A recent research report from CITIC Securities highlights that the proposed energy storage capacity electricity pricing mechanism outlined in the draft solicitation of opinions in Liaoning Province follows the pioneering footsteps of Gansu Province. As power market reforms intensify, it is anticipated that multiple provinces will sequentially adopt similar energy storage capacity pricing mechanisms, potentially leading to the introduction of relevant national-level policies. This development is poised to markedly enhance the revenue predictability for energy storage projects, thereby fostering sustained growth in domestic demand for large-scale energy storage solutions. CITIC Securities holds an optimistic outlook, anticipating an optimization of the competitive landscape within the energy storage industry. It recommends focusing on industry leaders across the battery cell, power conversion system (PCS), system integration, and other key segments of the energy storage value chain.