作者:大G原创:美港股观察社2025年,国内储能行业迎来历史性转折点。随着136号文明确取消“强制配储”要求,独立储能在容量电价补贴机制与电力市场化改革的双重推动下正式“登台”,叠加全球储能需求持续高增,行业从“政策强推”转向“市场化盈利”,进入高质量爆发期。一、政策重塑行业逻辑:独立储能成主流,容量电价筑牢盈利基石国内储能政策已完成从“强制配储”到“独立储能”的关键转型,地方容量电价密集落地与...
Source Link作者:大G原创:美港股观察社2025年,国内储能行业迎来历史性转折点。随着136号文明确取消“强制配储”要求,独立储能在容量电价补贴机制与电力市场化改革的双重推动下正式“登台”,叠加全球储能需求持续高增,行业从“政策强推”转向“市场化盈利”,进入高质量爆发期。一、政策重塑行业逻辑:独立储能成主流,容量电价筑牢盈利基石国内储能政策已完成从“强制配储”到“独立储能”的关键转型,地方容量电价密集落地与...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.