Core Insights - The National Development and Reform Commission and the National Energy Administration of China have released a plan aiming for a new energy storage capacity of over 180 million kilowatts by 2027, which is expected to drive approximately 250 billion yuan in new project investments [1] Industry Summary - The capital market has already shown signs of this growth, with several energy storage companies reaching new stock price highs in September [1] - A production company in Beijing is currently operating at full capacity, indicating a strong demand for energy storage components, particularly battery cells [1] - Leading battery manufacturers report that their factories are also running at full capacity, with some orders extending into early next year due to the robust demand for domestic energy storage battery cells [1]
新型储能市场一芯难求，有储能电芯企业订单排到明年
Di Yi Cai Jing·2025-09-27 15:18