周期复苏，量价齐升——电新行业锂电板块2025年度策略分析师：开文明E-mail:kaiwenming@yongxingsec.comSAC编号：S1760523070002分析师：赵勇臻E-mail:zhaoyongzhen@yongxingsec.comSAC编号：S1760524010001证券研究报告2025年1月11日行业：电力设备增持（维持）主要观点◼量：供需偏紧，龙头市占率仍高。据起点研究院数据，预计2025年全球动力电池出货量1494GWh，增速25％，全球储能电池出货量520GWh，增速43％，全球消费电池...

时间:2025-01-20 22:25栏目:研究报告

2024年度储能数据

时间:2025-01-20 22:24栏目:行业数据

上海市发改委关于报送2025年度独立储能电站项目的通知

时间:2025-01-16 19:01栏目:行业政策

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时间:2025-01-14 22:13栏目:文献书典

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时间:2025-01-14 22:13栏目:文献书典

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时间:2025-01-14 22:13栏目:文献书典

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时间:2025-01-14 22:13栏目:文献书典

上海市人民政府办公厅文件沪府办发〔２０２４〕２８号上海市人民政府办公厅关于印发«上海市新型储能示范引领创新发展工作方案(２０２５—２０３０年)»的通知各区人民政府,市政府各委、办、局,各有关单位:«上海市新型储能示范引领创新发展工作方案(２０２５—２０３０年)»已经市政府同意,现印发给你们,请认真按照执行.２０２４年１２月２７日(此件公开发布)—１—上海市新型储能示范引领创新发展工作方案(２０２５—２０３０...

时间:2025-01-13 22:31栏目:行业政策

安徽省工业和信息化厅规范性文件安徽省工业和信息化厅发布-1-关于印发《安徽省新型储能推广应用实施方案》的通知皖工信电子函〔2024〕109号各市工业和信息化局、发展改革委、供电公司：为深入贯彻落实《关于强化创新引领推动先进光伏和新型储能产业集群高质量发展的指导意见》精神，加快全省新型储能推广应用，推动新型储能产业高质量发展，省工业和信息化厅（省光储办）、省发展改革委、省能源局、国网安徽省电力有限公司共同...

时间:2025-01-13 22:31栏目:行业政策

本公司具备证券投资咨询业务资格，请务必阅读最后一页免责声明证券研究报告1电力设备及新能源周报20250112动力电池龙头市占率持续攀升，两部门印发专项行动方案2025年01月12日➢本周（20250106-20250110）板块行情电力设备与新能源板块：本周下跌1.33%，涨跌幅排名第11，强于上证指数。本周工控自动化涨幅最大，锂电池指数跌幅最大。工控自动化上涨4.75%，新能源汽车指数上涨1.64%，储能指数上涨0.24%，核电指数下跌1.26%，风力...

时间:2025-01-13 22:31栏目:研究报告