新型储能飙涨超3000%！中国储能在海外市场集中爆发

Core Insights - The core viewpoint of the article highlights the rapid growth of China's energy storage industry, with installed capacity expected to exceed 100 million kilowatts by September 2025, marking a more than 30-fold increase compared to the end of the 13th Five-Year Plan, and accounting for over 40% of the global total, making China the world leader in this sector [3]. Group 1: Domestic Market Growth - The demand for energy storage continues to surge, with some companies reporting orders extending into next year [5]. - A Zhejiang-based power supply company can produce 20 megawatt-hours per day, equivalent to four energy storage containers, which can supply nearly 50 households daily [7]. - The overall production capacity of a Beijing-based energy storage system manufacturer has increased by nearly 80% compared to the same period last year [11]. - Since the implementation of mandatory energy storage policies in 2022, the domestic energy storage industry has accelerated, with shipment volumes increasing by over 80% year-on-year [13]. - Large-scale energy storage systems, particularly those used on the power generation and grid sides, have seen a year-on-year growth rate exceeding 200% [15]. Group 2: Policy and Market Dynamics - The rapid increase in energy storage demand is closely linked to the "dual carbon" goals, which have driven the penetration of renewable energy [17]. - The issuance of document 136 in February has accelerated market demand by removing mandatory energy storage requirements, leading to a faster release of market potential [19]. Group 3: International Expansion - In the first half of 2025, Chinese energy storage companies added 163 gigawatt-hours of overseas orders, a year-on-year increase of 246% [22]. - The demand for energy storage in India has surged tenfold this year, indicating a rapid growth phase in that market [24]. - Emerging markets in Eastern Europe have also seen at least a threefold increase in energy storage demand this year [26]. - The global energy transition is a key driver for the current wave of Chinese energy storage companies expanding internationally, with geopolitical factors contributing to increased demand [30]. - Demand in European and North American markets has grown by 3 to 5 times this year [31]. Group 4: Product and Service Evolution - The small-scale energy storage market is also experiencing rapid growth, with a focus on mobile and household storage products, primarily exported to Europe, America, and Africa [35]. - The revenue from energy storage for a Jiangsu-based battery company has nearly doubled this year, with products ranging from 2.5 kWh to 10 kWh for household use [37]. - Chinese energy storage companies are evolving their international strategy from a cost-based model to one that emphasizes full lifecycle service and maintenance [41].