港股异动 | 多重利好点燃储能概念股 中创新航(03931)涨超8% 宁德时代(03750)涨超7%

智通财经
Mar 11

智通财经APP获悉,储能概念股走高,截至发稿,中创新航(03931)涨8.36%,报29.04港元;宁德时代(03750)涨7.09%,报589港元;正力新能(03677)涨5.31%,报8.72港元;瑞浦兰钧(00666)涨3.86%,报15.89港元;双登股份(06960)涨8.89%,报13.11港元。

消息面上,近日,宁德时代披露超预期年度业绩,公司全年实现营收4237亿元,同比增长17.04%;实现净利润722亿元,同比增长42.28%。其中,宁德时代实现储能电池销量121GWh,同比增长29.13%。根据SNE Research 统计,2025年,宁德时代储能电池出货量连续五年位居全球第一。政策方面,此外,今年的政府工作报告再次明确“发展新型储能”,同时将“算电协同”纳入新基建工程。

有分析认为,在算电协同新模式下,通过拉动储能、智能电网、数据中心、绿电运营等大量相关产业联动发展,将形成至少万亿规模的市场增量。国信证券指出,全球储能需求稳步增长。国内储能容量电价政策出台,市场化需求驱动储能订单呈现爆发式增长;美国数据中心等负荷引起的电力供应短缺推动美国大储装机需求提升;欧洲电网不稳定情况及天然气价格上涨均推动储能需求;新兴市场各国政府扶持政策频出,储能装机需求有望大幅度提升。

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