CICC Report: China's New Capacity Electricity Price Policy Benefits Long-Term Energy Storage Development; CATL (300750.SZ) is the Top Choice

Written by Emily J. Thompson, Senior Investment Analyst

Source: aastocks

Updated: Feb 02 2026

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Should l Buy ?

Source: aastocks

New Capacity Electricity Price Mechanism: The NDRC and NEA have introduced a new capacity electricity price mechanism aimed at improving the efficiency of coal, gas, pumped storage, and new energy storage power sources to ensure supply during peak periods.
Recognition of Energy Storage: This notice marks the first establishment of a capacity electricity price mechanism for grid-side independent energy storage, highlighting the value of new energy storage systems and indicating positive long-term investment prospects.
CICC's Investment Preference: CICC has identified CATL, a global leader in energy storage, as a preferred investment, setting a target price of RMB445 and rating it as Outperform.
Market Impact: The announcement reflects a strategic shift in the energy sector, promoting stability in power systems while supporting the integration of renewable energy sources.

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About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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