> 数据图表谁知道总结：全球大储多点开花，24-26年新增建设高峰期2025-8-4总结：全球大储多点开花，24-26年新增建设高峰期3储能电池出货：25年486GWh，26年611GWh◆ 分厂商看，储能电池中宁德、亿纬份额稳居前二，但25H1份额有所下降，而中创新航、远景能源、比亚迪、海辰储能份额提升明显。25H2预计储能电池整体格局稳定。图表：全球储能电池出货量需求预测（GWh）公司宁德时代比亚迪韩国SDI亿纬锂能瑞浦新能源国轩高科鹏辉能源韩国LGES海辰储能南都电源派能科技日本松下ATL中创新航远景能源欣旺达中天科技海基能源天津力神其他合计202369.0 25.0 4.0 28.0 17.0 7.0 5.5 4.0 14.0 6.0 2.2 2.0 3.0 5.8 5.5 1.5 1.0 0.5 1.8 12.0 214.82024110.0 20.0 4.5 52.0 22.0 20.0 10.0 4.6 25.0 7.0 1.5 1.0 1.0 25.0 12.0 5.0 0.2 0.5 2.0 12.0 335.3同比59.4%-20.0%12.5%85.7%29.4%185.7%81.8%15.0%78.6%16.7%-31.8%-50.0%-66.7%331.0%118.2%233.3%-80.0%0.0%11.1%0.0%56.1%占比32.8%6.0%1.3%15.5%6.6%6.0%3.0%1.4%7.5%2.1%0.4%0.3%0.3%7.5%3.6%1.5%0.1%0.1%0.6%3.6%100.0%占比变化0.7pct-5.7pct-0.5pct2.5pct-1.4pct2.7pct0.4pct-0.5pct0.9pct-0.7pct-0.6pct-0.6pct-1.1pct4.8pct1.0pct0.8pct-0.4pct-0.1pct-0.2pct-2.0pct0.0pct2025E160.0 30.0 5.0 75.0 32.0 28.0 13.0 5.0 35.0 8.0 2.0 1.0 1.2 35.0 18.0 7.0 0.2 0.5 2.5 12.0 470.4占比 占比变化同比45.5% 34.0% 1.2pct50.0%0.4pct6.4%11.1%1.1% -0.3pct44.2% 15.9% 0.4pct45.5%0.2pct6.8%6.0%40.0%0.0pct2.8% -0.2pct30.0%1.1% -0.3pct8.7%40.0%7.4%0.0pct1.7% -0.4pct14.3%0.4%33.3%0.0pct0.0%0.2% -0.1pct0.0pct0.3%20.0%0.0pct7.4%40.0%50.0%3.8%0.2pct0.0pct1.5%40.0%0.0pct0.0%0.0%0.1%0.0%0.0pct25.0%0.5% -0.1pct0.0%2.6% -1.0pct40.3% 100.0% 0.0pct61数据来源：CPIA、中关村储能联盟、储能与电力市场、CNESA、CESA，东吴证券研究所东吴证券综合其他
