Group 1 - The 2025 World Energy Storage Conference will be held from September 16 to 18 in Ningde, Fujian Province [1] - CITIC Securities emphasizes the importance of whether the price of energy storage systems can reflect the rising costs of materials, which is crucial for understanding the sustainability of domestic and international energy storage demand [1] - Major battery manufacturers are experiencing full orders and capacity shortages, with some manufacturers nearing full order books for energy storage batteries in 2026 [1] Group 2 - Aijian Securities highlights the diversification of energy storage functions, particularly in the context of carbon neutrality, with electrochemical energy storage having a broad outlook [2] - The growth potential for industrial energy storage and overseas expansion in China remains significant, with AI and energy storage emerging as new growth drivers [2] - Global energy storage demand is expected to reach over 4000 GW, driven by the increase in renewable energy capacity and the restructuring of traditional energy systems [2]
机构：国内储能市场有望进入价格拐点
Zheng Quan Shi Bao Wang·2025-09-16 00:51