【金牌纪要库】底部反转+中报超预期！政策推动储能商业模式发生结构性转变，这些头部制造产能利用率远高于行业平均水平

Core Viewpoint - The article highlights the significant growth and transformation in the energy storage system market, driven by policy changes and increasing demand, with expectations for substantial increases in shipment volumes and market participation. Group 1 - The energy storage system is expected to achieve a shipment volume of 110 GWh in the first half of 2025, nearing the total shipment level for the entire year of 2024, indicating a bottom reversal and better-than-expected mid-year results [1] - The new installed capacity is anticipated to exceed 80%, with independent energy storage business models offering greater flexibility and advantages, allowing participation in various electricity market transactions for "revenue stacking" [1] - Emerging market demand is projected to explode, with installed capacity expected to grow by over 200% year-on-year in 2025, supported by the establishment of strong distribution channels by the company [1]