【中信证券:从强制配储到主动储能,储能行业变革已现】中信证券研报表示,2025年ESIE储能国际峰会参展人数基本持平,多家厂商积极推出大容量新品,固态电池、电力交易系统等新技术频出。我们认为随着国家发改委136号文取消强制配储,国内储能将从成本优先转向价值创造,储能系统安全性和电力交易能力将逐步成为竞争核心,带动行业竞争壁垒提升。我们看好储能行业从强制配储向主动储能转变,带动行业竞争格局改善,重点推荐储能产业链电芯、PCS、集成等环节的头部厂商。

金融界
16 Apr
中信证券研报表示,2025年ESIE储能国际峰会参展人数基本持平,多家厂商积极推出大容量新品,固态电池、电力交易系统等新技术频出。我们认为随着国家发改委136号文取消强制配储,国内储能将从成本优先转向价值创造,储能系统安全性和电力交易能力将逐步成为竞争核心,带动行业竞争壁垒提升。我们看好储能行业从强制配储向主动储能转变,带动行业竞争格局改善,重点推荐储能产业链电芯、PCS、集成等环节的头部厂商。

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