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宁德时代:随着产能逐步释放 公司国内储能产品出货情况将会改善

Core Insights - The domestic energy storage market in China is experiencing rapid growth following the issuance of Document No. 136, with provinces rolling out related guidelines [1] - The company is currently at full capacity and is accelerating its capacity expansion efforts, which will improve the shipment situation of its domestic energy storage products as capacity is gradually released [1] - The company has introduced a 587Ah energy storage cell that balances energy density, safety margins, and longevity, and is speeding up its mass production to meet market demand, with expectations for an increasing shipment proportion of the 587Ah product in the future [1]