金吾财讯 | 华泰证券表示，2月17日，工业和信息化部等八部门正式发布《新型储能制造业高质量发展行动方案》（以下简称“方案”），要求到2027年，我国新型储能制造业全链条国际竞争优势凸显，优势企业梯队进一步壮大，产业创新力和综合竞争力显着提升，实现高端化、智能化、绿色化发展。新型储能制造业规模和下游需求基本匹配，培育生态主导型企业3~5家。该行指，方案鼓励发展多元化新型储能本体技术，该行认为未来产品的主流形式或有变化。同时方案鼓励储能企业国际合作，该行认为出口敞口较大的企业有望受益。该行续指，方案为未来我国储能产业链发展积极定调，从竞争格局、产品力、应用领域、多元化技术、国际化等多方面为储能指出发力方向。该行看好国内储能产业链新技术发展及国际化扩张，建议关注国内储能龙头，同时建议关注超级电容/钠电/液流产业链。
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