金吾财讯 | 电力设备股多股扬升，截止发稿，潍柴动力(02338)涨12.01%，天能动力(00819)涨8.71%，信义光能(00968)涨5.94%，超威动力(00951)涨5.94%，上海电气(02727)涨3.60%，协鑫科技(03800)涨3.33%。万联证券研究认为，长期来看，全球可再生能源装机快速增长，电网不稳定性增加，储能需求有望持续提升。分地区来看：(1)欧洲能源价格提升，驱动户储需求回暖，同时大储装机规模增长持续提速，贡献新增动能，整体市场有望保持高增长；(2)美国大储装机需求较大，AIDC建设驱动用电量增长，增加地区电网不稳定性，驱动储能需求增长，储能项目并网有望加速；(3)新兴市场增长较快，亚洲、非洲、南美、大洋洲等地区户储空间广阔，有望为储能需求增长持续提供新动能；(4)中东可再生能源投资增长，储能项目投建加速，沙特、阿联酋的大储装机有望保持稳定增长。建议关注海外布局完善、市场地位领先的龙头个股。
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