金吾财讯 | 储能股逆市走高，截至发稿，龙蟠科技(02465)涨7.30%，瑞浦兰钧(00666)涨3.64%，中创新航(03931)涨2.41%，天能动力(00819)涨1.59%，正力新能(03677)涨1.04%，宁德时代(03750)涨1.09%。中信证券发研报指，参考CNESA（中关村储能产业技术联盟）、Wood Mackenzie、SolarPower Europe、集邦咨询、BNEF等数据，我们预测2025年全球储能新增装机约为290GWh，远期2030年有望达到1.14TWh，增长潜力巨大。我们认为国产储能产业链具备明显优势，电芯、储能系统环节全球份额持续提升，建议关注布局海外储能产业链的头部厂商，看好储能系统集成商、电芯供应商及PCS供应商。
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