本次峰会由中关村储能产业技术联盟主导，厦门大学等机构联合主办，汇聚了国内90%以上的头部储能企业。峰会发布的《2025中国储能产业发展白皮 书》显示，截至2025年9月底，我国新型储能装机规模已超1亿千瓦，占全球总装机比例超40%，位居世界首位。 但与规模优势形成反差的是，国内储能产业正遭遇"成长的烦恼"——2025年上半年，国内储能电池产能利用率仅为58%，较去年同期下降22个百分点，价 格战已从系统集成环节蔓延至电芯制造领域，近30%的储能系统集成商甚至以低于成本价销售。 "中国储能产业的全球化不是选择题，而是生存题。"峰会现场传递出的这一观点，成为众多企业的共鸣。 全球能源转型进入深水区，中国储能产业正站在"竞争加剧"与"出海爆发"的十字路口。 12月4日，厦门国际会议中心内思想碰撞激烈，2025中国储能CEO峰会在此召开，"破浪·共生——共塑2026储能全球化新生态"的主题，精准戳中了行业当 下的核心焦虑与未来方向。 来自产业链各环节的企业掌舵者、行业专家与政策制定者齐聚一堂，共同解码2026年储能企业的生存之道——在国内市场构建共生生态以抵御风险，在海 外战场突破壁垒以开拓增量，这种"内外兼修"的生 ...

以下文章来源于24潮 ，作者24潮产业研究院 24潮 . 关注全球新能源浪潮，洞见商业与传播价值 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 封面图 | 图虫创意 海外 "GWh级" 储能订单的持续涌现，证明中国储能头部企业的持续进击，正在成为改变全球储能格局的关键力量。 据24潮产业研究院 (TTIR) 不完全统计，2025年至今，10大储能巨头签订海外订单总规模合计达166.26GWh。这已经是2024年海外新 型储能市场新增装机量 (81.5GWh) 的2.04倍。 从地区分布看，澳大利亚以41.16GWh的订单量位列第一，其次是中东的38GWh，第三名是亚洲 （不包含中国） 33.642GWh，其他依 次为欧洲28.897GWh、南美12.646GWh、北美12.501GWh、非洲0.912GWh。 在企业层面，10大储能巨头海外订单量均突破4GWh，6家企业突破10GWh，前三名依次为宁德时代 (52.9GWh) 、海辰储能 (34.01GWh) 和比亚迪 (19.7GWh) 。具体海外订单明细，详见文末附录。 不过需要注意的是，很多海外订单只是意向订 ...

海外 "GWh级" 储能订单的持续涌现，证明中国储能头部企业的持续进击，正在成为改变全球储 能格局的关键力量。 据24潮产业研究院 (TTIR) 不完全统计，2025年至今，10大储能巨头签订海外订单总规模合计达 166.26GWh。这已经是2024年海外新型储能市场新增装机量 (81.5GWh) 的2.04倍。 从地区分布看，澳大利亚以41.16GWh的订单量位列第一，其次是中东的38GWh，第三名是亚洲 （ 不 包 含 中 国 ） 33.642GWh ， 其 他 依 次 为 欧 洲 28.897GWh 、 南 美 12.646GWh 、 北 美 12.501GWh、非洲0.912GWh。 在企业层面，10大储能巨头海外订单量均突破4GWh，6家企业突破10GWh，前三名依次为宁德 时代 (52.9GWh) 、海辰储能 (34.01GWh) 和比亚迪 (19.7GWh) 。具体海外订单明细，详见文末 附录。 | 排序 | रह ना | 规模 (GWh) | 地区 | | --- | --- | --- | --- | | 1 | 宁德时代 | 52.9 | 澳大利亚、亚洲、中东、北美 | | 2 | 海辰 ...

文 | 中关村储能产业技术联盟 2025中国储能CEO峰会将于2025年12月3-5日在福建·厦门举办，以"破浪・共生——共塑2026 储能全球化新生态"为主题，聚焦储能产业链全球化布局，集结国内外储能企业领袖、专家学 者，围绕 国际储能热点地区和新兴市场，以及数据中心（AIDC）、储能+智能制造 等话题， 展开深度报告与研讨。 作为 第十四届储能国际峰会暨展览会ESIE 2026的前序活动 ，本届峰会还将围绕海外项目开发 和本地化运营，广泛邀请能源业主方、项目开发方、国际能源组织或机构的高级别嘉宾，助力 企业精准开拓海外新兴市场，抢占国际储能市场先机。 （一）主办单位： 中关村储能产业技术联盟 （二）联合主办： 厦门大学 厦门科华数能科技有限公司 （三）协办单位： 福建省新能源科技产业促进会 （四）支持单位： 厦门海辰储能科技股份有限公司 远景能源有限公司 厦门新能安科技有限公司 南京菲尼克斯电气有限公司 苏州精控能源科技股份有限公司 | | 开幕式暨主论坛 | | --- | --- | | | 2025年12月4日 9:00-12:30 | | 09:00-09:20 | 领导致辞 | | | 待 定 ...

Core Insights - Chinese energy storage companies are entering a significant "Age of Exploration" with overseas orders totaling nearly 250GWh for 2024-2025, which is 3.07 times the new installed capacity of 81.5GWh in the overseas energy storage market for 2024 [3][4] - The cumulative export volume of energy storage batteries from China reached 45.6GWh in the first half of the year, a year-on-year increase of 174.6%, accounting for 35.9% of the total battery exports, surpassing the growth rate of power batteries [3][4] - Despite the growth, there are concerns regarding the sustainability of policies driving this "going global" trend, as many countries are pushing for local manufacturing and supply chain localization [3][4] Market Dynamics - The U.S. has enacted the "One Big Beautiful Bill" to support domestic manufacturing, which may significantly reduce the competitiveness of Chinese energy storage companies in the U.S. market [4] - The price of energy storage systems has seen a drastic decline, with prices dropping nearly 80% over three years, leading to a chaotic price war that threatens the health of the industry [5][6] - Some companies are selling systems below cost, and there is a trend of using lower-quality battery cells to cut costs, which could lead to safety issues and damage the reputation of Chinese brands [5][6] Risks and Challenges - Many overseas orders are merely intentions, with execution periods extending up to 2-3 years, and a potential global downturn in the energy storage industry could lead to delays or cancellations of projects [6] - The bankruptcy of Powin, a top global energy storage system integrator, highlights the risks that could impact the globalization efforts of many companies [6] Competitive Landscape - The 24潮产业研究院 (TTIR) emphasizes that only companies with global layouts, strong market development capabilities, financial health, and leading brand influence will thrive in the long term [7] - A ranking of the top 10 Chinese energy storage companies based on global competitiveness will be introduced, focusing on dimensions such as overseas revenue capability, profitability, development potential, brand influence, and financial health [7][8] Rankings - The top 10 Chinese energy storage companies based on comprehensive competitiveness include: 1. CATL (宁德时代) - 81.25 2. Sungrow (阳光电源) - 77.19 3. EVE Energy (亿纬锂能) - 57.71 4. Dehui (德业股份) - 47.04 5. Huabao New Energy (华宝新能) - 46.95 6. Canadian Solar (阿特斯) - 44.58 7. Guoxuan High-Tech (国轩高科) - 39.12 8. Airo Energy (艾罗能源) - 38.43 9. Haibo Innovation (海博思创) - 38.39 10. Pylon Technologies (派能科技) - 32.82 [10][20]

Core Viewpoint - Chinese energy storage companies are rapidly expanding their overseas orders, with a total scale of nearly 250GWh signed from 2024 to August 2025, which is 3.07 times the new installed capacity of 81.5GWh in the overseas energy storage market for 2024 [2] Summary by Sections Overseas Order Distribution - The United States leads with nearly 60GWh in orders, followed by the Middle East at 52.96GWh, and Europe at 45.41GWh. Other regions include Australia (36.14GWh), Asia (23.82GWh), India (15.91GWh), and South America (12.77GWh) [2] Company Performance - 28 energy storage companies have overseas orders exceeding 1GWh, with 6 companies surpassing 10GWh. The top three companies are: - CATL (Ningde Times) with 49.65GWh - Hicharge Energy with 33.73GWh - Sungrow Power with 27.83GWh [2][4] Order Details - Detailed order information includes: - CATL: 49.65GWh across multiple regions including the US, Asia, and the Middle East - Hicharge Energy: 33.72GWh primarily in the US and Europe - Sungrow Power: 27.83GWh across the US, Europe, and Asia [4][5] Market Risks - Many overseas orders are only intentions, with execution cycles lasting 2-3 years or longer. The global energy storage industry is facing unprecedented challenges, including the bankruptcy of Powin, a top global energy storage system integrator, which could impact many companies' global development [7][8] Future Outlook - The global energy storage market may see more projects forced into "delay" or "termination" due to ongoing policy and market fluctuations. Companies must carefully manage investment scales and development rhythms to navigate these challenges [8]