Group 1 - The core viewpoint of the article emphasizes the robust growth potential in the energy storage sector, with industry leaders expecting a global storage growth rate of 40-50% by 2026, indicating strong absolute increments and growth elasticity in this segment [1] - NVIDIA views energy storage as an essential component of the next-generation "AI factory," with Fluence reporting that 40% of its reserve projects are indirectly related to data centers, and the additional demand from AIDC could exceed 350GW by 2027 [1] - Over the next 3-5 years, the majority of the incremental demand for lithium batteries is expected to come from the energy storage market, with non-linear and explosive growth likely to drive up prices of key lithium materials [1]
【金牌纪要库】国内外储能需求“全面开花”，行业龙头预计2026年全球储能增速仍将高达40-50%
财联社·2025-10-31 15:43