Zheng Quan Shi Bao Wang·2025-10-04 14:23Core Viewpoint - The report from CITIC Securities indicates a simultaneous explosion in global energy storage demand driven by increased penetration of renewable energy and declining costs of storage systems, leading to a new cycle for the sector [1] Group 1: Domestic and Global Energy Storage Demand - Domestic and international energy storage demand is resonating, indicating a robust growth phase for the sector [1] - The forecast for new domestic installed capacity has been raised to 150 GWh, 260 GWh, and 380 GWh for the years 2025 to 2027 respectively [1] - Global new installed capacity is projected to reach 272 GWh, 441 GWh, and 642 GWh for the same period [1] Group 2: Investment Recommendations - The investment suggestion includes raising expectations for energy storage installed capacity and focusing on leading companies across various segments of the industry [1]