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    • 当前位置：首页 > 风口掘金丨政策面与基本面共振，储能市场有望迎来量利齐升，机构：看好产业链这两个环节 >

    风口掘金丨政策面与基本面共振，储能市场有望迎来量利齐升，机构：看好产业链这两个环节

    来源 照葫芦画瓢网
    2024-07-09 01:42:11

    投资建议：大储为主，看好储能产业链的集成商及电池环节

    华宝证券指出，在我国，大储占比超过95%，发挥着举足轻重的作用。结合政策面和产业基本面，加上国内独立/共享储能商业模式逐渐理顺，储能收益来源更加丰富，大储经济性有望得到修复，预计2023年国内大储有望迎来量利齐升，看好储能产业链的集成商及电池环节。

    华鑫证券指出，现阶段，一方面各省在探索储能市场化多重收益机制，另一方面，储能各分部收益也有望改善，2023年储能电站盈利上行趋势明确，储能有望直接受益于硅料价格下跌，看好大储能系统集成盈利能力提升。

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