Sou Hu Cai Jing·2025-08-19 15:54Group 1 - The core viewpoint of the report highlights the rapid growth of the domestic energy storage market, with a significant increase in installed capacity and a strong focus on independent storage projects led by major companies like CATL, BYD, and EVE Energy [1][2][4] - In July 2025, the domestic energy storage project bidding volume reached 9.0GW/25.8GWh, with 92% being independent storage, and the average storage duration increased to 2.87 hours [2][11] - The global energy storage cell shipment volume in the first half of 2025 reached 240.21GWh, with a year-on-year growth of over 100%, and the top ten companies held a market share of 91.2% [1][2] Group 2 - The report outlines the competitive landscape in the domestic market, where companies like CATL, BYD, and EVE Energy have established significant advantages in cell supply and system integration, winning multiple large-scale projects [2][4] - In the overseas market, India is pushing for large-scale bidding driven by mandatory storage policies, with a target of 4GW/17GWh for the 2025-26 fiscal year [2][15] - The European residential storage market is rapidly expanding, with over 1 million new installations in the first half of 2025, primarily dominated by Chinese companies [2][4] Group 3 - The report indicates that the energy storage market in Italy is performing well, with a first-quarter addition of 316MW/636MWh, and a growing share of large-scale storage projects [3][39] - In Australia, the national electricity market recorded net income from storage of $130.6 million in Q2 2025, with a monthly residential installation of 344.1MWh [3][4] - The U.S. market is expected to add 15.2GW/48.7GWh of new capacity in 2025, with California, Texas, and Arizona being the main growth areas [3][4] Group 4 - The report emphasizes the performance of key companies in the energy storage supply chain, with CATL's revenue in the storage sector significantly increasing due to overseas market expansion [4][6] - BYD is deeply involved in both domestic and international GWh-level projects, expanding its cell and system integration capabilities [4][6] - EVE Energy is focusing on commercial and industrial storage products to strengthen its global supply chain position [4][6]