储能年度策略：大储全球需求向好，户储需求平稳增长

Global Energy Storage Demand - Global large-scale energy storage demand is strong, with domestic storage installations in China predicted to reach 83.9GWh in 2024 and 113.7GWh in 2025[1] - The U.S. large-scale storage market is expected to see a surge in installations, with projections of 35.4GWh in 2024 and 52.0GWh in 2025[1] - Europe's large-scale storage demand is expected to surpass residential storage by 2025, with a predicted installation of 11GWh in 2024, a 205% year-on-year increase[3] China's Energy Storage Market - China's energy storage bidding and winning projects reached 42.04GW/109.75GWh from January to September 2024, supporting future installation demand[2] - The commercial and industrial storage sector in China saw a record 30.9GWh of project filings in the first nine months of 2024, indicating strong future demand[2] - China's new energy storage installations are expected to grow by 80.0% in 2024 and 35.5% in 2025, reaching 83.9GWh and 113.7GWh respectively[27] Europe's Energy Storage Market - Europe's residential storage demand is under pressure due to declining electricity prices, but is expected to stabilize and grow in 2025[3] - Europe's large-scale storage market is driven by renewable energy integration, with a predicted installation of 11GWh in 2024, surpassing residential storage[3] - Europe's energy storage market is shifting from residential to large-scale storage, with a projected cumulative installation of 71GW/172GWh by 2030[50] U.S. Energy Storage Market - The U.S. energy storage market saw a 59% year-on-year increase in installations in the first nine months of 2024, with 6.82GW/19.46GWh added[61] - The U.S. is expected to experience a surge in large-scale storage installations in 2025, driven by potential tariff increases and policy changes[64] - The U.S. large-scale storage market is projected to grow by 78.0% in 2024 and 46.8% in 2025, reaching 35.43GWh and 52.02GWh respectively[73] Emerging Markets - Emerging markets are experiencing a surge in residential storage demand due to power outages and rising electricity prices, particularly in regions like Pakistan and Ukraine[5] - The Middle East is expected to become the fastest-growing large-scale storage market, with Saudi Arabia and the UAE projected to reach 57.4GWh by 2030[78] - China's energy storage companies are expanding in the Middle East, with significant projects like the 7.8GWh storage project in Saudi Arabia[82]