According to the CITIC Securities Research Report, looking ahead to 2027, the overall boom in the lithium battery industry is expected to rise. On the demand side, benefiting from the increase in the electric capacity and pure electric ratio of bicycles in China, the rise in global oil prices and the new vehicle cycle, the high global demand for power batteries is expected to continue. Furthermore, factors such as rich revenue models and new application fields such as AIDC continue to improve the installed economy of energy storage, and global energy storage has ushered in a stage of development where domestic and foreign demand resonates and rises. The new expansion in supply-side, battery and midstream materials mainly focuses on high-end products and overseas production capacity. It is expected that in 2027, industry supply and demand will further improve, overall prices in the industrial chain will rise steadily, and high-end products are expected to seize higher technological premiums. Furthermore, the acceleration of industrialization of new types of batteries such as solid-state and sodium-electric batteries is expected to bring investment opportunities in batteries, materials, and equipment. Focus on high-quality leading enterprises in the supply chain with a higher degree of technological differentiation and stronger cost control capabilities.

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