日增超280家！2025年前三季度储能新公司近8万家

Core Viewpoint - The Chinese energy storage industry is experiencing a paradox of intense competition and rapid growth, with over 280 new storage companies registered daily, while many others are exiting the market [2]. Group 1: Industry Overview - As of the third quarter of 2025, there were 27,406 newly registered energy storage-related companies, representing a year-on-year growth of 17.46%. In total, 77,294 new companies were added in the first three quarters, marking an 18.37% increase year-on-year [2][13]. - The cumulative number of energy storage-related companies in China has surpassed 380,000, with 51,711 of these in a state of abnormal operation, accounting for 13.47% [13]. - The peak registration month for new energy storage companies was April 2025, with 10,048 new registrations [16]. Group 2: Key Players and New Companies - China FAW Group has established a new company, FAW Energy (Changchun) Technology Co., Ltd., with a registered capital of 200 million yuan, focusing on energy storage technology services [3][4]. - Yan'an Waneng Electric Power Co., Ltd. was founded with a registered capital of 500 million yuan, backed by Anhui Energy Group, Sunshine Power, and Guoxuan High-Tech, focusing on solar, wind, and energy storage services [6][9]. - Longi Green Energy has also launched a new energy storage company, Guangxi Liuzhou Source Storage New Energy Co., Ltd., with a registered capital of 1 million yuan, indicating a strategic move into energy storage technology services [10][11]. Group 3: Company Registration Trends - The majority of new energy storage companies are private enterprises, with 72,942 registered in the first half of the year, accounting for approximately 94.37% of total registrations [18]. - Companies with registered capital under 1 million yuan are the most common, totaling 32,896, which is about 42.56% of all new registrations [21]. - The second quarter of 2025 saw the highest number of new registrations, with 28,095 companies added [13].