934 lines
45 KiB
HTML
934 lines
45 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>电化学储能系统 - 行业洞察与投资分析</title>
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<style>
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:root {
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--primary-color: #0d6efd;
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--secondary-color: #6c757d;
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--success-color: #198754;
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--info-color: #0dcaf0;
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--warning-color: #ffc107;
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--danger-color: #dc3545;
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--light-color: #f8f9fa;
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--dark-color: #212529;
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}
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body {
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font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
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color: #333;
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line-height: 1.6;
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background-color: #f8f9fa;
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}
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.hero-section {
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background: linear-gradient(135deg, #1a2a6c, #2c3e50);
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color: white;
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padding: 60px 0;
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margin-bottom: 40px;
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}
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.section-title {
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position: relative;
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margin-bottom: 30px;
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padding-bottom: 15px;
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}
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.section-title::after {
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content: '';
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position: absolute;
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bottom: 0;
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left: 0;
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width: 60px;
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height: 3px;
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background-color: var(--primary-color);
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}
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.card {
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border: none;
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border-radius: 10px;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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height: 100%;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 20px rgba(0, 0, 0, 0.1);
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}
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.card-header {
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background-color: var(--primary-color);
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color: white;
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font-weight: 600;
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border-radius: 10px 10px 0 0 !important;
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}
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.timeline {
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position: relative;
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padding-left: 30px;
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}
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.timeline::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0;
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height: 100%;
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width: 2px;
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background: var(--primary-color);
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}
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.timeline-item {
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position: relative;
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margin-bottom: 30px;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -34px;
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top: 5px;
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width: 10px;
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height: 10px;
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border-radius: 50%;
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background: var(--primary-color);
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border: 2px solid white;
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}
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.timeline-year {
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font-weight: bold;
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color: var(--primary-color);
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margin-bottom: 10px;
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}
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.table-responsive {
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overflow-x: visible;
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}
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.table {
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font-size: 0.9rem;
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}
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.table thead th {
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background-color: var(--primary-color);
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color: white;
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border: none;
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position: sticky;
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top: 0;
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}
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.table tbody tr:hover {
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background-color: rgba(13, 110, 253, 0.05);
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}
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.badge {
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font-size: 0.75rem;
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padding: 0.4em 0.6em;
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}
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.stat-card {
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text-align: center;
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padding: 20px;
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border-radius: 10px;
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background: white;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
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margin-bottom: 20px;
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transition: transform 0.3s ease;
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}
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.stat-card:hover {
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transform: translateY(-5px);
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}
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.stat-number {
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font-size: 2rem;
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font-weight: bold;
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color: var(--primary-color);
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}
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.stat-label {
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color: var(--secondary-color);
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font-size: 0.9rem;
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}
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.industry-chain {
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display: flex;
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flex-direction: column;
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gap: 20px;
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}
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.chain-level {
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display: flex;
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align-items: center;
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padding: 15px;
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border-radius: 10px;
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background: white;
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box-shadow: 0 2px 4px rgba(0, 0, 0, 0.05);
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}
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.chain-level-title {
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font-weight: bold;
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min-width: 120px;
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color: var(--primary-color);
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}
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.chain-level-content {
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flex: 1;
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}
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.company-tag {
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display: inline-block;
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padding: 5px 10px;
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margin: 3px;
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border-radius: 20px;
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background-color: rgba(13, 110, 253, 0.1);
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color: var(--primary-color);
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font-size: 0.85rem;
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}
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.risk-card {
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border-left: 4px solid var(--danger-color);
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}
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.opportunity-card {
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border-left: 4px solid var(--success-color);
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}
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.chart-container {
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height: 300px;
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margin-bottom: 30px;
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}
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@media (max-width: 768px) {
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.hero-section {
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padding: 40px 0;
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}
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.section-title {
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font-size: 1.5rem;
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}
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.stat-number {
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font-size: 1.5rem;
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}
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.table {
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font-size: 0.8rem;
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}
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.chain-level {
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flex-direction: column;
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align-items: flex-start;
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}
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.chain-level-title {
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margin-bottom: 10px;
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}
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}
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</style>
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</head>
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<body>
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<!-- Hero Section -->
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<section class="hero-section">
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<div class="container">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-4 fw-bold mb-4">电化学储能系统</h1>
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<p class="lead mb-4">新型电力系统建设的关键组成部分，正处于从政策驱动向商业化过渡的关键阶段</p>
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<div class="d-flex flex-wrap gap-2">
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<span class="badge bg-light text-dark">新能源消纳</span>
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<span class="badge bg-light text-dark">技术进步</span>
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<span class="badge bg-light text-dark">政策支持</span>
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<span class="badge bg-light text-dark">商业化应用</span>
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</div>
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</div>
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<div class="col-lg-4 text-center">
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<i class="bi bi-battery-charging" style="font-size: 8rem; opacity: 0.7;"></i>
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</div>
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</div>
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</div>
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</section>
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<!-- Main Content -->
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<div class="container mb-5">
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<!-- Executive Summary -->
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<section class="mb-5">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="card">
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<div class="card-body">
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<p class="lead">电化学储能系统正处于从政策驱动向商业化过渡的关键阶段，其核心驱动力来自于新能源消纳需求增长、技术进步带来的成本下降以及政策支持。</p>
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<p>随着中国牵头制定的国际标准发布和大型项目落地，电化学储能行业正加速发展，未来在新型电力系统建设中将扮演不可或缺的角色，特别是在调频等需要快速响应的场景中具有不可替代的优势，但行业仍面临成本高、利用率低、商业模式不成熟等挑战。</p>
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</div>
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</div>
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</section>
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<!-- Key Events Timeline -->
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<section class="mb-5">
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<h2 class="section-title">重要事件时间轴</h2>
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<div class="card">
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<div class="card-body">
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-year">2022年</div>
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<ul>
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<li>《电化学储能电站安全规程》发布，定于2023年7月1日实施</li>
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<li>首个全液流百兆瓦级项目在国内并网，标志着技术路线多元化发展</li>
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</ul>
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</div>
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<div class="timeline-item">
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<div class="timeline-year">2023年</div>
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<ul>
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<li>新型电力系统发展蓝皮书征求意见稿颁布</li>
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<li>多份路演报告密集发布，分析电化学储能系统技术经济性</li>
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<li>南网储能详细介绍电化学储能业务现状</li>
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<li>《电化学储能电站安全规程》正式实施</li>
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</ul>
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</div>
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<div class="timeline-item">
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<div class="timeline-year">2024年</div>
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<ul>
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<li>南网储能佛山宝塘储能站正式投入商业运行</li>
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<li>南网储能年报交流会披露电化学储能业务进展</li>
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</ul>
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</div>
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<div class="timeline-item">
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<div class="timeline-year">2025年</div>
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<ul>
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<li>特斯拉上海储能超级工厂首批Megapack出口发运</li>
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<li>中国牵头制定的电力储能领域3项国际标准正式发布</li>
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<li>国家能源集团在广西容量最大的电化学储能电站获备案</li>
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<li>特斯拉上海储能超级工厂第1000台Megapack储能系统下线</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Key Statistics -->
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<section class="mb-5">
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<h2 class="section-title">关键数据</h2>
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<div class="row">
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<div class="col-md-3 col-sm-6">
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<div class="stat-card">
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<div class="stat-number">50+</div>
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<div class="stat-label">全球锂电池储能安全事故</div>
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</div>
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</div>
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<div class="col-md-3 col-sm-6">
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<div class="stat-card">
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<div class="stat-number">50%</div>
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<div class="stat-label">电化学储能成本高于抽水蓄能</div>
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</div>
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</div>
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<div class="col-md-3 col-sm-6">
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<div class="stat-card">
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<div class="stat-number">5%</div>
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<div class="stat-label">佛山宝塘储能站收益率</div>
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</div>
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</div>
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<div class="col-md-3 col-sm-6">
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<div class="stat-card">
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<div class="stat-number">40倍</div>
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<div class="stat-label">2035年新型储能功率增长预期</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Logic and Market Perception -->
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<section class="mb-5">
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<h2 class="section-title">核心逻辑与市场认知</h2>
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<div class="row">
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<div class="col-md-6 mb-4">
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<div class="card h-100">
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<div class="card-header">核心驱动力</div>
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<div class="card-body">
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<ul>
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<li><strong>新能源消纳需求</strong>：随着新能源在电力系统中占比提高（50-80%），电化学储能对解决新能源出力时间错配问题至关重要</li>
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<li><strong>技术进步与成本下降</strong>：电池技术不断进步，从280型号向520大电芯发展，循环寿命从早期的3000次提升到8000-12000次</li>
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<li><strong>政策支持</strong>："十四五"储能发展指导意见推动行业向商业化、规模化方向发展</li>
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<li><strong>应用场景明确</strong>：电化学储能反应速度快，达到毫秒级，在调频方面表现优异</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="col-md-6 mb-4">
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<div class="card h-100">
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<div class="card-header">市场认知变化</div>
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<div class="card-body">
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<p>市场对电化学储能的认知已从早期的过度乐观转向理性看待：</p>
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<blockquote class="blockquote">
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<p>"去年和前年与领导们沟通时，整个产业或资本市场的人对于电化学储能还抱有一种观点，认为离开电化学储能，风光储能是无法实现碳中和的。到了今天，大家对于电化学储能的认识相对客观起来。"</p>
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</blockquote>
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<p>这种变化是基于实际的电网侧储能，可能在利用率和经济性上还达不到抽水蓄能的标准，表明市场情绪从过度乐观转向理性看待。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Industry Chain -->
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<section class="mb-5">
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<h2 class="section-title">产业链结构</h2>
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<div class="card">
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||
<div class="card-body">
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<div class="industry-chain">
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<div class="chain-level">
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<div class="chain-level-title">上游</div>
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<div class="chain-level-content">
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<p><strong>核心材料与部件</strong></p>
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<div>
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<span class="company-tag">电池材料</span>
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<span class="company-tag">电子元器件</span>
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<span class="company-tag">结构件</span>
|
||
</div>
|
||
</div>
|
||
</div>
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<div class="chain-level">
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<div class="chain-level-title">中游</div>
|
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<div class="chain-level-content">
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<p><strong>核心设备</strong></p>
|
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<div>
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<span class="company-tag">电池系统 (60%)</span>
|
||
<span class="company-tag">储能变流器PCS (20%)</span>
|
||
<span class="company-tag">温控系统 (5%)</span>
|
||
<span class="company-tag">消防系统 (2%)</span>
|
||
<span class="company-tag">能量管理系统EMS (2%)</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="chain-level">
|
||
<div class="chain-level-title">下游</div>
|
||
<div class="chain-level-content">
|
||
<p><strong>系统集成与应用</strong></p>
|
||
<div>
|
||
<span class="company-tag">储能系统集成商</span>
|
||
<span class="company-tag">电源侧储能</span>
|
||
<span class="company-tag">电网侧储能</span>
|
||
<span class="company-tag">用户侧储能</span>
|
||
<span class="company-tag">独立储能站</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Key Catalysts -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">关键催化剂</h2>
|
||
<div class="row">
|
||
<div class="col-md-6 mb-4">
|
||
<div class="card opportunity-card h-100">
|
||
<div class="card-header bg-success">近期催化剂 (未来3-6个月)</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>政策落地</strong>：放开一批独立储能项目进入调频市场</li>
|
||
<li><strong>大型项目进展</strong>：国家能源集团在广西的500兆瓦/1000兆瓦时共享储能电站建设进展</li>
|
||
<li><strong>技术标准实施</strong>：中国牵头制定的3项电力储能领域国际标准的实施</li>
|
||
<li><strong>成本下降信号</strong>：电芯价格持续下降，提升电化学储能的经济性</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-4">
|
||
<div class="card opportunity-card h-100">
|
||
<div class="card-header bg-success">长期发展路径</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>技术进步</strong>：电池技术从280型号向520大电芯发展，循环寿命有望突破2万-3万次</li>
|
||
<li><strong>市场规模</strong>：预计2035年新型储能功率将从25吉瓦增长到1000吉瓦，增长接近40倍</li>
|
||
<li><strong>应用场景</strong>：从电源侧、电网侧到用户侧，应用场景不断拓展</li>
|
||
<li><strong>商业模式</strong>：从政策支持到"多收益叠加"模式，最终实现完全市场化运作</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
<div class="row">
|
||
<div class="col-md-4 mb-4">
|
||
<div class="card risk-card h-100">
|
||
<div class="card-header bg-danger">技术风险</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>安全风险：全球连续几年发生50多起兆瓦级以上锂电池储能安全事故</li>
|
||
<li>技术瓶颈：电池循环寿命仍有提升空间，储能系统集成存在六大问题</li>
|
||
<li>技术路线竞争：面临来自抽水蓄能、压缩空气储能、液流电池等技术的竞争</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-4">
|
||
<div class="card risk-card h-100">
|
||
<div class="card-header bg-danger">商业化风险</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>成本风险：电化学储能成本仍较高，全生命周期度电成本比抽水蓄能高出约50%</li>
|
||
<li>市场接受度：电化学储能在实际应用中的利用率可能低于预期</li>
|
||
<li>应用场景限制：容量相对较小，通常满发状态只能维持2小时左右</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-4">
|
||
<div class="card risk-card h-100">
|
||
<div class="card-header bg-danger">政策与竞争风险</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>政策变动：电化学储能的发展仍高度依赖政策支持</li>
|
||
<li>行业竞争加剧：电池价格下降较快，可能导致行业利润率下降</li>
|
||
<li>国际竞争：国际贸易环境变化可能影响中国企业的海外业务拓展</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Value -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">投资价值方向</h2>
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-6 mb-4">
|
||
<h5>高投资价值领域</h5>
|
||
<ol>
|
||
<li><strong>储能电芯领域</strong>：电池是电化学储能系统的核心，成本占比约60%，具有最高的技术壁垒和价值量</li>
|
||
<li><strong>储能变流器(PCS)领域</strong>：PCS是电化学储能系统的核心部件之一，成本占比约20%，技术壁垒高</li>
|
||
<li><strong>储能系统集成领域</strong>：系统集成商具有属地化特征，是连接上游设备与下游应用的关键环节</li>
|
||
<li><strong>储能安全与温控领域</strong>：随着安全标准实施，相关企业将受益于行业规范化发展</li>
|
||
</ol>
|
||
</div>
|
||
<div class="col-md-6 mb-4">
|
||
<h5>关键跟踪指标</h5>
|
||
<ul>
|
||
<li><strong>技术指标</strong>：电池循环寿命、系统成本、安全性能</li>
|
||
<li><strong>市场指标</strong>：装机容量、利用率、市场份额</li>
|
||
<li><strong>政策指标</strong>：支持政策、标准制定、市场机制</li>
|
||
<li><strong>财务指标</strong>：毛利率、订单情况、盈利模式</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">相关股票数据</h2>
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>公司名称</th>
|
||
<th>行业</th>
|
||
<th>项目</th>
|
||
<th>分类</th>
|
||
<th>产业链</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>宁德时代</td>
|
||
<td>储能系统集成</td>
|
||
<td>直流侧（不带PCS）</td>
|
||
<td>全球储能集成商直流侧出货量排名</td>
|
||
<td>储能集成商</td>
|
||
<td>2024年全球储能集成商直流侧出货排名第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td>比亚迪</td>
|
||
<td>储能系统集成</td>
|
||
<td>直流侧（不带PCS）</td>
|
||
<td>全球储能集成商直流侧出货量排名</td>
|
||
<td>储能集成商</td>
|
||
<td>2024年全球储能集成商直流侧出货排名第二</td>
|
||
</tr>
|
||
<tr>
|
||
<td>阳光电源</td>
|
||
<td>储能系统集成</td>
|
||
<td>交流侧（带PCS）</td>
|
||
<td>全球储能集成商交流侧出货量排名</td>
|
||
<td>储能集成商</td>
|
||
<td>2024年全球储能集成商交流侧排名第二</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国中车</td>
|
||
<td>储能系统集成</td>
|
||
<td>交流侧（带PCS）</td>
|
||
<td>全球储能集成商交流侧出货量排名</td>
|
||
<td>储能集成商</td>
|
||
<td>2024年全球储能集成商交流侧排名第三</td>
|
||
</tr>
|
||
<tr>
|
||
<td>海博思创</td>
|
||
<td>储能系统集成</td>
|
||
<td>交流侧（带PCS）</td>
|
||
<td>全球储能集成商交流侧出货量排名</td>
|
||
<td>储能集成商</td>
|
||
<td>2024年全球储能集成商交流侧排名第五</td>
|
||
</tr>
|
||
<tr>
|
||
<td>比亚迪</td>
|
||
<td>储能系统集成</td>
|
||
<td>交流侧（带PCS）</td>
|
||
<td>全球储能集成商交流侧出货量排名</td>
|
||
<td>储能集成商</td>
|
||
<td>2024年全球储能集成商交流侧排名第七</td>
|
||
</tr>
|
||
<tr>
|
||
<td>阿特斯</td>
|
||
<td>储能系统集成</td>
|
||
<td>交流侧（带PCS）</td>
|
||
<td>全球储能集成商交流侧出货量排名</td>
|
||
<td>储能集成商</td>
|
||
<td>2024年全球储能集成商交流侧排名第九</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宁德时代</td>
|
||
<td>储能电芯</td>
|
||
<td>全球总出货量</td>
|
||
<td>全球储能电芯总出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球储能电芯总出货量第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td>亿纬锂能</td>
|
||
<td>储能电芯</td>
|
||
<td>全球总出货量</td>
|
||
<td>全球储能电芯总出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球储能电芯总出货量第二</td>
|
||
</tr>
|
||
<tr>
|
||
<td>比亚迪</td>
|
||
<td>储能电芯</td>
|
||
<td>全球总出货量</td>
|
||
<td>全球储能电芯总出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球储能电芯总出货量第三</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国轩高科</td>
|
||
<td>储能电芯</td>
|
||
<td>全球总出货量</td>
|
||
<td>全球储能电芯总出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球储能电芯总出货量第八</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鹏辉能源</td>
|
||
<td>储能电芯</td>
|
||
<td>全球总出货量</td>
|
||
<td>全球储能电芯总出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球储能电芯总出货量第九</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宁德时代</td>
|
||
<td>储能电芯</td>
|
||
<td>海外市场</td>
|
||
<td>海外市场储能电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年海外市场储能电芯出货量第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td>比亚迪</td>
|
||
<td>储能电芯</td>
|
||
<td>海外市场</td>
|
||
<td>海外市场储能电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年海外市场储能电芯出货量第二</td>
|
||
</tr>
|
||
<tr>
|
||
<td>亿纬锂能</td>
|
||
<td>储能电芯</td>
|
||
<td>海外市场</td>
|
||
<td>海外市场储能电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年海外市场储能电芯出货量第三</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国轩高科</td>
|
||
<td>储能电芯</td>
|
||
<td>海外市场</td>
|
||
<td>海外市场储能电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年海外市场储能电芯出货量第十</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宁德时代</td>
|
||
<td>储能电芯</td>
|
||
<td>大储电芯</td>
|
||
<td>全球大储电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球大储电芯出货量第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td>亿纬锂能</td>
|
||
<td>储能电芯</td>
|
||
<td>大储电芯</td>
|
||
<td>全球大储电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球大储电芯出货量第二</td>
|
||
</tr>
|
||
<tr>
|
||
<td>比亚迪</td>
|
||
<td>储能电芯</td>
|
||
<td>大储电芯</td>
|
||
<td>全球大储电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球大储电芯出货量第四</td>
|
||
</tr>
|
||
<tr>
|
||
<td>亿纬锂能</td>
|
||
<td>储能电芯</td>
|
||
<td>小储电芯</td>
|
||
<td>全球小储电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球小储电芯出货量第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鹏辉能源</td>
|
||
<td>储能电芯</td>
|
||
<td>小储电芯</td>
|
||
<td>全球小储电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球小储电芯出货量第四</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国轩高科</td>
|
||
<td>储能电芯</td>
|
||
<td>小储电芯</td>
|
||
<td>全球小储电芯出货量排名</td>
|
||
<td>储能电芯供应商</td>
|
||
<td>2024年全球小储电芯出货量第五</td>
|
||
</tr>
|
||
<tr>
|
||
<td>阳光电源</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>大储PCS</td>
|
||
<td>大型储能PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年大型储能PCS（出货端）市占率16%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>科华数据</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>大储PCS</td>
|
||
<td>大型储能PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年大型储能PCS（出货端）市占率12%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>上能电气</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>大储PCS</td>
|
||
<td>大型储能PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年大型储能PCS（出货端）市占率10%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>盛弘股份</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>大储PCS</td>
|
||
<td>大型储能PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年大型储能PCS（出货端）市占率8%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>禾望电气</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>大储PCS</td>
|
||
<td>大型储能PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年大型储能PCS（出货端）市占率6%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>德业股份</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>户储PCS</td>
|
||
<td>全球户储PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年全球户储PCS（出货端）市占率20%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锦浪科技</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>户储PCS</td>
|
||
<td>全球户储PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年全球户储PCS（出货端）市占率5%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>艾罗能源</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>户储PCS</td>
|
||
<td>全球户储PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年全球户储PCS（出货端）市占率4%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>固德威</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>户储PCS</td>
|
||
<td>全球户储PCS市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>2024年全球户储PCS（出货端）市占率3%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>阳光电源</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率15.2%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锦浪科技</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率9.3%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>固德威</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率6%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>首航新能</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率4.6%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>上能电气</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率3.1%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>禾望电气</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率2.8%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>时代电气</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率2.8%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>通润装备</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>子公司正泰电源工商业逆变器市占率2.4%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>科华数据</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率2.1%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>科士达</td>
|
||
<td>储能变流器（PCS）</td>
|
||
<td>工商储PCS</td>
|
||
<td>工商业逆变器市占率</td>
|
||
<td>储能变流器供应商</td>
|
||
<td>工商业逆变器市占率2%</td>
|
||
</tr>
|
||
</tbody>
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</table>
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<p class="mb-0">数据来源：机构研报、公司公告、行业新闻</p>
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