长江证券：国内大储构网趋势对价格弹性几何?

智通财经07-11

智通财经APP获悉，长江证券发布研报称，构网型PCS是构网型储能的核心，价格弹性可达100%-150%，构网型储能系统及EPC中标价格也显著高于均价。该团队认为考虑到目前具备构网型技术及项目基础的公司较少，短期内技术升级有望带来可观的价值弹性，有利于国内中标价格企稳向好，相关技术龙头有望受益。什么是构网型储能?“构网”和“跟网”根本差异在于能否无源运行并提供主动支撑，实现构网的关键在于PCS环节。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2450278380?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-11 16:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2450278380","market":"hk","top_or_hot":-1,"title":"长江证券：国内大储构网趋势对价格弹性几何?","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，长江证券发布研报称，构网型PCS是构网型储能的核心，价格弹性可达100%-150%，构网型储能系统及EPC中标价格也显著高于均价。该团队认为考虑到目前具备构网型技术及项目基础的公司较少，短期内技术升级有望带来可观的价值弹性，有利于国内中标价格企稳向好，相关技术龙头有望受益。什么是构网型储能?“构网”和“跟网”根本差异在于能否无源运行并提供主动支撑，实现构网的关键在于PCS环节。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1149296.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>长江证券：国内大储构网趋势对价格弹性几何?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n长江证券：国内大储构网趋势对价格弹性几何?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 16:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1149296.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，长江证券发布研报称，构网型PCS是构网型储能的核心，价格弹性可达100%-150%，构网型储能系统及EPC中标价格也显著高于均价。该团队认为考虑到目前具备构网型技术及项目基础的公司较少，短期内技术升级有望带来可观的价值弹性，有利于国内中标价格企稳向好，相关技术龙头有望受益。什么是构网型储能?“构网”和“跟网”根本差异在于能否无源运行并提供主动支撑，实现构网的关键在于PCS环节。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1149296.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0188","symbol_name":"融资融券","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1149296.html","article_id":"2450278380","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2450278380","pubTimestamp":1720685641,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，长江证券发布研报称，构网型PCS是构网型储能的核心，价格弹性可达100%-150%，构网型储能系统及EPC中标价格也显著高于均价。相较于跟网型储能，构网型储能应对复杂的电网环境，可以快速平抑电网波动，增强电力系统稳定性。考虑到目前具备构网型技术及项目基础的公司较少，短期内技术升级有望带来可观的价值弹性，有利于国内中标价格企稳向好，相关技术龙头有望受益。风险提示1、储能装机不及预期;2、市场竞争风险。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK0188":"融资融券","BK0201":"可转债","BK0183":"MSCI概念","000783":"长江证券","BK0276":"资本市场"},"translate_title":"Changjiang securities: What is the price elasticity of the domestic large storage network trend?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000783":1},"content_text":"智通财经APP获悉，长江证券发布研报称，构网型PCS是构网型储能的核心，价格弹性可达100%-150%，构网型储能系统及EPC中标价格也显著高于均价。该团队认为考虑到目前具备构网型技术及项目基础的公司较少，短期内技术升级有望带来可观的价值弹性，有利于国内中标价格企稳向好，相关技术龙头有望受益。什么是构网型储能?“构网”和“跟网”根本差异在于能否无源运行并提供主动支撑，实现构网的关键在于PCS环节。构网型储能能够在孤网或无源网中运行，对功率变化和电压扰动响应更快;而普通跟网型储能只能并网运行，响应速度也较慢。这是因为构网型储能：1)能够主动识别电网情况，提供电压、惯量支撑;2)具备故障穿越功能，在电网故障下持续并网运行;3)具备启动和支持系统崩溃后的重启能力;4)具备阻尼可控能力，避免超调和振荡。相较于跟网型储能，构网型储能应对复杂的电网环境，可以快速平抑电网波动，增强电力系统稳定性。为何构网型储能是必然趋势?对电网而言，新能源出力间歇性、波动性和并网器件的低裕度，导致电网频率和电压变化加快振荡频率和幅度提升，因此新能源高占比需要更高的电网支撑水平。对电网侧储能业主，构网升级可以提高辅助服务K值，提高竞标优势和收益。对电源侧储能业主，构网型储能能够对送出电压和频率提供主动支撑，进而提升消纳能力，有利于新能源富集地区进行长距离送出;另外未来新能源竞争性配置要求配储具备构网型功能，电网将优先调度友好型电源。构网型升级对价格弹性几何?构网型PCS是构网型储能的核心，价格弹性可达100%-150%，构网型储能系统及EPC中标价格也显著高于均价。考虑到目前具备构网型技术及项目基础的公司较少，短期内技术升级有望带来可观的价值弹性，有利于国内中标价格企稳向好，相关技术龙头有望受益。风险提示1、储能装机不及预期;2、市场竞争风险。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2450278380"}