According to a research report released by CITIC Construction Investment, the certainty surrounding the growth of energy storage capacity has witnessed a substantial uptick. A burgeoning wave of investment enthusiasm in the energy storage sector has emerged, buoyed by a series of sustained capacity compensation policies and driven by factors including the advancement of new energy sources. These elements collectively fuel a robust and sustained high-growth trajectory for energy storage demand.

Concurrently, AIDC energy storage (energy storage systems paired with Artificial Intelligence Data Centers) is playing a pivotal role in bolstering high growth in overseas markets.

In the wake of the anti-involution meeting, the lithium battery sector experienced a period of stabilization and subsequent rebound this week. Presently, the industry is navigating through stages of price negotiation and production scheduling verification. Given the existing divergences in the market's perception of demand, a consensus has yet to be reached. Hence, it is imperative to closely monitor the subsequent developments in production scheduling and price negotiation scenarios.

CITIC Construction Investment maintains a bullish outlook on both the lithium battery and energy storage sectors.