Xin Lang Cai Jing·2025-08-19 00:42Core Viewpoint - The report from CITIC Securities predicts a significant growth inflection point for global household energy storage installations by 2025, with a projected CAGR of nearly 15% over the next three years, particularly highlighting opportunities in markets such as Australia and emerging regions in Asia, Africa, and Latin America [1] Summary by Region Europe - After a two-year period of market consolidation, inventory depletion is evident, and industry demand is returning to a stable growth trajectory [1] - The channel landscape is being reshaped, with leading solar storage distributors evolving into "light asset service providers" and "regional oligarchs," which is pressuring the supply structure to concentrate around major players [1] Australia - The penetration rates for household storage are approximately 7% for existing installations and 20% for new installations, significantly lower than Europe's corresponding rates of over 15% and 40%, indicating substantial room for growth [1] - The implementation of high-value household storage subsidy policies in 2025 is expected to reduce project payback periods to around five years, potentially igniting household storage demand with annual installations projected to increase by 3 to 6 times [1] - Chinese household storage suppliers hold a leading market share in Australia, and manufacturers with strategic positioning are likely to benefit significantly [1] Asia, Africa, and Latin America - Emerging markets are facing acute electricity shortages, creating urgent needs for power configuration and grid expansion [1] - Several countries are increasing policy support for household solar storage systems, driving continuous growth in installations, particularly in Southeast Asia and South Asia, where significant growth is anticipated [1]