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中信证券-新能源汽车行业储能行业专题报告：短期观望有望结束，全年量利齐升在即-230523

上游锂价经大幅回调后止跌企稳并反弹，在仍处于相对低价的状态下打破了下游厂商观望情绪。在此形势下，我们测算锂电储能装机成本及价格显著降低，有望带来大储、户储、工商业储能的装机经济性提升与项目盈利能力修复，从而促进需求端装机量提升。从国内2023年1-5月新型储能中标规模趋势来看，中标装机功率/容量从1月的0.69GW/2.58GWh 稳步提升至4月的3.08GW/7.81GWh，5月前两周完成中标0

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