近期，中国企业在海外建设电池储能工厂的热潮再度升温。随着全球能源转型加速，各国对可再生能源配套储能系统的需求激增，为中国储能企业出海提供了广阔市场空间。宁德时代、比亚迪、远景能源等头部企业纷纷在欧洲、北美、东南亚等地布局储能生产基地，不仅贴近终端市场，也规避了部分贸易壁垒和供应链风险。此外，欧美多国出台鼓励本土清洁能源制造的政策，如美国《通胀削减法案》提供税收抵免，进一步吸引中企在当地设厂。值得注意的是，此次建厂潮不仅限于电芯制造，更涵盖系统集成、智能运维等高附加值环节，体现出中国企业从“产品出口”向“本地化运营”战略升级。然而，地缘政治风险、文化差异及合规挑战仍是中企需谨慎应对的问题。总体来看，海外建厂已成为中国储能企业全球化发展的关键路径，有望在全球绿色能源体系中扮演更重要的角色。
Recently, a new wave of Chinese enterprises building battery energy storage factories overseas is gaining momentum. As the global energy transition accelerates, demand for energy storage systems to support renewable energy has surged worldwide, creating vast opportunities for Chinese energy storage companies to expand internationally. Leading firms such as CATL, BYD, and Envision Energy are establishing storage manufacturing facilities across Europe, North America, and Southeast Asia—bringing production closer to end markets while mitigating trade barriers and supply chain risks. Moreover, supportive policies in the U.S. and Europe, such as the U.S. Inflation Reduction Act offering tax credits for clean energy manufacturing, further incentivize Chinese companies to set up local operations. Notably, this latest investment trend extends beyond cell production to include higher-value segments like system integration and smart operation & maintenance, reflecting a strategic shift from mere product exports to localized, value-added operations. However, geopolitical tensions, cultural differences, and regulatory compliance remain key challenges. Overall, overseas factory construction has become a critical pathway for Chinese energy storage firms to achieve global expansion and play a more significant role in the world’s green energy ecosystem.
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