电力设备行业政策点评：《新型储能制造业高质量发展行动方案》解读

Investment Rating - The industry is rated as "Overweight" for the first coverage [4][6]. Core Insights - The "New Energy Storage Manufacturing High-Quality Development Action Plan" was jointly issued by eight departments, aiming to enhance the manufacturing of new energy storage products and technologies [1]. - By 2027, China's new energy storage manufacturing industry is expected to significantly improve its innovation and competitiveness, focusing on high-end, intelligent, and green development [2]. - Six major initiatives are proposed to promote high-quality development in new energy storage, including technology innovation, industrial collaboration, upgrading, application expansion, ecosystem improvement, and international cooperation [3]. Summary by Sections Policy Overview - The action plan aims to build a new generation of information technology and renewable energy growth engines, promoting high-quality development in the new energy storage sector [1]. Industry Development Goals - The plan sets a target for 2027 to enhance the performance of new energy storage products, ensuring they meet the demands of various sectors such as electricity, industry, energy, transportation, construction, communication, and agriculture [2]. Strategic Actions - The six strategic actions include: 1. Encouraging diverse new energy storage technologies and focusing on safety and efficiency [3]. 2. Optimizing industrial layout and resource utilization to foster quality enterprises [3]. 3. Promoting green and intelligent manufacturing while enhancing safety production capabilities [3]. 4. Expanding application scenarios for new energy storage in the electricity market [3]. 5. Establishing safety risk assessment systems and enhancing standards for energy storage batteries [3]. 6. Supporting international cooperation and attracting foreign investment in the new energy storage sector [3]. Investment Recommendations - Following the release of the action plan, there is an expectation of increased policy support for the energy storage industry, with a recommendation to focus on leading companies in the energy storage supply chain and emerging technologies such as supercapacitors, lead-carbon batteries, sodium batteries, and flow batteries [4].