中金：储能拉动需求锂电设备资本开支或超预期

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智通财经APP获悉，中金发布研报称，据储能与电力市场统计，2025年第三季度，28个省备储项目4204个，规模同比+343%。储能项目景气或拉动上游设备资本开支增长，且大储与动力电池产能间不通用，新产能投资必不可少。预计全球2026年储能资本开支增速或达50%以上。三季度以来，储能下游需求明显超预期，或带动锂电设备资本开支预期上修，近期中创新航(03931)、宁德时代(03750)陆续给出明年产能...

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中金：储能拉动需求 锂电设备资本开支或超预期

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中金：储能拉动需求锂电设备资本开支或超预期