金吾财讯 | 中信证券表示，7月14日，甘肃省发展改革委发布《甘肃省关于建立发电侧容量电价机制的通知（征求意见稿）》，提出针对煤电机组、电网侧新型储能建立容量电价机制。
该机构认为随着电力市场改革持续推进，储能容量电价机制逐步确立，国内储能项目投资确定性将显著增强，装机规模将继续保持高速增长。同时，在容量电价考核机制设计下，储能项目运行稳定性的重要程度进一步提升，有助于提升业主对储能电芯、系统质量的要求，促进行业竞争格局优化。该机构看好储能产业链相关的头部厂商：1）储能系统集成商；2）电芯供应商；3）PCS供应商。
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