行家说储能·2026-02-05 10:23Core Insights - In January 2026, Chinese companies secured 24 energy storage orders, a 26% increase from 19 orders in the same month last year, with a total capacity of 37.013 GWh, up approximately 12% from 33 GWh year-on-year [2][5]. Group 1: Order Types and Capacities - Over 70% of the orders were for batteries, with 4 orders specifically for energy storage batteries/cells totaling 27.4 GWh, accounting for 74% of the total capacity [2]. - The largest order was a collaboration between Yiwei Lithium Energy and Shanghai Shenyu Loxie Energy Technology for a 20 GWh energy storage battery, which includes 10 GWh of large batteries and 10 GWh of cells [2]. - There were 17 orders for energy storage systems totaling 5.013 GWh, involving companies like Sungrow Power Supply, Hicharge Energy, Trina Solar, and others [2]. Group 2: Geographic Distribution of Orders - Domestic orders accounted for 6 orders with a total capacity of 24.7 GWh, primarily from Yiwei Lithium Energy, Trina Solar, and others [5]. - 75% of the orders were from overseas markets, covering regions such as Europe, Africa, Australia, South America, and Southeast Asia, including countries like Egypt, Finland, and Malaysia [5]. - Notably, the overseas orders included significant projects like a 250 MW/1000 MWh energy storage project in Italy and a 1 GWh integrated green energy project in Malaysia [3]. Group 3: Company Performance and Projections - Companies like Penghui Energy reported over 10 GWh in hand orders as of October 2025, with strong overseas performance exceeding initial targets [8]. - Trina Solar indicated that its energy storage business became profitable in 2025, with a shipment target of 15 to 16 GWh for 2026, and over 12 GWh in overseas orders [8]. - Far East Holdings disclosed a total contract amount of 594 million yuan for energy storage systems in January 2026, with contracts covering both China and Europe [8].