Energy Storage Industry Articles
Welcome to the Future Think Tank, your hub for insights into the energy storage sector. Here, we provide recommended reports, focus on hot topics, and offer intellectual resources for deep dives into the industry.
Highlighted Reports on Energy Storage
2025 World Circuit Research Report: Autonomous Driving + Energy Storage Drive Core Business Growth Prospects
Published on 2025/03/11 by Tianfeng Securities, Guangdong Shiyun Circuit Technology Co., Ltd. has become one of the leading companies in China’s PCB industry after years of development. By collaborating with well-known domestic and international companies, the firm has established a strong brand presence in the international market, earning high recognition and competitiveness. Founded in 2005, the company was listed on the Shanghai Stock Exchange in 2017. According to Prismark’s 2023 ranking of the top 40 PCB suppliers globally, Shiyun Circuit ranks 32nd, marking a rise of 3 places from 2022.
2025 Photovoltaic and Energy Storage Industry Special Report: Positive Outlook on New Technologies and Supply-Side Reforms
Published on 2025/03/06 by Tianfeng Securities, N-type BC modules have an efficiency exceeding TOPCon by more than 1% absolute and offer a power increase of 30-35W. According to TaiyangNews’s December 2024 efficiency rankings, Aiko and Maxeon’s N-type BC modules achieve efficiencies of 24.2% and 24.1%, respectively.
2025 Kunming Technology Research Report: Lead-Carbon Energy Storage Technology Breakthroughs in Dual-Line Markets, Growth in Overseas Household Orders + Domestic IDC Opportunities
Published on 2025/02/28 by Open Source Securities, as per incomplete statistics from the Zhongguancun Energy Storage Industry Technology Alliance, by the end of 2023, the cumulative installed capacity of global energy storage projects reached 289.2GW, with an annual growth rate of 21.9%. The share of pumped storage capacity has decreased significantly, falling below 70% for the first time, down 12.3 percentage points compared to the same period in 2022. New energy storage technologies have reached a cumulative installed capacity of 91.3GW, nearly double that of the same period in 2022, with lithium-ion batteries continuing to grow rapidly at an annual rate exceeding 100%.
2025 ShanGu Power Research Report: High-Dividend Turbine Giant, Advancing Gas Storage
Published on 2025/02/27 by Guojin Securities, turbine compressors are powerful fans that compress gas. According to the Sanfeng Turbine prospectus, these machines use mechanical energy input to increase gas pressure and move gases, serving as crucial equipment for providing gas power in industrial production.
2025 Energy Storage Industry Analysis: A Surge in New Energy Storage Technologies, Accelerating Commercialization of Flow Batteries
Published on 2025/02/26 by China International Bank, the renewable energy sector is a strategic direction seeing increased policy support. The State Council issued the “Carbon Peak Action Plan Before 2030” in October 2021, setting carbon neutrality goals. Following this, documents from the State Council and various national agencies have set the 2030 target for new energy installed capacity at 1.2 billion kW.
2025 Tesla Research Report: Intelligent Driving Unlocks the Flywheel Effect, Multiple Growth Drivers in Energy Storage and Robotics
Published on 2025/02/25 by Guosheng Securities, Tesla is a technology company with a comprehensive layout in vehicles, energy storage, and robotics. Established in 2003, the company transitioned from electric vehicles to energy storage in 2015, and in 2021 introduced the TeslaBot. Over its 20+ years of development, Tesla has built a diversified business model encompassing vehicles, energy services, charging, and robotics.
2025 Energy Storage Industry Annual Strategy: A New Era of Global Energy, Accelerating Demand Across Storage Scenarios
Published on 2025/02/17 by Guohai Securities, regarding installed capacity: emerging overseas household storage markets are thriving, while traditional markets in Europe face pressure. In the U.S., large-scale energy storage installations are performing well, with growth in non-U.S. regions as well. Domestic demand is primarily driven by the source-network-side.
2025 Anker Innovations Research Report: Shifting Focus to Strategic Advantages in Small, Medium, and Large Energy Storage and Security Categories
Published on 2025/02/06 by Open Source Securities, during the rapid growth phase from 2018 to 2021, Anker began developing its own products in 2015. Since then, the company has successfully launched wireless audio, smart home products (including robotic vacuums and smart security), and smart audio-visual products (projectors) outside of its charging category. This expansion has resulted in significant growth across three new categories, with traditional charging products benefiting from the iteration of Apple smartphones and the Amazon account suspension wave.
2025 Haibosi Innovation Research Report: Domestic Energy Storage Benchmark with Promising Overseas Expansion
Published on 2025/02/05 by Dongwu Securities, Haibosi is a leading provider of energy storage system solutions and technical services in China. Founded in 2011, it integrates R&D, production, and sales, offering a full range of energy storage system products and one-stop solutions to global customers. The company, a national high-tech enterprise, specializes in precise battery energy management technology.
2025 New Energy Storage Industry Development Status and Trends: CNESA DataLink 2024 Energy Storage Data Release
Published on 2025/01/24 by Zhongguancun Energy Storage Industry Technology Alliance, new energy storage installations have first exceeded 100 GWh, reaching 78.3GW/184.2GWh, with year-on-year growth of 126.5%/147.5%. New additions include 43.7GW/109.8GWh installed capacity in China, reflecting a year-on-year increase of 103%/136%. The month of December saw the highest new installations, totaling 13.0GW/33.6GWh.
2025 Global Energy Storage Observation: European Energy Transition Drives Demand for Large Storage, Favorable Opportunities for Domestic Manufacturers Abroad
Published on 2025/01/20 by Huatai Securities, the demand to reduce foreign energy dependence and carbon emissions is driving Europe to actively develop renewable energy. In May 2022, the EU announced the REPowerEU plan, raising the 2030 renewable energy share target from 40% to 45%. In 2023, the European Parliament passed the RED III directive, aiming to increase the share of renewable energy in the EU’s final energy consumption to 42.5% by 2030 (with member states targeting 45%).
2025 Energy Storage Industry Investment Strategy: A Blooming Market with Promising Prospects
Published on 2025/01/10 by Pacific Securities, China’s large storage bidding continues to thrive, with the main forms being collective procurement, renewable energy storage integration, and independent storage. According to data from the energy storage and electricity market, the bid sizes in China have shown sustained growth, with 53.1GW/140.6GWh awarded from January to November 2024, marking year-on-year increases of 55.7%/88%. The types of bids include collective procurement, renewable energy integration, and independent storage, with seasonal patterns evident in collective procurement.
2025 Wind-PV-Storage Industry Investment Strategy: A Positive Upswing in Energy Storage and Stable Growth in Power Grid Equipment
Published on 2025/01/09 by Chengtong Securities, the overall performance of the power equipment industry in 2024 was disappointing, falling short of positive excess returns compared to the CSI 300 index. As of December 20, 2024, the power equipment index showed a fluctuation of 5.4%, while the CSI 300 index rose by 14.5%, leading to an excess return of -9.1%.
2025 Energy Storage Industry Strategy Report: Large Storage Soars, Household Storage Blossoms
Published on 2025/01/07 by Dongwu Securities, the growth rate of large storage installations in the U.S. rebounded in 2024, with new installations from January to November increasing by 66%. With faster grid connections and transformer shortages, the U.S. large storage market returned to high growth, accumulating 8.3GW of new installations during this period, a year-on-year increase of 68%.
2025 PV-Wind-Energy Storage Industry Strategy: Steady Demand on the Supply Side
Published on 2025/01/06 by Zhejiang Commercial Securities, the core insight is that after a broad rebound in oversold conditions, the fundamental turning point will be critical for the next round of expectations. On the demand side, global photovoltaic installation demand remains robust, with growth focusing on emerging markets.
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