2024年全球移动储能电源行业研究报告

Investment Rating - The report does not explicitly provide an investment rating for the global mobile energy storage industry Core Insights - The global energy storage market has accelerated since 2019, with a compound annual growth rate (CAGR) of 99.4% for new installations over the past five years, primarily driven by China, the US, and Europe, which together account for over 70% of the new installations [6][8] - In 2024, the global energy storage market is expected to reach 175.4 GWh in new installations, representing a year-on-year growth of 69.5%, with projections of 220.0 GWh by 2025 [8][6] - The mobile energy storage power industry is characterized by compact, high-capacity lithium-ion battery systems suitable for various applications, including outdoor activities, emergency power supply, and medical rescue [9][10] Market Overview - The global mobile energy storage power industry has transitioned from an early stage to a rapid growth phase, and is now experiencing a recovery driven by technological innovation, application expansion, and policy support [14] - The shipment volume of mobile energy storage devices is projected to reach 9.2 million units in 2024, with an expected increase to 20.4 million units by 2029, reflecting a CAGR of 17.3% from 2024 to 2029 [16][18] - The industry is expected to generate sales of $3.8 billion in 2024, with projections of$9.7 billion by 2029, indicating a CAGR of 20.6% during this period [21][23] Regional Insights - North America, Europe, and Japan are the primary markets for mobile energy storage, with respective market shares of 43.5%, 25.0%, and 19.6% in 2024 [19][20] - The demand in North America is driven by high outdoor activity frequency and increasing household backup power needs due to grid stability issues [20] - In Europe, government policies promoting renewable energy and storage solutions have significantly stimulated market growth [20] Technological Trends - The industry is witnessing a shift towards smart energy storage solutions, integrating IoT, big data, and AI technologies to enhance user experience and system efficiency [41][42] - There is a trend towards larger capacity products, driven by advancements in battery technology and increasing consumer demand for versatile applications [44] - Solid-state battery technology is emerging as a key innovation, offering improved energy density and safety [47][48] Competitive Landscape - The global mobile energy storage market is concentrated, with the top five companies accounting for 63.1% of the market by sales in 2024 [51][53] - Major players include EcoFlow, Jackery, Anker, Bluetti, and Goal Zero, with EcoFlow leading in both sales and shipment volume [50][53]