CITIC Securities: investment opportunities exist in energy storage batteries, system integration, and PCS, among other key components. Batteries are relatively scarce in the industry.

CITIC Securities Research Report stated that the growth rate of domestic energy storage installations next year is expected to double, marking the beginning of a new cycle for lithium batteries. In terms of investment direction, there are investment opportunities in energy storage batteries, system integration, PCS, and other key components. Currently, there is a shortage of batteries, which have the potential for price increases, making it a more preferred sector. The integration sector, on the other hand, serves as a provider of the overall value chain of energy storage systems, with top enterprises seeing a surge in orders and having greater performance flexibility.