1. Global Demand Drivers

Carbon Neutrality Pressure: By 2026, the EU Carbon Border Adjustment Mechanism (CBAM) will extend its coverage to the backup power generation sector, and the carbon emission costs of diesel engines will increase by 30%-50%, forcing the proportion of energy storage cabinets to be raised.

Energy Security Demand: Geopolitical conflicts (such as in the Middle East and Eastern Europe) have driven the construction of off-grid/micro-grid systems, and orders for photovoltaic, storage, and diesel systems have significantly increased in military bases and mining areas (with an annual growth rate of approximately 25%).

Emerging Market Boom: In areas without electricity or with weak power grids in Africa and Southeast Asia, photovoltaic, storage, and diesel systems have become the mainstream power supply solutions (such as the 2025 photovoltaic, storage, and diesel project installation capacity in Nigeria increasing by 40% year-on-year).

2. Growth Points in Sub-Sectors

Data Center Backup Power: The demand for "zero-delay switching" in 5G/AI computing centers has surged, and the penetration rate of the hybrid backup solution of energy storage cabinets and diesel engines has exceeded 60%.

Ship and Port Applications: The International Maritime Organization (IMO) 2025 regulations require the cleanification of port shore power, and energy storage cabinets are replacing diesel engines as auxiliary power sources (such as the pilot project in Shanghai Yangshan Port).

Agricultural Photovoltaic Integration: The "photovoltaic + energy storage + diesel" irrigation system for desert farms in the Middle East solves the problem of high costs for extending the power grid (a key project in Saudi Arabia's 2030 vision).