Mei Ri Jing Ji Xin Wen·2025-10-26 23:57Core Viewpoint - The market is recovering, and there is a strong optimism regarding the global trend of energy storage, driven by the economic turning point in domestic energy storage and robust investment opportunities [1] Industry Summary - Domestic energy storage is experiencing a significant economic turning point, with investment being extremely vigorous due to the marketization of renewable energy and capacity pricing [1] - The cumulative penetration rate of energy storage is still below 10%, indicating substantial growth potential [1] - The forecast for new domestic installations in the coming year has been raised to 300 GWh [1] Company Summary - The largest overseas opportunity for energy storage is driven by the demand from data centers, with leading companies already securing a large number of orders [1] - Energy storage is expected to drive lithium battery demand growth exceeding 30% next year, presenting investment opportunities across materials, batteries, and integration [1]