[Guojin Securities: lithium Carbonate prices accelerate falling Energy Storage plates usher in a good opportunity for layout] April 18, Guojin Securities said that the accelerated decline in lithium carbonate prices in March led to a faster-than-expected decline in energy storage battery and system prices. it has not only created room for profit expansion for energy storage system integrators, especially terminal owners, but also laid the foundation for the outbreak of downstream demand in the future, and the current sentiment and attention of the plate are low. Ushering in a good opportunity for layout, the key recommendations are as follows: 1) under the price reduction cycle of raw materials such as silicon and lithium carbonate, Volume and profit will realize the flexible large storage industry chain, such as Sunshine Power supply, Kehua data (covered by communication group), Shenghong shares, and Nandu Power supply. 2) Household storage industry chain with high profit certainty and high growth rate, such as Costa.