天风证券:ITC政策力度强化+电价上涨 美国储能经济性有望进一步增加

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20 Oct 2022

天风证券表示,2022年以来美国居高不下的天然气价格拉升电价,且8月出台的美国《通胀削减法案》(IRA)强化了美国太阳能投资税减免政策(ITC)力度,这两项重大边际变化或将使美国储能经济性进一步增加,进而加速装机需求的提升。对美国本土集成商已形成供货、或已实现美国表前(发电侧+电网侧)储能订单或出货的中国集成商及相关供应链均有望受益美国表前储能的持续增长。另外,往未来看,随着ITC税收抵免边际变化...

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