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A股異動 | 儲能概念股走強 聖陽股份封板
格隆匯 04-22 09:35
格隆匯4月22日丨儲能概念股走強,聖陽股份一字板,動力源、陽光電源、派能科技、英威騰、南都電源等漲幅居前。消息面上,國家發展改革委、國家能源局下發了《關於加快推動新型儲能發展的指導意見(徵求意見稿)》。到2025年,實現新型儲能從商業化初期向規模化發展轉變,健全“新能源+儲能”項目激勵機制。中信證券指出,徵求意見稿明確裝機目標和主體地位,有望解決儲能主體市場地位和配套政策缺失痛點,開啟市場化新階段,儲能設備供應商(鋰電池、逆變器等)和綜合能源服務商率先受益。中長期看氫儲能應用有望加速,綠氫成本有望下降,利好燃料電池等氫能利用設備供應鏈。
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