7月用户侧新型储能项目：新增投运模同比+9%，环比-41%，华东地区市场份额最大

Core Viewpoint - The new energy storage market in China is experiencing a decline in installed capacity, with significant year-on-year and month-on-month reductions in new projects, primarily influenced by the "rush to install" new energy systems since 2025 [2][4]. Group 1: New Installed Capacity - In July 2025, the newly installed capacity of new energy storage projects reached 3.24 GW/8.79 GWh, representing a year-on-year decrease of 35% and 26%, respectively, and a month-on-month decrease of 28% and 23% [2]. - The user-side new energy storage projects added 252.3 MW/529.7 MWh in July, showing a year-on-year increase of 9% but a month-on-month decrease of 41% and 49% [4][5]. Group 2: User-side Storage Characteristics - The commercial and industrial sectors dominate the user-side storage market, with new installations of 205.4 MW/435.7 MWh in July, reflecting a year-on-year decrease of 3% and 11% [5][6]. - All newly operational projects utilize electrochemical storage technology, with lithium iron phosphate battery technology accounting for nearly 100% of the installed capacity [6]. Group 3: Regional Market Dynamics - The newly installed projects are primarily concentrated in 15 provinces, with the East China region (including Zhejiang, Jiangsu, and Shandong) holding nearly half of the market share in terms of project numbers [9]. - Sichuan leads in installed capacity, accounting for nearly 30% of the total, while Jiangsu ranks second in the East China region [9]. - The user-side storage market has seen a decline in investment enthusiasm, with a 35% year-on-year decrease in newly registered user-side storage projects in July [11].