A股異動 | 儲能概念股走強 陽光電源(300274.SZ)漲超8%
格隆匯4月23日丨儲能概念股繼續走強,惠程科技漲停,陽光電源漲超8%,國軒高科、中來股份等跟漲;昨日漲停的聖陽股份今日跌逾4%。國家發改委、國家能源局4月21日下發了《關於加快推動新型儲能發展的指導意見(徵求意見稿)》。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。東北證券亦指,徵求意見稿對儲能行業發展做出重要政策指引。明確儲能市場地位,健全儲能價格機制,健全技術標準與管理體系,推動國內儲能行業健康可持續發展。國內儲能市場有望走上發展快車道。

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