每經AI快訊，中信證券研報(bao)指出(chu)，美(mei)(mei)(mei)國(guo)儲(chu)能(neng)(neng)(neng)(neng)(neng)在電力市(shi)場(chang)與綠色(se)轉型(xing)長期驅動下，隨著鋰電產(chan)(chan)(chan)(chan)業(ye)鏈(lian)持續(xu)降本(ben)(ben)、降息周期開(kai)(kai)啟(qi)，儲(chu)能(neng)(neng)(neng)(neng)(neng)經濟性(xing)有(you)望(wang)獲(huo)得進一步提升。同(tong)時我們(men)認(ren)為當前美(mei)(mei)(mei)國(guo)儲(chu)能(neng)(neng)(neng)(neng)(neng)增長的核(he)心制約是(shi)并(bing)(bing)網(wang)節奏(zou)，考慮(lv)到各地開(kai)(kai)啟(qi)并(bing)(bing)網(wang)流程改(gai)(gai)革，德州作為典型(xing)案(an)例比其他區域并(bing)(bing)網(wang)節奏(zou)快5-10個月，排隊時間有(you)望(wang)邊際改(gai)(gai)善。我們(men)測算美(mei)(mei)(mei)國(guo)儲(chu)能(neng)(neng)(neng)(neng)(neng)2026年(nian)(nian)新增市(shi)場(chang)空(kong)間達到700億元(yuan)以上，2024-2026年(nian)(nian)三年(nian)(nian)累(lei)計(ji)市(shi)場(chang)空(kong)間接近1800億元(yuan)，市(shi)場(chang)空(kong)間廣闊，美(mei)(mei)(mei)國(guo)本(ben)(ben)土儲(chu)能(neng)(neng)(neng)(neng)(neng)產(chan)(chan)(chan)(chan)業(ye)鏈(lian)公司將望(wang)充分受益。考慮(lv)到國(guo)產(chan)(chan)(chan)(chan)儲(chu)能(neng)(neng)(neng)(neng)(neng)產(chan)(chan)(chan)(chan)品具備(bei)成(cheng)本(ben)(ben)、性(xing)能(neng)(neng)(neng)(neng)(neng)等多方面優勢，電芯、PCS、集成(cheng)商(shang)等產(chan)(chan)(chan)(chan)業(ye)鏈(lian)廠商(shang)積(ji)極(ji)拓展美(mei)(mei)(mei)國(guo)市(shi)場(chang)，我們(men)認(ren)為國(guo)產(chan)(chan)(chan)(chan)儲(chu)能(neng)(neng)(neng)(neng)(neng)產(chan)(chan)(chan)(chan)業(ye)鏈(lian)玩家亦將望(wang)充分受益。