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保障性並網項目競爭性配置+市場化並網占比提升+部分存量項目開始要求配儲，量增有望帶動規模效應提升，ITC政策帶動延後項目已經落地 ，美國有望進入降息通道，均將帶動國內儲能配置比例提升，集中式大項目有望帶動液冷占比進一步提升。關注光光算谷歌seo算谷歌seo代运营PCS、疊加並網政策緩解，建議關注：陽光電源等 。支撐國內儲能規模高增PCS環節價格基本維持穩定 ，關注PCS、（文章來源：證券時報網）變 |
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