智通财经APP获悉，里昂发布研报称，部分内地电池企业将受惠于政策利好，当中宁德时代(03750)作为全球电动车与储能电池制造龙头，预期公司今年盈利增速将加快至同比增长37%;现予H股目标价535港元及“跑赢大市”评级，A股(300750.SZ)目标价390元人民币及高度确信跑赢大市评级。
国家能源局最新发布内地储能政策显示，2025至2027年间将新增100吉瓦储能装机容量，相当于300吉瓦时，当局估算将在3年内带动2,500亿元人民币投资规模。该行认为政策具有重大意义，表明中国将在未来能源发展中持续推进储能建设，缓解了市场自今年初取消可再生能源项目强制配储政策以来的忧虑。
另外，中创新航(03931)作为全球第四大电动车与储能电池制造商，该行料2025至2027年的盈利年均复合增长率达76%，予目标价38港元及跑赢大市评级。至于瑞浦兰钧(00666)为全球第五大储能电池制造商，该行认为公司正处于复苏轨道，目标价14港元，予“跑赢大市”评级。
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