华泰证券：储能专项行动方案推出，看好国内储能盈利模式完善

Core Insights - The National Development and Reform Commission and the National Energy Administration have issued the "Special Action Plan for Large-Scale Construction of New Energy Storage (2025-2027)", providing clear planning for future energy storage installations and streamlining the profitability model for independent energy storage, which is expected to promote the long-term healthy development of the domestic energy storage industry [1] Industry Summary - Strong demand for energy storage remains, while price competition within the domestic supply chain is nearing its end, indicating a positive outlook for domestic energy storage industry chain companies with both volume and price expected to rise [1]