EOPTOLINK(SZ:300502) Xin Lang Cai Jing·2025-09-05 06:47Group 1 - The first phase of the world's largest "supercapacitor + lithium battery" hybrid energy storage system has been officially connected to the grid in Shanxi, marking a significant milestone in energy storage technology [1] - The investment in the national power grid reached 331.5 billion yuan from January to July 2025, a year-on-year increase of 12.5%, with the first half of the year seeing the highest fixed asset investment in history [1] - The compound annual growth rate of grid investment is expected to maintain around 10% over the next two years, supported by the demand for ultra-high voltage and main distribution network construction [1] Group 2 - The net value of the power grid ETF has increased by 38.35% over the past six months, ranking in the top 3.21% of its peers [2] - The domestic energy storage bidding scale reached 202.39 GWh from January to July 2025, a year-on-year increase of 146.3%, indicating strong market demand [2] - The energy storage industry is experiencing structural opportunities due to favorable global demand, with significant growth in Europe, the US, and emerging markets in Asia, Africa, and Latin America [2]