敬请参阅最后一页特别声明1投资逻辑：（1）高压密铁锂：供需紧张，单吨盈利更优，壁垒提升带来格局优化。LFP（磷酸铁锂）电池向高能量密度+快充迭代，带动LFP向高压密迭代。高能量密度、快充是LFP电池的长期趋势：①动力领域，宁德时代在23年/24年推出神行4C/神行Plus电池，续航里程700/1000公里，比亚迪、欣旺达等跟进；②储能电池能量密度要求提升，欣旺达314Ah电芯较280Ah提升12%。高性能LFP电池要求更高的LFP压实密度，动力...

时间:2025-01-21 22:24栏目:研究报告

敬请参阅最后一页特别声明1子行业周度核心观点：光伏储能：年报预告压力集中释放夯实24Q4“业绩底”、中美关系预期缓和，板块情绪有望迎来显著修复；在市场对2025年行业整体需求判断仍存分歧的背景下，重申对“光伏玻璃、电池片、新技术（贱金属浆料）、美国/海外大储”这四个对总量假设依赖度最低的方向的重点推荐（本周最新发布光伏玻璃专题深度+钧达股份公司深度，均为重点推荐）。风电：本周“两海”利好消息不断，中电建签...

时间:2025-01-21 22:24栏目:研究报告

火电厂灵活性改造熔盐储能技术及应用姚飞奇西子清洁能源装备制造股份有限公司浙江西子新能源工程技术有限公司以客户为中心以奋斗者为本坚持创新驱动持续变革发展公司成立于公司注册资本股票代码68年清洁能源装备发展史西子洁能于2020年9月设立浙江西子新能源有限公司，作为西子洁能旗下新能源及低碳零碳业务专业归口公司。西子洁能简介1955年7.39亿00253421.5万㎡总部占地面积2800+个公司员工100+个业务遍及国家地区65+亿2021年...

时间:2025-01-20 22:25栏目:讲演PPT

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