Core Viewpoint - The energy storage sector is experiencing a significant recovery, driven by high demand in Europe and the US, improved supply chain conditions, and rising prices, marking a turning point for the industry [1] Industry Summary - Energy storage concept stocks are active, with Tianhong Lithium Battery hitting a 30% limit up, and companies like Shuneng Electric and Tongrun Equipment also seeing substantial gains [1] - According to CITIC Securities, the energy storage industry is moving out of a prolonged deflationary period, benefiting from liquidity rotation and recovery [1] - The report anticipates that battery manufacturers and leading integrators will be the first to gain incremental profits, with domestic energy storage business expected to break free from previous unprofitability by 2025, entering a recovery phase [1]
储能板块活跃，天宏锂电斩获30CM涨停！