Group 1: Industry Overview - The new energy industry is experiencing rapid development under the "dual carbon" goals, with significant policy support from the government [1][2] - The Ministry of Industry and Information Technology and other departments have issued the "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry," which encourages the development of diverse new energy storage technologies and supports disruptive technological innovations [1] - The plan aims to enhance the supply capacity of high-end products and focuses on advanced lithium battery products, including high-capacity batteries and solid-state batteries [1] Group 2: Market Growth and Projections - By 2025, the energy transition driven by the economics of solar and storage is expected to stimulate rigid demand in the electricity market, with a focus on the acceleration of storage demand across various scenarios [1] - In 2024, China's cumulative installed capacity of power batteries is projected to reach 548.4 GWh, representing a year-on-year growth of 41.5% [2] - The new energy storage sector in China is anticipated to see a significant increase in new installations, with a projected growth of 103% in capacity and 136% in energy storage volume in 2024 [2] Group 3: Company Insights - Haike New Source (301292.SZ), a leading company in lithium-ion battery electrolyte solvents, is positioned to benefit from current policy support and market growth [2] - The company has successfully mastered core technologies in lithium battery electrolyte solvents and has a complete product line with multi-process and multi-base layouts [2] - Haike New Source is actively developing new additives for lithium battery electrolytes, providing one-stop services for global electrolyte customers [2]
储能行业添政策利好，海科新源迎发展机遇