European household storage orders have exploded, with multiple companies rushing to secure their positions early.

People’s Finance News, March 28: Since the beginning of 2026, the demand structure in the energy storage industry has continued to upgrade, and new product iteration and technology releases have entered a dense implementation phase. Domestically, leading companies such as BYD, Amperex? F? (?), and Huabo New Energy have successively released breakthrough energy storage technologies and system products, accelerating the industry’s technology roadmap iteration. Overseas, in core European markets such as the UK, Germany, and the Netherlands, residential energy storage demand has remained highly buoyant, with installed capacity continuing to ramp up. Under multiple drivers including the reshaping of the energy landscape, the release of terminal demand, and the improvement of the policy framework, global residential energy storage has gradually shifted from being primarily driven by policy subsidies to being driven by economic performance and market-based demand. 2026 is expected to become a key period for the scaled, commercialized rollout of residential storage. According to publicly disclosed information, there are more than 60 A-share listed companies that have laid out residential storage, mainly across 13 industries such as electrical equipment, electronics, and mechanical equipment. Among them, the electrical equipment industry has the largest number of companies, with a total of 25, while the electronics industry has 10 companies. From the perspective of domestic companies, based on an incomplete count from the interactive platform (Yihuiyi), among the more than 60 companies mentioned above, 19 have begun to deploy or are actively exploring energy storage business in overseas markets. These include industry leaders such as Sungrow Power Supply, EVE Energy, and others, as well as leading companies in sub-sectors such as Zhi’guan Electric, Anker Innovations, among which Anker Innovations focuses on balcony energy storage. From the standpoint of financing funds, among the 19 companies above, the share of companies whose financing balance as of March 26 increased compared with the end of 2025 exceeds 60%. Six companies saw financing balance growth exceeding 30%, and four companies—including Winsen Information, EVE Energy? (?), and Songsheng Shares—had growth exceeding 50%.