与“十三五”末相比，我国新型储能装机规模暴增超3000%

Core Insights - As of September 2025, China's new energy storage installed capacity is expected to exceed 100 million kilowatts, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan, and accounting for over 40% of the global total installed capacity, making it the world's largest [1] - In the first half of 2025, Chinese energy storage companies added 163 GWh of overseas orders, a year-on-year increase of 246%, indicating a significant surge in demand in international markets [1] - The acceleration of energy storage "going abroad" is primarily driven by the rapid global energy transition, with emerging markets accelerating their energy storage deployment due to policy support, and geopolitical factors leading to increased demand for stable energy supply [1] Industry Trends - Some power generation companies have their energy storage system orders booked until next year, reflecting strong demand in the sector [1] - In Europe and North America, demand for energy storage has increased by 3 to 5 times this year, highlighting the growing market opportunities in these regions [1]