新型储能热引发抢芯潮，前9月储能相关企业注册量同比增长18.61%

Core Insights - The demand for energy storage cells in China is currently very strong, with leading battery companies operating at full capacity and some orders extending into early next year [1] - The "New Energy Storage Scale Construction Special Action Plan" aims for a new energy storage installation capacity of over 180 million kilowatts by 2027, which is expected to drive new project investments of approximately 250 billion yuan [1] - The current surge in demand for new energy storage has led to a "chip rush," highlighting a critical period of capacity upgrades in the industry amid increasing market demand [1] Company Registration Trends - As of now, there are 314,500 energy storage-related companies in China, with a significant increase in registrations over the past decade [4] - In 2022, the total number of registered energy storage companies reached 43,700, marking a year-on-year growth of 221.26%, the highest growth rate in the past decade [4] - For 2024, it is projected that 90,900 new companies will be registered, reflecting a year-on-year increase of 17.56% [4] Company Age Distribution - Most energy storage-related companies have been established in the last three years, with those operating for 1-3 years making up 40.66% of the total [6] - Companies established within the first year and those operating for 3-5 years account for 31.39% and 11.79%, respectively [6] Geographic Distribution - The majority of energy storage-related companies are located in new first-tier cities, accounting for 24.80% of the total [11] - Companies in third-tier cities and second-tier cities represent 21.38% and 19.42% of the total, respectively [11]