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China Securities Research Report pointed out that the high demand in Europe and America, along with the optimization of industrial supply and the rebound in prices, resonate with the fundamental turning point of the energy storage industry, gradually moving out of the long-term deflation situation. The previously sluggish energy storage sector benefited from the recovery of liquidity rotation. Currently, the PE of the energy storage industry in 2026 is concentrated in the range of 15-20 times, with a relatively high safety margin.
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