20231027_国海证券_电力设备行业证券研究报告：储能行业跟踪报告4全球电化学储能要点跟踪_27页.pdf
4 2023 3 2 1ZAZyRtOpMqRsMpMmRrOmN6M8QaQoMmMpNnOjMrQqQfQpMoObRrQpOMYpPsRuOpPnM 3 002837.SZ 25.99 0.64 0.92 1.40 51.65 28.25 18.56 300990.SZ 44.78 1.37 2.76 3.75 67.28 16.22 11.94 301018.SZ 27.19 0.69 0.88 0.88 49.44 30.90 30.90 300499.SZ 16.17 1.00 0.16 0.16 10.68 99.88 99.88 002050.SZ 27.55 0.72 0.86 0.86 29.61 32.21 32.21 003035.SZ 5.46 0.15 0.22 0.30 38.81 24.82 18.20 300982.SZ 29.83 1.83 2.83 3.91 32.91 10.54 7.63 300274.SZ 78.10 2.42 4.31 6.07 46.21 18.12 12.87 300827.SZ 26.93 0.34 1.21 2.03 171.41 22.26 13.27 002335.SZ 28.17 0.54 1.54 2.12 92.72 18.29 13.29 300693.SZ 26.40 1.09 1.52 2.20 49.84 17.37 12.00 002121.SZ 5.28-0.07 6.50 0.10-129.07 0.81 50.87 300124.SZ 62.63 1.64 6.50 1.93 42.77 9.64 32.43 605117.SH 68.74 6.35 6.50 9.43 52.15 10.58 7.29 688390.SH 121.00 5.27 12.67 21.22 61.31 9.55 5.70 300763.SZ 67.66 2.86 4.18 4.18 64.07 16.18 16.18 002518.SZ 26.18 1.13 1.96 2.73 51.10 13.36 9.59 300750.SZ 178.07 12.92 17.29 24.38 31.27 10.30 7.30 300014.SZ 44.75 1.84 3.31 4.60 51.15 13.52 9.73 300438.SZ 32.09 1.42 1.86 1.86 57.25 17.28 17.28 300068.SZ 13.27 0.38 0.95 0.95 55.60 13.99 13.99 002074.SZ 21.92 0.18 0.64 0.64 164.60 34.33 34.33 300207.SZ 15.17 0.62 0.50 0.81 37.03 30.34 18.73 688248.SH 26.15 0.36 0.75 0.75 156.74 34.96 34.96 600312.SH 10.64 0.16 0.37 0.49 50.61 28.76 21.71 000400.SZ 17.18 0.75 1.07 1.54 26.52 16.06 11.16 688676.SH 32.40 0.67 1.23 1.23 54.37 26.32 26.32 600406.SH 22.09 0.97 1.10 1.33 25.34 20.08 16.61 688663.SH 28.05 0.92 1.46 1.46 47.85 19.16 19.16 002169.SZ 6.95 0.05 142.54 Wind Wind,4.5 MW.MWh.6 1 1.1 1.1.1 MW MWh 50010001500200025003000350022/122/222/322/422/522/622/722/822/922/1022/1122/1223/123/223/323/423/523/623/723/823/9独立储能 光储 风储 火储 工商储 其它1000200030004000500060007000800090001000022/122/222/322/422/522/622/722/822/922/1022/1122/1223/123/223/323/423/523/623/723/823/9能量-MWh月份 独立储能 光储 风储 火储 工商储 其它 7 1.701.361.621.471.49 1.491.461.501.561.481.461.531.441.491.271.491.181.161.131.091.121.001.201.401.601.802.002.202.4022/1 22/2 22/3 22/4 22/5 22/6 22/7 22/8 22/9 22/1022/1122/12 23/1 23/2 23/3 23/4 23/5 23/6 23/7 23/8 23/9储能系统单价(元/Wh),84%,11%,2%,2%,1%8 1.1.2 9 1.2 1.2.1 00.10.20.30.40.50.60.70.80.91山东浙江广东(珠三角五市)广东(江门市)湖北广东(惠州)江苏安徽湖南海南广东(东西两翼地)河南上海重庆广东(粤北山区)贵州陕西(陕西电网)江西陕西(榆林电网)河北南吉林天津四川黑龙江福建辽宁青海广西北京冀北内蒙古东山西云南新疆宁夏甘肃价格（元/kWh）0.7 元/kWh-400%-200%0%200%400%600%800%1000%1200%1400%1600%020040060080010001200140016001 2 3 4 5 6 7 8 9 10 11 122022月度新增（MW）2023年月度新增（MW）2022年同比（%）2023年同比（%）10 1.2.2 总量（MW）1 2 3 4 5 6 7 8 9 10 11 12 2022/12 月数据 722 851 341 447 732 2120 116 461 703 591 713 16542023/1 月数据 65 1025 904 240 726 1485 183 637 681 601 1088 9952023/2月数据 65 86 1170 501 832 1783 243 728 1008 634 713 12002023/3月数据 65 86 268 890 985 1235 775 853 971 767 944 12602023/4月数据 65 86 268 175 861 1648 1130 786 1113 846 946 12982023/5月数据 65 86 268 169 134 2148 1211 1221 1217 703 864 16642023/6月数据 65 86 268 169 144 1036 2066 1486 1021 609 969 17022023/7月数据 65 86 268 169 144 1061 1506 1645 1125 758 873 19252023/8月数据 65 86 268 169 144 1061 1506 486 1703 757 991 18972023/9月数据 65 86 268 169 144 1061 1506 486 593 1081 1188 1918黄色表示投运数据，灰色表示规划数据 11 1.3 1.3.1 110 92 98 123 145 154 161 171 155 138 020406080100120140160180Q1 Q2 Q3 Q4MW2021 2022 2023246 217 225 283 334375400428388 381 050100150200250300350400450Q1 Q2 Q3 Q4MWh2021 2022 202326 34 44 58 63 26 27 48 69 33 01020304050607080Q1 Q2 Q3 Q4MW2021 2022 202366 60 92 131 142 60 56 96 203 107 050100150200250Q1 Q2 Q3 Q4MWh2021 2022 2023 12 01002003004005001 2 3 4 5 6 7 8 9 10 11 12MWh2018 2019 202001020304050607080Feb-21Mar-21Apr-21May-21Jun-21Jul-21Aug-21Sep-21Oct-21Nov-21Dec-21Jan-22Feb-22Mar-22Apr-22May-22Jun-22Jul-22Aug-22Sep-22Oct-22Nov-22Dec-22Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Aug-23Sep-23欧分/kWh欧洲主要国家首都居民电价走势图意大利-IT 英国-GB 丹麦-DK 奥地利-AT 捷克-CZ 德国-DE 比利时-BE 荷兰-NL 13 1.3.2 14 1.4 0501001502002503001 2 3 4 5 6 7 8 9 10 11 12MWh2018 2019 2020 2021 2022 2023 15 1.5 1.5.1 1-9 9 1 50.37 6.2 2 21.55 3 3 14.4 1.6 4 12.6 1.5 5 11.5 1 6 8.1 0.8 7 5.2 0.6 8 5.1 0.2 9 4.55 0.3 10 4.35 0.5-200%0%200%400%600%800%1000%1200%01000020000300004000050000600007000080000Jan-19Mar-19May-19Jul-19Sep-19Nov-19Jan-20Mar-20May-20Jul-20Sep-20Nov-20Jan-21Mar-21May-21Jul-21Sep-21Nov-21Jan-22Mar-22May-22Jul-22Sep-22Nov-22Jan-23Mar-23May-23Jul-23Sep-23-%16 11 22.45 1.15 12 160.17 16.85 1.5.2 2122232425262:(,99.5%,)0.00.20.40.60.81.01.2最低价 最高价 均价-100%-50%0%50%100%150%200%250%0100000200000300000400000500000600000700000800000900000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19全国-月度出口（万元）同比（%）0%10%20%30%40%50%60%70%80%90%100%Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19Dec-18Sep-18Jun-18Mar-18广东省 浙江省 安徽省 江苏省 其它 17 1.5.3-100%-50%0%50%100%150%200%250%050000100000150000200000250000300000350000400000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19广东-月度出口（万元）同比（%）-100%-50%0%50%100%150%200%250%300%350%400%450%050000100000150000200000250000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19浙江-月度出口（万元）同比（%）-100%0%100%200%300%400%500%600%020000400006000080000100000120000140000160000180000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19安徽-月度出口（万元）同比（%）-100%-50%0%50%100%150%200%250%0100002000030000400005000060000700008000090000100000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19江苏-月度出口（万元）同比（%）18-100%-50%0%50%100%150%200%250%300%350%0100000200000300000400000500000600000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19欧洲-月度出口(万元)同比(%)-100%-50%0%50%100%150%200%250%300%020000400006000080000100000120000140000160000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19亚洲-月度出口(万元)同比(%)-100%-50%0%50%100%150%200%250%0100002000030000400005000060000700008000090000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19拉美-月度出口(万元)同比(%)-100%0%100%200%300%400%500%600%700%0100002000030000400005000060000700008000090000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19非洲-月度出口(万元)同比(%)-150%-100%-50%0%50%100%050001000015000200002500030000350004000045000Sep-23Jun-23Mar-23Dec-22Sep-22Jun-22Mar-22Dec-21Sep-21Jun-21Mar-21Dec-20Sep-20Jun-20Mar-20Dec-19Sep-19Jun-19Mar-19北美-月度出口(万元)同比(%)19 2 2.1 2.2 2.2.1 20 GWh Discover Energy Systems 8 4 5.1 Great Power Discover Energy Systems Great Power Discover Energy Systems 5.1GWh SAFT SAS 7 18 2.5 SAFT SAS SAFT SAS Herv Amoss 2.5GWh Larsen&Toubro 8 7 2.2 EPC Larsen&Toubro L&T NEOM 2.2GWac 2.97GWdc NEOM Vena Energy 8 7 8 2023 8 7 VENA ENERGY 8GWh Powin 9 12 8.4 RE+2023 Powin 320Ah 8.4GWh 2.2.2(GWh)()7 23 8.17 3 3GWh 7 26 254.27 7 27 10 10 10GWh 21 7 28 68 10 10GWh 1200 7 30 12.24 5 5GWh 7 31 11.03 10 10GW 10GWh 8 4 3 DC1500V CESS 8 8 100 10 10GWh PACK PACK 8 9 50 8 11 2 2GWh PACK 8 18 70 16 16GWh 8 19 20 8 19 80 PACK 8 20 100 20 20GWh 8 20 70 5 5GWh 4 8 22 25 5 5GWh pack PACK 8 23 5 1 1Gwh 8 28 49 12 12GWh 6GWh 8 28 20 20GWh 9 3 15 15GW 9 4 6.3 6 6GWh 9 7 10 4 4GWh 9 12 100 26 26GWh 9 14 20 20GWh 9 16 116 20 20GW 20GW 9 21 15 14 14GWh 5GWh 9 21 50 10 10GWh 9 22 100 30 30GWh 9 22 20 10 10GWh 9 22 20 8 8GWh 9 26 130 36 1:36GWh 9 26 10.8 9 26 5 5GWh 9 26 12 12GWh 22 3 3.1 3.2 23 24 002837.SZ 25.99 0.64 0.92 1.40 51.65 28.25 18.56 300990.SZ 44.78 1.37 2.76 3.75 67.28 16.22 11.94 301018.SZ 27.19 0.69 0.88 0.88 49.44 30.90 30.90 300499.SZ 16.17 1.00 0.16 0.16 10.68 99.88 99.88 002050.SZ 27.55 0.72 0.86 0.86 29.61 32.21 32.21 003035.SZ 5.46 0.15 0.22 0.30 38.81 24.82 18.20 300982.SZ 29.83 1.83 2.83 3.91 32.91 10.54 7.63 300274.SZ 78.10 2.42 4.31 6.07 46.21 18.12 12.87 300827.SZ 26.93 0.34 1.21 2.03 171.41 22.26 13.27 002335.SZ 28.17 0.54 1.54 2.12 92.72 18.29 13.29 300693.SZ 26.40 1.09 1.52 2.20 49.84 17.37 12.00 002121.SZ 5.28-0.07 6.50 0.10-129.07 0.81 50.87 300124.SZ 62.63 1.64 6.50 1.93 42.77 9.64 32.43 605117.SH 68.74 6.35 6.50 9.43 52.15 10.58 7.29 688390.SH 121.00 5.27 12.67 21.22 61.31 9.55 5.70 300763.SZ 67.66 2.86 4.18 4.18 64.07 16.18 16.18 002518.SZ 26.18 1.13 1.96 2.73 51.10 13.36 9.59 300750.SZ 178.07 12.92 17.29 24.38 31.27 10.30 7.30 300014.SZ 44.75 1.84 3.31 4.60 51.15 13.52 9.73 300438.SZ 32.09 1.42 1.86 1.86 57.25 17.28 17.28 300068.SZ 13.27 0.38 0.95 0.95 55.60 13.99 13.99 002074.SZ 21.92 0.18 0.64 0.64 164.60 34.33 34.33 300207.SZ 15.17 0.62 0.50 0.81 37.03 30.34 18.73 688248.SH 26.15 0.36 0.75 0.75 156.74 34.96 34.96 600312.SH 10.64 0.16 0.37 0.49 50.61 28.76 21.71 000400.SZ 17.18 0.75 1.07 1.54 26.52 16.06 11.16 688676.SH 32.40 0.67 1.23 1.23 54.37 26.32 26.32 600406.SH 22.09 0.97 1.10 1.33 25.34 20.08 16.61 688663.SH 28.05 0.92 1.46 1.46 47.85 19.16 19.16 002169.SZ 6.95 0.05 142.54 Wind Wind,25 4 1 2 3 4 5 R3/
