电力设备行业快评报告：《行动方案》出台，推动新型储能高质量发展

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 [10]. Core Insights - The report highlights the release of the "Action Plan" aimed at promoting high-quality development in the new energy storage manufacturing industry by 2027, with a focus on enhancing international competitiveness and fostering a robust ecosystem of leading enterprises [2][3]. - The Action Plan outlines six key initiatives, including technological innovation, industrial collaboration, industrial transformation, application scenario expansion, ecosystem improvement, and trade investment cooperation [2][3]. - Emerging technologies such as hydrogen energy and sodium-ion batteries are identified as critical development directions, with potential for significant market growth as they enter a commercialization phase [8]. Summary by Sections Development Goals - The Action Plan sets clear objectives for the new energy storage manufacturing industry, aiming to cultivate 3-5 leading enterprises and enhance product performance across various application fields by 2027 [2]. Specific Actions - Technological Innovation: Focus on diversifying energy storage technologies and improving efficiency and reliability, particularly for medium to long-term energy storage solutions [2]. - Industrial Collaboration: Emphasizes the need for coordinated industrial development to optimize supply-demand relationships and prevent blind investments [3]. - Trade Investment Cooperation: Aims to strengthen international cooperation in the energy storage sector, particularly in regions like the Middle East and Africa, to enhance export advantages [3]. Investment Recommendations - The report suggests focusing on emerging technologies such as hydrogen and sodium-ion batteries, as well as monitoring the recovery of profitability across the industry chain due to improved supply-demand dynamics [8]. - It also highlights the potential for growth in overseas markets, particularly in countries involved in the Belt and Road Initiative, where energy storage demand is expected to rise [8].