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东方财富证券-科陆电子(002121)深度研究：内得美的入主，外乘美储东风-230613
Summary]】 ◆ 老牌智能电网+储能公司触底回升：公司逐步走出经营低谷，聚焦以新能源为主体的新型电力系统，主要业务为智能电网和新型电化学储能领域；同时美的入股将带来颠覆性变化。 ◆ 美国储能带来强β：美国IRA 补贴法案刺激下，边际上独立储能进入补贴+集中式风光配储装机持续提升，行业β有望超出市场预期，公司主要面向北美，首先受益。同时，硅料+碳酸锂降价下，储能项目 IRR将提升，下游需求受刺
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