Di Yi Cai Jing·2026-02-12 00:03Group 1 - The core viewpoint of the article highlights the strong downstream demand for energy storage, as evidenced by the recent public announcement of the bidding candidates for the 7GWh energy storage cell equipment procurement by State Power Investment Corporation, with bid prices ranging from 0.325 to 0.355 CNY/Wh [1] - The energy storage capacity pricing policy is expected to provide more stable revenue expectations for energy storage stations, with projected internal rates of return (IRR) of 5.8%, 7.9%, and 9.2% under scenarios of 2, 10, and 20-year capacity pricing guarantees respectively [1] - The optimization of the business model is anticipated to encourage central state-owned enterprises to increase investments in energy storage station construction, while the current rise in lithium carbonate prices is expected to be smoothly transmitted, indicating a potential shift away from the competitive "involution" model [1] Group 2 - The article expresses optimism regarding leading integrators and cell manufacturers, who are expected to possess stronger pricing power and premium advantages in the market [1]