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On March 17th, the energy storage concept became active again during trading, with RNBC (301667.SZ) approaching a 20% limit up, Xiangming Intelligent (301226.SZ) and Goode (301226.SZ) rising over 10%, and ZhengTai Power (002150.SZ), FuLin Precision (300432.SZ), and WanXiang Technology (301180.SZ) following suit.
In terms of news, CCTV Finance reported that building a strong energy nation has been included in the five-year plan for the first time, with the goal of making energy greener and safer. Industry analysts pointed out that from the EU's launch of a clean energy package to the UK and the US respectively canceling tariffs on wind power and battery materials, and to 38 countries including China joining the tripling nuclear energy declaration, there are also countries considering issuing energy subsidy vouchers and increasing nuclear and coal-fired power generation. It is clear that against the backdrop of rising oil prices, countries are working to relax restrictions on new energy and increase industrial support to reduce dependence on oil.
For the A-share market, the new energy industry chain has both domestic anti-involution policies and central media's positioning of a strong energy nation, as well as new space for foreign market expansion, with profit expectations in the sector being repaired. The market has also expanded from the initial North American power shortage and computing power synergy to areas such as energy storage and wind power. Considering the recent frequent positive news for nuclear power but overall lackluster performance, there is a certain expectation for a rebound, making it worthwhile to explore at low points.
Dongxing Securities predicts that the demand for large-scale energy storage in projects in the US data centers will continue to drive growth, with strong demand in Europe, the Middle East, and other regions. It is expected that household energy storage will enter a new growth cycle, with global energy storage installations potentially increasing by over 60% by 2026, and a compound growth of 30%-50% from 2027 to 2029

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On March 17th, energy storage concept stocks were active, RNBC approached a 20% limit up, and Xiangming Intelligent and Goode both rose over 10%. CCTV Finance reported that building a strong energy nation has been included in the five-year plan for the first time, with the goal of achieving greener and safer energy. Analysts pointed out that global energy storage installations are expected to grow by more than 60% by 2026, with a compound growth rate of 30%-50% from 2027 to 2029. Countries are increasing support for new energy, and the profit expectations for the A-share new energy industry chain are being restored

Global energy storage installations may grow by over 60% in 2026, RNBC approaches a 20cm limit up