【中信建投:储能已走出自己的增长曲线,看好节后户储板块基本面回暖】中信建投证券研报称,从行业空间以及估值来看,储能是电新行业投资价值最高的板块之一,值得重点关注。量的方面,中信建投认为随着时长的增长,以及独立储能的崛起,储能已走出自己的增长曲线,仍将超预期落地。利的方面,中信建投认为以近期沙特项目PCS为代表,优势环节仍将具备超额利润。户储板块进入淡季,四季度需求有所下滑,看好节后户储板块基本面回暖。

金融界
19 Jan
中信建投证券研报称,从行业空间以及估值来看,储能是电新行业投资价值最高的板块之一,值得重点关注。量的方面,中信建投认为随着时长的增长,以及独立储能的崛起,储能已走出自己的增长曲线,仍将超预期落地。利的方面,中信建投认为以近期沙特项目PCS为代表,优势环节仍将具备超额利润。户储板块进入淡季,四季度需求有所下滑,看好节后户储板块基本面回暖。

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