全球户用储能行业发展白皮书重磅发布！

Core Viewpoint - The global home energy storage market is projected to grow significantly, with a forecasted shipment of 27.8 GWh in 2024, representing a 19% year-on-year increase, and expected to reach 180 GWh by 2030, a growth of 547% compared to 2024 [2][33]. Global Market Characteristics and Driving Factors - Europe is the largest market for home energy storage, with a shipment of 13 GWh in 2024, but it faces a 10% decline due to falling electricity prices and reduced subsidies [4][27]. - The United States is experiencing rapid growth, with a projected shipment of 3.5 GWh in 2024, up 48% year-on-year, driven by tax incentives and rising electricity prices [7][29]. - Ukraine is emerging as the fastest-growing market, with a shipment of 2.5 GWh in 2024, expected to see a growth rate exceeding 300% [8][29]. - Japan's home storage market is also growing, with a forecasted shipment of 2 GWh in 2024, up 38% year-on-year, supported by substantial government subsidies [9][10]. - Australia is expected to ship 1.5 GWh in 2024, with a growth rate of over 20%, driven by federal and state subsidies [11][12]. - Africa's market is projected to reach 1.2 GWh in 2024, with South Africa leading and Nigeria emerging as a significant player [13][14]. Demand-Driven Core Factors - In Ukraine, over 60% of power plants have been damaged, leading to a surge in demand for home energy storage systems due to prolonged power outages and rising electricity prices [8][9]. - In Japan, the expiration of feed-in tariff contracts is driving households to adopt self-consumption models with storage systems [9][10]. - In Australia, federal subsidies are set to support over 1 million households by 2030, enhancing the economic viability of home storage systems [12][29]. Global Home Energy Storage Supply and Competitive Landscape - In 2024, China is expected to dominate the global market with a shipment of 21 GWh, accounting for 75% of total shipments, with major players including Huawei and BYD [16][29]. - The competitive landscape is characterized by significant players such as Huawei Digital Energy, BYD, and Tesla, with Huawei leading the market with a 21.6% share [29][33]. Policy Support for Home Energy Storage Industry - Various countries are implementing supportive policies for renewable energy and home storage systems, creating a favorable environment for industry growth [34][36]. - The European Union's "REPowerEU" plan aims to expand solar energy capacity, while the U.S. has extended tax credits for storage systems [17][34]. Emerging Market Growth - Regions like Southeast Asia, South Africa, and Ukraine are witnessing explosive demand for home storage systems due to unstable power grids and high electricity prices [35][36].