国金证券近期发布研报指出，全球储能行业已正式迈入新一轮增长周期。随着可再生能源（如风电、光伏）装机规模持续扩大，电力系统对灵活性和稳定性的需求显著提升，储能作为关键支撑技术，正迎来前所未有的发展机遇。政策层面，多国加速推进碳中和目标，出台激励措施推动储能部署；技术层面，锂电成本持续下降、新型储能技术不断突破，进一步提升了储能系统的经济性与适用性。此外，户用储能、工商业储能及大型电网侧项目在全球范围内快速落地，市场需求呈现多元化、规模化特征。国金证券认为，未来3-5年，全球储能市场将保持年均30%以上的复合增长率，产业链上下游企业有望充分受益于这一高景气赛道。投资建议方面，国金证券推荐关注具备核心技术、全球化布局及成本优势的龙头企业，涵盖电池制造、逆变器、系统集成等环节。同时提醒投资者注意原材料价格波动、技术迭代风险及政策落地节奏等潜在挑战。
Guojin Securities recently released a research report stating that the global energy storage industry has officially entered a new growth cycle. As the installed capacity of renewable energy sources—such as wind and solar power—continues to expand, the demand for grid flexibility and stability is rising significantly. Energy storage, as a critical enabling technology, is now experiencing unprecedented development opportunities. On the policy front, numerous countries are accelerating their carbon neutrality goals and introducing incentives to promote energy storage deployment. Technologically, ongoing declines in lithium-ion battery costs and breakthroughs in next-generation storage solutions are enhancing the economic viability and applicability of storage systems. Moreover, residential, commercial & industrial (C&I), and utility-scale energy storage projects are rapidly being deployed worldwide, reflecting a diversified and scaling market demand. Guojin Securities forecasts that the global energy storage market will sustain a compound annual growth rate (CAGR) exceeding 30% over the next 3–5 years, allowing companies across the entire value chain to benefit substantially from this high-growth sector.In terms of investment recommendations, Guojin Securities suggests focusing on leading firms with core technologies, global footprints, and cost advantages—spanning battery manufacturing, inverters, and system integration. The report also cautions investors about potential risks, including raw material price volatility, rapid technological shifts, and uncertainties in policy implementation timelines.
原创文章，作者：admin，如若转载，请注明出处：https://ktez.cn/4332.html