中信建投：储能电池、系统集成、PCS等关键零部件均存在投资机会，电池环节较为紧缺

Core Viewpoint - CITIC Construction Investment has raised the forecast for domestic energy storage installation growth next year to double, indicating the start of a new lithium battery cycle [1] Investment Opportunities - Key investment opportunities exist in energy storage batteries, system integration, and PCS (Power Conversion System) components [1] - The battery segment is currently experiencing a shortage, presenting significant price increase potential, making it a preferred investment area [1] - The integration segment, as a provider in the overall value chain of energy storage systems, is seeing a surge in orders from leading companies, indicating substantial performance elasticity [1]