Zheng Quan Shi Bao·2025-12-16 18:09Group 1: Company Developments - Trina Solar announced a sales contract for 1.4 GWh of energy storage products with North American customers, utilizing the Elementa2Pro liquid-cooled storage system and a new generation PCS, creating a complete AC-side integrated solution [1] - Trina Solar has signed multiple overseas energy storage orders since September, with a total of over 10 GWh in hand, expected to be delivered mainly in 2025-2026, indicating a doubling of orders since September [1] - Gotion High-Tech reported that its energy storage battery shipments ranked seventh globally in the first half of 2025, actively expanding into international markets with customized service solutions [2] Group 2: Market Trends - The energy storage market is entering a rapid development phase, driven by the increasing share of renewable energy and the need for stable power system operations [3] - Major economies are implementing supportive policies for energy storage development, such as the U.S. Inflation Reduction Act, which offers tax credits up to 30% for storage projects, potentially increasing to 40% for domestic manufacturing [3] - Analysts predict that global large-scale energy storage installations will see significant growth, with an expected addition of 244 GW and 432 GWh in 2025 and 2026, respectively, representing year-on-year growth of 56% and 77% [3] Group 3: International Expansion - Chinese energy storage companies are rapidly expanding their international market presence, with new overseas orders reaching 163 GWh in the first half of 2025, a 246% increase year-on-year [4] - Over 100 listed companies in A-shares are involved in energy storage, with 56 companies reporting overseas business revenues exceeding 100 million yuan in the first half of 2024, and over 70% of these companies experiencing year-on-year revenue growth [4] - Companies like Kelu Electronics and Shangneng Electric reported significant increases in overseas business revenue, with Kelu achieving 12.81 billion yuan, a 126.84% increase, and Shangneng reporting 9.77 billion yuan, a 105.85% increase [5]