Zheng Quan Shi Bao Wang·2025-09-15 00:24Core Viewpoint - The report from Huatai Securities indicates that the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) have issued a notice regarding the "Special Action Plan for Large-Scale Construction of New Energy Storage (2025-2027)", which provides a clear plan for future energy storage installations and streamlines the profit model for independent energy storage, likely promoting the long-term healthy development of the domestic energy storage industry [1] Group 1 - The notice outlines a clear plan for future energy storage installations [1] - The independent energy storage profit model has been clarified [1] - Strong demand is maintained in the domestic energy storage market [1] Group 2 - Price competition within the domestic industry chain is nearing its end [1] - Positive outlook for domestic energy storage industry chain companies with both volume and price expected to rise [1]