies, nor does it identify a portfolio-wide order value or volume. PowerOak’s cited revenue and shipment disclosures do not show the overseas share or give a Q3 year-on-year breakdown. Linyang’s overseas order comments concern a different company and grid-scale storage, while its RMB 300 million figure is first-half revenue rather than an order total.
It is also unclear how much of Linyang’s reported revenue growth came from storage, as its business includes several other product areas. The material does not state the value, delivery schedule or margin of the European and Southeast Asian orders, or provide a timetable and commercial-operation date for the broader Mauritius project beyond the described first phase. Frost & Sullivan’s 2029 market projection remains a forecast, not a confirmed outcome.
Deliveries Will Test Overseas Growth
Linyang said it planned to advance delivery and execution of overseas orders in the second half of 2026 and to expand the global footprint of its energy storage division. Subsequent filings and company updates would help show whether the reported wins translate into completed installations and revenue. The company’s stated 15 GWh annual production capacity gives a measure of manufacturing scale, but capacity alone does not confirm how much will be used or sold.
For portable storage, the next useful evidence would be company disclosures that separate overseas orders, revenue and shipments by quarter and provide a year-on-year comparison. Until those figures are available, the reported results support a picture of overseas activity across Chinese energy storage businesses, but not a precise claim that portable-storage orders rose by a particular amount in Q3.
Key Questions
Did the report give a Q3 growth rate for portable battery orders?
No. The supplied figures do not state a comparable Q3 overseas order-growth rate for portable battery storage players. PowerOak’s disclosures cover revenue and cumulative worldwide shipments, not a quarterly overseas order comparison.
What did PowerOak report?
Its prospectus listed revenue of RMB 1.777 billion in 2023, RMB 2.174 billion in 2024 and RMB 1.572 billion in the first three quarters of 2025. It also reported more than 3.5 million cumulative worldwide product shipments as of December 31, 2025.
What overseas activity did Linyang describe?
Linyang said it secured repeat orders in Europe, won bids for projects in Southeast Asia and recorded more than RMB 300 million in new overseas energy storage revenue in the first half of 2026. It also reported completing delivery and grid testing for the first phase of a 40 MW/120 MWh project in Mauritius.
Are PowerOak’s and Linyang’s figures directly comparable?
No. They cover different companies, product categories and time periods. PowerOak’s figures concern portable products and extend through the first three quarters of 2025, while Linyang’s 2026 results include grid-scale storage and other businesses.
Source: energy-storage.news
