规划产能接近2000GWh,头部电芯依然“一芯难求” 储能行业为何没形成充裕供给?

每日经济新闻
Sep 06

CNESA(中关村储能产业技术联盟)发布的数据显示,2026年上半年,国内新型储能新增投运装机21.81GW/58.60GWh,功率和能量规模同比分别下降18%和16%。但与此同时,储能系统集采、框采招标规模达到80.16GWh,同比增长95%。独立储能新增装机占比升至69.3%,4小时储能系统中标均价同比上涨21.1%。装机下降,招标却大增,储能行业产能问题成为业内关注的焦点。  9月3日至4日...

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