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Huatai Securities: Positive Outlook for Sustained Growth and High-Quality Development of Domestic Large-Scale Energy Storage Demand
2025-08-12 /
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Author：小编
Huatai Securities observes that despite market anxieties regarding a potential decline in energy storage demand following the rescission of mandatory energy storage stipulations in "Document No. 136," installation and bidding figures for June and July have surpassed expectations. Regional policies have bolstered the economic viability of independent energy storage projects, thereby igniting market demand. In the near term, local support initiatives serve as the primary catalyst; in the long run, the marketization of electricity will elucidate the profit model for energy storage, fueling the sustained growth and high-quality development of domestic large-scale energy storage demand.
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