全球储能286 GWh争霸战:特斯拉“单挑”中国军团,谁是真正的王者?

海外光储指北针
Dec 10, 2025

引言 |2025年,全球储能系统(BESS)出货量冲破286 GWh大关,标志着行业正式告别“草莽时代”,进入“巨头收割期”。根据最新统计,市场呈现出一种独特的“众星拱月”格局:特斯拉凭借Megapack在美国本土及高端市场的统治力依然领跑,而以阳光电源、中车株洲、比亚迪、宁德时代为首的中国“重量级”玩家,则凭借供应链的极致深度在全球范围内攻城略地。本文将深度剖析这286 GWh背后的头部效应、...

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