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板块异动 | 电化学储能电站安全规程即将实施 储能概念股持续拉升

Sector changes | Safety regulations for electrochemical energy storage power plants are about to be implemented, and energy storage concept stocks continue to rise

Zhitong Finance ·  Jan 11, 2023 13:42

The Zhitong Finance App learned that on January 11, due to news that safety regulations for electrochemical energy storage power plants are about to be implemented, A-share energy storage concept stocks have risen again. As of press release, Jinrong Tianyu (300988.SZ) and Gao Lan (300499.SZ) have risen more than 12%, Tongrun Equipment (002150.SZ) has risen and stopped, Shenghong Co., Ltd. (300693.SZ), LuNeng Huichong (300212.SZ), Dongfang Risheng (300118.SZ), Nandu Power (300068.SZ), Hyde Co., Ltd. (000567.SZ), Tien Stocks such as Energy Co., Ltd. (688819.SH) led the rise.

Recently, the national standard “Safety Regulations for Electrochemical Energy Storage Power Plants” was released. The standard will be implemented on July 1, 2023. This national standard applies to lithium-ion batteries, lead-acid (carbon) batteries, liquid flow batteries, water electrolysis for hydrogen/fuel cell energy storage power plants. The standard stipulates safety technical requirements for electrochemical energy storage power plant equipment and facilities, as well as safety requirements for operation, maintenance, overhaul, testing, etc.

According to the Huaxin Securities Research Report, “New energy distribution is currently the mainstream direction, but the problem of heavy grid connection and light operation is serious. As a result, domestic independent reserves are gradually becoming mainstream in the market. At this stage, various provinces are exploring market-based multiple revenue mechanisms for energy storage, and the earnings of various energy storage divisions are also expected to improve. The upward trend in energy storage power plant profits this year is clear, and the integration process is expected to usher in a sharp rise in quantitative profit. Coupled with favorable US policies, the release of demand is driven by multiple favorable US policies. Overall, as upstream silicon prices fall and PV demand exceeds expectations, the energy storage direction will directly benefit.

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