行家说储能·2025-09-15 10:53Core Viewpoint - The article highlights significant policy support for the energy storage industry from the national level, leading to a surge in stock prices for key players like CATL and Sungrow, with both companies making strategic moves to strengthen their positions in the energy storage market [2][4]. Group 1: CATL Developments - CATL's stock price surged over 14%, reaching a new market capitalization high, following the announcement of favorable policies for the energy storage sector [2]. - The company has applied to register the trademark "Empirical Energy Storage," indicating a focus on reliability verification in energy storage systems, which may enhance market trust and industry influence [3]. - Morgan Stanley upgraded CATL's H-shares to "Overweight," citing it as one of the cheapest battery stocks, with a 10% upward revision in profit forecasts for 2025-2026 due to unexpected demand for energy storage batteries [4]. Group 2: Sungrow Initiatives - Sungrow's stock also saw a significant increase, with a peak rise of over 11%, and the company is exploring a partnership with the Egyptian government and Scatec to build a 10 GW energy storage factory [2][5]. - The collaboration aims to localize production and create a complete manufacturing chain for energy storage batteries and key components in Egypt, positioning the country as a regional hub for renewable energy manufacturing and exports [7].