伯恩斯坦：2026年6月全球储能跟踪报告：中国储能持续发力（英文版）

reached a record high of 93.1GWh, representing92% YoY and 14% MoM growth. Our industry model can be downloaded here (Link). Domestic shipments remained the key driver, increasing 89% YoY to 89.9GWh, while overseas shipments grew even faster, up192% YoY to 3.2GWh. For 2026TYD, China ESS shipments reached 309.1GWh, up 109% YoY.China ESS plant utilization remained at a high level, with production utilization reaching 94%, up from 69% in the same period last year. This signals tightening near-ter