超917GWh！2025储能订单“井喷”

Core Insights - The article highlights a significant surge in energy storage orders in China, particularly in the fourth quarter of 2025, with a total of 316 orders reported, amounting to a capacity of 917.617 GWh [2] - The fourth quarter alone saw 38 orders with a capacity of 511.698 GWh, surpassing the total capacity of the first three quarters combined, which was 405.919 GWh [3] - Major long-term contracts have been a driving force behind this increase, with notable agreements such as a 200 GWh strategic procurement deal between Haibo Technology and CATL [6] Order Volume and Capacity - November recorded the highest signing volume at 275.735 GWh, followed by December with 215.028 GWh, while May had over 40 orders but only totaled 27.396 GWh [4] - The increase in orders is attributed to the prevalence of large long-term contracts, which help stabilize supply chains and ensure project delivery [8] Geographic Distribution of Orders - The majority of orders originated from China, Australia, India, the United States, Japan, and Italy, with domestic orders totaling 80 and a capacity of 585.793 GWh [9] - Australia led in both order quantity and capacity with 26 contracts amounting to 54.311 GWh, while the U.S. saw a rise to 40.8 GWh, boosted by a significant order from Star Charge [9] Key Companies and Rankings - Nearly 90 Chinese energy storage-related companies were involved in the public orders, including CATL, Sungrow, BYD, and EVE Energy [12] - CATL topped the annual order capacity with over 300 GWh, followed by Haicheng Energy with over 150 GWh, and EVE Energy with approximately 70 GWh [12]