Xi Niu Cai Jing·2025-07-14 07:57Group 1 - The global energy storage market is entering a "golden era" for Chinese companies, with significant orders and a 150% year-on-year increase in global orders expected by mid-2025 [2] - Major players like CATL, BYD, and Sungrow have secured large-scale contracts in international markets, indicating a shift towards strategic competition rather than just technological and cost competition [2][3] - The entry of strong competitors like Tesla has intensified the competition, emphasizing the importance of establishing standards and strategic positioning in the global market [2][3] Group 2 - The overseas market presents both opportunities and challenges for Chinese companies, with a complex regulatory environment and varying safety standards across regions [3] - The lack of unified global standards in key technology areas such as long-duration energy storage and liquid cooling safety creates barriers for Chinese companies in technology export [3][4] - The U.S. "Big and Beautiful Act" imposes significant challenges for Chinese firms, forcing them to choose between relinquishing control or facing substantial cost disadvantages [4] Group 3 - Chinese companies are actively engaging in the development of global standards to enhance their competitive position, as seen in partnerships like that of CATL and China Certification & Inspection Group [6] - The establishment of local testing centers, such as the one by EVE Energy in Malaysia, aims to influence regional standards and contribute to the healthy development of the energy storage market [7] - Chinese enterprises are transitioning from being passive participants to active leaders in the formulation of international energy storage standards, marking a significant shift in their global strategy [7]