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2024年储能策略报告:储能市场旭日东升,技术类型百花齐放-国元证券

政策支持力度加大,储能装机量提升,行业需求空间广阔 “双碳”目标的达成具有政策强制性,在政策的催化下多个产业持续受益;储能是能源系统的枢纽,在风电光伏需求以及政策推动下,市场需求持续增长;国务院印发《2030 年前碳达峰行动方案》提出到2025年新型储能装机容量达到30GW以上。 新型储能:削峰填谷,助力电网安全平稳运行 新型储能是除抽水蓄能以外的新型蓄能方式,包含锂离子电池、压缩空气及液流电池等

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