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2025-09-15 07:58:54
【CICC: Continue to be bullish on energy storage and lithium battery sectors, and pay attention to the long-term application trend of green alcohol】 CICC research report stated that in terms of energy storage, it continues to focus on recommending the energy storage sector. Recently, Shandong's mechanism electricity price has been significantly discounted, and owners' willingness to voluntarily allocate storage has increased; Ningxia has introduced capacity electricity prices after Gansu, which will help owners' investment enthusiasm. In terms of lithium batteries, the lithium battery sector has already delivered on the 2025 market demand exceeding expectations. The current core contradiction is whether the demand forecast for 2026 will continue to be revised upward. We will continue to pay attention to energy storage bidding and installation data, the confidence level of the 2026 guidance, the continuation of policies such as the 2026 car trade-in, and lithium battery production information. Continue to be bullish on lithium batteries and energy storage. In terms of hydrogen energy, the industry trend of SOFC (solid oxide fuel cells) brought about by the gap in electricity demand in North America is still being verified and strengthened. We continue to be optimistic about the cost advantage of SOFC cost reduction; the long-term application trend of green alcohol is an inevitable result of shipping decarbonization. IMO rules are accelerating the progress of parity and increasing industry space.
