金吾财讯 | 储能股悉数走高，截至发稿，龙蟠科技(02465)涨4.90%，宁德时代(03750)涨3.80%，正力新能(03677)涨2.04%，中国安储能源(02399)涨1.96%，双登股份(06960)涨1.96%，天能动力(00819)涨1.79%，中创新航(03931)涨1.72%。日前，卡塔尔在遭到伊朗无人机袭击后，关闭了全球最大液化天然气（LNG）出口设施卡塔尔能源公司旗下的Ras Laffan工厂生产，引发欧洲天然气价格飙升逾50%。Ras Laffan工厂约占全球液化天然气供应量的20%，并且油轮几乎停止通过霍尔木兹海峡，这一承担全球约20%液化天然气运输量的关键通道进一步加剧供应忧虑。我们认为，断供对欧亚等部分国家影响较大，卡塔尔是全球重要液化天然气出口国，一旦该国断供短期内或难以找到快速替代。国泰海通发研报指，此次天然气断供有利于储能和光伏的需求增长，分布式的光伏+储能在极端情况下可以快速满足用户的电力需求。如果冲突持续下去，欧洲天然气和电价有可能继续上涨，户用光伏和储能将率先受益，后续走势值得重点关注。
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