证券日报网讯1月29日，威腾电气在互动平台回答投资者提问时表示，公司母线业务拥有自有威腾品 牌，同时与ABB设立合资公司开展相关合作。公司母线、成套电气设备、储能系统等产品均直接或间 接受益于电网改造和储能建设、数据中心建设。 ...

Group 1 - The report from Citi indicates that certain domestic battery companies will benefit from favorable policies, with CATL (300750) expected to see a profit growth rate of 37% year-on-year this year [1] - The target price for CATL's H-shares is set at HKD 535, and for A-shares at RMB 390, both with an "outperform" rating [1] - The National Energy Administration's latest storage policy reveals that an additional 100 GW of storage capacity will be added from 2025 to 2027, equating to 300 GWh, which is projected to drive an investment scale of RMB 250 billion over three years [1] Group 2 - The report anticipates that China will continue to advance energy storage construction, alleviating market concerns following the cancellation of mandatory renewable energy project storage policies earlier this year [1] - The company Zhongxin Innovation (03931), as the fourth largest electric vehicle and energy storage battery manufacturer globally, is expected to achieve an average annual compound growth rate of 76% in profits from 2025 to 2027, with a target price of HKD 38 and an "outperform" rating [1] - Ruipu Lanjun (00666), the fifth largest energy storage battery manufacturer globally, is believed to be on a recovery path, with a target price of HKD 14 and an "outperform" rating [1]

Core Viewpoint - The report from Credit Lyonnais indicates that certain mainland battery companies will benefit from favorable policies, with CATL expected to see a 37% year-on-year increase in profit this year [1] Group 1: Company Insights - CATL (03750) is projected to have a target price of HKD 535 for H-shares and CNY 390 for A-shares, with a rating of "outperform" [1] - Contemporary Amperex Technology Co., Ltd. is recognized as the global leader in electric vehicle and energy storage battery manufacturing [1] - China Innovation Aviation (03931), the fourth-largest electric vehicle and energy storage battery manufacturer, is expected to achieve an average annual compound growth rate of 76% in profits from 2025 to 2027, with a target price of HKD 38 and an "outperform" rating [1] - Ruipu Lanjun (00666), the fifth-largest energy storage battery manufacturer globally, is considered to be on a recovery path, with a target price of HKD 14 and an "outperform" rating [1] Group 2: Industry Insights - The National Energy Administration's latest storage policy indicates that an additional 100 GW of storage capacity will be added between 2025 and 2027, equivalent to 300 GWh, which is expected to drive an investment scale of CNY 250 billion over three years [1] - The policy is seen as significant, demonstrating China's commitment to advancing energy storage development and alleviating market concerns following the cancellation of mandatory renewable energy project storage policies earlier this year [1]

Group 1 - The National Energy Administration of China plans to add 100 GW of energy storage capacity from 2025 to 2027, equivalent to 300 GWh, which is expected to drive an investment scale of 250 billion yuan over three years [1] - The policy is significant as it indicates China's continued commitment to energy storage development, alleviating market concerns following the cancellation of mandatory renewable energy project storage policies earlier this year [1] - Domestic battery companies are expected to benefit from this policy, with CATL projected to see a 37% year-on-year increase in profit this year, receiving a target price of 535 HKD for H-shares and 390 CNY for A-shares, both with "outperform" ratings [1] Group 2 - Contemporary Amperex Technology Co., Ltd. (CATL) is identified as the global leader in electric vehicle and energy storage battery manufacturing [1] - China Innovation Aviation, the fourth-largest electric vehicle and energy storage battery manufacturer globally, is expected to achieve a compound annual growth rate of 76% in profits from 2025 to 2027, with a target price of 38 HKD and an "outperform" rating [1] - Ruipu Lanjun, the fifth-largest energy storage battery manufacturer globally, is considered to be on a recovery path, receiving a target price of 14 HKD and an "outperform" rating [1]