CITIC Securities highlights significant transformations within the user-side energy storage market. The traditional household energy storage sector has undergone a profound restructuring, now gradually recovering and consolidating. Concurrently, emerging high-growth markets are continually sprouting, promising a resumption of steady growth in global installed capacity. The industrial and commercial energy storage segment, bolstered by policies across various nations, is anticipated to embark on a high-growth trajectory, fueled by declining system costs, refined business models, and substantial profitability. Investors are advised to target high-quality leaders in sub-sectors that boast pioneering market advantages, comprehensive product systems, and efficient execution capabilities.
