英文【Bernstein】Bernstein-全球储能：美国ESS需求能否抵消韩国电池制造商的电动汽车疲软

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📄 文件全名: 《英文【Bernstein】Bernstein-全球储能：美国ESS需求能否抵消韩国电池制造商的电动汽车疲软-20250916【19页】.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: 57% YTD to 23.7 GWh. ESS growth is outpacing the growth in.soler and winc capacity,
is estimated at 192 GWwh in 2025 (+20% y-o-y). This consists of ESS demand of growth of
50% to 51GWh, while EV bettery clemand growth is more modest at 13%, ESS is expected
to account for 27% of the total which would be the highest cver.
lariffs on Chinese ESS balleries are around 40% loday and rising to 58%s slarling in
🏷️ 核心议题: #储能

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报告摘要

SOCIETE GENERALE GROUP Global EnergyStorage GlobalEnergyStorage:CanUSESSdemandoffsetEVweakness

📋 核心要点(部分)

16 5cptember 2025
16 September 2025
12.5ep
52.95
11.59
15.41
18.89
900750.CH (CATL

❓ 常见问题

《英文【Bernstein】Bernstein-全球储能：美国ESS需求能否抵消韩国电池制造商的电动汽车疲软》主要包含哪些内容?

SOCIETE GENERALE GROUP Global EnergyStorage GlobalEnergyStorage:CanUSESSdemandoffsetEVweakness核心数据:57% YTD to 23.7 GWh. ESS growth is outpacing the growth in.soler and winc capacity,;is estimated at 192 GWwh in 2025 (+20% y-o-y). This consists of ESS demand of growth of;50% to 51GWh, while EV bettery clemand growth is more modest at 13%, ESS is expected。

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覆盖 2025 年,全文约 19。

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