> 数据图表如何看待全球工商储商业模式多样，海内外共同发展2026-7-3全球工商储商业模式多样，海内外共同发展◆ 我们预计26年全球工商业储能装机同比增长112%至43GWh，2026至2030年年度同比增速维持40%以上的平均增速：我们预计26年全球工商业储能装机达到43GWh，同比增约112%，其中中国17.7GWh。工商储海内外共同发展，随补贴推进、商业模式创新，有望持续增长。图表：全球工商储需求预测全球市场合计当年新增储能（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美国市场新增光伏（GW)-增速-占比新增储能（GW)新增储能（GWh）-增速-占比中国市场新增光伏（GW)-增速-占比新增储能（GW)新增储能（GWh）-增速-占比欧洲市场新增光伏（GW)-增速-占比新增储能（GW)新增储能（GWh）-增速-占比其他市场新增光伏（GW)-增速-占比新增储能（GW)新增储能（GWh）-增速-占比202520.3089%15.5 40.5 4.39%210%1.36%0.220.615%2.99%835%62.96%3.6310.574%51.86%2015%15.28%2.576.2173%30.41%26.96 28%20.40%1.033.058%14.73%2026E43.00112%30.1 83.5 6.25%210%1.53%0.260.721%1.71%71-15%54.70%6.1117.768%41.23%2420%18.74%5.6515.3147%35.49%32.35 20%25.03%2.659.3210%21.57%2027E72.6669%52.7 156.2 8.44%210%1.52%0.300.921%1.22%745%51.88%8.3826.751%36.78%2815%19.47%9.7929.493%40.44%38.82 20%27.13%4.1215.769%21.56%2028E111.4453%85.3 267.6 10.92%212%1.56%0.351.121%0.97%785%49.90%11.4140.150%35.94%3112%19.97%15.0946.859%41.97%44.64 15%28.58%5.7423.550%21.12%2029E163.3147%130.3 430.9 13.70%310%1.58%0.401.215%0.76%825%48.22%15.0958.245%35.66%3410%20.22%21.6469.348%42.41%50.89 14%29.98%7.8634.647%21.17%2030E218.2134%188.2 649.2 16.58%310%1.60%0.441.415%0.66%865%46.67%16.3166.114%30.30%3810%20.50%30.58100.946%46.24%57.51 13%31.23%10.5949.844%22.80%96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
