业内人士：2026年的储能行业发展将更分化

Core Viewpoint - The lithium carbonate and other raw material prices have doubled due to tight supply in the upstream supply chain, leading to top energy storage battery companies like CATL operating at full production and sales capacity, continuously breaking installation records [1] Group 1: Industry Dynamics - Earlier this year, the industry faced a downturn with the release of significant documents in the renewable energy sector, resulting in a historical end to mandatory energy storage requirements and a period of low activity [1] - The dramatic turnaround in the market is attributed to a more ruthless restructuring of the industry, where leading energy storage battery companies are using low-price strategies to capture market share [1] Group 2: Market Trends - Energy storage system integrators like Haibo Si Chuang are benefiting from the upgrade of new power systems and the explosive demand for AI computing power, experiencing significant growth [1] - Interviews with industry professionals indicate that the current rebound in the energy storage sector resembles a scenario where major players have taken the majority of the market, leaving smaller companies to navigate a rapidly evolving landscape [1] Group 3: Future Outlook - The development of the energy storage industry is expected to become more differentiated by 2026, with a cautious optimism prevailing among industry experts [1]