电池及储能行业周报：电车以旧换新效果显著，强制配储取消，储能市场将迎高质量发展

Investment Rating - The report assigns a standard investment rating for the industry [1] Core Insights - The battery sector shows significant growth potential, with a projected increase in new energy vehicle sales to 15 million units in 2025, representing a year-on-year growth of over 20% [4][12] - The energy storage market is transitioning to a high-quality development phase following the cancellation of mandatory storage requirements for new energy projects [6][16] Summary by Sections Battery Sector - The market performance for the battery sector saw an overall increase of 2.16% during the week of February 10-16, outperforming the CSI 300 index by 0.97 percentage points [20] - The supply side of the industry is adjusting orderly, with stable prices for lithium salts and other materials. The price of industrial-grade lithium carbonate is reported at 72,200 CNY/ton, showing a weekly decrease of 0.55% [13][23] - Notable companies to watch include CATL, which is expected to ship 480 GWh in 2024 with an estimated profit of 50.5 billion CNY [5][14] Energy Storage Sector - The energy storage bidding market has shown signs of recovery, with 7 new bidding projects and 6 winning projects reported, totaling a scale of 1.08 GW/2.85 GWh [6][15] - The average bidding price for energy storage EPC projects has increased by 31.8% week-on-week, indicating a rising trend in project costs [41] - Companies like Sangfor Electric have established a full industry chain layout in energy storage, leading in inverter shipments domestically [18] Industry Data Tracking - The lithium battery supply chain prices are being closely monitored, with the price of square lithium batteries reported at 0.35 CNY/Wh for lithium iron phosphate and 0.435 CNY/Wh for ternary batteries [23][40] - The average price for energy storage systems is currently at 0.44 CNY/Wh, reflecting ongoing price stability in the market [41]