电力设备：《电力市场注册基本规则》储能篇点评-储能入市有据可依，行业持续高景气

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to outperform the overall market [8]. Core Insights - The release of the "Basic Rules for Power Market Registration" by the National Energy Administration marks a new development stage for the Chinese energy storage market, providing clear entry paths for storage companies and promoting market mechanism improvement and technical standard unification [2][3]. - The energy storage market is experiencing rapid growth, with China's new energy storage installations reaching 26.4 GWh in the first half of 2024, a year-on-year increase of 48.5%. Internationally, the U.S. saw a 150.5% increase in new installations, reaching 4.2 GW [3]. - The report suggests focusing on energy storage system suppliers with strong international market expansion, such as Sungrow Power Supply, Canadian Solar, and leading energy storage companies like Shunhong, Deye, and Airo Energy [3]. Summary by Sections Market Entry Conditions - The new rules specify that new energy storage companies must meet conditions such as signing grid dispatch agreements, ensuring accurate data transmission, and meeting technical standards for power and capacity [2]. Market Demand - The demand for energy storage remains strong, driven by improved renewable energy consumption rates and supportive policies. Emerging markets like the Middle East, Chile, and South Africa are also showing significant growth in storage demand [3]. Investment Opportunities - The report highlights investment opportunities in companies that are well-positioned to expand in overseas markets and those leading in energy storage technology and components [3][4].