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]