A股異動 | 儲能概念股普漲 發改委和能源局印發《“十四五”新型儲能發展實施方案》
格隆匯2月23日丨國軒高科漲4.69%,比亞迪漲3.81%,陽光電源漲3.59%,中來股份漲2.91%,億緯鋰能等跟漲。近日,國家發展改革委、國家能源局印發《“十四五”新型儲能發展實施方案》。文件提出發展目標:到2025年,新型儲能由商業化初期步入規模化發展階段、具備大規模商業化應用條件。新型儲能技術創新能力顯著提高、核心技術裝備自主可控水平大幅提升,標準體系基本完善。產業體系日趨完備,市場環境和商業模式基本成熟。其中,電化學儲能技術性能進一步提升,系統成本降低30%以上;火電與核電機組抽汽蓄能等依託常規電源的新型儲能技術、百兆瓦級壓縮空氣儲能技術實現工程化應用;兆瓦級飛輪儲能等機械儲能技術逐步成熟;氫儲能、熱(冷)儲能等長時間尺度儲能技術取得突破。到2030年,新型儲能全面市場化發展。新型儲能核心技術裝備自主可控,技術創新和產業水平穩居全球前列,市場機制、商業模式、標準體系成熟健全,與電力系統各環節深度融合發展,基本滿足構建新型電力系統需求,全面支撐能源領域碳達峯目標如期實現。

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