Deye Group's Orders Surge in Ukraine

Recently, Deye Group's warehouse in Germany has been completely sold out. This sudden surge in orders is directly related to the ongoing widespread power outages across Ukraine.

Since October 2025, Ukraine's energy infrastructure has endured multiple attacks, resulting in varying degrees of damage to all major power plants across the country. The National Electricity Company of Ukraine has issued a notice announcing the formal implementation of emergency power outage measures nationwide, clarifying that previously established outage schedules are no longer valid.

Currently, even in Kyiv, the capital of Ukraine, power outages lasting 10 to 12 hours are expected on Sundays. The Ukrainian Ministry of Energy has indicated that repairs to the power system are expected to take several months, and major outages could continue until the spring of 2026.

Faced with a long, cold winter, distributed photovoltaic and energy storage systems have become a lifeline for Ukrainian households and businesses coping with the winter power crisis. As a result, photovoltaic power combined with energy storage has become a necessity in the Ukrainian market.

Some analysts believe that recent power outages have triggered a surge in demand for residential energy storage in Ukraine. Deye Group, benefiting from significant channel advantages in Ukraine and current stock shortages in its German warehouses, is well-positioned for growth in both its fourth-quarter and 2026 performance. In the medium to long term, the increasing global adoption of renewable energy, combined with grid upgrades and the expansion of large-scale energy storage, will raise transmission and distribution costs, ultimately driving up global electricity prices. This trend will create sustained demand for residential and commercial energy storage solutions. Consequently, Deye Group is expected to experience strong growth in commercial energy storage, as well as in Australia and Ukraine, by 2026.