出海“破浪”，国内“共生”：储能CEO们的2026生存辩证法

Core Insights - The 2025 China Energy Storage CEO Summit emphasized the need for a symbiotic ecosystem to address current industry challenges and future directions, focusing on both domestic market resilience and international expansion [2] Group 1: Summit Overview - The summit, led by the Zhongguancun Energy Storage Industry Technology Alliance, gathered over 90% of leading energy storage companies in China, highlighting the industry's growth and challenges [3] - The "2025 China Energy Storage Industry Development White Paper" revealed that by September 2025, China's new energy storage installed capacity exceeded 100 million kilowatts, accounting for over 40% of the global total [3] Group 2: Domestic Challenges - The domestic energy storage industry faces a "growth pain" with a battery capacity utilization rate of only 58% in the first half of 2025, a 22 percentage point drop from the previous year [3] - Price wars have spread to the cell manufacturing sector, with nearly 30% of system integrators selling below cost, exacerbating profitability pressures [3][6] - The industry is experiencing overcapacity, with planned projects reaching 185 GW, 2.5 times the existing installed capacity, leading to significant price declines [6] Group 3: International Expansion - Chinese companies signed 308 overseas energy storage orders from January to September 2025, with a new cooperation scale of 214.7 GWh, a 131.75% year-on-year increase [4] - Revenue from overseas markets increased from 18% in 2023 to 35% in 2025, indicating a shift towards international growth as a second growth curve for Chinese energy storage firms [4] Group 4: Industry Evolution - The summit highlighted the importance of a "symbiotic" approach to overcome the challenges of overcapacity and fierce competition, advocating for industry chain collaboration for sustainable development [5] - The market is witnessing a shift towards technological innovation, with leading companies focusing on breakthroughs in energy density and modular technology to reduce costs [7] Group 5: Outbound Strategy - Leading companies are transitioning from a "cost-driven" approach to a "technology + service" model in their international strategies, adapting to different market conditions in emerging and mature markets [8] - The introduction of trade barriers, such as the EU's new battery regulations, is prompting innovative outbound strategies, including local manufacturing to avoid tariffs [9] Group 6: Future Outlook - The industry is moving towards a "value co-creation" model, with a focus on collaboration across the supply chain to stabilize prices and enhance competitiveness [11][12] - By 2026, the balance between domestic ecosystem stability and international market growth will be crucial for energy storage companies, with a focus on overcoming trade barriers and enhancing brand image [13]