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~ 2025年开年至今， 瑞浦兰钧 已斩获超26.5GWh储能订单，订单量直接刷新行业纪录！最新动态显示，9月 16日，瑞浦兰钧与 Energy Vault 签署2026年供货协议，将在2026年供应3GWh储能系统，双方将在澳大利 亚、美国和欧洲市场深化合作。这并非偶然，此前双方已累计供货超1.5GWh，项目已成功落地美国、欧洲和 澳洲多个市场。 从具体签约动态来看，2025 年以来关键订单落地节奏紧凑：5 月与 韩国晓星重工业 达成合作，签下 2.5GWh 储能订单，进一步拓展海外市场；6 月借上海展会契机集中发力，一次性与 8 家企业签约，订 单规模超 20GWh，彰显国内市场认可度；8 月再传捷报，与日本合作伙伴敲定未来两年超 1GWh 订 单，海外布局持续深化。 订单的高增长直接转化为市场端的亮眼表现。在储能领域，2025 年上半年瑞浦兰钧储能电池出货量达 18.87GWh，较去年同期大幅增长 119.3%，增速远超行业平均水平；细分赛道更显竞争力，其 户储电 芯 出货量与用户侧电芯出货量双双登顶全球第一，成为该 ...

Summary of Key Points from the Conference Call Industry Overview - The global energy storage market is experiencing significant growth, with total shipments exceeding 300 GWh from January to July 2025, which is 2.1 times that of the same period last year, surpassing initial forecasts [1][2] - The energy structure is shifting from coal and gas to wind and solar, leading to improved economic viability for energy storage solutions [1][4] - The market is expected to maintain long-term growth, driven by new pricing mechanisms that lower marginal costs of basic electricity [1][4] Market Trends and Projections - In Europe, the commercial energy storage ratio is currently low, with expectations for installed capacity to reach 5 GWh by 2025, doubling year-on-year, and potentially reaching 20 GWh by 2029, with a compound annual growth rate (CAGR) exceeding 50% [1][7] - The demand for solar plus storage solutions is high in regions with weak grid infrastructure, such as Africa and Latin America, where household storage systems can reduce electricity costs [1][8] - The Asia-Pacific region, particularly countries like Pakistan, Iraq, and Syria, shows strong demand for energy storage due to frequent power outages [1][8] Investment Opportunities - Short-term investment opportunities include companies expanding into international markets (Europe, Latin America, Africa, Southeast Asia, and the Middle East), those focusing on technology development, and firms deepening their presence in niche markets [1][5] - Companies like 德业股份 (Deye) and 艾罗能源 (Aero Energy) are highlighted for their strong market positions and growth potential, particularly in the European market [10][12] Competitive Landscape - The competitive landscape among energy storage companies is shifting towards product innovation and market expansion, with companies like 德业股份 capturing significant market share in Africa and Latin America [9] - The introduction of new products, such as high-capacity storage systems, is enhancing competitiveness and meeting the growing demand in emerging markets [9][10] Financial Performance and Valuation - Companies in the energy storage sector are showing improved financial performance, with significant revenue growth and profit recovery expected in the second half of 2025 [2][21] - The valuation of leading energy storage companies remains relatively low, attracting investor interest amid high market demand [21][22] Future Outlook - The global energy storage market is projected to exceed 450 GWh in shipments for 2025, with sustained growth driven by both developing and developed countries [24] - The long-term outlook for the energy storage market is optimistic, with expectations for continued demand growth and profitability [24]