新型储能发布重磅方案！电芯市场“一芯难求” 龙头企业股价创历史新高

Core Insights - The National Development and Reform Commission and the National Energy Administration of China have launched a new action plan aiming for a new energy storage capacity of over 180 million kilowatts by 2027, with direct project investments expected to reach approximately 250 billion yuan [1] - As of June 30, 2023, China's new energy storage capacity stood at 94.91 million kilowatts, indicating that the capacity needs to double in the next two and a half years [1] - The China Energy Storage Alliance predicts that by 2030, the cumulative installed capacity of new energy storage in China will reach 236.1 GW in a conservative scenario and exceed 291 GW in an ideal scenario, with a compound annual growth rate of over 20% in the next five years [1] Industry Performance - The energy storage sector is experiencing a significant surge, with many leading companies reaching historical stock price highs in September 2023, and the battery 50 ETF seeing net subscriptions exceeding 4 billion yuan on September 11 [2] - The upstream battery cell segment is facing a "chip shortage" situation, with high demand leading to increased prices for battery cells among medium-sized integrators [2] - Since the second quarter of 2023, many leading battery cell manufacturers have reported monthly operating rates exceeding 90%, nearing full production capacity [2] Market Growth - In August 2023, the domestic energy storage market's bidding scale grew by over 500% year-on-year, with a total of 25.8 GW/69.4 GWh of energy storage systems and EPC contracts completed [3] - The global energy storage battery cell shipment volume reached 240.21 GWh in the first half of 2023, marking a year-on-year increase of 106.1% [4] - The top ten companies in global energy storage battery cell shipments show significant internal tier differentiation, with CATL, Hicharge, and EVE Energy leading the market [4] Technological Advancements - CATL has announced the mass production of a 587Ah large-capacity energy storage battery cell and the launch of the world's first mass-producible 9MWh ultra-large energy storage system solution [5] - EVE Energy has become the first company globally to mass-produce 600Ah+ large square lithium iron phosphate energy storage batteries, with ongoing projects in Malaysia expected to deliver by early 2026 [6] - The demand for energy storage cells in the U.S. market remains strong despite trade policies, with clear application scenarios and customer needs anticipated for 2026-2027 [6]