机构：储能行业景气度有望持续

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have released guidelines to promote the consumption and regulation of renewable energy, emphasizing the need to enhance system regulation capabilities and accelerate the construction of energy storage systems [1] Group 1: Policy and Regulatory Insights - The guidelines advocate for the construction of leading reservoir power stations and the expansion of hydropower capacity [1] - There is a strong push for the development of advanced, safe, and efficient new energy storage technologies to improve utilization levels [1] Group 2: Market and Industry Analysis - Huayuan Securities indicates that the energy storage sector is in a critical development phase supported by policies and improving business models, with expected growth in installed capacity driven by improved returns [1] - Kaiyuan Securities notes a robust supply-demand dynamic in the energy storage industry, with strong domestic and international demand, leading to a continuous increase in battery prices [1] - Hua'an Securities highlights the ongoing strong demand for large-scale energy storage and the recovery of household storage demand in Europe, suggesting a focus on large-scale storage and overseas household storage market recovery [1]