On September 15, Sungrow (300274) announced on its official website that it has partnered with ERS Energy, a leading solar EPCC company in Malaysia, to jointly advance energy storage projects in Malaysia and the Philippines, with a total capacity of nearly 1GWh.
This is just a glimpse of Chinese energy storage companies accelerating their layout in Southeast Asia. According to incomplete statistics from Hangjiashuo Energy Storage, since 2026, Chinese energy storage companies have publicly announced 12 energy storage orders in Southeast Asia, with a total scale of approximately 5.35GWh, involving 9 enterprises.
Specifically, this collaboration involves two projects:
The 441MWh, 4-hour MyBeST project located in Bahau, Malaysia, with ERS Energy serving as the EPCC contractor, is part of the national large-scale battery energy storage program led by the Energy Commission of Malaysia (Suruhanjaya Tenaga, ST).
In Zambales, the Philippines, Sungrow and ERS Energy are jointly developing a 556MWh battery energy storage project for ACEN, with ERS Energy acting as the EPCC contractor. A major highlight of this project is its grid-forming capability, meaning Sungrow will add another grid-forming energy storage project in the Philippines. The project will also participate in the Wholesale Electricity Spot Market (WESM) in the Philippines.
Sungrow stated that from supporting grid flexibility and renewable energy integration in Malaysia to enabling flexible power market participation and grid-forming capabilities in the Philippines, these two projects demonstrate how energy storage can be customized to meet different market demands while creating value for the entire power system.
"For Southeast Asia, the question is no longer whether we can generate more renewable energy, but whether our power systems are ready to support more renewable energy," revealed Michael Ruan, Director of Sungrow Southeast Asia. "This is exactly where energy storage makes a difference. We are partnering with ERS Energy to help build the flexibility and resilience needed to unlock more renewable energy and provide reliable power to communities and businesses in the region."
According to incomplete statistics from Hangjiashuo Energy Storage, over the past two years, Sungrow has publicly announced a total of 7 energy storage orders/projects in Southeast Asia, with a total scale of approximately2.6GWh, covering Malaysia, the Philippines, Cambodia, and Thailand.
Securing Over 5GWh in Orders: Chinese Companies Successively Bet on Southeast Asia
According to incomplete statistics from Hangjiashuo Energy Storage, since 2026, Chinese energy storage companies have publicly announced a total of 12 energy storage orders in Southeast Asia, with a total scale of approximately 5.35GWh, involving 9 companies including Sungrow, EVE Energy (300014), HyperStrong (688411), Cornex New Energy, Tianneng Battery Group (688819), Zhiguang Electric (002169), Pylontech (688063), Risen Energy (300118), and REsource Electric.
Among these, in terms of order scale, the AIDC sector has experienced the most rapid growth. For instance, the top two orders in terms of single capacity both come from the AIDC sector: the 2GWh AIDC energy storage order signed between Cornex New Energy and TECO Electric & Machinery ranks first; followed by the 1GWh AIDC PV energy storage power station project in Malaysia jointly promoted by Tianneng Battery Group and VCI Global Limited (VCIG). Additionally, according to Hangjiashuo Energy Storage, regarding computing power centers, the computing power parks under construction in Singapore, Johor in Malaysia, and Batam Island in Indonesia have a combined planned supporting energy storage capacity exceeding 3.2GWh.
Looking at the projects involved in the orders, energy storage in Southeast Asia is expanding into diverse scenarios such as grid flexibility, computing power support, and power market trading. For example, Sungrow's MyBeST project in Malaysia this time belongs to the national large-scale battery energy storage program, while the project in the Philippines highlights grid-forming capabilities and participates in the WESM spot market; HyperStrong has joined hands with ERS Energy and Gamuda to advance the MyBeST Pekan project in Malaysia; additionally, Huawei Digital Power recently reached a cooperation with three local enterprises in Thailand—Siam Global House, AESCON, and Integra R.E.—to promote the landing of BESS projects and create customized energy management solutions for industrial and commercial scenarios.
Institutions predict that from 2026 to 2030, Southeast Asia will cumulatively add 100GWh of new energy storage. The driving force mainly comes from the concentrated realization of the policy dividends for new energy in Southeast Asia, such as the intensive implementation of mandatory energy storage allocation policies in multiple Southeast Asian countries: the Philippines requires renewable energy projects of 10MW and above to be equipped with no less than 20% energy storage and possess grid-forming capabilities; the revised PDP8 in Vietnam requires centralized solar projects to have a minimum energy storage allocation of 10% with a duration of 2 hours; starting from 2026, non-residential PV systems above 1MWac in Malaysia must be equipped with at least 1 hour of energy storage...
Compared to the high barriers in the European and American markets, the Southeast Asian market, represented by Malaysia, is more open to technology routes and supply chain access. With continuous and stable policies, as well as open and transparent bidding, it has become a prime destination for Chinese companies to go global and seek opportunities.
As Chinese companies flock in densely, the quoted prices for energy storage systems in Southeast Asia have been continuously dropping. The focus of corporate competition mainly lies in cost control and localized delivery. Moving forward, the competition will not only be about the ability to secure orders, but also about whether products, delivery, operation and maintenance, and localized cooperation can be seamlessly integrated and executed.
Note: The content of this article is solely for sorting out public information in the energy storage industry, industrial research, and objective analysis. The listed companies mentioned in the text are only for reference as industry chain cases and do not constitute any investment basis. The market has risks, and investment requires caution.