Lates News

Citic Securities research report indicates that with the increasing proportion of new energy in overseas energy transition, the demand for flexibility adjustment resources is expected to drive the demand surge in the overseas energy storage market, led by Europe and the United States. We believe that the domestic energy storage industry chain has obvious advantages, with global market share continuously increasing in battery cells, energy storage systems, and other areas. From the perspective of overseas energy storage manufacturers, most companies have a high degree of reliance on the Chinese industrial chain and face operational difficulties in the face of policy uncertainty. We believe that the investment value of the overseas energy storage market is currently highlighted and recommend focusing on leading manufacturers in the overseas energy storage industry chain, such as battery cells, PCS, and system integration.