广发证券：容量电价日臻完善新型储能核心受益

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智通财经APP获悉，广发证券发布研报称，新型储能经济性改善，火电盈利稳定性提升，抽蓄稳中提质。2026年我国新型储能需求有望保持高景气增长，有望带动储能产业链各环节盈利的改善，推荐储能电池及材料龙头企业。具有选址、运营优势的龙头集成企业有望实现储能电站更高收益率并提高市占率。电力交易能力有望成为储能电站运营的核心壁垒。广发证券主要观点如下：历史沿革：抽蓄+煤电引领，气电+新型储能跟进全国性层面，...

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广发证券：容量电价日臻完善 新型储能核心受益

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广发证券：容量电价日臻完善新型储能核心受益