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儲能概念股漲幅進一步擴大,漲停個股增加
格隆匯8月11日丨儲能概念股午後漲幅進一步擴大,繼易事特、盛弘股份、科華數據、科士達上午封漲停板後,雄韜股份下午走高封住漲停板,孚能科技、科力遠等跟漲。國家發改委、國家能源局8月10日發佈《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》,鼓勵發電企業自建儲能或調峯能力。業內人士認為,隨着可再生能源佔比增加,電力系統的調節能力不足問題凸顯,將制約可再生能源產業發展。政策推動儲能產業快速發展,有利於提升可再生能源併網規模。另外,隨着近期部委及地方密集出台相關政策,“新能源+儲能”項目的落地正步入快車道。據不完全統計,今年至少有11個省份要求新能源電站配置儲能,配置比例多要求在10%以內,目前相關項目都在加速落地。

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