中信证券：2026年国内储能装机有望高速增长

Core Viewpoint - The establishment of an independent new energy storage capacity pricing mechanism by the National Development and Reform Commission and the Energy Administration is expected to stabilize revenue expectations for energy storage and stimulate investment enthusiasm among owners [1] Group 1: Policy Impact - The national-level capacity pricing policy is significant for investment decision-making among state-owned enterprises and other clients [1] - The cancellation of mandatory storage requirements shifts the energy storage industry from cost competition to value creation, gradually revealing investment value [1] Group 2: Market Outlook - Domestic energy storage installations are expected to experience rapid growth by 2026, with a positive outlook for leading companies in the energy storage industry chain [1]