鑫椤储能·2025-05-09 06:57Core Viewpoint - In 2025, Chinese energy storage companies are expanding their overseas market presence, securing significant orders due to technological advancements, cost advantages, and localization strategies, with total overseas orders expected to exceed 200GWh for the year [1][7]. Group 1: Major Orders and Collaborations - CATL has secured the largest global order, with a total of 43GWh from projects in the UAE and Australia, including a 19GWh solar and storage project in Abu Dhabi and a 24GWh long-duration storage project in Australia [1]. - BYD has signed a contract with Saudi Electricity Company for a total of 15.1GWh, making it the largest grid-side storage project globally, expected to be completed by Q1 2026 [2]. - Chuangneng New Energy has entered a partnership with UK-based Immersa for a 1.25-2.5GWh project over five years, with deliveries expected by 2027 [3][4]. - Hicharge Energy is collaborating with Samsung C&T and local Saudi firms for a total of 10GWh, with a local production facility expected to be operational by 2026 [5]. - Canadian Solar and LONGi Green Energy are expanding into emerging markets with projects totaling 1-3GWh in Brazil, Scotland, and Australia, expected to be connected to the grid between late 2025 and 2026 [6]. - Nandu Power has signed a deal for a 2580MWh data center project in the US, with additional orders expected to be fulfilled by Q4 2025 [7]. Group 2: Market Trends and Future Outlook - The Chinese energy storage sector is poised to play a crucial role in global energy transition, driven by the rise of emerging markets in the Middle East and Europe, as well as deepening localization production models [7]. - Balancing capacity expansion with market demand and mitigating trade risks will be critical for sustained growth in the industry [7].