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研報掘金丨華福證券:陽光電源儲能海外訂單不斷,維持“買入”評級
華福證券研報指出,陽光電源儲能海外訂單不斷,AIDC業務有望成爲第二成長曲線。8月初公司與保加利亞太陽能公司SunterraRE簽署合作協議,該協議規定在SunterraRE旗下三個最大的光伏園區部署1GWh的電池儲能系統,這是公司繼7月底與歐洲光儲電站開發商SUNOTEC在保加利亞及其他歐洲市場簽署2.4GWh儲能訂單後又一個GW級訂單,公司在歐洲市場的儲能訂單明顯加速;且根據儲能產業網,25年以來公司持續斬獲海外儲能訂單,包括今年2月份獲取500MWh日本儲能訂單、3月份與RenewablePowerCapital(RPC)合作簽署芬蘭西南部Uusikaupunki的Kalanti50MW/100MWh儲能項目、5月份與全球可再生能源公司Zelestra簽約1GWh儲能項目等,充分體現了公司在全球儲能市場的強競爭力。考慮公司作爲全球光伏逆變器、大儲系統集成的龍頭,行業競爭中凸顯阿爾法,同時考慮公司積極拓展AIDC業務,維持“買入”評級。
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