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date
13/11/2025
CITIC Securities believes that according to data from CNESA (China Energy Storage Alliance), WoodMackenzie, SolarPowerEurope, Jibang Consulting, BNEF, etc., we predict that the global energy storage capacity will increase by approximately 290GWh by 2025, and is expected to reach 1.17TWh by 2030, with significant growth potential. We believe that the domestic energy storage industry chain has obvious advantages and the global market share in the battery cells and energy storage system segments continues to increase. We recommend paying attention to leading companies in the overseas energy storage industry chain and are bullish on energy storage system integrators, battery cell suppliers, and PCS suppliers.
Latest
2 m ago
Foreign institutional investors are increasing their holdings of Chinese stocks. Senior executives of foreign institutions are optimistic about Chinese stocks.
2 m ago
CSI 1000 stock index futures main contract rose more than 1% intraday, now reported at 7429.8 points.
3 m ago
At the Baidu World Conference held on November 13, Baidu announced the opening of its Duxiaoxing digital human technology to the global market. Baidu founder Robin Li stated that digital humans are essentially a fundamental technology and even a new universal interactive interface in the AI era. This year, during the "Double 11" shopping festival, the GMV brought by Duxiaoxing digital humans increased by 91% year-on-year, and the number of live streaming rooms increased by 119% year-on-year. 83% of the live streaming hosts have used digital humans.
3 m ago
Baidu opens up its DuerOS digital assistant technology to the global market.
3 m ago
The latest data shows that in October 2025, Tesla's Shanghai Gigafactory exported over 35,000 vehicles, setting a new record for monthly exports in the past two years. The export volume of Tesla Model Y increased by 214% compared to the same period last year. Personnel from Tesla China introduced that at the beginning of each quarter, a large number of new vehicles from the Shanghai Gigafactory are shipped to Europe, Asia-Pacific, and other regions. This directly reflects the continued strong demand for Tesla in the global market. Large numbers of Tesla users in Europe, Korea, and other markets highly appreciate the quality of the Chinese-made Model Y.
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