机构：储能行业呈现供需两旺态势

Core Insights - The energy storage industry in China is rapidly developing, with significant advancements in large-scale compressed air storage, high-safety chemical storage, and solid-state battery storage technologies [1] - As of now, the installed capacity of new energy storage in China exceeds 100 million kilowatts, which is over 30 times that at the end of the 13th Five-Year Plan, accounting for more than 40% of the global total installed capacity [1] - The construction cycle of energy storage facilities is short, flexible in layout, and quick in response, effectively taking on the power system regulation functions [1] Group 1: Industry Development - The energy storage sector is in a critical development phase supported by policies and gradually improving business models, with an expected sustained growth in installed capacity driven by improved returns [1] - The changing demand expectations are likely to alter performance forecasts, leading to a potential revaluation of companies within the industry [1] Group 2: Market Dynamics - The current energy storage industry is experiencing a robust supply and demand situation, with domestic and international demand resonating [2] - There is a shortage of new energy storage components, leading to top battery manufacturers operating at full capacity and a continued upward trend in battery prices [2] - The overall supply chain possesses price transmission capabilities, indicating a favorable outlook for the industry's prosperity [2] Group 3: Technological and Market Catalysts - The AI wave is accelerating the development of energy storage, with demand breaking through from localized markets to a global scale [2] - Data centers are imposing higher requirements for power supply continuity, dynamic adaptability, and power quality, making energy storage an ideal solution for these scenarios [2] - There are structural opportunities arising from the anticipated supply-side reforms and new technological changes within the energy storage sector [2]