國金證券：電源側才是儲能市場大蛋糕主體

第一財經
2021.08.11 00:46
【國金證券：電源側才是儲能市場大蛋糕主體】國金證券指出，8 月 10 日，發改委、能源局聯合發佈《關於鼓勵可再生能源發電企業自建或購買調峯能力增加併網規模的通知》。直接利好儲能，間接利好風光發電，重申 “電源側才是儲能市場大蛋糕主體” 觀點。重點關注儲能逆變器、電池、系統集成相關公司，繼續整體推薦光伏、風電；關注氫能。
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