储能需求高增！4000亿龙头创新高，景气度有望持续？

腾讯自选股综合11-06

11月6日，储能概念反复活跃，阳光电源盘中股价创历史新高，股价涨超2%。据央视新闻报道，截至9月底，我国新型储能装机超过1亿千瓦，装机规模已跃居世界第一。最新数据显示，截至9月底，我国新型储能装机规模超过1亿千瓦，与“十三五”末相比增长超30倍，装机规模占全球总装机比例超过40%，已跃居世界第一。分区域来看，华北地区已投运新型储能装机3118万千瓦，占全国30.4%；西北地区装机2672万千瓦，占...

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