9月5日，电池爆拉。截至14时11分，表征板块的电池ETF(561910)放量涨9.91%，阳光电源涨12.11%，宁德时代涨5.09%。交投持续升温，换手率达30.24%，成交额约5亿，环比前日放量10.25%。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。当前时点，海外储能市场投资价值凸现。
中信证券认为，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。国产储能产业链具备明显优势，电芯、储能系统环节全球份
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