电池及储能行业周报：固态电池路线基本确定，国内大储利用率有待提升

Investment Rating - The report indicates a positive investment outlook for the battery and energy storage sectors, with specific recommendations for companies like Ningde Times and Shenergy Electric [3][16][20]. Core Insights - The battery sector has shown a significant increase, with an overall rise of 8.31% in the week of November 4-10, outperforming the CSI 300 index by 2.81 percentage points [22]. - Solid-state battery technology is progressing well, with the sulfide route being established, and the expected sales of new energy vehicles in 2024 projected to reach 11.5 million units, a year-on-year increase of 20% [14][3]. - The energy storage market is experiencing a decline in bidding activity, with a total scale of 3.00 GW/7.44 GWh for new projects, and the average bidding price for energy storage EPC projects has increased to 1.13 yuan/Wh [17][32]. Summary by Sections Battery Sector - Solid-state battery advancements are on track, with energy density reaching 350 Wh/kg and a cycle life of 2000 times, expected to complete acceptance testing by Q4 2024 [14]. - The supply side of the industry is adjusting orderly, with stable prices observed across various materials, including lithium salts and electrode materials [15]. - Key companies to watch include Ningde Times, which is expected to ship 480 GWh in 2024 with an estimated profit of 50.5 billion yuan [16]. Energy Storage Sector - The energy storage market saw 15 new bidding projects and 9 winning projects, with a total scale of 3.00 GW/7.44 GWh [17]. - The newly released Energy Law emphasizes the development of pumped storage power stations and the high-quality development of new energy storage [18]. - Companies like Shenergy Electric are noted for their comprehensive energy storage business model, which includes upstream inverters and downstream power stations [20].