華泰證券:儲能行業國內保持高景氣,新興市場快速起量
華泰證券表示,國內儲能需求旺盛,新興市場户儲、大儲起量。國內上半年併網招標數據表現強勁,配儲時長超出我們此前預期,我們上調24年儲能裝機預測至83.9GWh,美國上半年併網規模高增,我們認為中美市場24年儲能裝機可保持高增,對應標的業績存在強支撐。受電價下行與補貼退坡影響,歐洲今年上半年户儲裝機同比下滑,後續户儲需求仍需觀察,大儲有望接力户儲起量。新興市場方面,中東風光裝機高增產生消納難題,印度/巴基斯坦/烏克蘭缺電+電價上升刺激户用光儲需求,新興市場户儲大儲需求向好,出海企業盈利估值有望雙擊。建議關注新興市場儲能需求。
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