> 数据图表如何看待海外工商储或迎来拐点，项目数量高速增长2025-8-4海外工商储或迎来拐点，项目数量高速增长5全球：工商储需求较小，潜在需求待开发◆ 预计25年全球工商业储能装机增长62%至16.63gwh，2026至2030年增速维持30%以上：预计25年全球工商业储能装机达到16.6gwh，同比增约60%，其中中国9gwh，海外市场分散，预计装机7.5gwh。工商储隔膜基数低，随商业模式创新，有望持续稳健增长。202411941%2212025E2026E2027E2028E2029E2030E13211%3531363%4891468%6351566%7901666%9561777%113313.1%18.0%22.4%25.2%28.0%30.7%33.4%累计光伏装机储能功率配比3.77%3.49%3.95%4.68%5.50%57数据来源：CPIA、中关村储能联盟、储能与电力市场、CNESA、CESA，东吴证券研究所图表：全球工商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）20238567%10112.5%24%2.52.66.3212.30.1%24%2.50.00.12.66.42285%3.89.125%2.63.810.1286.40.1%25%2.60.10.13.910.2560%7.719.426%2.76.216.4390.10.1%26%2.70.10.26.216.6362%13.936.029%2.58.822.2498.10.1%29%2.50.10.48.922.6136%22.958.632%2.611.830.5603.10.1%32%2.60.20.512.131.0137%34.989.636%2.615.640.7711.80.1%36%2.60.30.816.041.5234%50.9131.16.44%40%2.620.553.8823.10.1%40%2.60.41.120.954.9232%71.8186.17.51%45%2.626.870.8936.90.1%45%2.60.61.627.472.4132%99.2258.58.75%东吴证券综合其他
