沙利文发布《2026年第一季度全球户用储能电池市场调研报告》
Frost & Sullivan Releases the " 2026 Q1 Global Residential Energy Storage Battery Market Research Report"
2025年，全球户用储能电池出货量达到106.0GWh，主要得益于屋顶光伏系统的广泛部署，家庭需要配套储能以最大化自发自用比例，降低电费支出。同时，锂离子电池成本的持续下滑显著提升了储能系统的经济性，使更多家庭能够负担。各国政府推出的补贴、税收减免及低息贷款政策，叠加零售电价的上涨趋势，进一步刺激了安装需求。此外，全球碳中和目标与能源独立意识的提升也促使家庭将储能视为关键备用电源，共同推动了市场的快速渗透。
展望未来，虚拟电厂（VPP）项目的规模化推广将成为核心驱动力，通过聚合家庭电池参与电力市场交易和调频服务，为用户创造额外收益。同时，大容量住宅电池系统的需求日益上升，光伏+储能一体化安装模式加速普及，带动系统集成需求。智能能源管理系统的进步、家庭电气化进程以及电动汽车充电场景的融合，将进一步提升储能电池的附加价值。此外，固态电池等新兴技术的商业化突破，以及各国对户用储能的持续的政策扶持与补贴延续，预计将维持市场的高速增长势头。
In 2025, global shipments of residential energy storage batteries reached 106.0 GWh. This robust growth was mainly driven by the widespread rollout of rooftop photovoltaic systems. Households adopted matching energy storage systems to maximize self-consumption of on-site solar power and cut electricity bills. Meanwhile, the continuous decline in lithium-ion battery costs greatly improved the cost-effectiveness of energy storage systems, making them affordable for a growing number of households. Subsidies, tax breaks and low-interest loan policies introduced by governments worldwide, coupled with rising retail electricity prices, further boosted installation demand. Additionally, global carbon neutrality targets and heightened awareness of energy independence have led households to regard energy storage as an essential backup power source, jointly fueling rapid market penetration.
Looking ahead, the large-scale rollout of Virtual Power Plants (VPPs) will act as a core growth driver. By aggregating residential batteries to participate in power market transactions and frequency regulation services, VPPs will generate extra revenue for end users. Demand for high-capacity residential battery systems is also rising, and the integrated PV-plus-storage installation model is gaining traction, spurring demand for system integration services. Advances in smart energy management systems, the electrification of residential loads, and integration with electric vehicle charging scenarios will further raise the added value of energy storage batteries. Moreover, commercial breakthroughs in emerging technologies such as solid-state batteries, along with sustained policy support and subsidies for residential energy storage across nations, are expected to sustain rapid market expansion.
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