Energy · 1.14

Batteries & Energy Storage

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+14weighted per event

Average gross impact15absolute weighted average

Events39same period

Confidence74%model average

Raw intensity57before weighting

Previous period+17net impact

Gross change-37%

Diffusion speed5.6 / day

Concentration5%

Direction disagreement6%

Source independence98%16 sources

IMPACT TREND

7-day effective impact

Positive 35 · Negative 1 · Mixed 3

+290-29

28 Jul, 014 events

28 Jul, 155 events

-2

29 Jul, 052 events

+15

29 Jul, 197 events

30 Jul, 098 events

+11

30 Jul, 234 events

+11

31 Jul, 131 event

1 Aug, 030 events

1 Aug, 170 events

+12

2 Aug, 071 event

+29

2 Aug, 213 events

+23

3 Aug, 114 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term42%242 cumulative effective impact

Medium term49%283 cumulative effective impact

Long term8%48 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 4 · 38 events

Macro5

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: +17
Intensity: 68
Confidence: 80%
Horizon: Medium term

Macro28 Jul, 08:19positive

NDRC and NEA Issue Renewable Energy 15th Five-Year Plan, Setting Four Targets

The National Development and Reform Commission and the National Energy Administration have jointly unveiled the Renewable Energy Development 15th Five-Year Plan. The plan, covering the 2026–2030 period, sets out targets in four areas: total renewable energy volume, power generation, non-electric utilization, and reliable substitution. It provides a policy framework to guide the sector’s development over the next five years.

Effective: +15
Intensity: 78
Confidence: 79%
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: +15
Intensity: 65
Confidence: 85%
Horizon: Medium term

Macro31 Jul, 10:07positive

China's Trade with BRI Partners Hits RMB 12.97 Trillion in H1 2026, Up 14.8%

China's National Development and Reform Commission reported that in the first half of 2026, goods trade with Belt and Road partner countries reached RMB 12.97 trillion, up 14.8% year on year, accounting for 50.9% of total foreign trade. Investment cooperation expanded into high-tech and green sectors. Infrastructure projects advanced, including the Hungary-Serbia Railway's freight service launch, full construction of the China-Kyrgyzstan-Uzbekistan Railway, and 11,186 China-Europe freight train trips, a 20.2% increase.

Effective: +12
Intensity: 50
Confidence: 60%
Horizon: Medium term

Macro29 Jul, 19:58positive

Shenzhen Aims for Strategic Emerging Industries to Hit 2.3 Trillion Yuan, 45% of GDP by 2030

Shenzhen's municipal authorities have issued a plan to develop new quality productive forces and cultivate strategic emerging industries and future industries. By 2030, the city aims for the value-added of strategic emerging industries to reach RMB 2.3 trillion, accounting for 45% of its gross domestic product, with advanced manufacturing as the backbone of a modern industrial system.

Effective: +11
Intensity: 75
Confidence: 65%
Horizon: Long term

Industries1

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: +12
Intensity: 70
Confidence: 80%
Horizon: Medium term

Companies4

Companies3 Aug, 21:37positive

CATL Announces 2026 Interim Dividend of RMB 6.18 Billion, RMB 14.11 per Share

CATL announced a 2026 interim dividend of RMB 14.11 per 10 shares (pre-tax), totaling about RMB 6.18 billion. The record date is August 7, 2026, with ex-dividend date August 10, 2026. In 2025, CATL's net profit was RMB 72.2 billion, with total dividends of RMB 36.1 billion, half of annual profit. For the first half of 2026, net profit rose 41% year-on-year to RMB 43.284 billion, while revenue grew 54.8% to RMB 276.917 billion, with energy storage segment growth near 90%.

Effective: +14
Intensity: 30
Confidence: 72%
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: +13
Intensity: 65
Confidence: 80%
Horizon: Medium term

Companies30 Jul, 16:22positive

Rongbai Technology Plans 4.723 Billion Yuan Sodium-Ion Project in Xiantao

Rongbai Technology plans to invest 4.723 billion yuan to build a 300,000-tonne-per-year sodium-ion battery cathode material integrated project in Xiantao. The project will be implemented by a consolidated subsidiary in three phases: Phase 1 with 50,000 tonnes, Phase 2 with 100,000 tonnes, and Phase 3 with 150,000 tonnes.

Effective: +13
Intensity: 60
Confidence: 70%
Horizon: Long 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: +13
Intensity: 70
Confidence: 70%
Horizon: Long term