分析人士表示，随着中东冲突使化石燃料价格维持高位，推动绿色能源项目对其产品的需求增加，中国的储能系统制造商，包括宁德时代（CATL）和国轩高科，有望从中受益。
China’s makers of energy storage systems, including Contemporary Amperex Technology (CATL) and Gotion High-Tech, stand to benefit as conflict in the Middle East keeps fossil fuel prices elevated, raising demand for their products in green energy projects, according to analysts.
分析人士预计，这些利好因素将超过本地市场放缓带来的影响，该市场需求不及预期，导致锂离子电池供应链的股价在过去六个月中下跌超过46%。
The tailwinds are expected to outweigh a slowdown in the local market, where weaker-than-expected demand has dragged stock prices in the lithium-ion battery supply chain down by more than 46 per cent over the past six months.
在中东战争期间，中东和东南亚对电池储能系统（BESS）产品的需求有所上升，香港咨询公司WaterRock Energy Economics总监张柳通表示。太阳能和风能项目依赖BESS，中国公司主导了该市场，张补充道。
Amid the war in the Middle East, demand had risen for battery energy storage system (BESS) products in the Middle East and Southeast Asia, said Lucas Zhang Liutong, director of Hong Kong-based consultancy WaterRock Energy Economics. Solar and wind projects relied on BESS, and Chinese companies dominated the market, Zhang added.
“从经济角度看，太阳能加BESS实现全天候运行，在亚洲可以与新的液化天然气联合循环燃气轮机项目在成本上相竞争，”他说。“因此，在拥有足够空间建设大型太阳能项目的国家，未来几年对[中国]BESS的需求预计将大幅增加。”据台北咨询公司InfoLink称，上半年，中国BESS集成商在全球此类产品出货量前十名中占据九席，总部位于深圳的比亚迪位居榜首。
“Economically, solar plus BESS for 24/7 operation can be cost competitive against new liquefied natural gas-fired combined-cycle gas turbine projects in Asia,” he said. “Thus, in countries with sufficient space for large-scale solar projects, demand for [Chinese] BESS is expected to increase materially in the coming years.”In the first half of the year, Chinese BESS integrators accounted for nine of the world’s top 10 providers of such products by shipments, with Shenzhen-based BYD leading the pack, according to Taipei-based consulting firm InfoLink.
据首尔SNE Research的数据显示，按储能电池出货量计算，宁德时代领先其他九家中国制造商，同期中国制造商占据前十名全部席位。
By the volume of energy storage batteries, CATL led nine other Chinese manufacturers, as the country’s producers occupied the entire top 10 during the same period, data from Seoul-based SNE Research showed.
上海咨询公司Automotive Foresight总经理叶张表示，除了成本优势，中国公司还可以利用其高产品质量和快速交付来捕捉海外的新需求。
Besides cost advantages, Chinese companies can leverage their high product quality and fast delivery to capture new demand overseas, said Yale Zhang, managing director of Shanghai-based consulting firm Automotive Foresight.
他补充道：“只有中国企业拥有技术人才和专注的团队，能够胜任稳定、长期的工厂运营和维护工作，且可持续20年以上。”
“Only Chinese companies have the technical talent and dedicated teams capable of handling stable, long-term plant operations and maintenance that could last over 20 years,” he added.
国轩高科和比亚迪已将部分海外项目的交付周期从早前的五至七个月缩短至三个月。
Gotion and BYD have reduced delivery timelines for some overseas projects to three months from five to seven months earlier.
例如，国轩高科在破土动工仪式后仅三个月，就为非洲最大的独立储能项目发出了首批储能系统产品。该公司表示，首批50辆卡车于9月底出发前往埃及的项目现场。该公司总部位于中国中部安徽省省会合肥。
For example, Gotion sent the first batch of BESS products for Africa’s largest stand-alone project only three months after ag ceremony, according to a statement from the company. The first 50 trucks departed for the project in Egypt at the end of September, said the company, based in Hefei, the capital of central China’s Anhui province.
比亚迪于9月底与合作伙伴Greenvolt集团在波兰破土动工，建设该国最大的电池储能系统制造工厂。该工厂规划产能为2.4吉瓦时，预计将于2027年底前投入商业运营。
BYD broke ground on Poland’s largest manufacturing facility for battery storage systems in late September with partner Greenvolt Group. With a planned capacity of 2.4 gigawatt hours, the commercial operation is expected to start by the end of 2027.
WaterRock的张某警告称，从签约到交付的周期缩短，可能表明储能系统存在产能过剩，以及中国企业在海外市场竞争激烈。
Zhang of WaterRock warned that shortened timelines fromg to delivery could indicate BESS overcapacity and high competition among Chinese companies in overseas markets.
宁德时代在10月21日的财报电话会议上反驳了供应过剩的警告，称预计明年国际市场的储能系统需求将“保持强劲”。
CATL pushed back against oversupply warnings in its earnings call on October 21, saying that it expected BESS demand in international markets to “remain robust” next year.
总体而言，全球电池需求可能并不像市场此前担忧的那样悲观，仍具有相对较好的增长潜力。这家全球领先的电动汽车电池生产商在公布第三季度净利润大幅放缓后，向投资者作出了上述表示。
Overall, the global demand for batteries might not be as pessimistic as the market had worried, with relatively good growth potential, executives of the world’s leading producer of batteries for electric vehicles told investors after the firm reported a sharp slowdown in its third-quarter net profit.