金吾财讯 | 储能概念股悉数走强，截至发稿，金力集团(03919)涨20.00%，龙蟠科技(02465)涨4.60%，正力新能(03677)涨4.27%，双登股份(06960)涨3.93%，超威动力(00951)涨3.52%，天能动力(00819)涨1.79%，宁德时代(03750)涨0.99%。中信建投发研报指，市场有所恢复，看好储能全球共振大趋势不变。国内储能全面迎来经济性拐点，投资极为旺盛，主要是新能源市场化+容量电价推动，持续性上我们认为储能累计渗透率尚不足10%，我们上调明年国内新增装机至300GWh。海外最大的机会来自数据中心带来的储能需求，龙头企业已有大量订单。储能将带动锂电需求明年增速超过30%，对应材料、电池、集成均存在投资机会。
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