东兴证券近日发布研报分析指出，2024年全球新型储能累计装机功率达165.4GW，其中锂电储能累计装 机功率161.3GW，占比98%，同比增加82.3%，目前已占全球电力储能累计装机功率43%；国内锂电储 能装机功率持续攀升，2024年中国市场锂电储能累计装机功率76.0GW，同比增加126.5%，占全球锂电 储能装机功率47.1%，同比增加9.2个百分点。 赛迪智库此前撰文提到，在新能源汽车和储能市场的强劲需求驱动下，我国新型电池行业实现了快速增 长，技术创新加速推进，产业链协同效应增强，国际竞争力进一步提升；展望未来，新型电池行业将继 续保持高速增长态势，行业将更加注重新技术突破与产业化应用，力求在提升性能的同时降低成本，满 足市场多元化需求。 【环球网财经综合报道】近日，工信部宣布将研究编制《"十五五"新型电池产业发展规划》，积极探索 区域协调发展模式，引导各地区因地制宜，差异化、特色化开展锂电池产业规划布局，防范低水平重复 建设。 赛迪智库也提到，新型电池行业也面临原材料供需失衡、价格波动大、技术迭代风险、绿色环保压力等 问题，这些问题对行业的健康可持续发展构成了挑战，应通过强化原材料保障与价格调控 ...

Important Market News - The State Council Information Office announced a press conference scheduled for September 22, 2025, to discuss the achievements of the financial industry during the "14th Five-Year Plan" period, featuring key officials from the People's Bank of China, financial regulatory authorities, and the China Securities Regulatory Commission [1] Industry Insights - The storage market is experiencing a second wave of price increases, with SanDisk raising prices by over 10% and Micron announcing a 20%-30% price hike for its storage products. This surge is driven by increased demand from cloud service providers, which are expected to boost capital expenditures by $18 billion in the 2025 fiscal year, significantly impacting AI-related storage needs. Micron's upcoming Q4 2025 earnings report is anticipated to exceed market expectations, with both DRAM and NAND sales and prices expected to rise [2] - The laser radar market is booming due to high demand in the robotics sector, with sales of domestic laser radar sensors nearly doubling year-on-year in the first half of the year. Industrial robot production reached 370,000 units, and service robots totaled 8.824 million units, marking increases of 35.6% and 25.5%, respectively. The laser radar market is projected to reach ¥24.07 billion by 2025 and ¥43.18 billion by 2026, driven by advancements in AI and robotics [3] - The 2025 Suining International Lithium Battery Industry Conference highlighted plans for the Ministry of Industry and Information Technology to enhance industry coordination and prevent low-level redundant construction. The new battery industry is expected to grow from $480 billion to $780 billion between 2025 and 2030, with a focus on solid-state batteries, sodium-ion batteries, and fast-charging technologies. Solid-state batteries are anticipated to achieve mass production by 2027 [4]

Core Insights - The 2025 Suining International Lithium Battery Industry Conference highlighted the Ministry of Industry and Information Technology's commitment to deepen supply-side structural reforms and consolidate the advantages of the industry chain [1] - The next steps include strengthening industrial planning and layout to prevent low-level repeated construction, focusing on the medium to long-term development trends of the new battery industry [1] - A new development plan titled "14th Five-Year Plan for New Battery Industry Development" will be researched and compiled to enhance systematic planning and layout of the industry [1] - The conference emphasized the exploration of regional coordinated development models, encouraging regions to develop lithium battery industry planning and layout in a differentiated and characteristic manner [1]

Group 1 - The current market remains in a strong bullish trend, characterized by a cautious upward movement and a stable investor sentiment, maintaining an upward channel in technical patterns [1] - Market hotspots are closely following news and themes, with significant movements in the shipbuilding industry due to the impending restructuring of two major state-owned enterprises, leading to a notable increase in this sector [1] - There is a rapid rotation among technology themes such as intelligent driving, humanoid robots, and new batteries, while last week's strong performers in innovative drugs and biopharmaceuticals have seen significant declines, indicating a quick shift in market focus [1] Group 2 - The outlook for the market suggests continued strong fluctuations, with attention on intraday hotspots and changes in trading volume [1] - Key upcoming events include the implementation of the "reciprocal tariff" policy on August 10 and the ongoing release of macroeconomic data for July, along with the concentrated disclosure period for mid-year reports from listed companies in mid to late August [1]