According to preliminary statistics from the Gaogong Industry Institute Energy Storage Research Institute (GGII), global residential energy storage system shipments are projected to reach approximately 35 GWh in 2025, marking a substantial year-on-year increase of nearly 50%.

This significant leap not only signals the industry's entry into a new cycle of demand release following inventory adjustments but also profoundly reflects the explosive growth trends in specific regional markets, driven by strong policy catalysts or unique situational factors amid the global energy transition wave.

Chinese supply chain companies have demonstrated formidable market penetration, dominating the shipment volumes. This advantage is evident not only in the export scale of residential storage system enterprises but also in their more flexible and diversified industrial chain collaboration models.

In regions with varying market access conditions and commercial ecosystems, residential storage inverter manufacturers, represented by companies such as Ginlong Technologies (300763.SZ), Pylon New Energy, Soros New Energy, and GoodWe (688390.SH), along with specialized residential storage battery system suppliers like Pylontech (688063.SH), Zeta Power, and Anshi New Energy, have achieved significant market breakthroughs by focusing on core components and deepening cooperation with local brands or channel partners.

From a regional perspective, the market concentration of installed residential storage capacity is pronounced. The combined installed capacity in the four major markets—Germany, the United States, Australia, and Japan—is expected to account for 57% of the global total in 2025, highlighting the dominant position of mature markets in global demand.

This landscape is bolstered by sustained policy support systems: Germany maintains market vitality through low-interest loans, while Australia has committed 7.2 billion Australian dollars in subsidies, enabling users to save up to 30% of total costs.

It is noteworthy that although emerging markets account for a relatively small share in global installation statistics, a significant number of their off-grid projects are not captured in official data, indicating that their actual market potential has not yet been fully unleashed.

In 2025, the Australian residential energy storage market emerged as the world's largest single source of incremental growth. The direct trigger for this change was a large-scale subsidy policy launched by the government within the year.

In July 2025, Australia's Labor government initiated the "Household Battery Scheme" with an initial budget of 2.3 billion Australian dollars; in December of the same year, the government further allocated an additional 4.9 billion Australian dollars in investment.

By substantially reducing users' initial investment costs, this policy has had a rapid and significant effect on stimulating market demand. GGII data shows that Australia's residential storage shipments were 1.1 GWh in 2024. Driven by policy incentives, its shipments are expected to surge to 6.5 GWh in 2025, representing a year-on-year growth rate of nearly 490%.

This growth trajectory clearly demonstrates the powerful boost that fiscal subsidies provide for market activation and also reflects the high acceptance level already achieved in Australia's distributed solar-plus-storage market.

In this process, Chinese companies, represented by Sigenergy, Sungrow Power Supply, Wheat Field Energy, and Wattsonic, have captured the major market share by leveraging advantages in supply chain, products, and channels.

It is important to note that this market is approaching a clear policy phase-out point. According to the plan, Australia's Small-scale Technology Certificate (STC) multiplier will be reduced from 8.4 to 6.8 in May 2026.

This definitive expectation is likely to trigger a concentrated wave of project installations in the first five months of 2026, thereby constituting the primary demand support for the market in the coming year. Thereafter, market growth may gradually return to a norm dominated by long-term economic factors such as electricity prices and photovoltaic penetration rates.

Against the backdrop of stabilizing growth in the overall European residential storage market, the Eastern European region has become a crucial pillar for sustaining regional growth. Demand in this market is primarily driven by two types of factors.

One category consists of policy-driven markets, represented by countries like Poland and Hungary. The Polish government has increased the tax rebate for residential energy storage equipment to $3,542 per household, doubling the previous amount; Hungary has established a subsidy plan totaling 260 million euros for storage systems below 10kWh, covering a high proportion of the system cost.

These measures effectively lower the procurement threshold for users and are expected to create considerable market increments in the future. The other category involves persistent rigid demand generated by special circumstances, with Ukraine being a typical example.

Its power supply infrastructure has been continuously damaged due to ongoing conflict, transforming the backup power function of home energy storage systems from an improvement-oriented demand into a necessity for ensuring basic livelihood.

This demand was particularly prominent in the fourth quarter of 2025 and is expected to persist into 2026. This creates a distinct market segment for energy storage products in the region, one that operates independently of conventional economic and policy cycles.