2026年储能新周期！近30家企业已就绪

Core Insights - The storage industry is experiencing a dual reality, characterized by both explosive growth in new storage installations driven by domestic policy and innovative business models, and challenges arising from market reforms and a shift towards diversified revenue models [2][3] Industry Overview - As of Q3 2025, the national new storage registration volume has exceeded 1 TWh, with independent storage projects accounting for over 93% [2] - The industry is transitioning from passive development to actively seeking diverse revenue models, leading to short-term pain amidst a broader trend of value return [2] Company Highlights - 融和元储: Focuses on operational efficiency through its融和·白泽 platform, achieving a 50% increase in price prediction accuracy and an 80% improvement in data processing efficiency, with a cumulative installed capacity exceeding 20 GWh [4] - 弘正储能: Recognized as a Tier 1 global storage manufacturer, it is enhancing its digital capabilities in energy control and prediction, aiming to create a smart central system [5] - 海辰储能: Achieved a battery shipment volume of 35.1 GWh last year, with a compound annual growth rate of 167% over the past three years [6] - 为恒智能: A Tier 1 global storage manufacturer with over 600 delivered projects, focusing on smart energy management systems for various applications [7] - 海尔新能源: Provides integrated smart clean energy solutions for commercial and industrial users, covering over 30 provinces in China and exporting to over 50 countries [8] - 利星能: Engages in comprehensive energy service models with a focus on microgrids and independent storage, having delivered over 3.5 GWh of projects [9] - 华储电气: Specializes in commercial storage solutions, helping clients reduce electricity costs through various strategies [10] - 南网科技: Successfully implemented a large-scale battery storage system, marking significant advancements in storage technology [11] - 阳光电源: Focuses on clean energy conversion technologies, with a strong emphasis on safety and efficiency in its storage solutions [12] - 瑞浦兰钧: Achieved a revenue of 9.491 billion RMB in the first half of 2025, with a year-on-year increase of 24.9% [14] - 星星充电: Develops a smart energy ecosystem through its OPEN-OS system, enhancing energy trading and efficiency [15] - 天合光能: Aims to lead in smart energy solutions with a focus on solar-storage integration, planning to ship 8-10 GWh in 2025 [16] - 鹏辉智慧能源: Launched a new outdoor liquid-cooled storage cabinet, enhancing operational efficiency and customer value [17] - 汇能科技: Focuses on user-side markets, providing comprehensive services for commercial storage and virtual power plants [18] - 兆万能源: Engaged in clean energy solutions, recently obtaining a patent for solar panel maintenance [19] - 奇点能源: A leading comprehensive energy service provider, delivering over 30,000 energy blocks globally [20] - 智光储能: Develops advanced storage systems with a focus on high-capacity applications [21] - 领储宇能: Offers modular storage solutions and has achieved significant project deliveries in the industrial sector [23] - 皇鼎储能: Expanded its commercial storage projects significantly in Guangdong, becoming a market leader [24] - 星纪云能: Combines investment and smart operations in its business model, enhancing revenue through AI-driven management systems [25] - 量道储能: Focuses on high-quality service in the European market, delivering over 600 commercial storage projects [26] - 卧龙储能: Achieved significant growth in overseas orders, reflecting its technological strength [27] - 亿兰科: Provides comprehensive solutions for various energy scenarios, focusing on product innovation [28] - 天能储能: A leading player in the storage industry with a focus on lithium-ion battery production [30] - 国能日新: Utilizes AI technology to enhance market operations and maximize client revenues [31] - 拓邦股份: Offers customized services across various energy sectors, focusing on integrated energy management [32] - 煜邦智源: Emphasizes global expansion and advanced storage solutions for industrial applications [33] - 海信网络能源: Develops a comprehensive range of storage temperature control products for various applications [34] - 天炜能源: Focuses on lifecycle management of storage assets, with significant project development in the grid-side sector [35]