CATL(SZ:300750) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-25 10:04Core Viewpoint - The A-share market experienced a rebound on September 25, with the ChiNext Index rising over 2%, reaching a three-year high, driven by strong performance in the energy storage sector [1] Industry Summary - The energy storage equipment sector saw significant gains, with Contemporary Amperex Technology Co., Ltd. (CATL) reaching a peak stock price of 402.59 yuan per share, marking a new historical high [1] - Other companies in the sector, such as Xidian New Energy, Zhongheng Electric, China Baowu Steel Group, and Yiwei Lithium Energy, also saw stock increases of over 6%, indicating a broad rally in the energy storage market [1] Market Outlook - Bank of America Securities expressed a more positive outlook on the energy storage industry following the World Energy Storage Conference held in Ningde, Fujian Province [1] - The firm anticipates that from 2025 to 2030, demand for energy storage batteries will remain robust, supported by domestic policies and growth in overseas markets [1] - Industry experts predict that by 2030, China's cumulative installed capacity for battery storage will reach 240 GW, with strong demand expected in Europe and emerging markets over the next two to three years [1] - Global energy storage demand is projected to reach approximately 500 GWh by 2025, with growth rates of about 30% and 25% expected in 2026 and 2027, respectively [1]