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中信證券:頂層政策佈局疊加用電結構需求,風電儲能長期向好已成大勢
uSMART盈立智投 11-04 09:45

智通財經APP獲悉,中信證券表示,結合明確的頂層政策規劃指引與地方的執行力度跟進,在風電領域,看好2021年全年的增量政策紅利和土地生產要素支撐,特別是來自廣東、湖南、山東地區的政策支持,有望加速政策紅利向基本面傳導。對於儲能領域,火電增量受限同時新能源裝機保持高增速,疊加中國儲新比偏低,儲能中長期放量是必然趨勢。近期頂層政策佈局規劃,裝機量與一級市場同時爆發,在分時電價逐步解決儲能商業模式不明朗的情況下,中短期建議關注壓縮空氣、鈉電池、液流電池等技術路線。對氫能領域,建議關注碳中和背景下氫能在化工行業的“原料”價值挖掘,綠鋼、綠氨爲代表在碳中和背景下優化工業流程減碳或成氫能應用新趨勢。

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