CITIC Construction Investment: Raises the domestic energy storage installation growth rate for next year to double

Wallstreetcn
2025.10.26 10:51

CITIC Construction Investment's research report raises the forecast for new domestic energy storage installations next year to double: 1. The bidding climate is improving; 2. Social capital investment is active; 3. Economic viability is increasing, with multiple provinces becoming investment hotspots. Therefore, under strong demand, the total demand for lithium batteries next year is expected to exceed 2,700 GWh, with a year-on-year growth rate of over 30%, and shortages may occur in multiple links