--- title: "中信建投：储能增长的核心逻辑是新能源渗透率提升和储能系统成本下降的共振" description: "中信建投研报指出，储能增长的核心逻辑是新能源渗透率提升和储能系统成本下降的共振。目前国内储能市场需求强劲，锂电池排产旺盛，储能电池出现涨价迹象。多省推出政策提升储能项目收益确定性，新能源全面入市背景下峰谷价差拉大，市场化程度高的省份如山东储能电站经济性好，海外需求也良好。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/256460162.md" published_at: "2025-09-09T00:20:31.000Z" --- # 中信建投：储能增长的核心逻辑是新能源渗透率提升和储能系统成本下降的共振 > 中信建投研报指出，储能增长的核心逻辑是新能源渗透率提升和储能系统成本下降的共振。目前国内储能市场需求强劲，锂电池排产旺盛，储能电池出现涨价迹象。多省推出政策提升储能项目收益确定性，新能源全面入市背景下峰谷价差拉大，市场化程度高的省份如山东储能电站经济性好，海外需求也良好。 中信建投研报指出，储能增长的核心逻辑是新能源渗透率提升和储能系统成本下降的共振。目前国内储能市场需求强劲，锂电池排产旺盛，储能电池出现涨价迹象；5.31 后淡季不淡，项目招标高增。原因主要可分为两点，一是多省推出容量补偿、容量租赁等政策提升储能项目收益确定性；二是新能源全面入市背景下峰谷价差拉大。目前山东等省市场化程度高，储能电站经济性好；蒙西限电较为严重，配储比例有很大提升空间。海外来看，欧洲、澳洲、拉美、东南亚等地需求良好。 ### Related Stocks - [CP00043.US - 锂电池](https://longbridge.com/zh-CN/quote/CP00043.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | PowerBank Accelerates IPP Shift, Expands North American Solar and Storage Pipeline | PowerBank Corporation (formerly SolarBank) has successfully shifted its strategy to become a broader renewable and digit | [Link](https://longbridge.com/zh-CN/news/276130224.md) | | 09:48 ETLandGate Disrupts BESS Market with Launch of Instant Battery Storage Analysis Tool | LandGate has launched a Battery Storage Analysis tool that automates engineering-grade Battery Storage Due Diligence Rep | [Link](https://longbridge.com/zh-CN/news/276242585.md) | | First Greek batteries to claim up to EUR 157.000 per MW in 2026 | The first standalone batteries in Greece are projected to earn up to EUR 157,057 per MW annually in 2026, according to D | [Link](https://longbridge.com/zh-CN/news/276249355.md) | | CAMS Selected to Provide Comprehensive Services for Nexus Renewable Power’s Goody Solar + Storage Project in Texas | CAMS has been selected by Nexus Renewable Power to provide comprehensive services for the Goody Solar + Storage Project | [Link](https://longbridge.com/zh-CN/news/276162026.md) | | Bimergen Energy Corporation Announces Pricing of Public Offering and NYSE American Listing \| BESS Stock News | Bimergen Energy Corporation has announced the pricing of its public offering of common stock at $4.00 per share, aiming | [Link](https://longbridge.com/zh-CN/news/276398459.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。