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东海证券-电力设备行业深度报告:新型储能方兴未艾,工商+大储如日方升-230627

➢ 储能发展背景:当前,大量新能源发电电源接入电网系统,其间歇性和波动性破坏了电网“源随荷动”的平衡,传统电网系统难以应对新能源发电带来的负荷压力,新能源电力消纳成为电网稳定运营的首要难题。储能系统具备的充放电双向性,能够有效解决新能源消纳问题。当新能源发电量超过电力系统能够承载的上限时,储能系统能够及时存储过剩电量;而当新能源发电量因为天气等原因低于电力系统能够承载的下限时,储能系统能够及时释放

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