中信证券研报表示伴随海外能源转型新能源占比提升带动灵活性调节资源的需求以欧美为首的海外储能市场有望迎来需求放量。我们认为

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中信证券研报表示伴随海外能源转型新能源占比提升带动灵活性调节资源的需求以欧美为首的海外储能市场有望迎来需求放量。我们认为国产储能产业链具备明显优势电芯、储能系统环节全球份额持续提升。从海外储能厂商来看多数公司对中国产业链依赖程度高在政策不确定下面临经营困境。我们认为当前时点海外储能市场投资价值凸现建议关注布局海外储能产业链电芯、PCS、系统集成等环节的头部厂商。

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