TechFlow News, July 3, according to Chaoxiang Research, Guosen Securities' latest research report predicts that from 2026 to 2030, global energy storage new installed capacity will grow from 508GWh to 842GWh, with a CAGR of 13%, and corresponding output value will grow from 533.9 billion yuan to 839.5 billion yuan.
China's energy storage installation growth rate will decline from 73% in 2025 to 8%, but driven by new AI data center grid-connection policies in the US, the EU signing a tripartite energy storage agreement to lock in 2030 targets, coupled with increased policy support in emerging markets such as Australia, the Middle East, and Southeast Asia, these three major markets and emerging markets jointly support the core growth.
In terms of segmentation, commercial and industrial energy storage CAGR from 2026 to 2030 reaches 22%, significantly outperforming front-of-the-meter energy storage's 13%, becoming the fastest-growing sub-sector. Guosen Securities gives nine stocks including Sungrow, CATL, EVE Energy an outperform rating, while warning of risks such as international trade barriers, escalating tariff friction, and overseas demand falling short of expectations.
