非化石发电及储能细分赛道专题研究

财富拾贝
Jan 27

中国非化石发电已形成水电、风电、光伏、核能四大主力赛道,氢能为未来跨领域脱碳核心,储能以抽水蓄能为基石、新型储能多元并进。当前行业处于“技术迭代+规模扩产+成本下行”三重红利期,龙头企业凭借技术壁垒与全球化布局主导市场。短期(1-3年)聚焦光伏、风电及锂电储能龙头,中期(3-5年)布局长时储能与核能,长期(5-10年)跟踪钠电、钙钛矿等前沿技术突破,核心驱动力为政策支持、技术创新与成本优化。一、...

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