Overseas energy storage orders surge, driving over 40 companies' foreign revenue growth in the first half of the year.
Our country's energy storage enterprises are seizing the opportunity of explosive growth in the global market, accelerating the expansion of the international market, and significantly speeding up their pace of going global. According to statistics from the CNESA DataLink global energy storage database, from January to June 2025, Chinese energy storage enterprises added overseas orders totaling 163GWh, an increase of 246% year-on-year. Their business covers more than 50 countries and regions globally, involving over 50 overseas enterprises. According to Securities Times Data Bao statistics, there are over a hundred A-share listed companies that have entered the energy storage business. Among the 56 companies whose overseas business income exceeded 100 million yuan in the first half of 2024, 41 achieved a year-on-year increase in overseas business income in the first half of this year, accounting for over 70%. Nine of these companies saw a year-on-year growth of over 50%, with Yongzhen Shares, Kelu Electronics, and Shangneng Electric achieving a doubling of overseas business income in the first half of this year compared to last year, with Yongzhen Shares experiencing the highest increase of 275.95%.
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