节点:下游(终端消费/应用)位置:下游情绪:利好参考度:6/10


伴随欧洲储能市场的持续升温,中国企业正加速在该区域的战略布局。4月以来,多家企业密集披露欧洲市场进展:海辰储能计划投资4亿欧元(约合人民币31.7亿元)在西班牙建设大型储能电池及系统制造工厂;隆基绿能在意大利完成的首个欧洲储能一体化项目已并网投运,配置13.75MW/50.16MWh储能系统,与35MWp光伏电站协同运行。

跨界企业亦积极入局。周大福创建(CTF Services)携手联盛新能源在芬兰落地首个电池储能系统(BESS)项目,规划总装机容量30MW/65.2MWh,预计2026年第四季度投运;国内橡胶V带行业龙头三力士股份公告,拟在瑞士设立储能业务全资子公司,投资总额约2000万欧元(约合人民币1.6亿元)。

欧洲储能市场的增长并非短期现象。数据显示,2025年欧洲电池储能新增装机超30GWh,同比增长约40%。2026年,中国头部企业欧洲储能订单持续增长:瑞浦兰钧与欧洲合作伙伴签署未来两年8.3GWh储能系统供货协议,天合储能欧洲区域订单已超6GWh,阳光电源、海博思创À..

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