储能:大储如火如荼,户储确立恢复,工商储为新亮点

投资快报
Aug 09

全球大储爆发确定性强,美国政策落地,欧洲、新兴市场需求高增,国内新模式经济性将改善。我们预计2025年全球大储装机增长51%至205gwh。其中,美国抢装潮下,2025年1—6月装机17GWh,同增32%,全年看预计增长41%至40GWh;大而美法案确立,预计2~3年内我国储能产业链仍能保持高速发货。欧洲呈爆发式增长,2025年装机上修至18GWh,同增超120%。新兴市场大项目批量落地,预计...

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