储能概念股“爆了”，海外市场预期提升

21世纪经济报道03-11 19:31

近期，新型储能相关概念在资本市场爆火。　　3月11日，A股新能源光伏逆变器、储能、电池板块集体大涨。　　阳光电源（300274.SZ）、宁德时代（300750.SZ）等板块重仓股领涨。其中，宁德时代A股市值突破1.8万亿元。　　逆变器、户储板块首航新能（301658.SZ）、德业股份（605117.SH）、正泰电源（002150.SZ）等冲高涨停。海博思创（688411.SH）、艾罗能源（...

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rise","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300274":1.87,"300750":1.93,"03750":1.93,"EVS.SI":0.6},"content_text":"近期，新型储能相关概念在资本市场爆火。　　3月11日，A股新能源光伏逆变器、储能、电池板块集体大涨。　　阳光电源（300274.SZ）、宁德时代（300750.SZ）等板块重仓股领涨。其中，宁德时代A股市值突破1.8万亿元。　　逆变器、户储板块首航新能（301658.SZ）、德业股份（605117.SH）、正泰电源（002150.SZ）等冲高涨停。海博思创（688411.SH）、艾罗能源（688717.SH）、锦浪科技（300763.SZ）等概念股截至收盘涨超10%。港股储能标的果下科技（2655.HK）盘中一度涨超18%。　　政策方面，2026年政府工作报告明确，“着力构建新型电力系统，加快智能电网建设，发展新型储能，扩大绿电应用”。这是新型储能连续第二年被写入，政策力度超预期。　　2026年3月6日，国家发展和改革委员会主任郑栅洁在十四届全国人大四次会议经济主题记者会表示，“十五五”期间将重点打造六大新兴支柱产业和六大未来产业。其中，六大新兴支柱产业包括集成电路、航空航天、生物医药、低空经济、新型储能、智能机器人。　　其表示，初步测算，这六大产业相关产值在2025年已接近6万亿，预计到2030年有望再翻一番或更多，扩大到十万亿以上。与此同时，本届全国两会期间，“算电协同”纳入新基建，AI数据中心高能耗拉动配套储能需求，预计对应储能需求超2000GWh。　　市场方面，2月储能采招均价均回升，显示行业有所回暖。　　根据寻熵研究院的追踪统计，2026年2月国内储能市场共计完成了52.7GWh订单，其中储能系统和含设备的EPC总承包规模合计13.4GW/36.9GWh。另外，还有8.8GWh直流侧订单和7GWh储能电芯采购订单落地。　　价格方面，参考中广核、北京疆来能源、华电的2月集采框采情况，规模分别为7.2GWh、6GWh和12GWh，均价全部回升至0.5元/Wh以上，分别为0.503元/Wh、0.523元/Wh、0.54元/Wh。与12月华能清能院完成的2GWh的集采相比，2月报价上涨了10%～18%。特别是国电投2月完成的7GWh电芯集采报价0.325-0.384元/Wh，均价0.344元/Wh，与2025年12月0.312元/Wh的均价相比，增长了10.3%。　　值得一提的是，宁德时代在3月9日晚发布了超市场预期的2025年年度报告。　　公告显示，宁德时代2025年产能总量772GWh，产量748GWh，产能利用率96.89%，创下历年新高。同时，报告期末，公司合同负债余额增至492亿元，较2024年末增加214亿元，增幅达77%，标志着锂电市场需求极度旺盛饱和，这也推高了对板块个股2025年业绩的预期。　　与此同时，地缘局势变化强化了各国能源自主可控诉求，分布式光储因具备安全韧性成为关键基础设施。海外储能市场迎来多点爆发，发达国家户储补贴持续推出，而伊拉克等第三世界国家户储已现“爆单”。　　例如，德业股份在中东户储市场独占鳌头，在伊拉克、黎巴嫩、阿联酋等市场出货高速增长。固德威则在2025年业绩快报中指出，本报告期受益于国内光伏抢装潮、澳大利亚户储补贴政策落地及欧洲市场走出库存调整期，公司逆变器及储能电池销量与毛利额显著提升。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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