中信证券：辽宁拟推出储能容量电价 看好后续其他省份政策催化

Core Viewpoint - The introduction of energy storage capacity pricing in Liaoning Province is seen as a continuation of the capacity pricing mechanism initiated in Gansu Province, indicating a trend towards the establishment of similar policies across various provinces and potentially at the national level [1] Industry Summary - The energy storage capacity pricing mechanism is expected to enhance the revenue certainty for energy storage projects, leading to sustained high growth in domestic large-scale energy storage demand [1] - The ongoing reform of the electricity market is likely to catalyze the establishment of energy storage capacity pricing mechanisms in other provinces [1] - The energy storage industry is anticipated to experience an optimization of its competitive landscape, with a focus on recommending leading manufacturers in the energy storage supply chain, including battery cells, PCS (Power Conversion System), and system integration [1]