电力设备行业快评报告：工信部发布新型储能高质量发展行动方案（意见稿），推动产业技术升级

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [5]. Core Insights - The report emphasizes the establishment of international competitive advantages and the cultivation of enterprises with a scale exceeding 100 billion yuan. By 2027, China's new energy storage manufacturing industry aims to enhance its international competitiveness and foster a tier of leading enterprises, achieving high-end, intelligent, and green development [1][2]. - The action plan includes diversifying energy storage technologies, promoting the application of hydrogen energy, sodium-ion batteries, and flow batteries, and expanding energy storage applications across various scenarios, particularly in renewable energy sectors [2][3]. - The report suggests that the acceleration of global energy transition will enhance the demand for new energy storage systems, with significant growth in installed capacity expected. It recommends focusing on investment opportunities arising from the commercialization of emerging technologies [3]. Summary by Sections Industry Development Goals - The action plan aims for a significant enhancement in the international competitiveness of China's new energy storage manufacturing industry by 2027, with a focus on high-quality development and the establishment of leading enterprises [1]. Technological Advancements - The report highlights the need for technological upgrades in existing energy storage technologies, including lithium batteries and supercapacitors, while also supporting innovative technologies such as sodium batteries and long-duration storage solutions [2]. Market Expansion Strategies - The report outlines strategies for expanding energy storage applications in various sectors, including renewable energy integration and high-demand user segments, to improve energy reliability and quality [2][3]. Investment Recommendations - The report identifies hydrogen energy, sodium-ion batteries, and flow batteries as key development directions for the new energy storage industry, suggesting that investors pay attention to the commercialization of these technologies and the potential for market penetration [3].