> 数据图表我想了解一下总结：全球户储恢复稳定增速2025-8-4总结：全球户储恢复稳定增速8全球：25年全球户储恢复稳定增速◆ 预计25年全球户储装机21gwh，同比+14%：预计25年全球装机21gwh，同比增长14%；26年预计装机增长11%，有望达23.6gwh。图表：全球户储需求预测全球市场新增光伏装机（Gw）-增速存量光伏装机（Gw）新增配储渗透率（%)功率配比（%）储能时长（h）新增装机配储能（Gw）新增装机配储能（Gwh）年初存量光伏未配储（Gw)存量光伏新配储渗透率（%）功率配比（%）储能时长（h）存量装机新增配储能（Gw）存量装机新增配储能（Gwh）合计当年新增储能（Gw）合计当年新增储能（Gwh）-增速储能累计装机（Gw）累计装机储能（Gwh）累计光伏装机储能功率配比202310143%3399.1%100%1.79.215.5226.71.5%100%1.71.22.010.417.55105%21.834.66.43%2024100-1%4399.1%100%1.79.115.8315.21.8%100%1.71.62.910.718.717%32.553.32025E2026E2027E2028E2029E2030E11515%5548.4%100%1.89.717.2400.62.1%100%1.82.24.111.921.2714%44.374.513215%6877.4%100%1.89.817.8497.32.4%100%1.83.15.812.923.6311%57.398.215114%8387.7%100%1.811.721.4608.02.7%100%1.84.68.716.330.0327%73.6128.28.78%17415%10128.0%100%1.813.925.7731.13.0%100%1.86.612.420.538.0727%94.1166.39.30%19713%12098.2%100%1.916.230.2869.33.3%100%1.99.217.325.447.4725%119.5213.79.89%22414%14338.4%100%1.918.935.51021.53.6%100%1.912.423.531.359.0324%150.9272.810.53%47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7.39%8.00%8.34%东吴证券综合其他
