Lates News

CITIC Securities believes that with the continuous advancement of the electricity market reform and the gradual establishment of the energy storage capacity electricity price mechanism, the certainty of investment in domestic energy storage projects will significantly increase, and the installed capacity will continue to maintain high-speed growth. At the same time, under the design of the capacity electricity price assessment mechanism, the importance of the stability of energy storage project operations will be further enhanced, which will help improve the owner's requirements for the quality of energy storage battery cells and systems and promote the optimization of industry competition. It is optimistic about the investment value of the energy storage industry and recommends the leading manufacturers in the energy storage industry chain, such as battery cells, PCS, and system integration.