CITIC Securities: Demand for energy storage industry is booming, prices rebounding, inflection point signal realized.

The report from CITIC Securities pointed out that the high demand of the European and American markets, coupled with the optimization of industrial supply and the resonance of price increases, have brought about a fundamental turning point for the energy storage industry, gradually moving it out of the long-term deflationary situation. The previously sluggish energy storage sector is benefiting from the restoration of liquidity rotation. Currently, the PE ratio of the energy storage industry is concentrated in the range of 15-20 times in 2026, with a high safety margin.