2025户储行业白皮书发布！

Core Viewpoint - The global home energy storage market is projected to grow significantly, with a forecasted increase from 27.8 GWh in 2024 to 180 GWh by 2030, representing a growth of 547% [1][3]. Market Overview - In 2024, the global home energy storage shipment is expected to reach 27.8 GWh, marking a year-on-year growth of 19% [1]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia [1]. Regional Analysis Europe - In 2024, Europe is projected to have a home storage shipment of 13 GWh, down 10% year-on-year, primarily due to declining electricity prices and reduced subsidies [5]. - Key factors for the decline include a drop in electricity prices to €0.242 per kWh, subsidy reductions in major countries like Germany and Italy, and a slowdown in photovoltaic installations [5]. - Emerging market opportunities exist in Poland, which plans to deploy 5.4 GWh of storage systems with EU support [5]. United States - The USA's home storage shipment is expected to reach 3.5 GWh in 2024, reflecting a 48% increase year-on-year [7]. - Growth drivers include the extension of the ITC tax credit, state-level subsidies, extreme weather events, and rising electricity prices [7][8]. Ukraine - Ukraine's home storage shipment is projected at 2.5 GWh in 2024, making it the fastest-growing emerging market with a potential market size of $250 million [7][8]. - Key demand drivers include significant damage to power infrastructure, soaring electricity prices, and government incentives [8][9][10]. Japan - Japan's home storage shipment is expected to reach 2 GWh in 2024, with a year-on-year growth of 38% [11]. - Growth factors include substantial government subsidies and the expiration of FIT contracts leading to increased demand for storage systems [11][12]. Australia - Australia's home storage shipment is projected at 1.5 GWh in 2024, with over 20% growth [12]. - Key drivers include rising electricity prices, extreme weather, and federal subsidy programs [14]. Africa - Africa's home storage shipment is expected to reach 1.2 GWh in 2024, with South Africa leading the market [15]. - Key factors include weak grid infrastructure and high diesel generation costs, prompting a shift to solar storage systems [16][17][18]. China - In 2024, China's home storage shipment is projected at 21 GWh, accounting for 75% of global shipments [19]. - The top 10 companies in China's home storage market include Huawei, BYD, and Airo Energy, among others [19].