储能领域，又迎来好消息

Core Insights - The 2025 World Energy Storage Conference opened in Ningde City, with a focus on the development of new energy storage technologies and ambitious installation targets for the coming years [1][3][4] Industry Developments - The Ministry of Industry and Information Technology released a roadmap aiming for over 180 million kilowatts of new energy storage installations by 2027, exceeding 240 million kilowatts by 2030, and surpassing 300 million kilowatts by 2035 [1][3][4] - The conference emphasized the theme "Zero Carbon, Technology," aiming to position China as a global leader in energy storage innovation and sustainable development [3] Market Reactions - Following the conference, energy storage concept stocks surged, with nearly 20 related stocks hitting the daily limit or rising over 10%, including significant gains for Ningde Times, which rose by 6.7% [1][3] - The total market capitalization of Ningde Times exceeded 1.7 trillion yuan [1] Policy Impact - The National Development and Reform Commission and the National Energy Administration issued a plan targeting 180 million kilowatts of new energy storage capacity by 2027, which is expected to drive direct investments of approximately 250 billion yuan [6] - This plan is seen as a shift from market predictions to a concrete policy target, with forecasts for domestic energy storage installations being revised upwards [6] Growth Projections - According to CITIC Securities, the new targets imply a doubling of domestic energy storage capacity by 2027, with revised forecasts for installations of 140 GW, 190 GW, and 230 GW for 2025, 2026, and 2027 respectively [6] - Huatai Securities noted that the action plan aligns with market expectations and emphasizes the need for innovative business models to drive future growth in the energy storage sector [6] Challenges and Opportunities - Despite the positive outlook, challenges such as intense price competition and disorderly expansion in the energy storage industry were highlighted by industry leaders [4] - The need for a credible market environment and enhanced intellectual property protection was emphasized to encourage innovation [4]