华泰证券近期发布研究报告，对户用光储（户用光伏与储能系统）市场前景表示乐观。报告指出，在能源转型与电价市场化的推动下，分布式能源需求持续增长，尤其在居民与商业领域，光储一体化系统经济性逐步显现。政策支持、技术成本下降及电网稳定性需求共同助推行业发展，预计未来几年相关产业链将迎来高速增长。华泰证券建议关注具备技术整合能力与渠道优势的光伏组件、逆变器及储能系统供应商。
Huatai Securities recently released a research report expressing optimism about the prospects of the residential solar and energy storage market. The report indicates that driven by energy transition and electricity marketization, demand for distributed energy continues to grow, particularly in residential and commercial sectors, where the economic benefits of integrated solar-storage systems are becoming increasingly evident. Policy support, declining technology costs, and grid stability needs are collectively boosting industry development, with high growth expected across related supply chains in the coming years. Huatai Securities recommends focusing on suppliers with integrated technological capabilities and channel advantages in solar modules, inverters, and energy storage systems.
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