CATL(SZ:300750) Xin Lang Cai Jing·2025-10-21 11:02Core Viewpoint - The domestic energy storage market in China is experiencing rapid growth following the issuance of Document No. 136, with various provinces releasing related guidelines. The company is accelerating its capacity expansion to meet market demand [1] Group 1: Company Performance - The company is currently at full capacity and is working to expand its production capabilities [1] - The introduction of the 587Ah energy storage cell aims to balance energy density, safety margins, and longevity, achieving a temporary sweet spot [1] - The company is speeding up the mass production of the 587Ah product to satisfy market needs, with expectations for an increasing shipment proportion of this product in the future [1] Group 2: Industry Trends - The issuance of Document No. 136 has catalyzed a swift growth phase in the domestic energy storage market [1] - Various provinces are following suit by implementing their own detailed regulations, further supporting market expansion [1]