华福证券：容量电价纲领政策落地国内储能开启新篇章

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智通财经APP获悉，华福证券发布研报称，头部企业更受益于海外储能需求的爆发，将有效平滑国内储能需求端的波动，建议当前时间点需要非常重视宁德时代(03750)A股(300750.SZ)为代表的储能锂电龙头和阳光电源(300274.SZ)为代表的储能龙头公司低位绝对收益布局机会。华福证券主要观点如下：事件发改委和能源局正式出台《关于完善发电侧容量电价机制的通知》。就本次政策的出台，从政策、产业、投资...

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华福证券：容量电价纲领政策落地 国内储能开启新篇章

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华福证券：容量电价纲领政策落地国内储能开启新篇章