
在正在举行的第136届中国进出口商品交易会(广交会)第一期展览中,一个太阳能与储能展馆每天吸引了数千名参观者。
During the first phase of the ongoing Canton Fair, China’s biggest trade expo, a solar power and energy storage exhibition hall attracted thousands of visitors a day.
中国制造商试图利用霍尔木兹海峡石油运输受限的担忧以及全球气候变化趋势,将海外对可靠电力的需求转化为订单。
Chinese manufacturers sought to capitalise on concerns about restricted shipments of oil through the Strait of Hormuz and global climate change trends by turning overseas demand for reliable power into orders.
浙江时代太阳能科技有限公司销售副总经理徐雷平表示,该公司于7月开始销售一种新开发的、专为阳台设计的轻量化太阳能电池板。
Xu Leiping, deputy general manager of sales at Zhejiang Era Solar Technology, said the company had begun selling a newly developed lightweight solar panel designed for balcony use in July.
每块电池板面积约1.5平方米(16.1平方英尺),重量约2公斤(4.4磅),而同尺寸的传统电池板重约14公斤(30.9磅)。徐雷平称,重量的降低使安装和硬件成本较传统屋顶安装系统降低了15%至20%。
Each panel covers about 1.5 square metres (16.1 square feet) and weighs roughly 2kg (4.4 pounds), compared with about 14kg (30.9 pounds) for a conventional panel the same size. Xu said the lower weight cut installation and hardware costs by 15 to 20 per cent compared with traditional rooftop mounting systems.
“加纳的一位客户仅凭我们的设计方案,在未见实物原型、宣传册或宣传视频的情况下,现场下了200台的试订单,”徐雷平在上个月的展会上表示。
“A client from Ghana placed a trial order for 200 units on the spot, without even seeing a physical prototype, brochure or promotional video, simply based on our design deck,” Xu said at the fair last month.
凭借完善的供应链和产业规模,中国生产了全球大部分储能系统,其中包括太阳能电池板、电池和控制软件。
Driven by its extensive supply chains and industrial scale, China produces most of the world’s energy storage systems, which include solar panels, batteries and control software.
总部位于广州的菲利希太阳能产品经理林燕邦展示了一款面向工厂、农场和商铺的工商业储能柜及逆变器系统,该系统可与太阳能电池板和电网集成。
Lin Yanbang, a product manager at Guangzhou-based Felicity Solar, exhibited an industrial and commercial battery cabinet and inverter system for factories, farms and shops that integrates with solar panels and the power grid.

他表示,一位南非酒店运营商客户在安装该储能柜后,电费账单降低了80%。
He said one customer, a South African hotel operator, had cut its power bill by 80 per cent after installing the cabinet.
在欧洲,储能被更多地视为一种消费品,一种可自由支配的购买行为。——山东奥格兰德新能源科技总经理李建军“需求正在激增,不仅在中东,在非洲和拉美也是如此,”林某表示,并补充说,中国计划从明年初起取消电池6%的出口退税,这促使出口商在该时间点前加快发货。
In Europe, energy storage is viewed more like a consumer good, a discretionary purchaseLi Jianjun, Shandong Allgrand New Energy Technology“Demand is surging, not just in the Middle East but across Africa and Latin America,” Lin said, adding that the planned removal of China’s 6 per cent export tax rebate on batteries from the start of next year had spurred exporters to boost shipments before then.
旺盛的海外销售为中国制造商提供了一条途径,以抵消由产能过剩引发的激烈国内竞争。
Brisk overseas sales offer Chinese manufacturers a way to offset intense domestic competition driven by excess production capacity.
据江苏省光伏产业协会数据,今年第二季度,中国海外储能工程及部署项目达21个,同比增长75%。
In the second quarter of this year there were 21 Chinese energy storage engineering and deployment projects overseas, up 75 per cent year on year, according to data from the Jiangsu Photovoltaic Industry Association.
绿色能源研究机构EnergyTrend近日报告称,今年第三季度,中国供应商签署的即装即用储能系统合同中,海外订单——主要来自欧洲和中东——占比达93%。参展商表示,来自亚洲、非洲和拉美的需求正转化为订单。
EnergyTrend, a green energy research organisation, reported recently that overseas orders – primarily from Europe and the Middle East – made up 93 per cent of the contracts for ready-to-install storage systems signed by Chinese suppliers in the third quarter of this year. Exhibitors at the fair said demand from Asia, Africa and Latin America was translating into orders.
电池生产商兼出口商山东奥格兰德新能源科技总经理李建军表示,得益于为非洲和东南亚量身定制的高压储能产品,销售额同比增长逾40%。
Li Jianjun, general manager of Shandong Allgrand New Energy Technology, a battery producer and exporter, said sales were up more than 40 per cent year on year, driven by customised high-voltage storage products tailored for Africa and Southeast Asia.
他表示,公司在印尼、伊拉克、肯尼亚和乌干达设有仓库,订单已排至明年1月。
With warehouses in Indonesia, Iraq, Kenya and Uganda, he said the company’s order book was full through January.
李建军说,奥格兰德已抓紧完成投资3亿元人民币(约合4500万美元)的工厂二期建设,并暂停了在欧洲拓展销售的努力,以更好地专注于增长更快的非洲和东南亚市场。
Li said Allgrand had rushed to complete the second phase of its factory for 300 million yuan (US$45 million) and had paused efforts to expand sales in Europe to better focus on faster-growing markets in Africa and Southeast Asia.
“在欧洲,储能更多被视为一种消费品,是一种可自由支配的购买,”他说。“但在非洲和东南亚,电网薄弱,油价高得离谱,极端天气频发。这使得储能成为绝对的刚需——仅仅是为了维持日常生活和企业运转。”深圳瑞电绿色能源科技销售经理李子勤表示,公司今年海外销售额预计将翻倍至约2亿元人民币,其中中东和亚太地区部分市场预计将增长200%至300%。
“In Europe, energy storage is viewed more like a consumer good, a discretionary purchase,” he said. “But in Africa and Southeast Asia, power grids are weak, oil prices are crazy high and extreme weather hits all the time. That makes energy storage a total must-have – just to keep daily life and businesses running.”Li Ziqin, sales manager at Shenzhen Ruidian Green Energy Technology, said the company’s overseas sales were projected to double to roughly 200 million yuan this year, with some markets in the Middle East and the Asia-Pacific region expected to grow by 200 to 300 per cent.
他补充道,瑞电生产锂电池系统和智能储能装置,计划明年将年产能从2.5吉瓦时翻倍至5吉瓦时。
Ruidian, which makes lithium battery systems and intelligent energy storage units, planned to double its annual production capacity from 2.5 gigawatt-hours to 5GWh next year, he added.
缺乏足够成品油储备、遭受频繁电网不稳定困扰、并寻求摆脱昂贵化石燃料依赖的新兴经济体,已成为关键增长动力。
Emerging economies that lack sufficient reserves of refined fuel, suffer frequent power grid instability and are looking for ways to wean themselves off expensive fossil fuels have become critical growth drivers.
江苏省光伏产业协会数据显示,巴基斯坦去年电池储能进口量激增220%,达到4.6吉瓦时,今年4月单月出货量较2024年同期增长15倍。
Pakistan’s battery storage imports surged 220 per cent last year to 4.6GWh, and monthly shipments this April were up 15-fold compared with the same month in 2024, Jiangsu Photovoltaic Industry Association data showed.
随着中国出口商与国内竞争对手争夺全球市场份额,快速产品迭代和大规模生产已成为它们抵御模仿者和价格战的护城河。
As Chinese exporters race domestic rivals to grab global market share, rapid product upgrades and massive production scales have become their defence against copycats and price wars.
“我们真正的护城河是快速技术迭代和通过规模降低成本,”时代太阳能的徐某表示,并补充说公司计划于3月推出新一代光伏组件。
“Our real moat is quick tech upgrades and cutting costs through scale,” Era Solar’s Xu said, adding that the company planned to roll out a next-generation solar module in March.