鑫椤锂电·2025-07-23 07:04Core Viewpoint - The global energy storage battery market is experiencing significant growth, with a projected shipment of 258 GWh in the first half of 2025, representing a year-on-year increase of 106% [1]. Group 1: Market Overview - Domestic manufacturers are expected to ship 252 GWh, showing a year-on-year growth of 109%, while overseas manufacturers are projected to ship 6 GWh, with a growth rate of 42.5% [1]. - Leading players such as Hicharge Energy, BYD, and China Innovation Aviation are seeing rapid growth, with their shipment volumes nearing 90% of last year's total in the first half of the year [1]. Group 2: Competitive Landscape - The market is characterized by a dominance of CATL, with strong competition from companies like EVE Energy, Hicharge Energy, and BYD [3]. - Major companies are increasingly adopting integrated development strategies, with a growing share of self-owned energy storage systems, particularly BYD [3]. Group 3: Emerging Markets - Significant acceleration in the delivery of large-scale energy storage projects in emerging markets is noted, including projects like BYD's 12.5 GWh in the Middle East and collaborations in Chile [4]. - Traditional markets are influenced by regulatory changes, such as China's 136 document leading to an early rush for installations, and the U.S. experiencing stockpiling due to the IRA Act [4]. Group 4: User Side Developments - The commercial sector in China is primarily focused on profit from peak-valley price differences, but recent policy changes have led to a cautious market sentiment [6]. - New commercial scenarios, such as solar-storage charging and data centers, are witnessing rapid growth despite traditional market challenges [6]. Group 5: Policy Support in Europe - European commercial and residential storage markets are benefiting from substantial subsidy policies, with the Netherlands allocating €100 million for battery storage projects [7]. - Belgium offers a 40% tax deduction for investments in solar and storage systems, the highest in its history, while Greece's subsidy program supports up to 50% for businesses installing storage systems [8].