Zhi Tong Cai Jing·2025-09-29 01:57Group 1 - The core viewpoint of the article highlights the strong demand for domestic energy storage cells, leading to significant stock price increases for lithium battery concept stocks [1] - Major battery companies are operating at full capacity, with some orders already scheduled into early next year [1] - According to the "Special Action Plan," China's new energy storage installation capacity is expected to exceed 180 million kilowatts by 2027, driving an additional investment of approximately 250 billion yuan [1] Group 2 - CITIC Securities maintains a positive outlook on the energy storage and lithium battery sectors, emphasizing the importance of sustained energy storage demand [1] - The current key concern is whether the sustained demand for energy storage can support an upward revision of the 20% growth forecast for 2026 [1] - Attention is drawn to the upcoming energy storage bidding in the fourth quarter, the expected battery orders by the end of November, and the 2026 electric vehicle replacement policy along with lithium battery production plans [1]