> 数据图表如何才能欧洲：大储多点开花，增速高，持续性强2025-8-4欧洲：大储多点开花，增速高，持续性强625年欧洲大储高速增长，长期持续性高◆ 预计25年装机上修至18gwh，同比翻倍以上：25年预计储能装机17.6gwh，同比增122%，英国继续高增，多点开花，意大利贡献增量。图表：欧洲大储需求预测合计当年新增储能（Gw）合计当年新增储能（Gwh）-容量增速英国（GWh）-增速意大利（GWh）-增速希腊（GWh）-增速西班牙（GWh）-增速爱尔兰（GWh）-增速波兰（GWh）-增速德国（GWh）-增速法国（GWh）-增速其他（GWh）-增速储能累计装机（Gw）累计装机储能（Gwh）20232.4 3.6157%2.376%0.20.10.10.30.10.310.10.26.7 10.220244.4 7.92120%2.58%2.81300%0.1100%0.2100%0.567%0.4700%0.70128%0.250%0.6196%11.1 18.12025E8.8 17.61122%5.0100%5.079%1.0900%0.5150%0.860%0.775%1.5114%0.3100%2.8390%19.9 35.82026E12.9 32.2183%7.651%7.040%1.220%2.0300%1.140%1.5114%2.350%0.550%9.1225%32.8 68.02027E16.1 48.3050%9.830%8.521%1.417%3.575%1.640%2.033%3.450%0.878%17.390%48.9 116.32028E19.7 61.9328%10.35%10.220%2.150%4.940%2.240%2.840%5.150%1.360%23.133%68.5 178.22029E23.4 75.2221%10.85%11.210%2.730%5.920%2.620%3.420%7.650%2.060%28.925%91.9 253.42030E27.6 90.4720%11.910%12.310%3.320%6.25%2.85%3.55%9.930%3.360%37.329%119.5 343.917数据来源：CPIA、中关村储能联盟、储能与电力市场、CNESA、CESA，东吴证券研究所测算东吴证券综合其他
