宏信证券每日信息速递

Group 1 - The report highlights the ambitious global decarbonization plans and the increasing competitiveness of long-duration energy storage (LDES) against lithium-ion battery storage [3][5] - It notes that while most LDES technologies are still in early stages and have higher costs than lithium-ion batteries, some may achieve lower costs and longer storage durations [3][4] - China is leading in the cost reduction of mature technologies such as compressed air storage, flow batteries, and thermal storage, with investment costs in non-Chinese markets being significantly higher [4] Group 2 - The report indicates that LDES technologies have greater competitive opportunities in markets outside China due to higher lithium-ion battery prices in those regions [5] - It emphasizes the importance of policy support and new market mechanisms for the early deployment and commercialization of emerging storage technologies [77] - The report also discusses the potential for innovation and investment in long-duration storage technologies in the US and Europe, driven by ambitious clean energy goals and the need to reduce reliance on lithium resources [53]