According to the CITIC Construction Investment Research Report, Q2 lithium battery storage showed a high boom on the revenue side. The decline in ocean wind and photovoltaics reflects that the industry is currently at the bottom, and the power equipment industry continues to enter a boom cycle. In particular, the export chain is performing well, but concerns about the future have lowered the sector's valuation. At the level of production expansion, the industry as a whole is still moderate. Investment suggestions: ① The large storage, household storage sector, lithium batteries and materials began to show performance growth in the second quarter. The supply and demand situation is still good. Recently, it has been challenged by changes in the external environment, and the valuation level has declined markedly, and it is worth continuing to focus on. ② In the model of order or marginal change pricing, focus on changes in orders from companies in the domestic gas turbine industry chain, AIDC, European Sea Breeze, etc.
Zhitongcaijing·09/02/2026 23:49:05
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According to the CITIC Construction Investment Research Report, Q2 lithium battery storage showed a high boom on the revenue side. The decline in ocean wind and photovoltaics reflects that the industry is currently at the bottom, and the power equipment industry continues to enter a boom cycle. In particular, the export chain is performing well, but concerns about the future have lowered the sector's valuation. At the level of production expansion, the industry as a whole is still moderate. Investment suggestions: ① The large storage, household storage sector, lithium batteries and materials began to show performance growth in the second quarter. The supply and demand situation is still good. Recently, it has been challenged by changes in the external environment, and the valuation level has declined markedly, and it is worth continuing to focus on. ② In the model of order or marginal change pricing, focus on changes in orders from companies in the domestic gas turbine industry chain, AIDC, European Sea Breeze, etc.