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Recently, some investors are worried about demand in the new energy industry next year. In response, Ningde Times said that from the company's perspective, industry demand can still be expected in 2027. In terms of domestic passenger cars, although overall sales of passenger cars have declined this year, it can be seen that the electrification rate is rapidly increasing, and the amount of electricity charged by bicycles is increasing rapidly, so the growth rate of domestic new energy passenger vehicle power batteries has achieved positive growth. The electrification rate of domestic new energy commercial vehicles is also increasing rapidly; the electrification trend in Europe is continuous, and new competitive models are constantly being launched; the electrification potential of other markets may be underestimated by the market. In terms of energy storage, both domestically and overseas, it has maintained a good growth rate. In particular, demand for energy storage in some overseas markets is quite strong. Overall, the global market demand for power and energy storage batteries may not be as pessimistic as expected by the market, and there is still good potential for growth.
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Recently, some investors are worried about demand in the new energy industry next year. In response, Ningde Times said that from the company's perspective, industry demand can still be expected in 2027. In terms of domestic passenger cars, although overall passenger car sales have declined this year, it can be seen that the electrification rate is rapidly increasing, and the amount of electricity charged by bicycles is increasing rapidly, so the growth rate of domestic new energy passenger vehicle power batteries has achieved positive growth. The electrification rate of domestic new energy commercial vehicles is also increasing rapidly; the electrification trend in Europe is continuous, and new competitive models are constantly being launched; the electrification potential of other markets may be underestimated by the market. In terms of energy storage, both domestically and overseas, it has maintained a good growth rate. In particular, demand for energy storage in some overseas markets is quite strong. Overall, the global market demand for power and energy storage batteries may not be as pessimistic as expected by the market, and there is still good potential for growth.
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