REITs、ABS试水,万亿级储能资产证券化“躁动”

高工储能
Feb 01

2026年,储能行业正被推到一个新的临界点。在过去的一年里,经历了上半年取消强配的政策大洗礼,储能行业从前几年的“一哄而上”的狂热到近两年的“硬件内卷”的反噬,行业正在经历一场从“规模驱动”向“运营驱动”的深刻转向。尤其是随着136号文、394号文等政策的颁布,电力市场改革正迈向“深水区”,储能从“成本项”逐渐转变成持续产生收益的“价值资产”,行业的共识是“运营”将成为解锁储能后市场的关键钥匙。...

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