财联社10月28日电,中信建投研报称,今年1-9月份国内储能项目新增招标255.8GWh,同比增长97.7%。考虑到Q4往往为招标旺季,即使保守来看今年Q4招标量同比持平无增长,则全年招标至少可达到361.6GWh。预计明年锂电池总需求有望超过2700GWh,同比增速超过30%,其中储能电池需求超过900GWh,锂电多个环节可能出现紧缺。
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