电池及储能行业周报：电车需求向好，储能市场加速出清

Investment Rating - The report indicates a positive investment outlook for the battery and energy storage sectors, with specific recommendations for companies like 特锐德 and 亿纬锂能 [6][14][17]. Core Insights - The battery sector saw a significant increase in domestic electric vehicle sales in January 2024, with production and sales reaching 787,000 and 729,000 units respectively, marking a year-on-year increase of 36.5% for 2023 and a projected 20% increase for 2024 [12][19]. - The energy storage market is experiencing a recovery, with a total of 15 new bidding projects and 16 awarded projects, amounting to a total scale of 2.58GW/8.05GWh [15][33]. - The report highlights a stabilization in the supply chain, with lithium salt prices experiencing fluctuations and the overall market moving towards a more rational pricing environment [13][16]. Summary by Sections Battery Sector - January 2024 saw domestic electric vehicle sales align with expectations, with a total of 787,000 units produced and 729,000 units sold, reflecting a year-on-year increase of 36.5% for 2023 and a projected 20% increase for 2024 [12][19]. - The supply side is adjusting orderly, with lithium salt prices fluctuating and the market for cathode materials remaining under pressure due to oversupply [13][22]. - Recommendations include关注特锐德, which is expected to benefit from upgrades in the power grid investment structure, and 亿纬锂能, which is expanding its overseas business and enhancing profitability through strategic partnerships [14][18]. Energy Storage Sector - The energy storage bidding market has rebounded significantly, with a total of 15 new projects and 16 awarded projects, translating to a total scale of 2.58GW/8.05GWh [15][33]. - The competition in the energy storage market is intensifying, leading to the exit of less competitive capacities, with average bidding prices for energy storage systems showing a slight increase [16][34]. - Recommendations include关注盛弘股份, which is leveraging its dual business model in industrial energy storage and charging stations to drive growth [17][18].