A股異動 | 儲能概念股走強 新風光(688663.SH)漲超13%
格隆匯10月27日丨儲能概念股繼續走強,新風光(688663.SH)漲超13%,固德威漲超5%,申菱環境、金風科技、天合光能漲超4%,中來股份、陽光電源等紛紛上漲。國務院印發2030年前碳達峯行動方案。方案提出,積極發展“新能源+儲能”、源網荷儲一體化和多能互補,支持分佈式新能源合理配置儲能系統。制定新一輪抽水蓄能電站中長期發展規劃,完善促進抽水蓄能發展的政策機制。加快新型儲能示範推廣應用。深化電力體制改革,加快構建全國統一電力市場體系。到2025年,新型儲能裝機容量達到3000萬千瓦以上。到2030年,抽水蓄能電站裝機容量達到1.2億千瓦左右,省級電網基本具備5%以上的尖峯負荷響應能力。

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