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Group 1 - The power battery industry is experiencing steady growth, supported by strong sales of new energy vehicles, leading to increased demand for upstream lithium batteries [1] - In the first half of 2025, China's total installed capacity of power batteries is expected to reach 299.6 GWh, representing a year-on-year growth of 47.3%, continuing the growth momentum from 2024 [1] - It is anticipated that the total installed capacity for the entire year of 2025 will exceed 600 GWh, driven by the continuous rise in new energy vehicle production and sales, as well as the booming energy storage market [1] Group 2 - The demand for energy storage is continuing to strengthen, with the gradual introduction of compensation electricity prices in China leading to an unexpected surge in large-scale storage demand, projected to grow by 30% to 40% this year and next [1] - Following the implementation of the Inflation Reduction Act in the U.S., there has been an unexpected rush for installations this year, with stable growth expected in the coming years [1] - Emerging markets in Europe and the Middle East are experiencing explosive growth in large-scale storage demand, while the recovery of household storage shipments in Europe and the explosion of industrial storage demand are also notable trends [1] - The global energy storage installed capacity is projected to have a CAGR of 30% to 50% from 2025 to 2028 [1]