研報掘金丨德邦證券:陽光電源儲能業務打開新增長極,首予“買入”評級
德邦證券日前研報指出,2023年陽光電源(300274.SZ)儲能系統全球發貨10.5GWh,發貨量連續八年中國企業第一。目前公司儲能系統廣泛應用在美、英、德等成熟電力市場,不斷強化風光儲深度融合。所有參與的儲能項目未出現一例安全事故,在調頻調峯、輔助可再生能源併網、微電網、工商業及户用儲能等領域積累了廣泛的應用經驗。公司作為逆變器龍頭企業,規模、渠道優勢明顯,儲能業務打開新增長極,首次覆蓋,給予公司“買入”評級。
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