金吾财讯 | 储能股部分走强，截至发稿，瑞浦兰钧(00666)涨5.52%，龙蟠科技(02465)涨2.24%，中创新航(03931)涨1.25%，正力新能(03677)涨0.72%。国金证券发布研报称，2025年上半年，中国储能行业迎来订单“井喷期”，累计订单量突破250GWh，较去年同期实现跳跃式增长；储能系统出货量在上半年达到167GWh，同比增长86%。从开年至今，10GWh级别的大额订单已成为行业常态，国内外市场均有亮眼表现。随储能景气的超预期，锂电池行业供需格局也持续改善，目前多环节出现涨价迹象，行业需求增长，叠加供给端扩张受限，明年有望开启持续性的涨价周期，形成“量价齐升”的良好局面。
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