储能装机：基于三因素上调中国及全球展望-1）中国政策支持；2）可再生能源部署；3）人工智能数据中心应用场景

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 J P M O R G A N Asia Pacific Equity Research 30 November 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Energy Storage Installation Lifting China & global outlook on 1) China policy support; 2) RE deployment; 3) AIDC use ca ...