Energy · 1.14

Batteries & Energy Storage

Quantified news impact based on deduplicated, quality-reviewed events in a single 20-day window.

Average net impact+18weighted per event

Average gross impact20absolute weighted average

Events59same period

Confidence74%model average

Raw intensity56before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed3.0 / day

Concentration3%

Direction disagreement13%

Source independence98%20 sources

IMPACT TREND

20-day effective impact

Positive 51 · Negative 3 · Mixed 5

+330-33

15 Jul0 events

16 Jul0 events

18 Jul0 events

20 Jul0 events

21 Jul0 events

23 Jul0 events

25 Jul0 events

+11

26 Jul20 events

+14

28 Jul14 events

+21

30 Jul17 events

31 Jul0 events

+33

2 Aug8 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term44%527 cumulative effective impact

Medium term46%549 cumulative effective impact

Long term10%120 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 6 · 58 events

Macro3

Macro30 Jul, 08:00positive

National Energy Administration: Energy Investment in 15th Five-Year Plan to Exceed 20 Trillion Yuan

The National Energy Administration announced that during the 15th Five-Year Plan period (2026-2030), investment in key energy projects and new business forms will exceed RMB 20 trillion, significantly higher than the 14th Five-Year Plan total. The investment, averaging over RMB 100 billion per day, is divided into three dimensions: safety, transition, and new opportunities. Safety project investment rises over 10%, grid investment growth exceeds 30%, and new energy's share of power source investment nears 60%. New business forms receive over RMB 2 trillion, focusing on green hydrogen, storage, and virtual power plants.

Effective: +31
Intensity: 68
Confidence: 80%
Horizon: Medium term

Macro27 Jul, 10:52positive

Guangzhou H1 2025 GDP Up 5.8%, IC Manufacturing Jumps 73.9%, NEV Output Rises 53.2%

In the first half of 2025, Guangzhou's gross domestic product grew 5.8% year-on-year to RMB 1,604.5 billion, the highest half-year growth rate since 2022. The primary sector added value of RMB 10.8 billion, up 3.2%; the secondary sector rose 5.6%; and the tertiary sector grew 5.9%. Among first-tier cities, Guangzhou tied with Shenzhen for the fastest growth. Industrial production improved significantly, with integrated circuit manufacturing value added surging 73.9% and new energy vehicle output increasing 53.2%. Fixed-asset investment rose 6.1%, and high-tech manufacturing investment grew 29.5%.

Effective: +30
Intensity: 78
Confidence: 80%
Horizon: Short term

Macro30 Jul, 06:04positive

China's Light Industry Value-Added Grows 5% in First Half of 2026

China's light industry recorded a 5.0% year-on-year increase in value-added output for the first half of 2026, with revenue reaching 11.2 trillion yuan, according to the China Light Industry Council. Retail sales of 11 categories of light industrial goods exceeded 4.3 trillion yuan, up 4.4%, driven by consumption-boosting policies. High-efficiency home appliance sales surged over 30%, while wearable smart device sales more than doubled. Exports rose 6.7% to 487.04 billion USD, with 14 sectors including home appliances and batteries each exceeding 10 billion USD in export value.

Effective: +28
Intensity: 65
Confidence: 85%
Horizon: Medium term

Industries3

Industries2 Aug, 10:10positive

China Implements National Standard for Electric Vehicle Power Battery Durability

China has implemented a national standard on electric vehicle power battery durability, defining battery available energy state as the ratio of current usable energy to new-battery usable energy. On-board readings must not deviate from measured values by more than 5%, and virtual mileage conversions must stay within 3% of measured equivalents. For light-duty passenger cars, the battery available energy state must remain at least 82% after 5 years or 100,000 km, 75% after 8 years or 160,000 km, and 70% after 10 years or 200,000 km.

Effective: +32
Intensity: 60
Confidence: 80%
Horizon: Medium term

Industries28 Jul, 21:45positive

Xingyuan Caili Says Diaphragm Prices Recover on Tight Supply-Demand, Overseas Pricing Higher

Xingyuan Caili, in an institutional research presentation, stated that the diaphragm market is experiencing tight supply-demand dynamics due to strong downstream demand from power batteries and energy storage. Diaphragm prices have stabilized and recovered, with the company implementing batch price adjustments for core customers since the market bottomed in late 2025. In the first half of 2026, mainstream wet-process base film prices recovered significantly from end-2025 levels. Overseas pricing remains significantly higher than domestic pricing, supporting further price adjustment potential.

Effective: +28
Intensity: 70
Confidence: 80%
Horizon: Medium term

Industries3 Aug, 21:01positive

US Companies Bet on Low-Speed EVs; Fiat and Chip Motors Offer $15,000 Models

US automakers are increasingly betting on low-speed electric vehicles (LSVs), a niche between golf carts and light cars. Fiat plans to sell its electric Topolino in the US at about $15,000, while California startup Chip Motors offers a similar-priced “Chip” model. President Trump has voiced support for micro cars, and regulation is lenient, with a 25 mph speed cap and no airbag requirement. Industry players see the segment growing, targeting short trips in gated communities.

Effective: +25
Intensity: 55
Confidence: 70%
Horizon: Short term

Companies4

Companies27 Jul, 08:50negative

Tesla Q2 Revenue Up 25.5% to $28.2 Billion, but Operating Profit Misses at $400 Million

Tesla reported second-quarter 2026 revenue of $28.2 billion, up 25.5% year-on-year, but operating profit plunged to $400 million, far below expectations. Automotive gross margin fell to 16.3%, also missing estimates. Core auto sales revenue rose 27% to $20 billion, though average selling price declined. Robotaxi in Austin achieved 50% to 60% unsupervised trips but no large-scale milestone. Capital expenditure guidance remains above $25 billion.

Effective: -30
Intensity: 70
Confidence: 85%
Horizon: Short term

Companies29 Jul, 19:19positive

Deye Refiles H-Share Listing Application to HKEX on July 28, 2026

Deye refiled its H-share listing application to the Hong Kong Stock Exchange on July 28, 2026, with joint sponsors CICC, CITIC Securities, and CMB International. The world's largest residential energy storage inverter provider by 2025 sales, with a 20.6% market share, reported 2025 revenue of RMB 12.22 billion and net profit of RMB 3.17 billion. In the first four months of 2026, revenue reached RMB 6.18 billion and net profit RMB 1.61 billion, up 74.3% year-on-year. Founder Zhang Hejun controls about 60% of voting rights.

Effective: +25
Intensity: 65
Confidence: 80%
Horizon: Medium term

Companies3 Aug, 10:50positive

CATL Establishes Wholly-Owned Sales Subsidiary with RMB 3 Billion Capital

Contemporary Amperex Technology Co. , Ltd. (CATL) has established a wholly-owned sales subsidiary, CATL (Ningde) Sales Co. , with registered capital of RMB 3 billion. The new entity's business scope covers battery sales, battery component sales, new energy prime mover equipment, charging piles, and new energy vehicle battery swap facilities. Business registration records confirm CATL holds full ownership of the subsidiary.

Effective: +24
Intensity: 60
Confidence: 70%
Horizon: Short term

Companies29 Jul, 23:48positive

NextEra Energy and Brookfield Plan $100 Billion Data Center Campus on Former Kentucky Uranium Site

NextEra Energy and Brookfield plan to invest about $100 billion to develop a data center campus on a former uranium enrichment site in Paducah, Kentucky. NextEra will build and own dedicated power facilities including 2 gigawatts of gas generation and up to 2.6 gigawatts of battery storage, while Brookfield will own and operate the 1.8-gigawatt data center campus. The project aligns with the Trump administration's policy requiring data center operators to pay above-market electricity rates. It still requires final binding agreements.

Effective: +24
Intensity: 70
Confidence: 70%
Horizon: Long term