投资策略专题：政策发力，电池储能助力创业板修复加速

Core Insights - The report emphasizes the acceleration of the recovery of the ChiNext board driven by battery storage and supportive policies [1][5] - It highlights the importance of focusing on sectors such as gaming, media, internet, consumer electronics, and batteries for investment opportunities [2] Policy Developments - The National Development and Reform Commission and the National Energy Administration have issued a new action plan for large-scale construction of new energy storage, aiming for an installed capacity of over 180GW by 2027 [3] - As of the first half of 2025, the installed capacity of new energy storage in China was 94.91GW, indicating a need for nearly double the capacity in the next two and a half years to meet the 2027 target [3] - Local policies in regions like Ningxia, Gansu, Xinjiang, Shandong, and Hebei are being implemented to support new energy storage through capacity compensation or pricing policies [3] Industry Trends - The battery industry is experiencing an upward trend in prosperity, driven by supportive policies and technological advancements [4] - Solid-state batteries are gaining attention due to ongoing technological improvements and potential commercialization [4] - Lithium batteries are seeing increased production driven by demand from energy storage projects and overseas markets [4] Investment Recommendations - The report suggests focusing on investment opportunities in the ChiNext board, particularly in the battery sector, as policies are expected to accelerate recovery [5]