新型储能迎来政策利好 低PE+高增长潜力股出炉

智通财经
Oct 04
【新型储能迎来政策利好 低PE+高增长潜力股出炉】2026年以来,新型储能的战略地位持续提升。“十五五”规划纲要明确提出“大力发展新型储能”,新型储能首次被列入国家六大新兴支柱产业。新型储能是指除抽水蓄能外,以输出电力为主要形式并对外提供服务的储能技术,包括电化学储能、压缩空气储能、重力储能等。据证券时报统计,截至9月30日,新型储能概念股合计A股市值3.99万亿元。根据5家及以上机构一致预测,2026年、2027年净利润增速均有望超20%,且截至9月30日收盘,滚动市盈率低于40倍的新型储能概念股有18只。其中银龙股份、宁德时代、璞泰来、东方电气、中伟新材、亿纬锂能滚动市盈率均在20倍以下。

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