交银国际每日晨报-20250915

Group 1: New Energy Industry - The National Development and Reform Commission and the National Energy Administration have issued a plan for the large-scale construction of new energy storage, aiming for an installed capacity of over 180GW by 2027, with expectations that actual installations may exceed this lower limit [1] - Following the end of the rush for new energy installations in May, domestic storage demand remains strong, with August seeing a record high of 25.8GW/69.4GWh in bidding for energy storage projects [1] - Future revenue sources for energy storage will include participation in the energy market, auxiliary service market, and capacity pricing mechanisms, which are expected to enhance the profitability of energy storage [1] Group 2: Battery Industry - In August, the installed capacity of power batteries in China reached 62.5GWh, reflecting a year-on-year increase of 32.4% and a month-on-month increase of 11.9% [2] - The first half of 2025 saw significant growth in energy storage battery shipments, with global energy storage market cell shipments totaling 240.2GWh, a year-on-year increase of 106.1% [2] - Major battery companies are initiating new rounds of capacity expansion, with companies like CATL starting projects in multiple locations, expected to lead to concentrated capacity release by 2026 [2] Group 3: Stock Performance - Notable stock price increases were observed in major battery companies from August 11 to September 11, with CATL, EVE Energy, Guoxuan High-Tech, and Zhongxin Innovation seeing price increases of 22.4%, 63.4%, 61.7%, and 35.6% respectively [3] - The primary drivers for these stock price increases include sustained high demand for energy storage orders and advancements in solid-state battery research and development [3][5] - Solid-state batteries are transitioning from laboratory testing to mass production validation, with emerging applications in low-altitude flight, robotics, and AI creating new market opportunities [3][5]