环保及公用事业周报:政策定调 储能迎来产业空间和盈利空间双提升

国投证券
Sep 14

本周专题:政策定调,储能迎来产业空间和盈利空间双提升2025 年国内外储能系统招标量/出货量快速增长。根据“寻熵研究院”,2025 年8 月,国内储能系统的招标容量达47.2GWh,同比增长2158%,环比增长1142%;EPC 规模达22.2GWh,储能电芯和直流侧的采招规模为13.3GWh。2025 年1-8 月,储能系统累计招标量为144.1GWh,同比增长约216%。新型电力系统建设带动...

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